Fund HoldingsClean Yield Group

Total Portfolio Value
$237.42M
Total Bought
$10.32M
Total Sold
$16.68M
Net Transaction
-$6.37M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
HANNON ARMSTRONG SUST INFR CAP COM(HASI)0214,335+214,33505,9112.49%+5,911
FIRST SOLAR INC COM(FSLR)019,930+19,93003,4341.45%+3,434
AMALGAMATED FINANCIAL CORP COM140,504145,464+4,9602,4073,9191.65%+1,512
AMERICAN WTR WKS CO INC NEW COM021,416+21,41602,8271.19%+2,827
HOLOGIC INC COM016,575+16,57501,1840.50%+1,184
APPLE INC COM(AAPL)086,760+86,760016,7047.04%+16,704
SMITH & NEPHEW PLC SPDN ADR NEW(SNN)0214,252+214,25205,8452.46%+5,845
SJW GROUP COM(HTO)088,360+88,36005,7742.43%+5,774
CAMDEN NATL CORP COM(CAC)76,51480,749+4,2352,1583,0391.28%+881
NOMAD FOODS LTD USD ORD SHS(NOMD)0336,861+336,86105,7102.40%+5,710
MICROSOFT CORP COM(MSFT)013,570+13,57005,1032.15%+5,103
CHECK POINT SOFTWARE TECH LTD ORD
ORD
20,42921,221+7922,7453,2421.37%+497
INTERNATIONAL BUSINESS MACHS COM(IBM)22,41822,128-2903,2113,6191.52%+408
SPROUTS FMRS MKT INC COM(SFM)159,049150,754-8,2956,9177,2533.05%+336
STAG INDL INC COM(STAG)099,540+99,54003,9081.65%+3,908
QUEST DIAGNOSTICS INC COM(DGX)015,801+15,80102,1790.92%+2,179
INTUIT COM(INTU)3,7133,667-462,0112,2920.97%+281
US BANCORP DEL COM NEW(USB)024,548+24,54801,0620.45%+1,062
COLGATE PALMOLIVE CO COM(CL)026,024+26,02402,0740.87%+2,074
ILLINOIS TOOL WKS INC COM(ITW)8,6178,592-252,0392,2510.95%+212
MCCORMICK & CO INC COM NON VTG(MKC)032,443+32,44302,2200.93%+2,220
STRYKER CORPORATION COM(SYK)05,078+5,07801,5210.64%+1,521
TELUS CORPORATION COM(TU)0336,381+336,38105,9842.52%+5,984
KADANT INC COM(KAI)3,8253,82508871,0720.45%+186
SCHWAB CHARLES CORP COM(SCHW)010,240+10,24007050.30%+705
UNILEVER PLC SPON ADR NEW(UL)0179,667+179,66708,7103.67%+8,710
EXPEDITORS INTL WASH INC COM(EXPD)016,635+16,63502,1160.89%+2,116
HOME DEPOT INC(HD)04,049+4,04901,4030.59%+1,403
WATERS CORP COM(WAT)0935+93503080.13%+308
INTEL CORP COM(INTC)9,1299,12903374590.19%+122
AGILENT TECHNOLOGIES INC COM(A)04,427+4,42706150.26%+615
AMERICAN EXPRESS CO COM(AXP)03,132+3,13205870.25%+587
ABBOTT LABS COM06,648+6,64807320.31%+732
GSK PLC SPONSORED ADR(GSK)207,739213,431+5,6927,8037,9103.33%+107
NOVO-NORDISK A S ADR(NVO)40,76239,917-8454,0294,1291.74%+100
PHYSICIANS RLTY TR COM0433,577+433,57705,7712.43%+5,771
VANGUARD EXTENDED DURATION TREASURY ETF01,200+1,2000970.04%+97
SPDR S&P 500 ETF TRUST(SPY)2,3002,30001,0041,0930.46%+90
ALEXANDRIA REAL ESTATE EQ INC COM0930+93001180.05%+118
PEPSICO INC COM(PEP)011,785+11,78502,0020.84%+2,002
GENERAL MLS INC COM(GIS)038,337+38,33702,4971.05%+2,497
TARGET CORP COM(TGT)02,598+2,59803700.16%+370
ISHARES 10-20 YEAR TREASURY BOND ETF02,100+2,10002270.10%+227
PROLOGIS INC. COM(PLD)03,336+3,33604450.19%+445
SMUCKER J M CO COM NEW(SJM)05,730+5,73007240.31%+724
NEXTERA ENERGY INC COM(NEE)09,110+9,11005530.23%+553
ATLANTICA SUSTAINABLE INFR PLC SHS06,000+6,00001290.05%+129
