Fund Holdings — Clean Yield Group

Total Portfolio Value
$267.71M
Total Bought
$23.42M
Total Sold
$16.23M
Net Transaction
+$7.19M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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APPLE INC COM(AAPL)85,87196,584+10,71314,72520,3437.60%+5,617
SALESFORCE INC COM(CRM)46120,114+19,6531395,1711.93%+5,033
SPROUTS FMRS MKT INC COM(SFM)133,387119,650-13,7378,60110,0103.74%+1,409
FIRST SOLAR INC COM(FSLR)27,03426,084-9504,5635,8812.20%+1,318
AGCO CORP COM15,02931,748+16,7191,8493,1071.16%+1,259
AUTOMATIC DATA PROCESSING INC COM14,61919,151+4,5323,6514,5711.71%+920
AMERESCO INC CL A168,920170,007+1,0874,0764,8981.83%+822
CISCO SYS INC COM(CSCO)86,246106,956+20,7104,3055,0811.90%+777
NVIDIA CORPORATION COM(NVDA)1,79517,950+16,1551,6222,2180.83%+596
AMERICAN WTR WKS CO INC NEW COM57,48258,901+1,4197,0257,6082.84%+583
HOLOGIC INC COM17,38025,737+8,3571,3551,9110.71%+556
COLUMBIA BKG SYS INC COM(COLB)8,89236,147+27,2551727190.27%+547
AMALGAMATED FINANCIAL CORP COM143,209144,541+1,3323,4373,9601.48%+523
CAMDEN NATL CORP COM(CAC)92,421109,441+17,0203,0983,6121.35%+514
SPDR S&P 500 ETF TRUST(SPY)2,2803,061+7811,1931,6660.62%+473
ELI LILLY & CO COM(LLY)3,6333,637+42,8263,2931.23%+467
CHECK POINT SOFTWARE TECH LTD ORD
ORD
21,83524,207+2,3723,5813,9941.49%+413
NOVO-NORDISK A S ADR(NVO)36,06235,170-8924,6305,0201.88%+390
UNILEVER PLC SPON ADR NEW(UL)178,534169,513-9,0218,9619,3223.48%+361
ALPHABET CLASS A(GOOG)9,6409,600-401,4551,7490.65%+294
MICROSOFT CORP COM(MSFT)13,00012,845-1555,4705,7412.14%+272
ISHARES 10-20 YEAR TREASURY BOND ETF2,1004,400+2,3002214520.17%+231
VANGUARD EXTENDED DURATION TREASURY ETF6003,600+3,000462640.10%+218
WABTEC COM(WAB)6,3047,150+8469181,1300.42%+212
NOKIA CORP SPONSORED ADR(NOK)918,980914,615-4,3653,2533,4571.29%+204
UNITED PARCEL SERVICE INC CL B(UPS)7,8029,754+1,9521,1601,3350.50%+175
COLGATE PALMOLIVE CO COM(CL)24,16423,989-1752,1762,3280.87%+152
ALPHABET INC CAP STK CL C(GOOG)5,5895,379-2108519870.37%+136
GE VERNOVA INC COM(GEV)0783+78301340.05%+134
AMGEN INC COM(AMGN)7,0446,784-2602,0032,1200.79%+117
VANGUARD DIVIDEND APPRECIATION ETF0486+4860890.03%+89
SUPER MICRO COMPUTER INC COM(SMCI)090+900740.03%+74
QUEST DIAGNOSTICS INC COM(DGX)19,10919,120+112,5442,6170.98%+74
ISHARES RUSSELL MIDCAP ETF0897+8970730.03%+73
MCCORMICK & CO INC COM NON VTG(MKC)55,68361,285+5,6024,2774,3481.62%+71
COSTCO WHSL CORP NEW COM(COST)441456+153233880.14%+65
ASTRAZENECA PLC SPONSORED ADR(AZN)5,9005,90004004600.17%+60
TEXAS INSTRS INC COM(TXN)2,9482,94805145730.21%+60
PROCTER AND GAMBLE CO COM(PG)19,12119,147+263,1023,1581.18%+55
EXPEDITORS INTL WASH INC COM(EXPD)16,58516,58502,0162,0700.77%+53
UNITEDHEALTH GROUP INC COM(UNH)2,0452,087+421,0121,0630.40%+51
ISHARES MSCI EMERGING MARKETS ETF01,000+1,0000430.02%+43
SOLVENTUM CORP COM SHS(SOLV)0725+7250380.01%+38
ISHARES CORE S&P U.S. GROWTH ETF0280+2800360.01%+36
WALMART INC COM(WMT)4,7254,72502843200.12%+36
HELIOS TECHNOLOGIES INC COM(HLIO)11,34411,34405075420.20%+35
