Clean Yield Group
Holdings as of 2026-06-30, filed 2026-08-05 · recorded 2026-08-06 03:52:01.087 UTC
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 36 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
395
Value reported by manager
$403M
Sum of our stored positions
$403M
should match the line above
Disclosure lag
36 d
quarter end to filing
Top 5 concentration
22.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| APPLE INC COM | Stock | $29.5M | 101,792 | — | 037833100 |
| NVIDIA CORPORATION COM | Stock | $18.8M | 94,092 | — | 67066G104 |
| ASML HLDG NV N Y REGISTRY SHS | ADR | $15.3M | 7,698 | — | N07059210 |
| BROADCOM INC COM | Stock | $13.5M | 35,801 | — | 11135F101 |
| CISCO SYS INC COM | Stock | $13.2M | 112,661 | — | 17275R102 |
| ARISTA NETWORKS INC COM SHS | Stock | $9.2M | 54,105 | — | 040413205 |
| GSK PLC SPONSORED ADR | ADR | $8.3M | 158,720 | — | 37733W204 |
| AMERICAN WTR WKS CO INC NEW COM | Stock | $6.7M | 50,633 | — | 030420103 |
| PROLOGIS INC. COM | REIT | $6.6M | 48,601 | — | 74340W103 |
| HA SUSTAINABLE INFRA CAP INC COM | REIT | $6.5M | 167,397 | — | 41068X100 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | Stock | $6.3M | 26,654 | — | 31488V107 |
| UNILEVER PLC SPON ADR NEW | ADR | $6.2M | 103,553 | — | 904767803 |
| CAMDEN NATL CORP COM | Stock | $5.9M | 109,082 | — | 133034108 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | $5.8M | 20,791 | — | 459200101 |
| SALESFORCE INC COM | Stock | $5.8M | 37,243 | — | 79466L302 |
| QUEST DIAGNOSTICS INC COM | Stock | $5.7M | 27,117 | — | 74834L100 |
| PALO ALTO NETWORKS INC COM | Stock | $5.7M | 16,761 | — | 697435105 |
| NOKIA CORP SPONSORED ADR | ADR | $5.6M | 422,437 | — | 654902204 |
| HUBBELL INC COM | Stock | $5.4M | 10,358 | — | 443510607 |
| ECOLAB INC COM | Stock | $5.3M | 19,173 | — | 278865100 |
| MICROSOFT CORP COM | Stock | $5.3M | 14,173 | — | 594918104 |
| SPROUTS FMRS MKT INC COM | Stock | $5.3M | 62,293 | — | 85208M102 |
| STRYKER CORPORATION COM | Stock | $5.2M | 16,583 | — | 863667101 |
| COSTCO WHOLESALE CORPORATION COM | Stock | $5.2M | 5,562 | — | 22160K105 |
| ROSS STORES INC COM | Stock | $5.2M | 24,364 | — | 778296103 |
| STATE STR CORP COM | Stock | $5.1M | 30,276 | — | 857477103 |
| HOME DEPOT INC | Stock | $5.1M | 14,388 | — | 437076102 |
| JOHNSON & JOHNSON COM | Stock | $5.1M | 19,963 | — | 478160104 |
| FIRST SOLAR INC COM | Stock | $4.9M | 20,965 | — | 336433107 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | $4.9M | 21,872 | — | 053015103 |
| VALMONT INDS INC COM | Stock | $4.8M | 8,361 | — | 920253101 |
| BORGWARNER INC COM | Stock | $4.8M | 72,057 | — | 099724106 |
| SCHWAB CHARLES CORP COM | Stock | $4.6M | 49,314 | — | 808513105 |
| HENRY JACK & ASSOC INC COM | Stock | $4.5M | 32,725 | — | 426281101 |
| VEEVA SYS INC CL A COM | Stock | $4.3M | 23,988 | — | 922475108 |
| MOODYS CORP COM | Stock | $4.2M | 9,183 | — | 615369105 |