MCDONALDS CORP COM(MCD)01,362+1,36204040.17%+404
KEYSIGHT TECHNOLOGIES INC COM(KEYS)02,354+2,35403740.16%+374
VERIZON COMMUNICATIONS INC COM(VZ)010,111+10,11103810.16%+381
THERMO FISHER SCIENTIFIC INC COM(TMO)02,904+2,90401,5410.65%+1,541
3M CO COM(MMM)02,900+2,90003170.13%+317
JPMORGAN CHASE & CO COM(JPM)02,078+2,07803530.15%+353
MERCK & CO INC COM(MRK)012,225+12,22501,3330.56%+1,333
NVIDIA CORPORATION COM(NVDA)1,7801,78008338810.37%+48
SYSCO CORP COM(SYY)05,135+5,13503760.16%+376
INVESCO QQQ TRUST SERIES I1,2221,220-24545000.21%+46
PROCTER AND GAMBLE CO COM(PG)020,032+20,03202,9361.24%+2,936
WATTS WATER TECHNOLOGIES INC CL A(WTS)01,596+1,59603330.14%+333
GENERAL ELECTRIC CO COM NEW(GE)3,1133,11303533970.17%+45
NEOGEN CORP COM(NEOG)08,066+8,06601620.07%+162
WABTEC COM(WAB)01,956+1,95602480.10%+248
AMAZON COM INC COM(AMZN)01,975+1,97503000.13%+300
CALIFORNIA WTR SVC GROUP COM(CWT)012,885+12,88506680.28%+668
ANSYS INC COM0630+63002290.10%+229
WORTHINGTON STL INC COM SHS(WS)01,200+1,2000340.01%+34
AMPHENOL CORP NEW CL A2,3002,30001952280.10%+33
FIFTH THIRD BANCORP COM(FITB)03,456+3,45601190.05%+119
COCA COLA CO COM(KO)06,243+6,24303680.15%+368
MOODYS CORP COM(MCO)0500+50001950.08%+195
TRACTOR SUPPLY CO COM(TSCO)02,777+2,77705970.25%+597
ISHARES RUSSELL 1000 GROWTH ETF1,0881,08803013300.14%+29
DISNEY WALT CO COM(DIS)5,3495,34904544830.20%+29
IRON MTN INC DEL COM(IRM)3,0003,00001822100.09%+27
ABBVIE INC COM(ABBV)4,7164,71607047310.31%+27
SALESFORCE INC COM(CRM)0461+46101210.05%+121
SHERWIN WILLIAMS CO COM(SHW)0455+45501420.06%+142
TENNANT CO COM(TNC)01,666+1,66601540.07%+154
LOWES COS INC COM(LOW)01,561+1,56103470.15%+347
LABORATORY CORP AMER HLDGS COM NEW0859+85901950.08%+195
METTLER TOLEDO INTERNATIONAL COM(MTD)0215+21502610.11%+261
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
01,052+1,05202020.09%+202
MASTERCARD INCORPORATED CL A(MA)1,2031,178-254815020.21%+21
AT&T INC COM(T)10,65410,65401571790.08%+21
WEYERHAEUSER CO MTN BE COM NEW(WY)04,896+4,89601700.07%+170
MASCO CORP COM(MAS)01,500+1,50001000.04%+100
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
01,183+1,18301080.05%+108
ACUITY BRANDS INC COM(AYI)83583501521710.07%+19
WELLS FARGO CO NEW COM(WFC)02,000+2,0000980.04%+98
RTX CORPORATION COM(RTX)01,749+1,74901470.06%+147
NORFOLK SOUTHN CORP COM(NSC)0550+55001300.05%+130
OREILLY AUTOMOTIVE INC COM(ORLY)0550+55005230.22%+523
TRAVELERS COMPANIES INC COM(TRV)0650+65001240.05%+124
VANGUARD MID-CAP ETF0808+80801880.08%+188
HEALTHPEAK PROPERTIES INC COM(DOC)0243,857+243,85704,8282.03%+4,828
CHURCH & DWIGHT CO INC COM(CHD)02,510+2,51002370.10%+237
PAN AMERN SILVER CORP COM(PAAS)01,000+1,0000160.01%+16
SPDR GOLD SHARES(GLD)0926+92601770.07%+177
MICROCHIP TECHNOLOGY INC. COM(MCHP)01,727+1,72701560.07%+156
QUALCOMM INC COM(QCOM)0443+4430640.03%+64
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