Clean Yield Group
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC COM(AAPL) | 102,648 | 103,090 | +442 | 21,060,260 | 26,249,897 | 7.42% | +5,189,637 |
| ECOLAB INC COM(ECL) | 51 | 16,966 | +16,915 | 13,741 | 4,646,309 | 1.31% | +4,632,568 |
| NVIDIA CORPORATION COM(NVDA) | 91,705 | 90,460 | -1,245 | 14,488,513 | 16,878,075 | 4.77% | +2,389,562 |
| ARISTA NETWORKS INC COM SHS(ANET) | 53,449 | 52,975 | -474 | 5,468,367 | 7,718,987 | 2.18% | +2,250,620 |
| BROADCOM INC COM(AVGO) | 43,718 | 42,200 | -1,518 | 12,050,867 | 13,922,202 | 3.94% | +1,871,335 |
| SCHWAB CHARLES CORP COM(SCHW) | 9,673 | 27,349 | +17,676 | 882,565 | 2,611,009 | 0.74% | +1,728,444 |
| ASML HOLDING N V N Y REGISTRY SHS | 8,691 | 8,676 | -15 | 6,964,880 | 8,399,149 | 2.37% | +1,434,269 |
| FIRST SOLAR INC COM(FSLR) | 28,245 | 27,402 | -843 | 4,675,677 | 6,042,963 | 1.71% | +1,367,286 |
| COLUMBIA BKG SYS INC COM(COLB) | 39,832 | 67,853 | +28,021 | 931,272 | 1,746,536 | 0.49% | +815,264 |
| BORGWARNER INC COM | 68,425 | 70,187 | +1,762 | 2,290,869 | 3,085,421 | 0.87% | +794,552 |
| PROLOGIS INC. COM(PLD) | 52,275 | 54,853 | +2,578 | 5,495,148 | 6,281,766 | 1.78% | +786,618 |
| AMERESCO INC CL A | 116,906 | 75,227 | -41,679 | 1,775,802 | 2,526,123 | 0.71% | +750,321 |
| VALMONT INDS INC COM(VMI) | 8,651 | 9,169 | +518 | 2,825,157 | 3,555,096 | 1.00% | +729,939 |
| ROSS STORES INC COM(ROST) | 28,332 | 28,452 | +120 | 3,614,597 | 4,335,800 | 1.23% | +721,203 |
| JOHNSON & JOHNSON COM(JNJ) | 20,227 | 20,400 | +173 | 3,089,737 | 3,782,645 | 1.07% | +692,908 |
| GSK PLC SPONSORED ADR(GSK) | 167,388 | 163,792 | -3,596 | 6,427,699 | 7,069,263 | 2.00% | +641,564 |
| HA SUSTAINABLE INFRA CAP INC COM(HASI) | 187,228 | 183,251 | -3,977 | 5,028,956 | 5,625,808 | 1.59% | +596,852 |
| HOME DEPOT INC(HD) | 12,593 | 12,861 | +268 | 4,617,098 | 5,211,149 | 1.47% | +594,051 |
| ALPHABET CLASS A(GOOG) | 8,690 | 8,728 | +38 | 1,531,504 | 2,121,867 | 0.60% | +590,363 |
| ALPHABET INC CAP STK CL C(GOOG) | 5,762 | 5,762 | 0 | 1,022,066 | 1,403,284 | 0.40% | +381,218 |
| QUEST DIAGNOSTICS INC COM(DGX) | 26,546 | 26,657 | +111 | 4,768,458 | 5,080,291 | 1.44% | +311,833 |
| MICROSOFT CORP COM(MSFT) | 13,014 | 12,961 | -53 | 6,473,103 | 6,712,976 | 1.90% | +239,873 |
| VANECK GOLD MINERS ETF | 4,470 | 5,835 | +1,365 | 232,708 | 445,794 | 0.13% | +213,086 |
