Clean Yield Group
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), Clean Yield Group reported 361 stock positions worth $267.7 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Sprouts Farmers Market (SFM, 3.7%) and Unilever (UL, 3.5%). Compared with Q1 2024, it opened 19 new positions, sold out of 37, added to 58 and reduced 76. The biggest buy was Salesforce (CRM, shares +4263%) and the biggest sale Utah Medical Products (UTMD, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- NORWICH, VT
- CIK
- 0001525865
- Portfolio Value
- $267.7M (Q2 2024)
- SEC Filing
- 0001525865-24-000005 ↗ filed Jul 10, 2024
Holdings Value
Holdings 361 stocks · $267.7M
| AAPL Apple Inc. | 7.60% | 96,584 | $20.3M | Add +12.5% |
| SFM Sprouts Farmers Market Inc. | 3.74% | 119,650 | $10.0M | Reduce -10.3% |
| UL Unilever PLC | 3.48% | 169,513 | $9.3M | Reduce -5.0% |
| GSK GSK PLC-Spon ADR | 3.03% | 210,564 | $8.1M | Reduce -0.9% |
| AWK American Water Works Co. Inc. | 2.84% | 58,901 | $7.6M | Add +2.5% |
| DOC Healthpeak Properties Inc. | 2.81% | 383,302 | $7.5M | Reduce -10.4% |
| HTO H2O America filed as SJW GROUP | 2.45% | 120,949 | $6.6M | Add +4.7% |
| HASI Ha Sustainable Infrastructur filed as HANNON ARMSTRONG SUST INFR C | 2.21% | 200,249 | $5.9M | Reduce -3.8% |
| FSLR First Solar Inc. | 2.20% | 26,084 | $5.9M | Reduce -3.5% |
| NOMD Nomad Foods Ltd. | 2.15% | 349,638 | $5.8M | Add +0.8% |
| TAK Takeda Pharmaceutic-SP ADR | 2.15% | 445,140 | $5.8M | Reduce -7.5% |
| MSFT Microsoft Corp. | 2.14% | 12,845 | $5.7M | Reduce -1.2% |
| SNN Smith & Nephew PLC -Spon ADR | 2.00% | 215,920 | $5.4M | Reduce -0.7% |
| CRM Salesforce Inc. | 1.93% | 20,114 | $5.2M | Add +4263.1% |
| VOD Vodafone Group PLC-SP ADR | 1.92% | 580,140 | $5.1M | Reduce -7.0% |
| CSCO Cisco Systems Inc. | 1.90% | 106,956 | $5.1M | Add +24.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.88% | 35,170 | $5.0M | Reduce -2.5% |
| AMRC Ameresco Inc. Class A | 1.83% | 170,007 | $4.9M | Add +0.6% |
| TU Telus Corp. | 1.81% | 320,296 | $4.8M | Reduce -3.4% |
| ADP Automatic Data Processing | 1.71% | 19,151 | $4.6M | Add +31.0% |
| MKC McCormick & Co.-Non VTG SHRS | 1.62% | 61,285 | $4.3M | Add +10.1% |
| CHKP Check Point Software Tech | 1.49% | 24,207 | $4.0M | Add +10.9% |
| AMAL Amalgamated Financial Corp. | 1.48% | 144,541 | $4.0M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.45% | 22,434 | $3.9M | Add +3.2% |
| CAC Camden National Corp. | 1.35% | 109,441 | $3.6M | Add +18.4% |
| NOK Nokia Corp.-Spon ADR | 1.29% | 914,615 | $3.5M | Reduce -0.5% |
| JNJ Johnson & Johnson | 1.27% | 23,235 | $3.4M | Add +0.3% |
| STAG Stag Industrial Inc. | 1.25% | 92,846 | $3.3M | Reduce -7.9% |
