Clean Yield Group Portfolio Holdings by Sector
Clean Yield Group
- $327 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
NVDA AVGO TXN MCHP INTC TSM QCOM ADI 11 stocks |
$31,797
9.71% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$26,260
8.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW INTU UBER SHOP COIN ADSK SNOW 15 stocks |
$12,979
3.96% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP ORCL PLTR SNPS PANW ADBE STNE 11 stocks |
$12,581
3.84% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK SJW CWT WTRG MSEX 5 stocks |
$12,513
3.82% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
UL PG CL CHD KMB CLX 6 stocks |
$12,204
3.73% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY AMGN ABBV MRK AZN PFE BMY 11 stocks |
$10,336
3.16% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM JKHY ACN FISV CTSH INFY LDOS GIB 8 stocks |
$10,242
3.13% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK HPE MSI 4 stocks |
$9,605
2.93% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
KAI ITW GE WTS HLIO EMR TNC DOV 14 stocks |
$8,688
2.65% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$8,431
2.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$7,769
2.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CAC COLB USB HIFS FITB PNC BHB AROW 14 stocks |
$7,623
2.33% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY GRNB QQQ GDX XLK GLD IWF VMBS 52 stocks |
$7,132
2.18% of portfolio
|
25
|
4
|
19
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VOD TU CMCSA T VZ 5 stocks |
$7,085
2.16% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST LULU TJX 3 stocks |
$6,844
2.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT EW ZBH MDT SNN 6 stocks |
$6,533
1.99% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$6,400
1.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS SJM NOMD K BYND 6 stocks |
$6,376
1.95% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD STAG IIPR 3 stocks |
$6,367
1.94% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$6,267
1.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DGX TMO A MTD DHR WAT IDXX 7 stocks |
$6,194
1.89% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR SEDG 2 stocks |
$6,042
1.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
HASI IRM DLR AMT 4 stocks |
$5,950
1.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$5,567
1.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD SHW EMN IFF DD 6 stocks |
$5,100
1.56% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
HOLX BDX ALC ISRG MASI 5 stocks |
$5,046
1.54% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB AYI 2 stocks |
$4,479
1.37% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO MSCI SPGI FDS CME NDAQ 6 stocks |
$4,234
1.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK WELL 2 stocks |
$4,175
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
VMI MMM HON 3 stocks |
$4,028
1.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TAK ZTS HLN VTRS IRWD TLRY 6 stocks |
$3,998
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG SPOT DASH META TWLO MTCH 7 stocks |
$3,757
1.15% of portfolio
|
1
|
1
|
- |
1
|
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG MCD YUM SBUX 4 stocks |
$3,392
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,386
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD UPS FDX 3 stocks |
$3,182
0.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$3,085
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
WAB UNP NSC CNI CSX 5 stocks |
$2,952
0.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS NMR MS 4 stocks |
$2,683
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
VITL 1 stocks |
$2,666
0.81% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
AMRC ACM 2 stocks |
$2,532
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP MA V PYPL ALLY QFIN 6 stocks |
$1,997
0.61% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX UTHR 3 stocks |
$1,923
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$1,912
0.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY TSCO GPC WSM GRWG 5 stocks |
$1,730
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB KEYS CGNX FTV 4 stocks |
$1,560
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B SLF HIG 3 stocks |
$1,320
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DLTR 4 stocks |
$1,314
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC UBS MUFG RY SMFG HSBC 7 stocks |
$823
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC IDA DTE SO AEP DUK 7 stocks |
$809
0.25% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW OLED 3 stocks |
$707
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS 3 stocks |
$667
0.2% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL UNM PRU MET 4 stocks |
$661
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY ETSY PDD MELI 5 stocks |
$618
0.19% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NEA BK NXP NUW AMP PFG TROW STT 9 stocks |
$586
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX TTE BP 4 stocks |
$583
0.18% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX CW LHX HWM 4 stocks |
$478
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$382
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV CB KMPR L PGR ALL 6 stocks |
$321
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$312
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$269
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR MAS TT JCI 4 stocks |
$265
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$199
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$196
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC AON 3 stocks |
$178
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$148
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$125
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
HPQ DELL 2 stocks |
$116
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$95
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$81
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$81
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS ARMK 2 stocks |
$73
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$62
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA 1 stocks |
$53
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN GM LVWR 4 stocks |
$53
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
WOR 1 stocks |
$52
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$48
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM 1 stocks |
$35
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG ORA 2 stocks |
$24
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$22
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE 1 stocks |
$21
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$21
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR VTI 2 stocks |
$16
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
DTM 1 stocks |
$15
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB BKNG 2 stocks |
$11
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
ALK 1 stocks |
$9
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA THC 2 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
LNW 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER 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
|
|
Airports & Air Services | Industrials
ASR 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
HRB 1 stocks |
$1
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
AGO 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
PSO 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
|
|
Shell Companies | Financial Services
SYM 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 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
|