| THERMO FISHER SCIENTIFIC INC COM(TMO) | 2,756 | 2,680 | -76 | 1,117,489 | 1,299,903 | 0.37% | +182,414 |
| ABBVIE INC COM(ABBV) | 4,254 | 4,180 | -74 | 789,627 | 967,837 | 0.27% | +178,210 |
| HUBBELL INC COM(HUBB) | 9,774 | 9,671 | -103 | 3,991,799 | 4,161,528 | 1.18% | +169,729 |
| OREILLY AUTOMOTIVE INC COM(ORLY) | 8,910 | 8,910 | 0 | 803,058 | 960,587 | 0.27% | +157,529 |
| VEEVA SYS INC CL A COM(VEEV) | 21,701 | 21,486 | -215 | 6,249,454 | 6,400,894 | 1.81% | +151,440 |
| SPDR S&P 500 ETF TRUST(SPY) | 2,953 | 2,958 | +5 | 1,824,511 | 1,970,560 | 0.56% | +146,049 |
| VITAL FARMS INC COM | 65,696 | 64,810 | -886 | 2,530,610 | 2,666,932 | 0.75% | +136,322 |
| GE AEROSPACE COM NEW(GE) | 3,113 | 3,113 | 0 | 801,255 | 936,453 | 0.26% | +135,198 |
| HOLOGIC INC COM | 58,462 | 58,326 | -136 | 3,809,384 | 3,936,422 | 1.11% | +127,038 |
| HELIOS TECHNOLOGIES INC COM(HLIO) | 6,457 | 6,457 | 0 | 215,470 | 336,603 | 0.10% | +121,133 |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW(FERG) | 27,296 | 26,987 | -309 | 5,943,704 | 6,060,740 | 1.71% | +117,036 |
| ILLINOIS TOOL WKS INC COM(ITW) | 8,524 | 8,504 | -20 | 2,107,559 | 2,217,503 | 0.63% | +109,944 |
| SYNOPSYS INC COM(SNPS) | 4 | 222 | +218 | 2,051 | 109,533 | 0.03% | +107,482 |
| MOODYS CORP COM(MCO) | 7,645 | 8,270 | +625 | 3,834,656 | 3,940,490 | 1.11% | +105,834 |
| PROSHARES VIX SHORT-TERM FUTURES ETF(AGQ) | 0 | 3,200 | +3,200 | 0 | 103,360 | 0.03% | +103,360 |
| ORACLE CORP COM(ORCL) | 1,598 | 1,598 | 0 | 349,351 | 449,396 | 0.13% | +100,045 |
| VANGUARD TAX-EXEMPT BOND ETF | 0 | 1,974 | +1,974 | 0 | 98,838 | 0.03% | +98,838 |
| AMPHENOL CORP NEW CL A | 3,888 | 3,888 | 0 | 383,940 | 481,140 | 0.14% | +97,200 |
| NEXTERA ENERGY INC COM(NEE) | 6,996 | 7,558 | +562 | 485,662 | 570,553 | 0.16% | +84,891 |
| JPMORGAN CHASE & CO. COM(JPM) | 1,954 | 2,060 | +106 | 566,484 | 649,786 | 0.18% | +83,302 |
| CORNING INC COM(GLW) | 2,763 | 2,763 | 0 | 145,306 | 226,649 | 0.06% | +81,343 |
| TRIMBLE INC COM(TRMB) | 13,915 | 13,915 | 0 | 1,057,262 | 1,136,160 | 0.32% | +78,898 |
| PEPSICO INC COM(PEP) | 11,034 | 10,934 | -100 | 1,456,889 | 1,535,528 | 0.43% | +78,639 |
| INVESCO QQQ TRUST SERIES I | 835 | 898 | +63 | 460,619 | 539,132 | 0.15% | +78,513 |
