Clean Yield Group Top Holdings and 13F Report (2024)

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About Clean Yield Group

Investment Activity

Clean Yield Group has $237.42 million in total holdings as of December 31, 2023.
Clean Yield Group owns shares of 372 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 2.60% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Clean Yield Group has purchased 377 new stocks and bought additional shares in 25 stocks.
Clean Yield Group sold shares of 89 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Apple: $16,703,939
Unilever: $8,710,256
GSK: $7,909,753
Takeda Pharmaceutical: $7,285,149
Sprouts Farmers Market: $7,252,775

Largest New Holdings this Quarter

Vanguard Extended Duration Treasury ETF: $97,236 Holding
WORTHINGTON STL INC COM SHS: $33,720 Holding
Pan American Silver: $16,330 Holding
Duke Energy: $9,704 Holding
International Paper: $4,519 Holding

Largest Purchases this Quarter

First Solar: 8,373 shares (about $1.44M)
American Water Works: 9,484 shares (about $1.25M)
Hologic: 16,200 shares (about $1.16M)
SJW Group: 9,123 shares (about $596.19K)
GSK: 5,692 shares (about $210.95K)

Largest Sales this Quarter

Organon & Co.: 100,092 shares (about $1.44M)
Vodafone Group Public: 133,865 shares (about $1.16M)
Schwab Short-Term U.S. Treasury ETF: 14,800 shares (about $717.06K)
Healthpeak Properties: 46,254 shares (about $615.64K)
Healthcare Realty Trust: 30,110 shares (about $518.80K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$16,703,939	$49,095 ▼	-0.3%	86,760	7.0%	Computer and Technology
UL Unilever	$8,710,256	$143,986 ▲	1.7%	179,667	3.7%	Consumer Staples
GSK GSK	$7,909,753	$210,946 ▲	2.7%	213,431	3.3%	Medical
TAK Takeda Pharmaceutical	$7,285,149	$323,001 ▼	-4.2%	510,522	3.1%	Medical
SFM Sprouts Farmers Market	$7,252,775	$399,072 ▼	-5.2%	150,754	3.1%	Retail/Wholesale
TU TELUS	$5,984,218	$117,058 ▼	-1.9%	336,381	2.5%	Utilities
HASI Hannon Armstrong Sustainable Infrastructure Capital	$5,911,355	$357,795 ▼	-5.7%	214,335	2.5%	Finance
SNN Smith & Nephew	$5,844,795	$158,360 ▲	2.8%	214,252	2.5%	Medical
SJW SJW Group	$5,774,326	$596,188 ▲	11.5%	88,360	2.4%	Utilities
DOC Healthpeak Properties	$5,770,911	$615,641 ▼	-9.6%	433,577	2.4%	Finance
NOMD Nomad Foods	$5,709,794	$115,345 ▼	-2.0%	336,861	2.4%	Consumer Staples
VOD Vodafone Group Public	$5,451,098	$1,164,625 ▼	-17.6%	626,563	2.3%	Communication Services
MSFT Microsoft	$5,102,977	$77,842 ▼	-1.5%	13,570	2.1%	Computer and Technology
PEAK Healthpeak Properties	$4,828,369	$422,631 ▼	-8.0%	243,857	2.0%	Finance
NVO Novo Nordisk A/S	$4,129,414	$87,415 ▼	-2.1%	39,917	1.7%	Medical
AMAL Amalgamated Financial	$3,918,800	$133,622 ▲	3.5%	145,464	1.7%	Finance
STAG STAG Industrial	$3,907,936	$90,612 ▼	-2.3%	99,540	1.6%	Finance
JNJ Johnson & Johnson	$3,682,984	$4,075 ▼	-0.1%	23,497	1.6%	Medical
IBM International Business Machines	$3,619,034	$47,429 ▼	-1.3%	22,128	1.5%	Computer and Technology
