Clean Yield Group Reduced Holdings in Q3 2025

Clean Yield Group

  • $327 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.48K
- 2.03%
$108.8 - $169.61 $161K - $251K
71.4K $7.77M
MKC
Mccormick & CO Inc

Consumer Defensive
-196
- 0.26%
$64.3 - $77.17 $12.6K - $15.1K
76.1K $5.09M
NVO
Novo Nordisk A S

Healthcare
-1.39K
- 4.41%
$45.38 - $71.7 $63.1K - $99.7K
30.1K $1.67M
IBM
International Business Machines Corp

Technology
-557
- 2.85%
$234.77 - $292.47 $131K - $163K
19K $5.35M
ADP
Automatic Data Processing Inc

Industrials
-361
- 1.81%
$288.69 - $310.94 $104K - $112K
19.6K $5.74M
CHKP
Check Point Software Technologies LTD

Technology
-256
- 1.05%
$180.73 - $231.23 $46.3K - $59.2K
24K $4.97M
UL
Unilever PLC

Consumer Defensive
-2.03K
- 1.48%
$58.43 - $65.01 $119K - $132K
135K $8M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-8.98K
- 3.26%
$13.6 - $15.52 $122K - $139K
266K $3.89M
INTU
Intuit Inc

Technology
-15
- 0.46%
$646.03 - $807.39 $9.69K - $12.1K
3.27K $2.23M
NFLX
Netflix Inc

Communication Services
-2
- 0.09%
$1147.87 - $1297.18 $2.3K - $2.59K
2.33K $2.8M
KAI
Kadant Inc

Industrials
-14
- 0.1%
$297.58 - $358.61 $4.17K - $5.02K
13.6K $4.04M
CSCO
Cisco Systems, Inc.

Technology
-1.98K
- 1.68%
$66.2 - $71.79 $131K - $142K
116K $7.92M
CL
Colgate Palmolive CO

Consumer Defensive
-675
- 4.42%
$79.36 - $93.33 $53.6K - $63K
14.6K $1.17M
NOK
Nokia Corp

Technology
-15.3K
- 4.4%
$4.05 - $5.23 $62K - $80.1K
333K $1.6M
AWK
American Water Works Company, Inc.

Utilities
-1.46K
- 2.31%
$135.05 - $147.0 $198K - $215K
61.9K $8.62M
TU
Telus Corp

Communication Services
-8.61K
- 4.37%
$15.6 - $16.63 $134K - $143K
188K $2.97M
GIS
General Mills Inc

Consumer Defensive
-2.61K
- 14.63%
$48.44 - $53.83 $127K - $141K
15.2K $768K
LLY
Eli Lilly & CO

Healthcare
-115
- 3.39%
$625.65 - $812.69 $71.9K - $93.5K
3.28K $2.5M
SJW
Sjw Group

Utilities
-2.71K
- 5.08%
N/A
50.7K $2.63M
NOMD
Nomad Foods LTD

Consumer Defensive
-4.91K
- 73.65%
$12.91 - $18.18 $63.4K - $89.2K
1.76K $23K
AMGN
Amgen Inc

Healthcare
-323
- 6.29%
$271.18 - $309.22 $87.6K - $99.9K
4.82K $1.36M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-610
- 53.51%
$98.52 - $103.93 $60.1K - $63.4K
530 $54K
CI
Cigna Corp

Healthcare
-34
- 3.5%
$262.23 - $334.39 $8.92K - $11.4K
937 $270K
KO
Coca Cola CO

Consumer Defensive
-250
- 4.21%
$65.67 - $71.67 $16.4K - $17.9K
5.69K $377K
STAG
Stag Industrial, Inc.

Real Estate
-1.12K
- 33.97%
$34.28 - $36.97 $38.5K - $41.5K
2.18K $77K
WAT
Waters Corp

Healthcare
-15
- 2.26%
$277.72 - $357.04 $4.17K - $5.36K
650 $194K
VZ
Verizon Communications Inc

Communication Services
-702
- 34.86%
$40.84 - $45.06 $28.7K - $31.6K
1.31K $57K
TGT
Target Corp

Consumer Defensive
-88
- 3.73%
$86.56 - $107.43 $7.62K - $9.45K
2.27K $203K
QCOM
Qualcomm Inc

Technology
-166
- 29.64%
$145.84 - $173.55 $24.2K - $28.8K
394 $65K
ABT
Abbott Laboratories

Healthcare
-64
- 1.02%
$120.51 - $136.62 $7.71K - $8.74K
6.24K $835K
CME
Cme Group Inc.

Financial Services
-58
- 40.85%
$258.83 - $287.1 $15K - $16.7K
84 $22K
ALC
Alcon Inc

Healthcare
-10
- 1.04%
$73.24 - $92.22 $732 - $922
950 $70K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-373
- 7.68%
$45.72 - $47.27 $17.1K - $17.6K
4.48K $210K
VUG
Vanguard Growth ETF

ETFs
-60
- 14.85%
$433.97 - $484.08 $26K - $29K
344 $164K
ADBE
Adobe Inc.

Technology
-22
- 42.31%
$333.65 - $392.1 $7.34K - $8.63K
30 $10K
BDX
Becton Dickinson & CO

Healthcare
-510
- 8.64%
$172.41 - $199.66 $87.9K - $102K
5.39K $1.01M
DE
Deere & CO

Industrials
-9
- 19.57%
$457.26 - $524.37 $4.12K - $4.72K
37 $16K
CWT
California Water Service Group

Utilities
-250
- 2.18%
$44.32 - $47.59 $11.1K - $11.9K
11.2K $515K
NVS
Novartis Ag

Healthcare
-63
- 52.5%
$113.5 - $129.73 $7.15K - $8.17K
57 $7K
AJG
Arthur J. Gallagher & Co.

Financial Services
-3
- 0.66%
$284.17 - $319.49 $853 - $958
451 $139K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-524
- 1.35%
$24.03 - $24.57 $12.6K - $12.9K
38.3K $935K
HON
Honeywell International Inc

Industrials
-20
- 31.75%
$207.7 - $240.4 $4.15K - $4.81K
43 $9K
MET
Metlife Inc

Financial Services
-40
- 64.52%
$73.82 - $82.37 $2.95K - $3.29K
22 $1K
KB
Kb Financial Group Inc.

Financial Services
-30
- 10.24%
$77.68 - $90.36 $2.33K - $2.71K
263 $21K
CSX
Csx Corp

Industrials
-150
- 14.56%
$32.05 - $36.52 $4.81K - $5.48K
880 $31K
HRB
H&R Block Inc

Consumer Cyclical
-32
- 46.38%
$49.28 - $56.76 $1.58K - $1.82K
37 $1K
Arista Networks Inc Com Shs
-474
- 0.89%
N/A
53K $0
Amalgamated Financial Corp Com
-3.57K
- 3.43%
N/A
100K $0
Ferguson Enterprises Inc Common Stock New
-309
- 1.13%
N/A
27K $0
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
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