Clean Yield Group Portfolio Holdings by Sector
Clean Yield Group
- $311 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO TXN MCHP QCOM TSM INTC ADI 11 stocks |
$27,484
8.83% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$21,070
6.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW INTU ANSS UBER SHOP COIN ADSK 16 stocks |
$14,391
4.63% of portfolio
|
- |
7
|
- |
1
|
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG CL CHD KMB CLX 6 stocks |
$12,928
4.16% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK SJW CWT WTRG MSEX 5 stocks |
$12,826
4.12% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP ORCL PLTR PANW ADBE STNE GDDY 11 stocks |
$12,496
4.02% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$12,000
3.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM JKHY FISV ACN CTSH INFY WIT LDOS 9 stocks |
$11,543
3.71% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK HPE MSI 4 stocks |
$10,041
3.23% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY AMGN MRK ABBV AZN PFE BMY 11 stocks |
$9,593
3.08% of portfolio
|
- |
8
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
KAI ITW GE WTS HLIO EMR DOV TNC 14 stocks |
$8,545
2.75% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS SJM NOMD K BYND 6 stocks |
$7,270
2.34% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VOD TU CMCSA T VZ 5 stocks |
$7,246
2.33% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$6,993
2.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CAC USB COLB HIFS FITB PNC BHB AROW 14 stocks |
$6,854
2.2% of portfolio
|
1
|
5
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$6,748
2.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT EW ZBH SNN MDT 6 stocks |
$6,677
2.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST LULU TJX 3 stocks |
$6,435
2.07% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$6,249
2.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY GRNB QQQ XLK GDX IWF GLD VMBS 38 stocks |
$6,113
1.96% of portfolio
|
9
|
3
|
4
|
1
|
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX TMO A MTD WAT DHR IDXX 7 stocks |
$5,974
1.92% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD STAG IIPR 3 stocks |
$5,623
1.81% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI IRM DLR EQIX AMT 5 stocks |
$5,359
1.72% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX BDX ALC ISRG MASI 5 stocks |
$4,946
1.59% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4,897
1.57% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR SEDG 2 stocks |
$4,675
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK WELL 2 stocks |
$4,500
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TAK ZTS HLN VTRS IRWD TLRY 6 stocks |
$4,363
1.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD YUM SBUX 4 stocks |
$4,350
1.4% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB AYI 2 stocks |
$4,269
1.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO MSCI FDS SPGI CME NDAQ 6 stocks |
$4,182
1.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,764
1.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD UPS FDX 3 stocks |
$3,409
1.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI MMM HON 3 stocks |
$3,294
1.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB UNP NSC CNI CSX 5 stocks |
$2,864
0.92% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG SPOT META DASH TWLO MTCH 7 stocks |
$2,797
0.9% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
VITL 1 stocks |
$2,530
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX UTHR 3 stocks |
$2,405
0.77% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$2,290
0.74% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP MA V PYPL ALLY QFIN 6 stocks |
$1,953
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,876
0.6% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
AMRC ACM 2 stocks |
$1,780
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY TSCO GPC WSM GRWG 5 stocks |
$1,500
0.48% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB KEYS CGNX FTV 4 stocks |
$1,443
0.46% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DLTR 4 stocks |
$1,368
0.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B SLF HIG 3 stocks |
$1,257
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS NMR MS 4 stocks |
$920
0.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC UBS RY MUFG BBVA SMFG HSBC 8 stocks |
$704
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI UNH CVS HUM 4 stocks |
$692
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC IDA SO 4 stocks |
$664
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET UNM PRU 4 stocks |
$627
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY ETSY PDD MELI 5 stocks |
$596
0.19% of portfolio
|
1
|
3
|
- |
1
|
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NEA BK NXP NUW AMP PFG TROW STT 9 stocks |
$553
0.18% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW OLED 3 stocks |
$528
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$519
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD SHW EMN IFF ECL 5 stocks |
$482
0.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX CW LHX HWM 4 stocks |
$392
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB KMPR HMN L PGR ALL 7 stocks |
$356
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$352
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$301
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR MAS TT JCI 4 stocks |
$284
0.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$257
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$193
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC AON 3 stocks |
$188
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$178
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$128
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$122
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$107
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ DELL NTAP 3 stocks |
$104
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$99
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$88
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS ARMK 2 stocks |
$80
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$77
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA LCID RIVN GM LVWR 5 stocks |
$62
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
WOR 1 stocks |
$60
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA 1 stocks |
$56
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$49
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM 1 stocks |
$28
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG ORA 2 stocks |
$22
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$21
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$18
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB BKNG 2 stocks |
$12
0.0% of portfolio
|
- |
2
|
- |
1
|
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA THC 2 stocks |
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
DTM 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
LNW 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
PSO 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
CRTO 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AGO 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
EDU 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
ASR 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|