Clean Yield Group
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| COSTCO WHOLESALE CORPORATION COM | 0 | 5,172 | +5,172 | 0 | 5,153,551 | +5,153,551 |
| PALO ALTO NETWORKS INC COM | 0 | 16,730 | +16,730 | 0 | 2,682,154 | +2,682,154 |
| ASML HLDG NV N Y REGISTRY SHS | 0 | 8,872 | +8,872 | 0 | 11,718,404 | +11,718,404 |
| NETFLIX INC. COM | 0 | 41,925 | +41,925 | 0 | 4,031,089 | +4,031,089 |
| STATE STR CORP COM | 0 | 29,068 | +29,068 | 0 | 3,678,846 | +3,678,846 |
| NOKIA CORP SPONSORED ADR | 0 | 446,609 | +446,609 | 0 | 3,590,736 | +3,590,736 |
| ROSS STORES INC COM | 0 | 28,640 | +28,640 | 0 | 6,204,283 | +6,204,283 |
| GSK PLC SPONSORED ADR | 0 | 161,978 | +161,978 | 0 | 8,939,566 | +8,939,566 |
| BORGWARNER INC COM | 0 | 74,960 | +74,960 | 0 | 4,067,330 | +4,067,330 |
| WABTEC COM | 0 | 13,671 | +13,671 | 0 | 3,416,520 | +3,416,520 |
| JOHNSON & JOHNSON COM | 0 | 20,084 | +20,084 | 0 | 4,909,434 | +4,909,434 |
| CAMDEN NATL CORP COM | 0 | 107,755 | +107,755 | 0 | 5,112,975 | +5,112,975 |
| SOFI TECHNOLOGIES INC COM | 0 | 98,433 | +98,433 | 0 | 1,563,116 | +1,563,116 |
| HA SUSTAINABLE INFRA CAP INC COM | 0 | 169,328 | +169,328 | 0 | 6,222,820 | +6,222,820 |
| H2O AMERICA COM | 0 | 46,418 | +46,418 | 0 | 2,723,344 | +2,723,344 |
| HUBBELL INC COM | 0 | 10,153 | +10,153 | 0 | 4,982,483 | +4,982,483 |
| ASTRAZENECA PLC ORD | 0 | 2,950 | +2,950 | 0 | 581,799 | +581,799 |
| CHIPOTLE MEXICAN GRILL INC COM | 0 | 77,537 | +77,537 | 0 | 2,481,959 | +2,481,959 |
| QUEST DIAGNOSTICS INC COM | 0 | 26,322 | +26,322 | 0 | 5,158,586 | +5,158,586 |
| SCHWAB CHARLES CORP COM | 0 | 47,271 | +47,271 | 0 | 4,442,529 | +4,442,529 |
| COLUMBIA BKG SYS INC COM | 0 | 92,465 | +92,465 | 0 | 2,536,315 | +2,536,315 |
| PROLOGIS INC. COM | 0 | 56,250 | +56,250 | 0 | 7,435,125 | +7,435,125 |
| ISHARES ESG AWARE MSCI USA ETF | 0 | 2,474 | +2,474 | 0 | 349,899 | +349,899 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | 0 | 238,365 | +238,365 | 0 | 4,414,520 | +4,414,520 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 0 | 27,172 | +27,172 | 0 | 6,338,141 | +6,338,141 |
| BNY MELLON MUNICIPAL INTERMEDIATE ETF | 0 | 10,529 | +10,529 | 0 | 274,813 | +274,813 |
| CISCO SYS INC COM | 0 | 117,669 | +117,669 | 0 | 9,129,966 | +9,129,966 |
| LULULEMON ATHLETICA INC COM | 0 | 14,231 | +14,231 | 0 | 2,178,766 | +2,178,766 |
| KADANT INC COM | 0 | 12,168 | +12,168 | 0 | 3,557,315 | +3,557,315 |
| ECOLAB INC COM | 0 | 18,424 | +18,424 | 0 | 4,901,152 | +4,901,152 |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 0 | 6,962 | +6,962 | 0 | 173,902 | +173,902 |
