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 251–300 of 410
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 139 | $15K–$50K | SH |
| MDT | MEDTRONIC PLC SHS | 384 | $15K–$50K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 260 | $15K–$50K | SH |
| BLK | BLACKROCK INC COM | 34 | $15K–$50K | SH |
| CGNX | COGNEX CORP COM | 1K | $15K–$50K | SH |
| TROW | PRICE T ROWE GROUP INC COM | 351 | $15K–$50K | SH |
| TT | TRANE TECHNOLOGIES PLC SHS | 92 | $15K–$50K | SH |
| MRSH | MARSH COM | 193 | $15K–$50K | SH |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 738 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 384 | $15K–$50K | SH |
| WSM | WILLIAMS SONOMA INC COM | 192 | $15K–$50K | SH |
| CSX | CSX CORP COM | 879 | $15K–$50K | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 231 | $15K–$50K | SH |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 416 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 54 | $15K–$50K | SH |
| MIDD | MIDDLEBY CORP COM | 200 | $15K–$50K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 49 | $15K–$50K | SH |
| TRI | THOMSON REUTERS CORP COM | 216 | $15K–$50K | SH |
| FAST | FASTENAL CO COM | 696 | $15K–$50K | SH |
| L | LOEWS CORP COM | 263 | $15K–$50K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRANC COM | 410 | $15K–$50K | SH |
| UBS | UBS GROUP AG SHS | 591 | $15K–$50K | SH |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | 240 | $15K–$50K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 210 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 262 | $15K–$50K | SH |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | 900 | $15K–$50K | SH |
| KVUE | KENVUE INC COM | 2K | $15K–$50K | SH |
| DTE | DTE ENERGY CO COM | 197 | $15K–$50K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 178 | $15K–$50K | SH |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 250 | $15K–$50K | SH |
| WPM | WHEATON PRECIOUS METALS CORP COM | 195 | $15K–$50K | SH |
| CME | CME GROUP INC COM | 83 | $15K–$50K | SH |
| KB | KB FINL GROUP INC SPONSORED ADR | 263 | $15K–$50K | SH |
| NRG | NRG ENERGY INC COM NEW | 137 | $15K–$50K | SH |
| CBRE | CBRE GROUP INC CL A | 134 | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 58 | $15K–$50K | SH |
| NI | NISOURCE INC COM | 485 | $15K–$50K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 608 | $15K–$50K | SH |
| RSG | REPUBLIC SVCS INC COM | 90 | $15K–$50K | SH |
| DE | DEERE & CO COM | 37 | $15K–$50K | SH |
| NMR | NOMURA HLDGS INC SPONSORED ADR | 2K | $15K–$50K | SH |
| CWI | SPDR MSCI ACWI EX-US ETF | 462 | $15K–$50K | SH |
| EBC | EASTERN BANKSHARES INC COM | 900 | $15K–$50K | SH |
| IYR | ISHARES U.S. REAL ESTATE ETF | 175 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP COM | 72 | $15K–$50K | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 136 | $15K–$50K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 55 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC COM | 101 | $15K–$50K | SH |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 343 | $15K–$50K | SH |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 900 | $1K–$15K | SH |