Clean-Yield-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "MTCH",
  "RNG",
  "MQ",
  "ASB",
  "GDX",
  "KAI",
  "OSK",
  "MASI",
  "TROW",
  "EDU",
  "HUM",
  "PCG",
  "SMCI",
  "SNOW",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "TNC",
  null,
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "GDXJ",
  "AEG",
  "AMRC",
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "BLK",
  "AMAL",
  "AYI",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "HRB",
  null,
  "CRTO",
  "STEW",
  "PRLB",
  "RDFN",
  "EBAY",
  "QS",
  "SJW",
  "FSLY",
  "WTRG",
  "QFIN",
  "EXPD",
  "STNE",
  "FERG",
  "AROW",
  "FITB",
  "TSVT",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "BLUE",
  "HPQ",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "SNN",
  "UNP",
  "QCOM",
  "IPGP",
  "ISRG",
  null,
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  "HLIO",
  "HWM",
  "ITW",
  "IDA",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  "BKNG",
  "MUB",
  "META",
  "IJH",
  "SEDG",
  null,
  "UNB",
  "WKHS",
  null,
  null,
  "NUW",
  "LHX",
  "LRCX",
  null,
  "L",
  "NXP",
  "SYM",
  "MMC",
  "TLRY",
  "SLF",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MDLZ",
  "MUFG",
  "MS",
  "NEOG",
  "NDAQ",
  "ELF",
  "EQIX",
  "ETSY",
  "GE",
  "GPC",
  "HIG",
  "HAS",
  "HOLX",
  "NVS",
  "OXY",
  null,
  "ODFL",
  "ORLY",
  "IX",
  "EMN",
  "ALK",
  "AER",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "ANET",
  "ORCL",
  "DASH",
  "PAYX",
  "VHT",
  "DOC",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "HPE",
  "INTC",
  "LDOS",
  "TU",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KB",
  "KEYS",
  null,
  "MKC",
  "MDB",
  "NMR",
  "AMGN",
  "MAS",
  "ORA",
  "DGX",
  "SPGI",
  "RY",
  "RELX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "ROST",
  "RTX",
  "GLD",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TWLO",
  "TRV",
  "UBS",
  "UBER",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VO",
  "MET",
  "DTM",
  "VV",
  "MSEX",
  "SCHW",
  "EBC",
  "ALC",
  "STAG",
  "HR",
  null,
  "PRF",
  "NOMD",
  "VIG",
  "LVWR",
  "AGO",
  "TSCO",
  null,
  "MTD",
  "GDDY",
  "TSM",
  "GSK",
  "GDRX",
  "GRWG",
  "VRTX",
  null,
  "K",
  "EW",
  "TT",
  "VRSK",
  "HASI",
  "LECO",
  "LNW",
  "ADSK",
  "AON",
  "THC",
  "VNT",
  "SFM",
  "GM",
  "WTS",
  "AVY",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "DOV",
  "WAB",
  "DLTR",
  "WEC",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "WEX",
  "MIDD",
  "COCP",
  "HIFS",
  "ASR",
  "IFF",
  "HMN",
  "IRWD",
  null,
  "IDXX",
  "KMPR",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  "TTWO",
  "LCID",
  "HCA",
  "PFG",
  "ACIW",
  "ARMK",
  "NTES",
  null,
  "PDD",
  "ACM",
  "VEU",
  "USB",
  null,
  "VUG",
  "VOOG",
  "VOT",
  "BSV",
  "VLTO",
  "VTV",
  "VEEV",
  "VSTS",
  "VTRS",
  "V",
  "VITL",
  "WMT",
  "WBA",
  "WAT",
  "WFC",
  "WELL",
  "WSM",
  "WIT",
  "WPM",
  "WF",
  "XPEV",
  "WOR",
  "WDAY",
  "WS",
  "YUM",
  "XYL",
  "IUSG",
  "SOLV",
  "UMC",
  "PTC",
  "GEN",
  "CHKP",
  "SCHG",
  "JD",
  "MSCI",
  "JKHY",
  "NSC",
  "NOK",
  "INFY",
  "JCI",
  "LH",
  "MFC",
  "SO",
  "TAK",
  "TTD",
  "ON",
  "SJM",
  "TRMB",
  "OKTA",
  "OTIS",
  "CRM",
  "RNR",
  "SWKS",
  "PSO",
  "SYY",
  "SPOT",
  "GEV",
  "MELI",
  "TRI.TO",
  "OLED",
  "ZBH",
  "ZM",
  "MCK",
  "GWW",
  "NTAP",
  "SYF",
  "PAYC",
  "FDX",
  "ALLY",
  "KMB",
  "LULU",
  "ADP",
  "BBVA",
  "BHB",
  "BK",
  "BRK-B",
  "BDX",
  "BYND",
  null,
  "BOC",
  "BMY",
  "CWT",
  "CAC",
  "CNI",
  "CDNS",
  "CARR",
  "CBRE",
  "CHX",
  "CHGG",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "CLX",
  "CME",
  "KO",
  "CGNX",
  "COIN",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COO",
  "CEG",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DDOG",
  "DELL",
  "DE",
  "DLR",
  "ADI",
  "MCO",
  "VOD",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PH",
  "AWK",
  null,
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 449
Total Value: 306929866
Accession Number: 0001525865-25-000002
Form Type: 13F-HR
CIK: clean-yield-group
Manager Name: Clean-Yield-Group