| LLY Eli Lilly & Co. | 1.23% | 3,637 | $3.3M | Add +0.1% |
| PG The Procter & Gamble Co. | 1.18% | 19,147 | $3.2M | Add +0.1% |
| AGCO Agco Corp. | 1.16% | 31,748 | $3.1M | Add +111.2% |
| OGN Organon & Co. | 1.03% | 133,420 | $2.8M | Reduce -10.2% |
| DGX Quest Diagnostics Inc. | 0.98% | 19,120 | $2.6M | Add +0.1% |
| INTU Intuit Inc. | 0.88% | 3,567 | $2.3M | No change |
| CL Colgate-Palmolive Co. | 0.87% | 23,989 | $2.3M | Reduce -0.7% |
| PREMIER INC-CLASS A | 0.85% | 122,185 | $2.3M | Add +3.9% |
| NVDA Nvidia Corp. | 0.83% | 17,950 | $2.2M | No change |
| GIS General Mills Inc. | 0.80% | 33,802 | $2.1M | Reduce -5.5% |
| AMGN Amgen Inc. | 0.79% | 6,784 | $2.1M | Reduce -3.7% |
| EXPD Expeditors Intl Wash Inc. | 0.77% | 16,585 | $2.1M | No change |
| ITW Illinois Tool Works | 0.76% | 8,592 | $2.0M | No change |
| HOLX Hologic Inc. | 0.71% | 25,737 | $1.9M | Add +48.1% |
| PEP Pepsico Inc. | 0.71% | 11,534 | $1.9M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.65% | 9,600 | $1.7M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 3,061 | $1.7M | Add +34.3% |
| SYK Stryker Corp. | 0.61% | 4,828 | $1.6M | Reduce -1.2% |
| BDX Becton Dickinson and Co. | 0.59% | 6,736 | $1.6M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.59% | 2,839 | $1.6M | Reduce -0.5% |
| HR Healthcare Realty Trust Inc. | 0.57% | 93,350 | $1.5M | Reduce -58.5% |
| MRK Merck & Co. Inc. | 0.56% | 12,125 | $1.5M | No change |
| HUBB Hubbell Inc. | 0.55% | 4,021 | $1.5M | Add +11.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 3,606 | $1.5M | Add +0.9% |
| HD Home Depot Inc. | 0.52% | 4,047 | $1.4M | Add +0.6% |
| UPS United Parcel Service Class B | 0.50% | 9,754 | $1.3M | Add +25.0% |
| GRNB Vaneck Green Bond ETF | 0.44% | 49,765 | $1.2M | Reduce -6.0% |
| WAB Wabtec Corp. | 0.42% | 7,150 | $1.1M | Add +13.4% |
| HIFS Hingham Institution for SVGS | 0.42% | 6,239 | $1.1M | Reduce -15.9% |
| UNH Unitedhealth Group Inc. | 0.40% | 2,087 | $1.1M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.37% | 5,379 | $987K | Reduce -3.8% |
| KAI Kadant Inc. | 0.37% | 3,335 | $980K | Reduce -2.2% |
| USB US Bancorp | 0.36% | 24,548 | $975K | No change |
| ABBV Abbvie Inc. | 0.30% | 4,697 | $806K | Add +0.2% |
| TRMB Trimble Inc. | 0.30% | 14,252 | $797K | Reduce -1.4% |
| TSCO Tractor Supply Company | 0.28% | 2,757 | $744K | No change |
| SCHW Schwab (charles) Corp. | 0.27% | 9,840 | $725K | No change |
| COLB Columbia Banking System Inc. | 0.27% | 36,147 | $719K | Add +306.5% |
| AXP American Express Co. | 0.27% | 3,090 | $715K | Add +1.9% |
| ABT Abbott Laboratories | 0.25% | 6,449 | $670K | Reduce -3.0% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.23% | 5,730 | $625K | No change |