| SERVICENOW INC COM | Stock | $4.1M | 41,397 | — | 81762P102 |
| KADANT INC COM | Stock | $4M | 12,636 | — | 48282T104 |
| ALPHABET INC CAP STK CL C | Stock | $3.9M | 10,985 | — | 02079K107 |
| ELI LILLY & CO COM | Stock | $3.8M | 3,179 | — | 532457108 |
| WABTEC COM | Stock | $3.8M | 14,119 | — | 929740108 |
| MCCORMICK & CO INC COM NON VTG | Stock | $3.8M | 74,802 | — | 579780206 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | ADR | $3.7M | 227,988 | — | 874060205 |
| COLGATE PALMOLIVE CO COM | Stock | $3.4M | 36,568 | — | 194162103 |
| CHECK POINT SOFTWARE TECH LTD ORD | Stock | $3.3M | 25,104 | — | M22465104 |
| NETFLIX INC. COM | Stock | $3.2M | 44,837 | — | 64110L106 |
| AMALGAMATED FINANCIAL CORP COM | Stock | $3.1M | 68,140 | — | 022671101 |
| ALPHABET CLASS A | Stock | $3.1M | 8,718 | — | 02079K305 |
| COLUMBIA BKG SYS INC COM | Stock | $3M | 95,046 | — | 197236102 |
| HEALTHPEAK PROPERTIES INC COM | REIT | $3M | 138,158 | — | 42250P103 |
| CHIPOTLE MEXICAN GRILL INC COM | Stock | $2.9M | 85,323 | — | 169656105 |
| H2O AMERICA COM | Stock | $2.8M | 46,155 | — | 784305104 |
| SHOPIFY INC CL A SUB VTG SHS | Stock | $2.7M | 23,329 | — | 82509L107 |
| ACUITY INC COM | Stock | $2.5M | 6,648 | — | 00508Y102 |
| PROCTER & GAMBLE CO COM | Stock | $2.4M | 16,115 | — | 742718109 |
| ILLINOIS TOOL WKS INC COM | Stock | $2.3M | 8,438 | — | 452308109 |
| ULTA BEAUTY INC COM | Stock | $2.3M | 5,060 | — | 90384S303 |
| VODAFONE GROUP PLC SPONSORED ADR | ADR | $2.3M | 171,770 | — | 92857W308 |
| EXPEDITORS INTL WASH INC COM | Stock | $2.1M | 13,168 | — | 302130109 |
| AMGEN INC COM | Stock | $2M | 5,626 | — | 031162100 |
| AMERESCO INC CL A | Stock | $1.9M | 69,317 | — | 02361E108 |
| UNITED PARCEL SVCS INC CL B | Stock | $1.9M | 17,228 | — | 911312106 |
| SOFI TECHNOLOGIES INC COM | Stock | $1.8M | 102,471 | — | 83406F102 |
| MERCK & CO INC COM | Stock | $1.8M | 14,182 | — | 58933Y105 |
| STATE STREET SPDR S&P 500 ETF | ETF | $1.8M | 2,393 | — | 78462F103 |
| LULULEMON ATHLETICA INC COM | Stock | $1.6M | 14,054 | — | 550021109 |
| TELUS CORPORATION COM | Stock | $1.5M | 140,340 | — | 87971M103 |
| PEPSICO INC COM | Stock | $1.5M | 10,784 | — | 713448108 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | $1.2M | 2,472 | — | 883556102 |
| NOVO-NORDISK A S ADR | ADR | $1.2M | 25,388 | — | 670100205 |
| US BANCORP COM NEW | Stock | $1.2M | 19,817 | — | 902973304 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | $1.2M | 2,348 | — | 084670702 |
| ISHARES ESG MSCI KLD 400 ETF | ETF | $1.1M | 8,000 | — | 464288570 |
| AMERICAN EXPRESS CO COM | Stock | $1M | 3,079 | — | 025816109 |
| ABBVIE INC COM | Stock | $979.1K | 3,891 | — | 00287Y109 |
| GE AEROSPACE COM NEW | Stock | $976.6K | 2,613 | — | 369604301 |
| TEXAS INSTRS INC COM | Stock | $916K | 3,073 | — | 882508104 |
| VITAL FARMS INC COM | Stock | $843.3K | 72,507 | — | 92847W103 |
