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 9 of 23

Sort by:

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:474

Value:$112.3K

% of Portfolio:0.0% ($112.3K/$306.9M)

DOVER Corp

DOV|260003108

Shares:633

Value:$111.2K

% of Portfolio:0.0% ($111.2K/$306.9M)

CURTISS WRIGHT CORP

CW|231561101

Shares:350

Value:$111.0K

% of Portfolio:0.0% ($111.0K/$306.9M)

Zoetis Inc.

ZTS|98978V103

Shares:650

Value:$107.0K

% of Portfolio:0.0% ($107.0K/$306.9M)

YUM BRANDS INC

YUM|988498101

Shares:680

Value:$107.0K

% of Portfolio:0.0% ($107.0K/$306.9M)

MASCO CORP /DE/

MAS|574599106

Shares:1.5K

Value:$104.3K

% of Portfolio:0.0% ($104.3K/$306.9M)

464287655

IWM|464287655

Shares:500

Value:$99.7K

% of Portfolio:0.0% ($99.7K/$306.9M)

922908744

VTV|922908744

Shares:575

Value:$99.3K

% of Portfolio:0.0% ($99.3K/$306.9M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:100

Value:$98.8K

% of Portfolio:0.0% ($98.8K/$306.9M)

NUVEEN SELECT TAX FREE INCOME PORTFOLIO

NXP|67062F100

Shares:6.7K

Value:$95.6K

% of Portfolio:0.0% ($95.6K/$306.9M)

81369Y886

Shares:1.2K

Value:$94.6K

% of Portfolio:0.0% ($94.6K/$306.9M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:867

Value:$94.5K

% of Portfolio:0.0% ($94.5K/$306.9M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:158

Value:$93.2K

% of Portfolio:0.0% ($93.2K/$306.9M)

921937827

BSV|921937827

Shares:1.2K

Value:$93.1K

% of Portfolio:0.0% ($93.1K/$306.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:1.1K

Value:$92.8K

% of Portfolio:0.0% ($92.8K/$306.9M)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:300

Value:$92.5K

% of Portfolio:0.0% ($92.5K/$306.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.3K

Value:$91.5K

% of Portfolio:0.0% ($91.5K/$306.9M)

Palo Alto Networks Inc

PANW|697435105

Shares:534

Value:$91.1K

% of Portfolio:0.0% ($91.1K/$306.9M)

CHEVRON CORP

CVX|166764100

Shares:543

Value:$90.8K

% of Portfolio:0.0% ($90.8K/$306.9M)

78464A284

Shares:3.6K

Value:$90.6K

% of Portfolio:0.0% ($90.6K/$306.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NORFOLK SOUTHERN CORP(NSCcusip655844108)	474	QoQ -13.81% (-76) YoY -13.81% (-76)	All Managers (Combined)	$112.3K	0.0% ($112.3K/$306.9M)	QoQ -13.02% (-$16.8K) YoY -19.91% (-$27.9K)
DOVER Corp(DOVcusip260003108)	633	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$111.2K	0.0% ($111.2K/$306.9M)	QoQ -6.35% (-$7.5K) YoY -0.85% (-$956)
CURTISS WRIGHT CORP(CWcusip231561101)	350	QoQ 0.00% (-0) YoY NEW(+350)	All Managers (Combined)	$111.0K	0.0% ($111.0K/$306.9M)	QoQ -10.59% (-$13.2K) YoY NEW(+$111.0K)
Zoetis Inc.(ZTScusip98978V103)	650	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$107.0K	0.0% ($107.0K/$306.9M)	QoQ +1.05% (+$1.1K) YoY -2.69% (-$3.0K)
YUM BRANDS INC(YUMcusip988498101)	680	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$107.0K	0.0% ($107.0K/$306.9M)	QoQ +17.29% (+$15.8K) YoY +13.49% (+$12.7K)
MASCO CORP /DE/(MAScusip574599106)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$104.3K	0.0% ($104.3K/$306.9M)	QoQ -4.17% (-$4.5K) YoY -11.84% (-$14.0K)
(IWMcusip464287655)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$99.7K	0.0% ($99.7K/$306.9M)	QoQ -9.71% (-$10.7K) YoY -5.14% (-$5.4K)
(VTVcusip922908744)	575	QoQ 0.00% (+0) YoY -43.34% (-440)	All Managers (Combined)	$99.3K	0.0% ($99.3K/$306.9M)	QoQ +2.03% (+$2.0K) YoY -39.91% (-$66.0K)
W.W. GRAINGER, INC.(GWWcusip384802104)	100	QoQ 0.00% (-0) YoY +17.64% (+15)	All Managers (Combined)	$98.8K	0.0% ($98.8K/$306.9M)	QoQ -6.28% (-$6.6K) YoY +14.23% (+$12.3K)
NUVEEN SELECT TAX FREE INCOME PORTFOLIO(NXPcusip67062F100)	6.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$95.6K	0.0% ($95.6K/$306.9M)	QoQ -5.14% (-$5.2K) YoY -0.48% (-$466)
(cusip81369Y886)✕	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$94.6K	0.0% ($94.6K/$306.9M)	QoQ +4.17% (+$3.8K) YoY +20.10% (+$15.8K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	867	QoQ +12.59% (+97) YoY -41.02% (-603)	All Managers (Combined)	$94.5K	0.0% ($94.5K/$306.9M)	QoQ +30.48% (+$22.1K) YoY -21.72% (-$26.2K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	158	QoQ 0.00% (+0) YoY +3.26% (+5)	All Managers (Combined)	$93.2K	0.0% ($93.2K/$306.9M)	QoQ +13.41% (+$11.0K) YoY +8.55% (+$7.3K)
(BSVcusip921937827)	1.2K	QoQ 0.00% (+0) YoY -35.69% (-660)	All Managers (Combined)	$93.1K	0.0% ($93.1K/$306.9M)	QoQ +1.30% (+$1.2K) YoY -34.34% (-$48.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	1.1K	QoQ 0.00% (+0) YoY -79.43% (-4.3K)	All Managers (Combined)	$92.8K	0.0% ($92.8K/$306.9M)	QoQ +11.59% (+$9.6K) YoY -24.58% (-$30.3K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	300	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$92.5K	0.0% ($92.5K/$306.9M)	QoQ -12.63% (-$13.4K) YoY +34.19% (+$23.6K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.3K	QoQ -0.54% (-7) YoY -36.25% (-725)	All Managers (Combined)	$91.5K	0.0% ($91.5K/$306.9M)	QoQ +1.64% (-$1.5K) YoY -21.03% (-$24.4K)
Palo Alto Networks Inc(PANWcusip697435105)	534	QoQ 0.00% (-0) YoY +104.59% (+273)	All Managers (Combined)	$91.1K	0.0% ($91.1K/$306.9M)	QoQ -6.22% (-$6.0K) YoY +22.87% (+$17.0K)
CHEVRON CORP(CVXcusip166764100)	543	QoQ -35.58% (-300) YoY -35.58% (-300)	All Managers (Combined)	$90.8K	0.0% ($90.8K/$306.9M)	QoQ -25.60% (-$31.3K) YoY -31.68% (-$42.1K)
(cusip78464A284)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$90.6K	0.0% ($90.6K/$306.9M)	QoQ -1.40% (-$1.3K) YoY -1.82% (-$1.7K)