| ORLY O'reilly Automotive Inc. | 0.22% | 554 | $585K | Add +0.7% |
| TXN Texas Instruments Inc. | 0.21% | 2,948 | $573K | No change |
| NEE Nextera Energy Inc. | 0.21% | 7,960 | $564K | Reduce -12.6% |
| A Agilent Technologies Inc. | 0.21% | 4,327 | $561K | Reduce -2.3% |
| CWT California Water Service Grp | 0.21% | 11,485 | $557K | Reduce -4.2% |
| HLIO Helios Technologies Inc. | 0.20% | 11,344 | $542K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 5,289 | $525K | No change |
| MA Mastercard Inc. Class A | 0.19% | 1,168 | $515K | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.19% | 4,410 | $508K | Reduce -3.7% |
| AFL Aflac Inc. | 0.19% | 5,682 | $507K | Add +0.4% |
| WTRG Essential Utilities Inc. | 0.19% | 13,520 | $505K | No change |
| GE General Electric filed as GE AEROSPACE | 0.19% | 3,142 | $499K | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,000 | $479K | Reduce -10.7% |
| PAYX Paychex Inc. | 0.17% | 3,934 | $466K | Add +1.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.17% | 5,900 | $460K | No change |
| TLH iShares 10-20 Year Treasury | 0.17% | 4,400 | $452K | Add +109.5% |
| PFE Pfizer Inc. | 0.16% | 15,054 | $421K | No change |
| COST Costco Wholesale Corp. | 0.14% | 456 | $388K | Add +3.4% |
| TGT Target Corp. | 0.14% | 2,598 | $385K | No change |
| AMZN Amazon.com Inc. | 0.14% | 1,955 | $378K | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.14% | 5,777 | $368K | Reduce -2.8% |
| MSEX Middlesex Water Co. | 0.14% | 6,925 | $362K | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.13% | 1,773 | $359K | Add +3.2% |
| MCD McDonald's Corp. | 0.13% | 1,362 | $347K | No change |
| LOW Lowe's Cos Inc. | 0.13% | 1,561 | $344K | No change |
| SYY Sysco Corp. | 0.13% | 4,735 | $338K | Reduce -7.8% |
| PLD Prologis Inc. | 0.12% | 2,898 | $325K | No change |
| CI The Cigna Group | 0.12% | 983 | $325K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 888 | $324K | No change |
| KEYS Keysight Technologies Inc. | 0.12% | 2,354 | $322K | No change |
| WMT Walmart Inc. | 0.12% | 4,725 | $320K | No change |
Options reported separately and not counted above: SPY puts ($980).
Other holdings (1): bonds, preferreds, convertibles and warrants · $10 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | 50 | $10 | No change |
Lines left out (4) · $27 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| PRF Invesco Rafi US 1000 ETF | RAFI US 1000 ETF | 0 | $17 |
| VEU Vanguard Ftse All-World Ex-U | ALLWRLD EX US | 0 | $8 |
| STEW SRH Total Return Fund Inc. | COM | 0 | $1 |
| IJH iShares Core S&P Midcap ETF | CORE S&P MCP ETF | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $267.7M.