Data Enrichment

95% identified

425 identified24 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

449 positions • $306.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 8 of 23

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Nomad Foods Ltd

NOMD|G6564A105

Shares:8.3K

Value:$162.5K

% of Portfolio:0.1% ($162.5K/$306.9M)

FEDEX CORP

FDX|31428X106

Shares:655

Value:$159.7K

% of Portfolio:0.1% ($159.7K/$306.9M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:326

Value:$158.1K

% of Portfolio:0.1% ($158.1K/$306.9M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:454

Value:$156.7K

% of Portfolio:0.1% ($156.7K/$306.9M)

922908736

VUG|922908736

Shares:404

Value:$149.9K

% of Portfolio:0.0% ($149.9K/$306.9M)

922908629

VO|922908629

Shares:568

Value:$146.9K

% of Portfolio:0.0% ($146.9K/$306.9M)

CARMAX INC

KMX|143130102

Shares:1.8K

Value:$142.0K

% of Portfolio:0.0% ($142.0K/$306.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:1.3K

Value:$141.0K

% of Portfolio:0.0% ($141.0K/$306.9M)

03073E105

Shares:500

Value:$139.0K

% of Portfolio:0.0% ($139.0K/$306.9M)

MSCI Inc.

MSCI|55354G100

Shares:245

Value:$138.5K

% of Portfolio:0.0% ($138.5K/$306.9M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:3.5K

Value:$137.8K

% of Portfolio:0.0% ($137.8K/$306.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:1.1K

Value:$129.2K

% of Portfolio:0.0% ($129.2K/$306.9M)

CORNING INC /NY

GLW|219350105

Shares:2.8K

Value:$126.5K

% of Portfolio:0.0% ($126.5K/$306.9M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:2.0K

Value:$125.2K

% of Portfolio:0.0% ($125.2K/$306.9M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:11.0K

Value:$122.9K

% of Portfolio:0.0% ($122.9K/$306.9M)

ALCON INC

ALC|H01301128

Shares:1.3K

Value:$119.6K

% of Portfolio:0.0% ($119.6K/$306.9M)

464288653

Shares:1.1K

Value:$118.3K

% of Portfolio:0.0% ($118.3K/$306.9M)

MERCADOLIBRE INC

MELI|58733R102

Shares:60

Value:$117.9K

% of Portfolio:0.0% ($117.9K/$306.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:2.5K

Value:$114.0K

% of Portfolio:0.0% ($114.0K/$306.9M)