HR Healthcare Realty Trust	$3,618,386	$518,795 ▼	-12.5%	210,005	1.5%	Finance
ADP Automatic Data Processing	$3,559,549		0.0%	15,279	1.5%	Business Services
CSCO Cisco Systems	$3,485,848	$68,455 ▲	2.0%	68,999	1.5%	Computer and Technology
FSLR First Solar	$3,433,540	$1,442,500 ▲	72.4%	19,930	1.4%	Oils/Energy
CHKP Check Point Software Technologies	$3,242,357	$121,010 ▲	3.9%	21,221	1.4%	Computer and Technology
AMRC Ameresco	$3,237,117	$67,615 ▼	-2.0%	102,214	1.4%	Oils/Energy
CAC Camden National	$3,038,585	$159,363 ▲	5.5%	80,749	1.3%	Finance
NOK Nokia Oyj	$3,032,736	$164,057 ▼	-5.1%	886,765	1.3%	Computer and Technology
PG Procter & Gamble	$2,935,514	$26,377 ▼	-0.9%	20,032	1.2%	Consumer Staples
AWK American Water Works	$2,826,698	$1,251,793 ▲	79.5%	21,416	1.2%	Utilities
OGN Organon & Co.	$2,687,282	$1,443,326 ▼	-34.9%	186,358	1.1%	Medical
UTMD Utah Medical Products	$2,673,817	$40,847 ▲	1.6%	31,748	1.1%	Medical
GIS General Mills	$2,497,272	$11,399 ▼	-0.5%	38,337	1.1%	Consumer Staples
INTU Intuit	$2,291,985	$28,751 ▼	-1.2%	3,667	1.0%	Computer and Technology
ITW Illinois Tool Works	$2,250,588	$6,548 ▼	-0.3%	8,592	0.9%	Industrial Products
MKC McCormick & Company, Incorporated	$2,219,726		0.0%	32,443	0.9%	Consumer Staples
LLY Eli Lilly and Company	$2,181,870	$50,714 ▼	-2.3%	3,743	0.9%	Medical
DGX Quest Diagnostics	$2,178,642	$65,493 ▲	3.1%	15,801	0.9%	Medical
AMGN Amgen	$2,116,659	$34,562 ▼	-1.6%	7,349	0.9%	Medical
EXPD Expeditors International of Washington	$2,115,972	$1,272 ▼	-0.1%	16,635	0.9%	Transportation
CL Colgate-Palmolive	$2,074,373	$67,833 ▼	-3.2%	26,024	0.9%	Consumer Staples
PEP PepsiCo	$2,001,513		0.0%	11,785	0.8%	Consumer Staples
BDX Becton, Dickinson and Company	$1,657,069	$5,364 ▼	-0.3%	6,796	0.7%	Medical
TMO Thermo Fisher Scientific	$1,541,468	$54,142 ▼	-3.4%	2,904	0.6%	Medical
SYK Stryker	$1,520,658		0.0%	5,078	0.6%	Medical
HIFS Hingham Institution for Savings	$1,475,302	$319,982 ▼	-17.8%	7,589	0.6%	Finance
HD Home Depot	$1,403,181	$50,596 ▼	-3.5%	4,049	0.6%	Retail/Wholesale
GOOGL Alphabet	$1,346,612	$55,178 ▼	-3.9%	9,640	0.6%	Computer and Technology
MRK Merck & Co., Inc.	$1,332,737	$19,841 ▼	-1.5%	12,225	0.6%	Medical
GRNB VanEck Green Bond ETF	$1,313,903	$134,236 ▼	-9.3%	55,136	0.6%	ETF
BRK.B Berkshire Hathaway	$1,278,626	$30,316 ▼	-2.3%	3,585	0.5%	Finance
HOLX Hologic	$1,184,284	$1,157,490 ▲	4,320.0%	16,575	0.5%	Medical
SPY SPDR S&P 500 ETF Trust	$1,098,110	$156,873 ▲	16.7%	12,600	0.5%	Finance
UNH UnitedHealth Group	$1,076,631	$2,632 ▼	-0.2%	2,045	0.5%	Medical
KAI Kadant	$1,072,186		0.0%	3,825	0.5%	Industrial Products
USB U.S. Bancorp	$1,062,437	$10,084 ▼	-0.9%	24,548	0.4%	Finance
NVDA NVIDIA	$881,492		0.0%	1,780	0.4%	Computer and Technology
GOOG Alphabet	$787,658		0.0%	5,589	0.3%	Computer and Technology
TRMB Trimble	$768,846	$3,671 ▼	-0.5%	14,452	0.3%	Computer and Technology
ABT Abbott Laboratories	$731,745	$8,696 ▼	-1.2%	6,648	0.3%	Medical
ABBV AbbVie	$730,839		0.0%	4,716	0.3%	Medical
SJM J. M. Smucker	$724,157		0.0%	5,730	0.3%	Consumer Staples
