Fund HoldingsClean Yield Group

Total Portfolio Value
$315.61M
Total Bought
$52.54M
Total Sold
$19.31M
Net Transaction
+$33.23M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BROADCOM INC COM(AVGO)3742,606+42,569597,3502.33%+7,290
NVIDIA CORPORATION COM(NVDA)17,95077,694+59,7442,2189,4352.99%+7,218
FERGUSON ENTERPRISES INC COMMON STOCK NEW(FERG)020,425+20,42504,0561.29%+4,056
APPLE INC COM(AAPL)96,584104,448+7,86420,34324,3367.71%+3,994
ROSS STORES INC COM(ROST)023,202+23,20203,4921.11%+3,492
CHIPOTLE MEXICAN GRILL INC COM(CMG)059,476+59,47603,4271.09%+3,427
SERVICENOW INC COM(NOW)03,507+3,50703,1370.99%+3,137
HUBBELL INC COM(HUBB)08,167+8,16703,4981.11%+3,498
ARISTA NETWORKS INC COM05,192+5,19201,9930.63%+1,993
CISCO SYS INC COM(CSCO)106,956122,670+15,7145,0816,5292.07%+1,447
AMERICAN WTR WKS CO INC NEW COM58,90161,247+2,3467,6088,9572.84%+1,349
MCCORMICK & CO INC COM NON VTG(MKC)61,28568,315+7,0304,3485,6221.78%+1,275
HOLOGIC INC COM25,73738,380+12,6431,9113,1260.99%+1,215
SALESFORCE INC COM(CRM)20,11423,263+3,1495,1716,3672.02%+1,196
AUTOMATIC DATA PROCESSING INC COM19,15120,602+1,4514,5715,7011.81%+1,130
VITAL FARMS INC COM54830,224+29,676261,0600.34%+1,034
SPDR S&P 500 ETF TRUST(SPY)(Put)01,800+1,80001,033+1,033
CHECK POINT SOFTWARE TECH LTD ORD
ORD
24,20725,873+1,6663,9944,9891.58%+994
QUEST DIAGNOSTICS INC COM(DGX)19,12022,445+3,3252,6173,4851.10%+867
WABTEC COM(WAB)7,15010,816+3,6661,1301,9660.62%+836
SMITH & NEPHEW PLC SPDN ADR NEW(SNN)0197,565+197,56506,1521.95%+6,152
CAMDEN NATL CORP COM(CAC)109,441106,011-3,4303,6124,3801.39%+769
INTERNATIONAL BUSINESS MACHS COM(IBM)020,936+20,93604,6291.47%+4,629
FIRST SOLAR INC COM(FSLR)26,08426,382+2985,8816,5812.09%+700
HA SUSTAINABLE INFRA CAP INC COM(HASI)200,249190,494-9,7555,9276,5662.08%+639
UNITED PARCEL SERVICE INC CL B(UPS)9,75414,004+4,2501,3351,9090.60%+574
SPROUTS FMRS MKT INC COM(SFM)119,65095,447-24,20310,01010,5383.34%+528
NOKIA CORP SPONSORED ADR(NOK)914,615882,843-31,7723,4573,8581.22%+401
HOME DEPOT INC(HD)04,043+4,04301,6380.52%+1,638
UNILEVER PLC SPON ADR NEW(UL)169,513147,006-22,5079,3229,5503.03%+228
GSK PLC SPONSORED ADR(GSK)0203,719+203,71908,3282.64%+8,328
ILLINOIS TOOL WKS INC COM(ITW)08,592+8,59202,2520.71%+2,252
JOHNSON & JOHNSON COM(JNJ)022,282+22,28203,6111.14%+3,611
COLUMBIA BKG SYS INC COM(COLB)36,14735,709-4387199320.30%+213
BERKSHIRE HATHAWAY INC DEL CL B NEW03,603+3,60301,6580.53%+1,658
UNITEDHEALTH GROUP INC COM(UNH)2,0872,102+151,0631,2290.39%+166
THERMO FISHER SCIENTIFIC INC COM(TMO)02,806+2,80601,7360.55%+1,736
US BANCORP DEL COM NEW(USB)024,548+24,54801,1230.36%+1,123
KADANT INC COM(KAI)03,335+3,33501,1270.36%+1,127
PROCTER AND GAMBLE CO COM(PG)19,14719,015-1323,1583,2931.04%+136
AMERICAN EXPRESS CO COM(AXP)3,0903,135+457158500.27%+135
AFLAC INC COM(AFL)5,6825,721+395076400.20%+132
NEXTERA ENERGY INC COM(NEE)07,960+7,96006730.21%+673
3M CO COM(MMM)02,904+2,90403970.13%+397