IRON MTN INC DEL COM(IRM)3,0003,00002412690.10%+28
UNITED THERAPEUTICS CORP DEL COM(UTHR)300300069960.04%+27
INTUIT COM(INTU)3,5673,56702,3192,3440.88%+26
AMERICAN EXPRESS CO COM(AXP)3,0323,090+586907150.27%+25
ISHARES RUSSELL 1000 GROWTH ETF88888802993240.12%+24
ORACLE CORP COM(ORCL)1,5521,55201952190.08%+24
TRACTOR SUPPLY CO COM(TSCO)2,7572,75707227440.28%+23
SJW GROUP COM(HTO)115,489120,949+5,4606,5366,5582.45%+22
ISHARES RUSSELL 2000 ETF500628+1281051270.05%+22
AFLAC INC COM(AFL)5,6575,682+254865070.19%+22
AMAZON COM INC COM(AMZN)1,9751,955-203563780.14%+22
CORNING INC COM(GLW)3,3003,30001091280.05%+19
AIR PRODS & CHEMS INC COM962977+152332520.09%+19
VERTEX PHARMACEUTICALS INC COM(VRTX)300308+81251440.05%+19
MCKESSON CORP COM(MCK)39739702132320.09%+19
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
95295201982150.08%+17
HUMANA INC COM(HUM)042+420160.01%+16
HP INC COM(HPQ)3,2003,2000971120.04%+15
JPMORGAN CHASE & CO. COM(JPM)1,7181,773+553443590.13%+14
PALO ALTO NETWORKS INC COM(PANW)261261074880.03%+14
LOCKHEED MARTIN CORP COM(LMT)030+300140.01%+14
HA SUSTAINABLE INFRA CAP INC COM(HASI)208,228200,249-7,9795,9145,9272.21%+14
SCHWAB CHARLES CORP COM(SCHW)9,8409,84007127250.27%+13
QUALCOMM INC COM(QCOM)443443075880.03%+13
PALANTIR TECHNOLOGIES INC CL A(PLTR)5,3505,35001231360.05%+12
VANGUARD GROWTH ETF40440401391510.06%+12
ISHARES GLOBAL INFRASTRUCTURE ETF0241+2410120.00%+12
HEWLETT PACKARD ENTERPRISE CO COM(HPE)3,2003,200057680.03%+11
BROADCOM INC COM(AVGO)3737049590.02%+10
VANECK GOLD MINERS ETF
GOLD MINERS ETF
4,4704,47001411520.06%+10
GLOBAL X SILVER MINERS ETF
GLOBAL X SILVER
2,7452,745075860.03%+10
METTLER TOLEDO INTERNATIONAL COM(MTD)215212-32862960.11%+10
CARRIER GLOBAL CORPORATION COM(CARR)1,9621,96201141240.05%+10
VERISK ANALYTICS INC COM(VRSK)250250059670.03%+8
INVESCO SOLAR ETF
SOLAR ETF
0207+207080.00%+8
SPDR GOLD SHARES(GLD)87687601801880.07%+8
TJX COS INC NEW COM(TJX)242295+5325320.01%+8
ISHARES GLOBAL CLEAN ENERGY ETF0578+578080.00%+8
INTERNATIONAL FLAVORS&FRAGRANC COM(IFF)810810070770.03%+7
ALCON AG ORD SHS(ALC)1,2601,26001051120.04%+7
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
2,0952,095081880.03%+7
VITAL FARMS INC COM(VITL)805548-25719260.01%+7
VANGUARD S&P 500 GROWTH ETF207207063690.03%+6
AGNICO EAGLE MINES LTD COM(AEM)1,0001,000060650.02%+6
ROPER TECHNOLOGIES INC COM(ROP)153162+986910.03%+6
SPOTIFY TECHNOLOGY S A SHS(SPOT)110110029350.01%+5
INTUITIVE SURGICAL INC COM NEW108108043480.02%+5
FISERV INC COM(FISV)032+32050.00%+5
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
IBOXX 3R TARGT
0200+200050.00%+5
ECOLAB INC COM(ECL)019+19050.00%+5
NUVEEN AMT FREE QLTY MUN INCME COM10,97110,97101211260.05%+4
GALLAGHER ARTHUR J & CO COM(AJG)45145101131170.04%+4
COCA COLA CO COM(KO)5,9435,777-1663643680.14%+4
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
7575073770.03%+4
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Clean Yield Group — 13F Holdings — Q2 2024 | TickerTrail