TENNANT CO

TNC|880345103

Shares:1.4K

Value:$112.9K

% of Portfolio:0.0% ($112.9K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Nomad Foods Ltd(NOMDcusipG6564A105)	8.3K	QoQ -70.92% (-20.2K) YoY -97.61% (-338.6K)	All Managers (Combined)	$162.5K	0.1% ($162.5K/$306.9M)	QoQ -65.95% (-$314.9K) YoY -97.60% (-$6.6M)
FEDEX CORP(FDXcusip31428X106)	655	QoQ 0.00% (-0) YoY -9.65% (-70)	All Managers (Combined)	$159.7K	0.1% ($159.7K/$306.9M)	QoQ -13.34% (-$24.6K) YoY -23.98% (-$50.4K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	326	QoQ +3.49% (+11) YoY +8.66% (+26)	All Managers (Combined)	$158.1K	0.1% ($158.1K/$306.9M)	QoQ +24.59% (+$31.2K) YoY +26.03% (+$32.6K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	454	QoQ 0.00% (+0) YoY +0.66% (+3)	All Managers (Combined)	$156.7K	0.1% ($156.7K/$306.9M)	QoQ +21.62% (+$27.9K) YoY +38.99% (+$44.0K)
(VUGcusip922908736)	404	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$149.9K	0.0% ($149.9K/$306.9M)	QoQ -9.65% (-$16.0K) YoY +7.73% (+$10.8K)
(VOcusip922908629)	568	QoQ -20.89% (-150) YoY -29.70% (-240)	All Managers (Combined)	$146.9K	0.0% ($146.9K/$306.9M)	QoQ -22.54% (-$42.7K) YoY -27.23% (-$55.0K)
CARMAX INC(KMXcusip143130102)	1.8K	QoQ 0.00% (-0) YoY +3.22% (-57)	All Managers (Combined)	$142.0K	0.0% ($142.0K/$306.9M)	QoQ -4.69% (-$7.0K) YoY -7.66% (-$11.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	1.3K	QoQ 0.00% (-0) YoY +4.21% (+52)	All Managers (Combined)	$141.0K	0.0% ($141.0K/$306.9M)	QoQ -11.53% (-$18.4K) YoY +0.74% (+$1.0K)
(cusip03073E105)✕	500	QoQ -1.57% (-8) YoY 0.00% (+0)	All Managers (Combined)	$139.0K	0.0% ($139.0K/$306.9M)	QoQ +21.82% (-$24.9K) YoY +14.44% (+$17.6K)
MSCI Inc.(MSCIcusip55354G100)	245	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$138.5K	0.0% ($138.5K/$306.9M)	QoQ -5.75% (-$8.5K) YoY +0.90% (+$1.2K)
FIFTH THIRD BANCORP(FITBcusip316773100)	3.5K	QoQ 0.00% (-0) YoY +1.73% (+60)	All Managers (Combined)	$137.8K	0.0% ($137.8K/$306.9M)	QoQ -7.28% (-$10.8K) YoY +7.17% (+$9.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	1.1K	QoQ -3.63% (-40) YoY +338.42% (+819)	All Managers (Combined)	$129.2K	0.0% ($129.2K/$306.9M)	QoQ -2.84% (-$3.8K) YoY +426.52% (+$104.7K)
CORNING INC /NY(GLWcusip219350105)	2.8K	QoQ -16.27% (-537) YoY -16.27% (-537)	All Managers (Combined)	$126.5K	0.0% ($126.5K/$306.9M)	QoQ -19.33% (-$30.3K) YoY +16.29% (-$17.7K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	2.0K	QoQ 0.00% (-0) YoY +0.61% (+12)	All Managers (Combined)	$125.2K	0.0% ($125.2K/$306.9M)	QoQ -7.11% (-$9.6K) YoY +9.73% (+$11.1K)
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	11.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$122.9K	0.0% ($122.9K/$306.9M)	QoQ -0.70% (-$878) YoY +1.17% (+$1.4K)
ALCON INC(ALCcusipH01301128)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$119.6K	0.0% ($119.6K/$306.9M)	QoQ +11.82% (+$12.7K) YoY +13.97% (+$14.7K)
(cusip464288653)✕	1.1K	QoQ 0.00% (+0) YoY -45.71% (-960)	All Managers (Combined)	$118.3K	0.0% ($118.3K/$306.9M)	QoQ +4.22% (+$4.8K) YoY -46.37% (-$102.3K)
MERCADOLIBRE INC(MELIcusip58733R102)	60	QoQ NEW(+60) YoY NEW(+60)	All Managers (Combined)	$117.9K	0.0% ($117.9K/$306.9M)	QoQ NEW(+$117.9K) YoY NEW(+$117.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	2.5K	QoQ -66.93% (-5.1K) YoY -75.13% (-7.6K)	All Managers (Combined)	$114.0K	0.0% ($114.0K/$306.9M)	QoQ -62.49% (-$190.0K) YoY -73.12% (-$310.2K)
TENNANT CO(TNCcusip880345103)	1.4K	QoQ 0.00% (-0) YoY -3.41% (-50)	All Managers (Combined)	$112.9K	0.0% ($112.9K/$306.9M)	QoQ -2.18% (-$2.5K) YoY -36.65% (-$65.3K)