CIK 1525865
Clean Yield Group
Institutional 13F holdings & portfolio
Holdings
410
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 410
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EMR | EMERSON ELEC CO COM | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC COM | 270 | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO COM | 473 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW COM | 2K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | 300 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 322 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 3K | $100K–$500K | SH |
| MSCI | MSCI INC COM | 245 | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 474 | $100K–$500K | SH |
| ETN | EATON CORP PLC SHS | 423 | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INCME COM | 11K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 405 | $100K–$500K | SH |
| DOV | DOVER CORP COM | 633 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 1K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | 2K | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO COM | 451 | $100K–$500K | SH |
| YUM | YUM BRANDS INC COM | 738 | $100K–$500K | SH |
| TNC | TENNANT CO COM | 1K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 2K | $100K–$500K | SH |
| XYL | XYLEM INC COM | 754 | $100K–$500K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC COM | 214 | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 2K | $50K–$100K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 534 | $50K–$100K | SH |
| GWW | WW GRAINGER INC COM | 96 | $50K–$100K | SH |
| INTC | INTEL CORP COM | 3K | $50K–$100K | SH |
| MAS | MASCO CORP COM | 2K | $50K–$100K | SH |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | 7K | $50K–$100K | SH |
| EBAY | EBAY INC. COM | 1K | $50K–$100K | SH |
| NUW | NUVEEN AMT-FREE MUN VALUE FD COM | 6K | $50K–$100K | SH |
| AVY | AVERY DENNISON CORP COM | 504 | $50K–$100K | SH |
| WEC | WEC ENERGY GROUP INC COM | 867 | $50K–$100K | SH |
| AGZ | ISHARES AGENCY BOND ETF | 824 | $50K–$100K | SH |
| CVS | CVS HEALTH CORP COM | 1K | $50K–$100K | SH |
| HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | 4K | $50K–$100K | SH |
| IDA | IDACORP INC COM | 700 | $50K–$100K | SH |
| VHT | VANGUARD HEALTH CARE ETF | 300 | $50K–$100K | SH |
| EW | EDWARDS LIFESCIENCES CORP COM | 1K | $50K–$100K | SH |
| UBER | UBER TECHNOLOGIES INC COM | 1K | $50K–$100K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 1K | $50K–$100K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 397 | $50K–$100K | SH |
| CVX | CHEVRON CORP NEW COM | 543 | $50K–$100K | SH |
| VIXY | PROSHARES VIX SHORT-TERM FUTURES ETF | 3K | $50K–$100K | SH |
| ZTS | ZOETIS INC CL A | 650 | $50K–$100K | SH |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 865 | $50K–$100K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 3K | $50K–$100K | SH |
| STAG | STAG INDUSTRIAL INC COM | 2K | $50K–$100K | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 2K | $50K–$100K | SH |
| SPGI | S&P GLOBAL INC COM | 146 | $50K–$100K | SH |
| ALC | ALCON AG ORD SHS | 950 | $50K–$100K | SH |