Portfolio Sells Q1 2024 → Q2 2024
| UTMD Utah Medical Products Inc. | Reduce -97.3% | 0.02% | −0.86 |
| HR Healthcare Realty Trust Inc. | Reduce -58.5% | 0.57% | −0.66 |
| GSK GSK PLC-Spon ADR | Reduce -0.9% | 3.03% | −0.51 |
| TAK Takeda Pharmaceutic-SP ADR | Reduce -7.5% | 2.15% | −0.45 |
| DOC Healthpeak Properties Inc. | Reduce -10.4% | 2.81% | −0.31 |
| STAG Stag Industrial Inc. | Reduce -7.9% | 1.25% | −0.26 |
| TU Telus Corp. | Reduce -3.4% | 1.81% | −0.25 |
| VOD Vodafone Group PLC-SP ADR | Reduce -7.0% | 1.92% | −0.24 |
| GIS General Mills Inc. | Reduce -5.5% | 0.80% | −0.17 |
| SNN Smith & Nephew PLC -Spon ADR | Reduce -0.7% | 2.00% | −0.15 |
| HAIN Hain Celestial Group Inc. | Reduce -88.8% | 0.01% | −0.10 |
| HIFS Hingham Institution for SVGS | Reduce -15.9% | 0.42% | −0.09 |
| HASI Ha Sustainable Infrastructur | Reduce -3.8% | 2.21% | −0.09 |
| TLT iShares 20+ Year Treasury BD | Reduce -53.6% | 0.05% | −0.07 |
| KAI Kadant Inc. | Reduce -2.2% | 0.37% | −0.07 |
| SYK Stryker Corp. | Reduce -1.2% | 0.61% | −0.07 |
| BDX Becton Dickinson and Co. | Reduce -0.7% | 0.59% | −0.06 |
| TRMB Trimble Inc. | Reduce -1.4% | 0.30% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 0.59% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -31.4% | 0.11% | −0.06 |
| OGN Organon & Co. | Reduce -10.2% | 1.03% | −0.06 |
| GRNB Vaneck Green Bond ETF | Reduce -6.0% | 0.44% | −0.05 |
| GOVT iShares US Treasury Bond ETF | Reduce -38.5% | 0.07% | −0.05 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.25% | −0.04 |
| A Agilent Technologies Inc. | Reduce -2.3% | 0.21% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -20.1% | 0.05% | −0.04 |
| SYY Sysco Corp. | Reduce -7.8% | 0.13% | −0.04 |
| CVS CVS Health Corp. | Reduce -37.0% | 0.03% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.19% | −0.03 |
| WY Weyerhaeuser Co. | Reduce -16.3% | 0.04% | −0.03 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Sold out | 0.00% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -50.0% | 0.02% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -35.7% | 0.03% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -21.2% | 0.09% | −0.02 |
| LKFN Lakeland Financial Corp. | Sold out | 0.00% | −0.02 |
| MCO Moody's Corp. | Reduce -27.0% | 0.06% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -34.0% | 0.03% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.7% | 0.19% | −0.02 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.02 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -12.6% | 0.21% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -9.0% | 0.10% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.7% | 0.18% | −0.01 |
| AY Atlantica Sustainable Infras | Reduce -41.7% | 0.03% | −0.01 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -22.8% | 0.02% | −0.01 |
| NKE Nike Inc. Class B | Reduce -4.3% | 0.04% | −0.01 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.01 |
| ARE Alexandria Real Estate Equit | Reduce -28.5% | 0.02% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| CRM Salesforce Inc. | Add +4263.1% | 1.93% | +1.88 |
| AAPL Apple Inc. | Add +12.5% | 7.60% | +1.87 |
| AGCO Agco Corp. | Add +111.2% | 1.16% | +0.44 |
| ADP Automatic Data Processing | Add +31.0% | 1.71% | +0.29 |
| AMRC Ameresco Inc. Class A | Add +0.6% | 1.83% | +0.24 |
