Clean Yield Group Incresed Positions in Q3 2025

Clean Yield Group

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
442
+ 0.43%
$202.38 - $256.87 $89.5K - $114K
103K $26.2M
ECL
Ecolab Inc.

Basic Materials
16.9K
+ 33166.67%
$259.39 - $285.47 $4.39M - $4.83M
17K $4.65M
SCHW
Schwab Charles Corp

Financial Services
17.7K
+ 182.74%
$91.03 - $98.69 $1.61M - $1.74M
27.3K $2.61M
COLB
Columbia Banking System, Inc.

Financial Services
28K
+ 70.35%
$23.26 - $27.31 $652K - $765K
67.9K $1.75M
BWA
Borgwarner Inc

Consumer Cyclical
1.76K
+ 2.58%
$34.53 - $44.44 $60.8K - $78.3K
70.2K $3.09M
PLD
Prologis, Inc.

Real Estate
2.58K
+ 4.93%
$104.08 - $115.35 $268K - $297K
54.9K $6.28M
VMI
Valmont Industries Inc

Industrials
518
+ 5.99%
$328.58 - $387.73 $170K - $201K
9.17K $3.56M
ROST
Ross Stores, Inc.

Consumer Cyclical
120
+ 0.42%
$127.59 - $152.81 $15.3K - $18.3K
28.5K $4.34M
JNJ
Johnson & Johnson

Healthcare
173
+ 0.86%
$155.17 - $185.42 $26.8K - $32.1K
20.4K $3.78M
HD
Home Depot, Inc.

Consumer Cyclical
268
+ 2.13%
$357.4 - $423.42 $95.8K - $113K
12.9K $5.21M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.37K
+ 30.54%
$50.79 - $76.4 $69.3K - $104K
5.84K $445K
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.17%
$617.65 - $666.84 $3.09K - $3.33K
2.96K $1.97M
SNPS
Synopsys Inc

Technology
218
+ 5450.0%
$387.78 - $645.35 $84.5K - $141K
222 $109K
MCO
Moodys Corp

Financial Services
625
+ 8.18%
$472.69 - $521.32 $295K - $326K
8.27K $3.94M
NEE
Nextera Energy Inc

Utilities
562
+ 8.03%
$69.77 - $77.54 $39.2K - $43.6K
7.56K $570K
JPM
Jpmorgan Chase & CO

Financial Services
106
+ 5.42%
$282.78 - $316.06 $30K - $33.5K
2.06K $649K
QQQ
Invesco Qqq Trust, Series 1

ETFs
63
+ 7.54%
$546.99 - $602.2 $34.5K - $37.9K
898 $539K
LOW
Lowes Companies Inc

Consumer Cyclical
156
+ 12.35%
$215.01 - $273.02 $33.5K - $42.6K
1.42K $356K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
867
+ 7.37%
$185.65 - $214.38 $161K - $186K
12.6K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 2.17%
$459.11 - $506.91 $23.9K - $26.4K
2.44K $1.23M
RTX
Raytheon Technologies Corp

Industrials
187
+ 13.13%
$144.19 - $167.33 $27K - $31.3K
1.61K $269K
CAT
Caterpillar Inc

Industrials
60
+ 27.52%
$390.92 - $477.15 $23.5K - $28.6K
278 $132K
XOM
Exxon Mobil Corp

Energy
142
+ 3.51%
$105.83 - $117.22 $15K - $16.6K
4.19K $471K
INTC
Intel Corp

Technology
216
+ 9.04%
$19.31 - $35.5 $4.17K - $7.67K
2.61K $87K
GS
Goldman Sachs Group Inc

Financial Services
37
+ 108.82%
$696.56 - $806.32 $25.8K - $29.8K
71 $56K
WFC
Wells Fargo & Company

Financial Services
316
+ 24.78%
$77.05 - $85.16 $24.3K - $26.9K
1.59K $133K
MDT
Medtronic PLC

Healthcare
279
+ 265.71%
$87.67 - $95.74 $24.5K - $26.7K
384 $36K
TXN
Texas Instruments Inc

Technology
125
+ 4.24%
N/A
3.07K $598K
T
At&T Inc.

Communication Services
963
+ 15.81%
$26.94 - $29.62 $25.9K - $28.5K
7.06K $199K
MA
Mastercard Inc

Financial Services
20
+ 1.68%
$550.18 - $598.96 $11K - $12K
1.21K $686K
DGX
Quest Diagnostics Inc

Healthcare
111
+ 0.42%
N/A
26.7K $3.65M
PFE
Pfizer Inc

Healthcare
150
+ 1.62%
$23.29 - $25.88 $3.49K - $3.88K
9.42K $239K
ACN
Accenture PLC

Technology
63
+ 82.89%
$232.56 - $304.78 $14.7K - $19.2K
139 $34K
DTM
Dt Midstream, Inc.

Energy
94
+ 223.81%
$99.17 - $113.27 $9.32K - $10.6K
136 $15K
WM
Waste Management Inc

Industrials
50
+ 6.66%
$213.88 - $237.1 $10.7K - $11.9K
801 $176K
AGZ
Ishares Agency Bond ETF

ETFs
27
+ 3.62%
$108.74 - $110.41 $2.94K - $2.98K
773 $85K
XLE
Energy Sector Spdr

ETFs
1
+ 0.59%
$84.25 - $91.99 $84.3 - $92
170 $15K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.87%
$103.24 - $106.68 $413 - $427
464 $49K
IIPR
Innovative Industrial Properties Inc

Real Estate
1
+ 0.57%
$45.83 - $58.26 $45.8 - $58.3
176 $9K
MCHP
Microchip Technology Inc

Technology
163
+ 9.44%
$60.95 - $75.26 $9.93K - $12.3K
1.89K $121K
ARMK
Aramark

Industrials
1
+ 0.44%
$37.46 - $44.15 $37.5 - $44.2
229 $8K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.01%
$150.47 - $161.22 $150 - $161
18.1K $2.79M
SYK
Stryker Corp

Healthcare
590
+ 4.11%
$368.57 - $403.53 $217K - $238K
15K $5.53M
CAC
Camden National Corp

Financial Services
1.2K
+ 1.18%
$36.6 - $43.51 $43.8K - $52.1K
103K $3.96M
UPS
United Parcel Service Inc

Industrials
62
+ 0.43%
$82.58 - $105.54 $5.12K - $6.54K
14.5K $1.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.91K
+ 16.87%
$159.87 - $247.68 $305K - $472K
13.2K $2.35M
CRM
Salesforce, Inc.

Technology
1.91K
+ 8.2%
$231.66 - $273.65 $443K - $523K
25.2K $5.97M
NOW
Service Now, Inc.

Technology
70
+ 1.43%
$850.86 - $1044.69 $59.6K - $73.1K
4.98K $4.58M
JKHY
Henry Jack & Associates Inc

Technology
585
+ 1.84%
$148.45 - $182.09 $86.8K - $107K
32.4K $4.82M
Activity Summary
Buys All Purchases 87 New Holdings 36 Increased Positions 51 Sells All Sells 75 Reductions 74 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Clean Yield Group Portfolio

Follow Clean Yield Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clean Yield Group, based on Form 13F filings with the SEC.

News

Stay updated on Clean Yield Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email