| OREILLY AUTOMOTIVE INC COM | Stock | $826K | 8,970 | — | 67103H107 |
| GE VERNOVA INC COM | Stock | $804.8K | 685 | — | 36828A101 |
| JPMORGAN CHASE & CO COM | Stock | $768.2K | 2,347 | — | 46625H100 |
| KEYSIGHT TECHNOLOGIES INC COM | Stock | $686.8K | 1,962 | — | 49338L103 |
| INTUIT COM | Stock | $680.9K | 2,609 | — | 461202103 |
| AFLAC INC COM | Stock | $666.7K | 5,686 | — | 001055102 |
| BECTON DICKINSON & CO COM | Stock | $662.4K | 4,377 | — | 075887109 |
| TRIMBLE INC COM | Stock | $654.1K | 12,781 | — | 896239100 |
| NEXTERA ENERGY INC COM | Stock | $645.8K | 7,358 | — | 65339F101 |
| AMPHENOL CORP CL A | Stock | $633.3K | 3,592 | — | 032095101 |
| CORNING INC COM | Stock | $629.1K | 2,463 | — | 219350105 |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | $624.8K | 1,596 | — | 942749102 |
| VANECK GREEN BOND ETF | ETF | $583.1K | 24,160 | — | 92189F171 |
| AGILENT TECHNOLOGIES INC COM | Stock | $582.7K | 4,387 | — | 00846U101 |
| MASTERCARD INCORPORATED CL A | Stock | $563.9K | 1,098 | — | 57636Q104 |
| ASTRAZENECA PLC ORD | ADR | $559.4K | 2,950 | — | G0593M107 |
| HELIOS TECHNOLOGIES INC COM | Stock | $518.3K | 5,807 | — | 42328H109 |
| EXXONMOBIL HOLDINGS CORP COM SHS | Stock | $515.6K | 3,771 | — | 30233Q108 |
| ABBOTT LABORATORIES COM | Stock | $506.8K | 5,585 | — | 002824100 |
| SMUCKER J M CO COM NEW | Stock | $492.9K | 4,381 | — | 832696405 |
| 3M CO COM | Stock | $484.9K | 2,995 | — | 88579Y101 |
| CALIFORNIA WTR SVC GROUP COM | Stock | $478.5K | 9,835 | — | 130788102 |
| GENERAL MILLS INC COM | Stock | $475.6K | 13,666 | — | 370334104 |
| TRACTOR SUPPLY CO COM | Stock | $472.4K | 14,945 | — | 892356106 |
| WALMART INC COM | Stock | $464.5K | 4,102 | — | 931142103 |
| AMAZON COM INC COM | Stock | $460.7K | 1,933 | — | 023135106 |
| INVESCO QQQ TRUST SERIES I | ETF | $449.2K | 610 | — | 46090E103 |
| HINGHAM INSTN SVGS MASS COM | Stock | $443.8K | 1,445 | — | 433323102 |
| ESSENTIAL UTILS INC COM | Stock | $435.9K | 11,379 | — | 29670G102 |
| COCA COLA CO COM | Stock | $432.5K | 5,322 | — | 191216100 |
| PAYCHEX INC COM | Stock | $414.1K | 4,211 | — | 704326107 |
| GALLAGHER ARTHUR J & CO COM | Stock | $413.2K | 1,800 | — | 363576109 |
| ISHARES ESG AWARE MSCI USA ETF | ETF | $404.9K | 2,474 | — | 46435G425 |
| DISNEY WALT CO COM | Stock | $384.7K | 3,997 | — | 254687106 |
| VANGUARD S&P 500 GROWTH ETF | ETF | $380.8K | 4,609 | — | 921932505 |
| IRON MTN INC DEL COM | REIT | $378.9K | 3,000 | — | 46284V101 |
| SYSCO CORP COM | Stock | $369K | 4,415 | — | 871829107 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | $362.8K | 1,904 | — | 81369Y803 |
| UNITEDHEALTH GROUP INC COM | Stock | $342.5K | 824 | — | 91324P102 |
| VANECK GOLD MINERS ETF | ETF | $334.2K | 4,430 | — | 92189F106 |
| WATERS CORP COM | Stock | $325.2K | 867 | — | 941848103 |
| INTEL CORP COM | Stock | $293.9K | 2,105 | — | 458140100 |