| CSCO Cisco Systems Inc. | Add +24.0% | 1.90% | +0.22 |
| COLB Columbia Banking System Inc. | Add +306.5% | 0.27% | +0.20 |
| HOLX Hologic Inc. | Add +48.1% | 0.71% | +0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +34.3% | 0.62% | +0.16 |
| CAC Camden National Corp. | Add +18.4% | 1.35% | +0.14 |
| AMAL Amalgamated Financial Corp. | Add +0.9% | 1.48% | +0.14 |
| LLY Eli Lilly & Co. | Add +0.1% | 1.23% | +0.13 |
| AWK American Water Works Co. Inc. | Add +2.5% | 2.84% | +0.11 |
| CHKP Check Point Software Tech | Add +10.9% | 1.49% | +0.10 |
| TLH iShares 10-20 Year Treasury | Add +109.5% | 0.17% | +0.08 |
| EDV Vanguard Extended Dur Treas | Add +500.0% | 0.10% | +0.08 |
| WAB Wabtec Corp. | Add +13.4% | 0.42% | +0.06 |
| UPS United Parcel Service Class B | Add +25.0% | 0.50% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | New | 0.03% | +0.03 |
| SMCI Super Micro Computer Inc. | New | 0.03% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | New | 0.03% | +0.03 |
| COST Costco Wholesale Corp. | Add +3.4% | 0.14% | +0.02 |
| EEM iShares MSCI Emerging Market | New | 0.02% | +0.02 |
| IUSG iShares Core S&P U.S. Growth | New | 0.01% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +25.6% | 0.05% | +0.01 |
| HUM Humana Inc. | New | 0.01% | +0.01 |
| LMT Lockheed Martin Corp. | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.7% | 0.05% | +0.01 |
| IGF iShares Global Infrastructur | New | 0.00% | +0.00 |
| APD Air Products & Chemicals Inc. | Add +1.6% | 0.09% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +2.0% | 0.40% | +0.00 |
| TAN Invesco Solar ETF | New | 0.00% | +0.00 |
| ICLN iShares Global Clean Energy | New | 0.00% | +0.00 |
| TJX TJX Companies Inc. | Add +21.9% | 0.01% | +0.00 |
| FISV Fiserv Inc. | New | 0.00% | +0.00 |
| TDTT NT Iboxx 3Y Dur Tips ETF | New | 0.00% | +0.00 |
| ECL Ecolab Inc. | New | 0.00% | +0.00 |
| IDXX Idexx Laboratories Inc. | New | 0.00% | +0.00 |
| LECO Lincoln Electric Holdings | New | 0.00% | +0.00 |
| CGNX Cognex Corp. | New | 0.00% | +0.00 |
| EW Edwards Lifesciences Corp. | New | 0.00% | +0.00 |
| ROP Roper Technologies Inc. | Add +5.9% | 0.03% | +0.00 |
| CB Chubb Ltd. | Add +11.7% | 0.01% | +0.00 |
| AFL Aflac Inc. | Add +0.4% | 0.19% | +0.00 |
| TD Toronto-Dominion Bank | New | 0.00% | +0.00 |
| VLTO Veralto Corp. | Add +1.3% | 0.01% | +0.00 |
| IIPR Innovative Industrial Proper | Add +0.6% | 0.01% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +3.2% | 0.13% | +0.00 |
| STT State Street Corp. | Add +10.5% | 0.01% | +0.00 |
| ARMK Aramark | Add +0.4% | 0.00% | 0.00 |
Notes & Other Activity Q1 2024 → Q2 2024
| VEU Vanguard Ftse All-World Ex-U | ALLWRLD EX US | Reduce -100.0% | 0 | $8 |
| COP Conocophillips | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 393 | $403.0M | AAPL, NVDA, ASML, AVGO, CSCO |
| Q1 2026 | 383 | $355.2M | AAPL, NVDA, AVGO, ASML, CSCO |
| Q4 2025 | 407 | $360.2M | AAPL, NVDA, AVGO, ASML, CSCO |
| Q3 2025 | 415 | $353.8M | AAPL, NVDA, AVGO, AWK, ASML |
| Q2 2025 | 398 | $334.3M | AAPL, NVDA, AVGO, SFM, AWK |
| Q1 2025 | 443 | $306.9M | AAPL, SFM, NVDA, AWK, UL |
| Q4 2024 | 453 | $314.4M | AAPL, SFM, NVDA, AVGO, UL |
| Q3 2024 | 468 | $314.6M | AAPL, SFM, UL, NVDA, AWK |
| Q2 2024 | 361 | $267.7M | AAPL, SFM, UL, GSK, AWK |
| Q1 2024 | 378 | $257.1M | AAPL, GSK, UL, SFM, DOC |