| SERVICENOW INC COM | 0 | 39,038 | +39,038 | 0 | 4,081,423 | +4,081,423 |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 0 | 7,364 | +7,364 | 0 | 171,721 | +171,721 |
| EXXON MOBIL CORP COM | 0 | 3,771 | +3,771 | 0 | 639,788 | +639,788 |
| KEYSIGHT TECHNOLOGIES INC COM | 0 | 2,081 | +2,081 | 0 | 587,612 | +587,612 |
| ISHARES ESG AWARE MSCI EAFE ETF | 0 | 1,682 | +1,682 | 0 | 160,826 | +160,826 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 0 | 3,223 | +3,223 | 0 | 151,548 | +151,548 |
| GE VERNOVA INC COM | 0 | 685 | +685 | 0 | 597,937 | +597,937 |
| CORNING INC COM | 0 | 2,763 | +2,763 | 0 | 375,685 | +375,685 |
| WATERS CORP COM | 0 | 1,260 | +1,260 | 0 | 375,228 | +375,228 |
| MERCK & CO INC COM | 0 | 10,482 | +10,482 | 0 | 1,260,844 | +1,260,844 |
| AMGEN INC COM | 0 | 4,816 | +4,816 | 0 | 1,694,510 | +1,694,510 |
| ILLINOIS TOOL WKS INC COM | 0 | 8,453 | +8,453 | 0 | 2,200,231 | +2,200,231 |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 0 | 3,017 | +3,017 | 0 | 111,158 | +111,158 |
| PEPSICO INC COM | 0 | 10,784 | +10,784 | 0 | 1,674,600 | +1,674,600 |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 0 | 1,763 | +1,763 | 0 | 91,537 | +91,537 |
| ISHARES ESG AWARE MSCI EM ETF | 0 | 1,708 | +1,708 | 0 | 77,648 | +77,648 |
| NEXTERA ENERGY INC COM | 0 | 7,358 | +7,358 | 0 | 683,411 | +683,411 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | 0 | 539 | +539 | 0 | 71,230 | +71,230 |
| TEXAS INSTRS INC COM | 0 | 3,073 | +3,073 | 0 | 596,592 | +596,592 |
| HELIOS TECHNOLOGIES INC COM | 0 | 6,307 | +6,307 | 0 | 408,126 | +408,126 |
| VALMONT INDS INC COM | 0 | 9,766 | +9,766 | 0 | 3,902,201 | +3,902,201 |
| IRON MTN INC DEL COM | 0 | 3,000 | +3,000 | 0 | 306,420 | +306,420 |
| WALMART INC COM | 0 | 4,101 | +4,101 | 0 | 509,672 | +509,672 |
| TARGET CORP COM | 0 | 2,210 | +2,210 | 0 | 267,852 | +267,852 |
| CURTISS WRIGHT CORP COM | 0 | 350 | +350 | 0 | 238,392 | +238,392 |
| FEDEX CORP COM | 0 | 655 | +655 | 0 | 233,298 | +233,298 |
| CATERPILLAR INC COM | 0 | 270 | +270 | 0 | 191,284 | +191,284 |
| AIR PRODUCTS AND CHEMICALS INC COM | 0 | 787 | +787 | 0 | 228,616 | +228,616 |
| UNITED THERAPEUTICS CORP DEL COM | 0 | 300 | +300 | 0 | 177,894 | +177,894 |
| CHEVRON CORPORATION COM | 0 | 543 | +543 | 0 | 112,347 | +112,347 |
| PROSHARES VIX SHORT-TERM FUTURES ETF | 0 | 3,200 | +3,200 | 0 | 109,920 | +109,920 |
| SPDR GOLD SHARES | 0 | 735 | +735 | 0 | 316,263 | +316,263 |
| ESSENTIAL UTILS INC COM | 0 | 12,729 | +12,729 | 0 | 512,597 | +512,597 |