| TARGET CORP COM | Stock | $288.6K | 2,210 | — | 87612E106 |
| RENAISSANCERE HLDGS LTD COM | Stock | $288.4K | 910 | — | G7496G103 |
| LOWES COS INC COM | Stock | $288K | 1,306 | — | 548661107 |
| CATERPILLAR INC COM | Stock | $287.5K | 270 | — | 149123101 |
| RTX CORPORATION COM | Stock | $287.4K | 1,515 | — | 75513E101 |
| MCDONALDS CORP COM | Stock | $285.7K | 1,057 | — | 580135101 |
| BNY MELLON MUNICIPAL INTERMEDIATE ETF | ETF | $278.4K | 10,529 | — | 05613H704 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | ETF | $271.9K | 735 | — | 922908769 |
| SPDR GOLD SHARES | ETF | $270.8K | 735 | — | 78463V107 |
| METTLER TOLEDO INTERNATIONAL COM | Stock | $268.3K | 210 | — | 592688105 |
| CURTISS WRIGHT CORP COM | Stock | $265.2K | 350 | — | 231561101 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | $257.3K | 2,072 | — | 464287614 |
| MIDDLESEX WTR CO COM | Stock | $244.3K | 4,350 | — | 596680108 |
| LABCORP HOLDINGS INC COM SHS | Stock | $240.5K | 859 | — | 504922105 |
| ENTERPRISE PRODS PARTNERS L P COM | Stock | $236.7K | 6,440 | — | 293792107 |
| CORTEVA INC COM | Stock | $235.4K | 2,780 | — | 22052L104 |
| ORACLE CORP COM | Stock | $234K | 1,597 | — | 68389X105 |
| QNITY ELECTRONICS INC COMMON STOCK | Stock | $232.7K | 1,425 | — | 74743L100 |
| UNION PAC CORP COM | Stock | $231.2K | 850 | — | 907818108 |
| AIR PRODUCTS AND CHEMICALS INC COM | Stock | $230.7K | 787 | — | 009158106 |
| CVS HEALTH CORP COM | Stock | $219.1K | 2,118 | — | 126650100 |
| TRAVELERS COMPANIES INC COM | Stock | $214.6K | 650 | — | 89417E109 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ETF | $214.4K | 2,340 | — | 78468R663 |
| VISA INC COM CL A | Stock | $212K | 618 | — | 92826C839 |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | ETF | $209.8K | 4,482 | — | 92206C771 |
| FEDEX CORP COM | Stock | $205.1K | 655 | — | 31428X106 |
| FIFTH THIRD BANCORP COM | Stock | $194.8K | 3,456 | — | 316773100 |
| THE CIGNA GROUP COM | Stock | $194.4K | 705 | — | 125523100 |
| MARVELL TECHNOLOGY INC COM | Stock | $191.8K | 644 | — | 573874104 |
| DANAHER CORP DEL COM | Stock | $191.1K | 1,003 | — | 235851102 |
| VANGUARD MORNINGSTAR MID-CAP ETF | ETF | $183.1K | 2,272 | — | 922908629 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | $180.3K | 3,223 | — | 46435U663 |
| EATON CORP PLC SHS | Stock | $180.2K | 423 | — | G29183103 |
| TJX COS INC NEW COM | Stock | $175.4K | 1,158 | — | 872540109 |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | $172.9K | 1,682 | — | 46435G516 |
| MICROCHIP TECHNOLOGY INC. COM | Stock | $172.4K | 1,890 | — | 595017104 |
| EMERSON ELEC CO COM | Stock | $168.1K | 1,174 | — | 291011104 |
| WASTE MGMT INC DEL COM | Stock | $167.4K | 751 | — | 94106L109 |
| COMCAST CORP NEW CL A | Stock | $166.9K | 6,800 | — | 20030N101 |
| HERSHEY CO COM | Stock | $166.7K | 950 | — | 427866108 |
| VERTEX PHARMACEUTICALS INC COM | Stock | $163.9K | 330 | — | 92532F100 |
