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 201–250 of 410
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 237 | $50K–$100K | SH |
| HPQ | HP INC COM | 3K | $50K–$100K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 254 | $50K–$100K | SH |
| KMX | CARMAX INC COM | 2K | $50K–$100K | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 158 | $50K–$100K | SH |
| QCOM | QUALCOMM INC COM | 394 | $50K–$100K | SH |
| HR | HEALTHCARE RLTY TR CL A COM | 4K | $50K–$100K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | 110 | $50K–$100K | SH |
| VTV | VANGUARD VALUE ETF | 329 | $50K–$100K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 71 | $50K–$100K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 250 | $50K–$100K | SH |
| FLJP | FRANKLIN FTSE JAPAN ETF | 2K | $50K–$100K | SH |
| CTAS | CINTAS CORP COM | 320 | $50K–$100K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 364 | $50K–$100K | SH |
| CB | CHUBB LIMITED COM | 187 | $50K–$100K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 702 | $50K–$100K | SH |
| TWLO | TWILIO INC CL A | 400 | $50K–$100K | SH |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | 455 | $50K–$100K | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 455 | $50K–$100K | SH |
| TIP | ISHARES TIPS BOND ETF | 500 | $50K–$100K | SH |
| AMP | AMERIPRISE FINL INC COM | 110 | $50K–$100K | SH |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | 530 | $50K–$100K | SH |
| MAA | MID-AMER APT CMNTYS INC COM | 385 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 1K | $50K–$100K | SH |
| ADI | ANALOG DEVICES INC COM | 196 | $50K–$100K | SH |
| ADSK | AUTODESK INC COM | 179 | $50K–$100K | SH |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | 840 | $50K–$100K | SH |
| SOLV | SOLVENTUM CORP COM SHS | 650 | $50K–$100K | SH |
| FDS | FACTSET RESH SYS INC COM | 177 | $50K–$100K | SH |
| DASH | DOORDASH INC CL A | 225 | $50K–$100K | SH |
| META | META PLATFORMS INC CL A | 77 | $50K–$100K | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 465 | $15K–$50K | SH |
| CNI | CANADIAN NATL RY CO COM | 500 | $15K–$50K | SH |
| DLTR | DOLLAR TREE INC COM | 400 | $15K–$50K | SH |
| WOR | WORTHINGTON ENTERPRISES INC COM | 950 | $15K–$50K | SH |
| EMN | EASTMAN CHEM CO COM | 755 | $15K–$50K | SH |
| HIG | HARTFORD INSURANCE GROUP INC COM | 339 | $15K–$50K | SH |
| BHB | BAR HBR BANKSHARES COM | 2K | $15K–$50K | SH |
| TSLA | TESLA INC COM | 102 | $15K–$50K | SH |
| AROW | ARROW FINL CORP COM | 1K | $15K–$50K | SH |
| NKE | NIKE INC CL B | 700 | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP COM | 50 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 484 | $15K–$50K | SH |
| SLF | SUN LIFE FINANCIAL INC. COM | 679 | $15K–$50K | SH |
| CPER | UNITED STATES COPPER INDEX FUND | 1K | $15K–$50K | SH |
| WS | WORTHINGTON STL INC COM SHS | 1K | $15K–$50K | SH |
| AMAT | APPLIED MATLS INC COM | 161 | $15K–$50K | SH |
| SMB | VANECK SHORT MUNI ETF | 2K | $15K–$50K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 440 | $15K–$50K | SH |
| PYPL | PAYPAL HLDGS INC COM | 641 | $15K–$50K | SH |