| LOWES COS INC COM(LOW) | 1,263 | 1,419 | +156 | 280,222 | 356,609 | 0.10% | +76,387 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 0 | 865 | +865 | 0 | 73,248 | 0.02% | +73,248 |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 0 | 1,693 | +1,693 | 0 | 72,731 | 0.02% | +72,731 |
| WABTEC COM(WAB) | 11,767 | 12,634 | +867 | 2,463,421 | 2,532,738 | 0.72% | +69,317 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 2,392 | 2,444 | +52 | 1,161,962 | 1,228,697 | 0.35% | +66,735 |
| VODAFONE GROUP PLC NEW SPONSORED ADR(VOD) | 335,976 | 314,497 | -21,479 | 3,581,504 | 3,648,165 | 1.03% | +66,661 |
| RTX CORPORATION COM(RTX) | 1,424 | 1,611 | +187 | 207,932 | 269,569 | 0.08% | +61,637 |
| US BANCORP DEL COM NEW(USB) | 22,048 | 21,896 | -152 | 997,672 | 1,058,234 | 0.30% | +60,562 |
| HEALTHPEAK PROPERTIES INC COM(DOC) | 237,208 | 220,052 | -17,156 | 4,153,506 | 4,213,999 | 1.19% | +60,493 |
| GE VERNOVA INC COM(GEV) | 670 | 670 | 0 | 354,531 | 411,983 | 0.12% | +57,452 |
| VANGUARD ESG U.S. STOCK ETF | 0 | 455 | +455 | 0 | 53,890 | 0.02% | +53,890 |
| WATTS WATER TECHNOLOGIES INC CL A(WTS) | 1,596 | 1,596 | 0 | 392,440 | 445,731 | 0.13% | +53,291 |
| ISHARES ESG MSCI USA LEADERS ETF | 0 | 455 | +455 | 0 | 53,255 | 0.02% | +53,255 |
| PALANTIR TECHNOLOGIES INC CL A(PLTR) | 1,100 | 1,100 | 0 | 149,952 | 200,662 | 0.06% | +50,710 |
| CATERPILLAR INC COM(CAT) | 218 | 278 | +60 | 84,630 | 132,648 | 0.04% | +48,018 |
| MERCK & CO INC COM(MRK) | 10,640 | 10,602 | -38 | 842,239 | 889,801 | 0.25% | +47,562 |
| SMUCKER J M CO COM NEW(SJM) | 4,493 | 4,493 | 0 | 441,213 | 487,940 | 0.14% | +46,727 |
| AGILENT TECHNOLOGIES INC COM(A) | 4,387 | 4,387 | 0 | 517,710 | 563,071 | 0.16% | +45,361 |
| AMERICAN EXPRESS CO COM(AXP) | 3,095 | 3,095 | 0 | 987,243 | 1,028,035 | 0.29% | +40,792 |
| ACUITY INC COM(AYI) | 932 | 925 | -7 | 278,053 | 318,561 | 0.09% | +40,508 |
| ASTRAZENECA PLC SPONSORED ADR(AZN) | 5,900 | 5,900 | 0 | 412,292 | 452,648 | 0.13% | +40,356 |
| UNITED THERAPEUTICS CORP DEL COM(UTHR) | 300 | 300 | 0 | 86,205 | 125,763 | 0.04% | +39,558 |
| SPDR GOLD SHARES(GLD) | 735 | 735 | 0 | 224,050 | 261,270 | 0.07% | +37,220 |
| ISHARES SELECT DIVIDEND ETF | 0 | 260 | +260 | 0 | 36,946 | 0.01% | +36,946 |
| AFLAC INC COM(AFL) | 5,882 | 5,882 | 0 | 620,316 | 657,019 | 0.19% | +36,703 |
| EXXON MOBIL CORP COM | 4,043 | 4,185 | +142 | 435,835 | 471,859 | 0.13% | +36,024 |