| WATTS WATER TECHNOLOGIES INC CL A | 0 | 1,596 | +1,596 | 0 | 463,303 | +463,303 |
| COCA COLA CO COM | 0 | 5,522 | +5,522 | 0 | 419,912 | +419,912 |
| UNITED PARCEL SVCS INC CL B | 0 | 13,505 | +13,505 | 0 | 1,328,622 | +1,328,622 |
| BRISTOL-MYERS SQUIBB CO COM | 0 | 2,680 | +2,680 | 0 | 162,542 | +162,542 |
| EATON CORP PLC SHS | 0 | 423 | +423 | 0 | 151,294 | +151,294 |
| HERSHEY CO COM | 0 | 950 | +950 | 0 | 197,496 | +197,496 |
| CHURCH & DWIGHT CO INC COM | 0 | 1,957 | +1,957 | 0 | 182,627 | +182,627 |
| LABCORP HOLDINGS INC COM SHS | 0 | 859 | +859 | 0 | 229,190 | +229,190 |
| COGNEX CORP COM | 0 | 1,000 | +1,000 | 0 | 48,990 | +48,990 |
| IDACORP INC COM | 0 | 700 | +700 | 0 | 100,079 | +100,079 |
| MCKESSON CORP COM | 0 | 246 | +246 | 0 | 212,879 | +212,879 |
| OREILLY AUTOMOTIVE INC COM | 0 | 8,910 | +8,910 | 0 | 822,482 | +822,482 |
| UNION PAC CORP COM | 0 | 850 | +850 | 0 | 206,227 | +206,227 |
| ANALOG DEVICES INC COM | 0 | 196 | +196 | 0 | 62,355 | +62,355 |
| DOVER CORP COM | 0 | 633 | +633 | 0 | 131,949 | +131,949 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 0 | 237 | +237 | 0 | 80,094 | +80,094 |
| WW GRAINGER INC COM | 0 | 96 | +96 | 0 | 104,718 | +104,718 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 0 | 2,400 | +2,400 | 0 | 110,136 | +110,136 |
| MARRIOTT INTL INC NEW CL A | 0 | 405 | +405 | 0 | 132,463 | +132,463 |
| CARRIER GLOBAL CORPORATION COM | 0 | 1,962 | +1,962 | 0 | 110,480 | +110,480 |
| TJX COS INC NEW COM | 0 | 1,105 | +1,105 | 0 | 176,469 | +176,469 |
| VERSANT MEDIA GROUP INC COM CL A | 0 | 166 | +166 | 0 | 6,145 | +6,145 |
| MCDONALDS CORP COM | 0 | 1,182 | +1,182 | 0 | 367,354 | +367,354 |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 0 | 345 | +345 | 0 | 21,136 | +21,136 |
| OCCIDENTAL PETE CORP COM | 0 | 200 | +200 | 0 | 13,000 | +13,000 |
| FASTLY INC CL A | 0 | 250 | +250 | 0 | 7,265 | +7,265 |
| CARMAX INC COM | 0 | 1,802 | +1,802 | 0 | 74,927 | +74,927 |
| FASTENAL CO COM | 0 | 696 | +696 | 0 | 32,294 | +32,294 |
| CSX CORP COM | 0 | 879 | +879 | 0 | 36,083 | +36,083 |
| EBAY INC. COM | 0 | 1,076 | +1,076 | 0 | 97,938 | +97,938 |
| KB FINL GROUP INC SPONSORED ADR | 0 | 263 | +263 | 0 | 26,229 | +26,229 |
| ARROW FINL CORP COM | 0 | 1,458 | +1,458 | 0 | 48,945 | +48,945 |
| YUM BRANDS INC COM | 0 | 738 | +738 | 0 | 114,744 | +114,744 |
| BP PLC SPONSORED ADR | 0 | 250 | +250 | 0 | 11,750 | +11,750 |
| FRANKLIN FTSE JAPAN ETF | 0 | 1,750 | +1,750 | 0 | 63,315 | +63,315 |
| L3HARRIS TECHNOLOGIES INC COM | 0 | 55 | +55 | 0 | 18,983 | +18,983 |