IRON MTN INC DEL COM(IRM)3,0003,042+422693610.11%+93
ABBVIE INC COM(ABBV)04,546+4,54608980.28%+898
SPDR S&P 500 ETF TRUST(SPY)3,0613,06101,6661,7560.56%+90
MIDDLESEX WTR CO COM(MSEX)06,925+6,92504520.14%+452
LOWES COS INC COM(LOW)01,599+1,59904330.14%+433
EXPEDITORS INTL WASH INC COM(EXPD)16,58516,420-1652,0702,1580.68%+88
TRIMBLE INC COM(TRMB)014,252+14,25208850.28%+885
GE AEROSPACE COM NEW(GE)03,113+3,11305870.19%+587
AGILENT TECHNOLOGIES INC COM(A)04,327+4,32706420.20%+642
ABBOTT LABS COM06,570+6,57007490.24%+749
VANGUARD FTSE EMERGING MARKETS ETF01,616+1,6160770.02%+77
SHERWIN WILLIAMS CO COM(SHW)0491+49101870.06%+187
MASTERCARD INCORPORATED CL A(MA)01,187+1,18705860.19%+586
GENERAL MLS INC COM(GIS)029,897+29,89702,2080.70%+2,208
MCDONALDS CORP COM(MCD)01,362+1,36204150.13%+415
CALIFORNIA WTR SVC GROUP COM(CWT)011,485+11,48506230.20%+623
GE VERNOVA INC COM(GEV)783779-41341990.06%+64
WATERS CORP COM(WAT)0930+93003350.11%+335
PAYCHEX INC COM(PAYX)03,934+3,93405280.17%+528
XYLEM INC COM(XYL)0902+90201220.04%+122
VERIZON COMMUNICATIONS INC COM(VZ)07,654+7,65403440.11%+344
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)0316+3160550.02%+55
ORACLE CORP COM(ORCL)1,5521,598+462192720.09%+53
OREILLY AUTOMOTIVE INC COM(ORLY)0554+55406380.20%+638
KEYSIGHT TECHNOLOGIES INC COM(KEYS)02,354+2,35403740.12%+374
RENAISSANCERE HLDGS LTD COM(RNR)01,060+1,06002890.09%+289
COCA COLA CO COM(KO)5,7775,805+283684170.13%+49
SMUCKER J M CO COM NEW(SJM)05,567+5,56706740.21%+674
VISA INC COM CL A(V)0679+67901870.06%+187
LUCID GROUP INC COM(LCID)012,248+12,2480430.01%+43
NOVARTIS AG SPONSORED ADR(NVS)0374+3740430.01%+43
THOMSON REUTERS CORP. COM(TRI)0245+2450420.01%+42
PEPSICO INC COM(PEP)011,425+11,42501,9430.62%+1,943
PROLOGIS INC. COM(PLD)02,898+2,89803660.12%+366
SUN LIFE FINANCIAL INC. COM(SLF)0676+6760390.01%+39
AIR PRODS & CHEMS INC COM97797702522910.09%+39
WATTS WATER TECHNOLOGIES INC CL A(WTS)01,596+1,59603310.10%+331
TEXAS INSTRS INC COM(TXN)2,9482,958+105736110.19%+38
MOODYS CORP COM(MCO)0402+40201910.06%+191
THE CIGNA GROUP COM(CI)01,043+1,04303610.11%+361
CARRIER GLOBAL CORPORATION COM(CARR)1,9621,974+121241590.05%+35
META PLATFORMS INC CL A(META)0114+1140650.02%+65
BRISTOL-MYERS SQUIBB CO COM(BMY)03,339+3,33901730.05%+173
HARTFORD FINL SVCS GROUP INC COM(HIG)0279+2790330.01%+33
APPLIED MATLS INC COM0161+1610330.01%+33
BLACKROCK INC COM(BLK)034+340320.01%+32
SYSCO CORP COM(SYY)04,735+4,73503700.12%+370
GRAINGER W W INC COM(GWW)0104+10401080.03%+108
WILLIAMS SONOMA INC COM(WSM)0192+1920300.01%+30
TARGET CORP COM(TGT)02,654+2,65404140.13%+414
PNC FINL SVCS GROUP INC COM(PNC)0421+4210780.02%+78
AMAZON COM INC COM(AMZN)1,9552,173+2183784050.13%+27
VANECK GOLD MINERS ETF
GOLD MINERS ETF
4,4704,47001521780.06%+26
MASCO CORP COM(MAS)01,500+1,50001260.04%+126
FISERV INC COM(FISV)32170+1385310.01%+26
BANK NEW YORK MELLON CORP COM01,052+1,0520760.02%+76
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