| UNITED THERAPEUTICS CORP DEL COM | Stock | $162.5K | 300 | — | 91307C102 |
| PFIZER INC COM | Stock | $160.7K | 6,673 | — | 717081103 |
| MCKESSON CORP COM | Stock | $159.4K | 211 | — | 58155Q103 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | $154.4K | 2,680 | — | 110122108 |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | ETF | $153.8K | 6,560 | — | 78468R606 |
| CHURCH & DWIGHT CO INC COM | Stock | $153K | 1,579 | — | 171340102 |
| VANGUARD MORNINGSTAR GROWTH ETF | ETF | $151.4K | 1,758 | — | 922908736 |
| MARRIOTT INTL INC NEW CL A | Stock | $150.1K | 405 | — | 571903202 |
| NORFOLK SOUTHN CORP COM | Stock | $149.1K | 474 | — | 655844108 |
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | $144.4K | 3,200 | — | 42824C109 |
| CARRIER GLOBAL CORPORATION COM | Stock | $143.9K | 1,962 | — | 14448C104 |
| DOVER CORP COM | Stock | $142K | 633 | — | 260003108 |
| GENUINE PARTS CO COM | Stock | $141.6K | 1,200 | — | 372460105 |
| SHERWIN WILLIAMS CO COM | Stock | $141.5K | 411 | — | 824348106 |
| CENCORA INC COM | Stock | $141.5K | 500 | — | 03073E105 |
| DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | ETF | $141.2K | 3,028 | — | 25434V716 |
| BETA TECHNOLOGIES INC COM SHS CL A | Stock | $139.4K | 8,324 | — | 086921103 |
| MSCI INC COM | Stock | $137.2K | 245 | — | 55354G100 |
| BANK OF NY MELLON CORP COM | Stock | $132.5K | 916 | — | 064058100 |
| WW GRAINGER INC COM | Stock | $130.6K | 96 | — | 384802104 |
| WELLS FARGO & CO COM | Stock | $129.6K | 1,568 | — | 949746101 |
| DUPONT DE NEMOURS INC COMMON STOCK | Stock | $128.8K | 950 | — | 26614N201 |
| NUVEEN AMT FREE QLTY MUN INCME COM | CEF | $128.8K | 10,971 | — | 670657105 |
| TENNANT CO COM | Stock | $123.9K | 1,415 | — | 880345103 |
| MASCO CORP COM | Stock | $122.1K | 1,500 | — | 574599106 |
| EBAY INC. COM | Stock | $120.2K | 1,076 | — | 278642103 |
| YUM BRANDS INC COM | Stock | $118K | 738 | — | 988498101 |
| AT&T INC COM | Stock | $115.3K | 5,569 | — | 00206R102 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | $113.2K | 237 | — | 874039100 |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | ETF | $113.1K | 3,056 | — | 46435U853 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ETF | $108.8K | 2,400 | — | 81369Y886 |
| MARSH & MCLENNAN COS INC COM | Stock | $107.7K | 646 | — | 571748102 |
| IDACORP INC COM | Stock | $105.9K | 700 | — | 451107106 |
| DIGITAL RLTY TR INC COM | REIT | $104.2K | 580 | — | 253868103 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | $99.8K | 1,974 | — | 922907746 |
| PNC FINL SVCS GROUP INC COM | Stock | $97.7K | 397 | — | 693475105 |
| CARMAX INC COM | Stock | $97.3K | 1,839 | — | 143130102 |
| NUVEEN SELECT TAX-FREE INCOME SH BEN INT | CEF | $95.2K | 6,653 | — | 67062F100 |
| ISHARES ESG AWARE MSCI EM ETF | ETF | $93.4K | 1,708 | — | 46434G863 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-05