Clean Yield Group Reduced Holdings in Q2 2025

Clean Yield Group

  • $311 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.9K
- 3.66%
$172.42 - $223.89 $672K - $872K
103K $21.1M
STAG
Stag Industrial, Inc.

Real Estate
-67.7K
- 95.34%
$30.08 - $37.02 $2.04M - $2.51M
3.31K $119K
SNN
Smith & Nephew PLC

Healthcare
-35.2K
- 98.31%
$24.97 - $30.63 $880K - $1.08M
605 $18K
AWK
American Water Works Company, Inc.

Utilities
-1.63K
- 2.5%
$133.82 - $151.96 $217K - $247K
63.4K $8.82M
SJW
Sjw Group

Utilities
-10.8K
- 16.85%
$50.1 - $56.8 $542K - $615K
53.4K $2.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.05K
- 30.4%
$483.48 - $539.8 $505K - $564K
2.39K $1.16M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.12K
- 1.45%
$71.11 - $82.25 $79.6K - $92.1K
76.3K $5.79M
UNH
Unitedhealth Group Inc

Healthcare
-725
- 43.78%
$274.35 - $599.47 $199K - $435K
931 $290K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-3.02K
- 1.59%
$22.73 - $29.21 $68.6K - $88.2K
187K $5.03M
CHKP
Check Point Software Technologies LTD

Technology
-1.6K
- 6.16%
$204.26 - $233.47 $326K - $373K
24.3K $5.38M
PEAK
Healthpeak Properties, Inc.

Real Estate
-17.1K
- 6.73%
N/A
237K $4.5M
GIS
General Mills Inc

Consumer Defensive
-2.98K
- 14.31%
$50.37 - $60.97 $150K - $182K
17.9K $925K
JNJ
Johnson & Johnson

Healthcare
-277
- 1.35%
$146.36 - $159.82 $40.5K - $44.3K
20.2K $3.09M
NOK
Nokia Corp

Technology
-51.1K
- 12.8%
$4.65 - $5.43 $237K - $277K
348K $1.8M
UL
Unilever PLC

Consumer Defensive
-8.47K
- 5.82%
$57.9 - $65.43 $490K - $554K
137K $8.38M
PG
Procter & Gamble CO

Consumer Defensive
-432
- 2.33%
$157.66 - $172.39 $68.1K - $74.5K
18.1K $2.89M
AMGN
Amgen Inc

Healthcare
-260
- 4.82%
$262.28 - $309.85 $68.2K - $80.6K
5.14K $1.43M
CL
Colgate Palmolive CO

Consumer Defensive
-2.18K
- 12.5%
$87.57 - $96.0 $191K - $209K
15.3K $1.39M
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.05%
$128.02 - $151.37 $640 - $757
11K $1.46M
LLY
Eli Lilly & CO

Healthcare
-3
- 0.09%
$713.71 - $898.95 $2.14K - $2.7K
3.39K $2.64M
JKHY
Henry Jack & Associates Inc

Technology
-456
- 1.42%
$163.54 - $186.02 $74.6K - $84.8K
31.8K $5.72M
MRK
Merck & Co., Inc.

Healthcare
-397
- 3.6%
$73.47 - $87.12 $29.2K - $34.6K
10.6K $842K
DGX
Quest Diagnostics Inc

Healthcare
-1.08K
- 3.9%
N/A
26.5K $3.64M
ABBV
Abb Vie Inc.

Healthcare
-211
- 4.73%
$170.16 - $206.27 $35.9K - $43.5K
4.25K $789K
SJM
J M Smucker CO

Consumer Defensive
-447
- 9.05%
$94.41 - $118.52 $42.2K - $53K
4.49K $441K
ADP
Automatic Data Processing Inc

Industrials
-609
- 2.97%
$276.76 - $326.81 $169K - $199K
19.9K $6.14M
EXPD
Expeditors International Of Washington Inc

Industrials
-265
- 1.65%
$102.84 - $122.24 $27.3K - $32.4K
15.8K $1.81M
NVO
Novo Nordisk A S

Healthcare
-1.55K
- 4.67%
$58.08 - $81.05 $89.7K - $125K
31.5K $2.18M
HLIO
Helios Technologies, Inc.

Industrials
-3.2K
- 33.14%
$25.71 - $33.72 $82.3K - $108K
6.46K $215K
CAC
Camden National Corp

Financial Services
-2.21K
- 2.14%
$36.35 - $41.49 $80.4K - $91.8K
101K $4.12M
LOW
Lowes Companies Inc

Consumer Cyclical
-336
- 21.01%
$210.83 - $235.28 $70.8K - $79.1K
1.26K $280K
WAT
Waters Corp

Healthcare
-210
- 24.0%
$307.71 - $366.67 $64.6K - $77K
665 $232K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.03K
- 10.63%
$47.86 - $55.77 $49.1K - $57.2K
8.62K $454K
APD
Air Products & Chemicals, Inc.

Basic Materials
-175
- 18.19%
$248.61 - $294.96 $43.5K - $51.6K
787 $221K
NOMD
Nomad Foods LTD

Consumer Defensive
-1.61K
- 19.43%
$16.89 - $20.13 $27.1K - $32.3K
6.67K $113K
BMY
Bristol Myers Squibb CO

Healthcare
-26
- 0.88%
$44.12 - $59.6 $1.15K - $1.55K
2.92K $135K
CHD
Church & Dwight CO Inc

Consumer Defensive
-48
- 1.91%
$91.57 - $110.76 $4.4K - $5.32K
2.46K $236K
AFL
Aflac Inc

Financial Services
-43
- 0.73%
$99.77 - $112.45 $4.29K - $4.84K
5.88K $620K
PFE
Pfizer Inc

Healthcare
-970
- 9.47%
$21.59 - $24.84 $20.9K - $24.1K
9.27K $224K
ALC
Alcon Inc

Healthcare
-300
- 23.81%
$82.88 - $98.3 $24.9K - $29.5K
960 $84K
UNP
Union Pacific Corp

Industrials
-100
- 10.53%
$208.27 - $238.46 $20.8K - $23.8K
850 $195K
VZ
Verizon Communications Inc

Communication Services
-500
- 19.89%
$41.67 - $45.62 $20.8K - $22.8K
2.01K $87K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
-170
- 8.59%
$218.94 - $269.48 $37.2K - $45.8K
1.81K $449K
TGT
Target Corp

Consumer Defensive
-115
- 4.65%
$88.76 - $105.77 $10.2K - $12.2K
2.36K $232K
SBUX
Starbucks Corp

Consumer Cyclical
-232
- 67.44%
$79.69 - $99.41 $18.5K - $23.1K
112 $10K
ROST
Ross Stores, Inc.

Consumer Cyclical
-114
- 0.4%
$126.62 - $154.26 $14.4K - $17.6K
28.3K $3.61M
ITW
Illinois Tool Works Inc

Industrials
-60
- 0.7%
$218.41 - $252.43 $13.1K - $15.1K
8.52K $2.11M
TROW
Price T Rowe Group Inc

Financial Services
-200
- 36.3%
$80.27 - $98.06 $16.1K - $19.6K
351 $33K
ETSY
Etsy Inc

Consumer Cyclical
-345
- 71.43%
$40.8 - $63.88 $14.1K - $22K
138 $6K
Activity Summary
Buys All Purchases 45 New Holdings 12 Increased Positions 33 Sells All Sells 123 Reductions 119 Sold out 4 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