HUBB Hubbell	$718,054	$32,893 ▼	-4.4%	2,183	0.3%	Industrial Products
SCHW Charles Schwab	$704,512		0.0%	10,240	0.3%	Finance
CWT California Water Service Group	$668,345		0.0%	12,885	0.3%	Utilities
A Agilent Technologies	$615,486		0.0%	4,427	0.3%	Computer and Technology
TSCO Tractor Supply	$597,138		0.0%	2,777	0.3%	Retail/Wholesale
AXP American Express	$586,749		0.0%	3,132	0.2%	Finance
NEE NextEra Energy	$553,341		0.0%	9,110	0.2%	Utilities
MAA Mid-America Apartment Communities	$532,193	$20,169 ▼	-3.7%	3,958	0.2%	Finance
HLIO Helios Technologies	$528,055		0.0%	11,644	0.2%	Industrial Products
ORLY O'Reilly Automotive	$522,544		0.0%	550	0.2%	Retail/Wholesale
TXN Texas Instruments	$505,073	$28,978 ▼	-5.4%	2,963	0.2%	Computer and Technology
WTRG Essential Utilities	$504,972	$53,411 ▼	-9.6%	13,520	0.2%	Utilities
MA Mastercard	$502,429	$10,663 ▼	-2.1%	1,178	0.2%	Business Services
QQQ Invesco QQQ	$499,614	$819 ▼	-0.2%	1,220	0.2%	Finance
XOM Exxon Mobil	$484,703	$98,180 ▼	-16.8%	4,848	0.2%	Oils/Energy
DIS Walt Disney	$482,961		0.0%	5,349	0.2%	Consumer Discretionary
MSEX Middlesex Water	$474,105	$36,747 ▼	-7.2%	7,225	0.2%	Utilities
AFL Aflac	$466,703	$82,500 ▼	-15.0%	5,657	0.2%	Finance
PAYX Paychex	$462,504		0.0%	3,883	0.2%	Business Services
INTC Intel	$458,732		0.0%	9,129	0.2%	Computer and Technology
PLD Prologis	$444,689		0.0%	3,336	0.2%	Finance
PFE Pfizer	$439,163	$10,911 ▼	-2.4%	15,254	0.2%	Medical
MCD McDonald's	$403,847		0.0%	1,362	0.2%	Retail/Wholesale
AZN AstraZeneca	$397,365		0.0%	5,900	0.2%	Medical
GE General Electric	$397,312		0.0%	3,113	0.2%	Transportation
GOVT iShares U.S. Treasury Bond ETF	$391,680	$235,008 ▼	-37.5%	17,000	0.2%	ETF
HAIN The Hain Celestial Group	$381,301	$83,768 ▼	-18.0%	34,822	0.2%	Consumer Staples
VZ Verizon Communications	$381,185	$2,262 ▼	-0.6%	10,111	0.2%	Computer and Technology
SYY Sysco	$375,554		0.0%	5,135	0.2%	Consumer Staples
KEYS Keysight Technologies	$374,498		0.0%	2,354	0.2%	Computer and Technology
TGT Target	$370,007	$12,533 ▼	-3.3%	2,598	0.2%	Retail/Wholesale
KO Coca-Cola	$367,872		0.0%	6,243	0.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$353,468		0.0%	2,078	0.1%	Finance
LOW Lowe's Companies	$347,401	$6,677 ▼	-1.9%	1,561	0.1%	Retail/Wholesale
WTS Watts Water Technologies	$332,511		0.0%	1,596	0.1%	Computer and Technology
COST Costco Wholesale	$330,710	$42,246 ▼	-11.3%	501	0.1%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$329,849		0.0%	1,088	0.1%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$328,924	$37,088 ▼	-10.1%	7,095	0.1%	ETF
MMM 3M	$317,028		0.0%	2,900	0.1%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Clean Yield Group Top Holdings and 13F Report (2024)

About Clean Yield Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Clean Yield Group Top Holdings and 13F Report (2024)

About Clean Yield Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofClean Yield Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information