| TRACTOR SUPPLY CO COM(TSCO) | 8,620 | 8,620 | 0 | 454,893 | 490,237 | 0.14% | +35,344 |
| ESSENTIAL UTILS INC COM(WTRG) | 12,729 | 12,729 | 0 | 472,755 | 507,887 | 0.14% | +35,132 |
| INTEL CORP COM(INTC) | 2,389 | 2,605 | +216 | 53,514 | 87,398 | 0.02% | +33,884 |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 0 | 231 | +231 | 0 | 32,897 | 0.01% | +32,897 |
| GOLDMAN SACHS GROUP INC COM(GS) | 34 | 71 | +37 | 24,064 | 56,541 | 0.02% | +32,477 |
| WELLS FARGO CO NEW COM(WFC) | 1,275 | 1,591 | +316 | 102,153 | 133,358 | 0.04% | +31,205 |
| SYSCO CORP COM(SYY) | 4,650 | 4,650 | 0 | 352,224 | 382,916 | 0.11% | +30,692 |
| GENUINE PARTS CO COM(GPC) | 1,755 | 1,755 | 0 | 212,899 | 243,243 | 0.07% | +30,344 |
| HINGHAM INSTN SVGS MASS COM | 1,810 | 1,810 | 0 | 449,514 | 477,442 | 0.13% | +27,928 |
| DTE ENERGY CO COM(DTB) | 0 | 197 | +197 | 0 | 27,862 | 0.01% | +27,862 |
| LUCID GROUP INC COM NEW(LCID) | 0 | 1,160 | +1,160 | 0 | 27,596 | 0.01% | +27,596 |
| MEDTRONIC PLC SHS(MDT) | 105 | 384 | +279 | 9,153 | 36,572 | 0.01% | +27,419 |
| TECHNOLOGY SELECT SECTOR SPDR FUND | 952 | 952 | 0 | 241,075 | 268,331 | 0.08% | +27,256 |
| GLOBAL X MLP ETF | 0 | 539 | +539 | 0 | 26,098 | 0.01% | +26,098 |
| SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 0 | 250 | +250 | 0 | 24,880 | 0.01% | +24,880 |
| ISHARES RUSSELL MID-CAP VALUE ETF | 0 | 178 | +178 | 0 | 24,861 | 0.01% | +24,861 |
| KENVUE INC COM(KVUE) | 0 | 1,500 | +1,500 | 0 | 24,345 | 0.01% | +24,345 |
| KEYSIGHT TECHNOLOGIES INC COM(KEYS) | 2,154 | 2,154 | 0 | 352,954 | 376,778 | 0.11% | +23,824 |
| ISHARES RUSSELL 1000 GROWTH ETF | 538 | 538 | 0 | 228,424 | 252,005 | 0.07% | +23,581 |
| TJX COS INC NEW COM(TJX) | 1,118 | 1,118 | 0 | 138,062 | 161,596 | 0.05% | +23,534 |
| AT&T INC COM(T) | 6,093 | 7,056 | +963 | 176,331 | 199,261 | 0.06% | +22,930 |
| UNITEDHEALTH GROUP INC COM(UNH) | 931 | 904 | -27 | 290,444 | 312,151 | 0.09% | +21,707 |
| WALMART INC COM(WMT) | 4,101 | 4,101 | 0 | 400,996 | 422,649 | 0.12% | +21,653 |
| HERSHEY CO COM(HSY) | 1,000 | 1,000 | 0 | 165,950 | 187,050 | 0.05% | +21,100 |
| LABCORP HOLDINGS INC COM SHS(LH) | 859 | 859 | 0 | 225,496 | 246,585 | 0.07% | +21,089 |
| NORFOLK SOUTHN CORP COM(NSC) | 474 | 474 | 0 | 121,330 | 142,394 | 0.04% | +21,064 |
| NISOURCE INC COM(NI) | 0 | 485 | +485 | 0 | 21,001 | 0.01% | +21,001 |