Fund HoldingsClean Yield Group

Total Portfolio Value
$314.39M
Total Bought
$36.22M
Total Sold
$34.11M
Net Transaction
+$2.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
HENRY JACK & ASSOC INC COM(JKHY)022,693+22,69303,9781.27%+3,978
ARISTA NETWORKS INC COM SHS(ANET)035,145+35,14503,8851.24%+3,885
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
05,493+5,49303,8071.21%+3,807
VEEVA SYS INC CL A COM(VEEV)016,587+16,58703,4871.11%+3,487
LULULEMON ATHLETICA INC COM(LULU)07,703+7,70302,9460.94%+2,946
BROADCOM INC COM(AVGO)42,60643,678+1,0727,35010,1263.22%+2,777
APPLE INC COM(AAPL)104,448105,124+67624,33626,3258.37%+1,989
NETFLIX INC COM(NFLX)01,833+1,83301,6340.52%+1,634
SALESFORCE INC COM(CRM)23,26323,201-626,3677,7572.47%+1,390
VITAL FARMS INC COM30,22457,957+27,7331,0602,1840.69%+1,124
SERVICENOW INC COM(NOW)3,5073,921+4143,1374,1571.32%+1,020
NVIDIA CORPORATION COM(NVDA)77,69477,751+579,43510,4413.32%+1,006
SPROUTS FMRS MKT INC COM(SFM)95,44789,188-6,25910,53811,3333.60%+795
CISCO SYS INC COM(CSCO)122,670121,591-1,0796,5297,1982.29%+670
ROSS STORES INC COM(ROST)23,20226,497+3,2953,4924,0081.27%+516
QUEST DIAGNOSTICS INC COM(DGX)22,44526,428+3,9833,4853,9871.27%+502
FERGUSON ENTERPRISES INC COMMON STOCK NEW(FERG)20,42525,959+5,5344,0564,5061.43%+450
CHIPOTLE MEXICAN GRILL INC COM(CMG)59,47662,482+3,0063,4273,7681.20%+341
AUTOMATIC DATA PROCESSING INC COM20,60220,547-555,7016,0151.91%+314
COSTCO WHSL CORP NEW COM(COST)0705+70506460.21%+646
ALPHABET CLASS A(GOOG)09,653+9,65301,8270.58%+1,827
ALPHABET INC CAP STK CL C(GOOG)05,834+5,83401,1110.35%+1,111
HOLOGIC INC COM38,38045,646+7,2663,1263,2911.05%+164
MCCORMICK & CO INC COM NON VTG(MKC)68,31575,532+7,2175,6225,7591.83%+136
CURTISS WRIGHT CORP COM(CW)0350+35001240.04%+124
WABTEC COM(WAB)10,81611,016+2001,9662,0890.66%+122
INTERNATIONAL BUSINESS MACHS COM(IBM)20,93621,563+6274,6294,7401.51%+112
JPMORGAN CHASE & CO. COM(JPM)01,954+1,95404680.15%+468
AMALGAMATED FINANCIAL CORP COM0119,365+119,36503,9951.27%+3,995
TJX COS INC NEW COM(TJX)01,101+1,10101330.04%+133
TRIMBLE INC COM(TRMB)14,25213,915-3378859830.31%+98
SCHWAB CHARLES CORP COM(SCHW)09,873+9,87307310.23%+731
CAMDEN NATL CORP COM(CAC)106,011104,562-1,4494,3804,4691.42%+89
DISNEY WALT CO COM(DIS)05,289+5,28905890.19%+589
MICROSOFT CORP COM(MSFT)013,570+13,57005,7201.82%+5,720
EDWARDS LIFESCIENCES CORP COM01,010+1,0100750.02%+75
AMERICAN EXPRESS CO COM(AXP)3,1353,095-408509190.29%+68
OREILLY AUTOMOTIVE INC COM(ORLY)554594+406387040.22%+66
AMAZON COM INC COM(AMZN)2,1732,123-504054660.15%+61
GE VERNOVA INC COM(GEV)77977901992560.08%+58
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
01,750+1,7500500.02%+50
SUPER MICRO COMPUTER INC COM NEW(SMCI)01,500+1,5000460.01%+46
KEMPER CORP COM(KMPB)0675+6750450.01%+45
PAYCHEX INC COM(PAYX)3,9344,052+1185285680.18%+40
WALMART INC COM(WMT)04,101+4,10103710.12%+371
MASTERCARD INCORPORATED CL A(MA)1,1871,18705866250.20%+39
HOME DEPOT INC(HD)4,0434,309+2661,6381,6760.53%+38
COGNEX CORP COM(CGNX)01,072+1,0720380.01%+38
AMPHENOL CORP NEW CL A03,888+3,88802700.09%+270
VISA INC COM CL A(V)67967901872150.07%+28
INTUIT COM(INTU)03,469+3,46902,1800.69%+2,180
COLUMBIA BKG SYS INC COM(COLB)35,70935,391-3189329560.30%+24
KADANT INC COM(KAI)3,3353,33501,1271,1510.37%+23
INVESCO QQQ TRUST SERIES I01,000+1,00005110.16%+511
EMERSON ELEC CO COM(EMR)01,286+1,28601590.05%+159
ANSYS INC COM0663+66302240.07%+224
WELLS FARGO CO NEW COM(WFC)01,282+1,2820900.03%+90
TWILIO INC CL A(TWLO)0400+4000430.01%+43
TESLA INC COM(TSLA)0118+1180480.02%+48
FISERV INC COM(FISV)170214+4431440.01%+13
MCKESSON CORP COM(MCK)0332+33201890.06%+189
MARRIOTT INTL INC NEW CL A(MAR)0365+36501020.03%+102
VANGUARD GROWTH ETF0404+40401660.05%+166
BRISTOL-MYERS SQUIBB CO COM(BMY)3,3393,239-1001731830.06%+10
CHUBB LIMITED COM
COM
0191+1910530.02%+53
ISHARES AGENCY BOND ETF0650+6500700.02%+70
DANAHER CORPORATION COM(DHR)0932+93202140.07%+214
SHOPIFY INC CL A(SHOP)0364+3640390.01%+39
CARMAX INC COM(KMX)01,822+1,82201490.05%+149
SPOTIFY TECHNOLOGY S A SHS(SPOT)0110+1100490.02%+49
CORNING INC COM(GLW)03,300+3,30001570.05%+157
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)316316055620.02%+8
AMERIPRISE FINL INC COM(AMP)0110+1100590.02%+59
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
0952+95202210.07%+221
PALO ALTO NETWORKS INC COM(PANW)0534+5340970.03%+97
WILLIAMS SONOMA INC COM(WSM)192192030360.01%+6
DOORDASH INC CL A(DASH)0225+2250380.01%+38
INARI MED INC COM0568+5680290.01%+29
AT&T INC COM(T)07,119+7,11901620.05%+162
PAYPAL HLDGS INC COM(PYPL)0718+7180610.02%+61
BANK NEW YORK MELLON CORP COM1,0521,052076810.03%+5
LABCORP HOLDINGS INC COM SHS(LH)0859+85901970.06%+197
ACUITY BRANDS INC COM(AYI)0710+71002070.07%+207
HUBBELL INC COM(HUBB)8,1678,363+1963,4983,5031.11%+5
TRAVELERS COMPANIES INC COM(TRV)0671+67101620.05%+162
LINCOLN ELEC HLDGS INC COM(LECO)041+41080.00%+8
LAM RESEARCH CORP COM NEW(LRCX)060+60040.00%+4
IDACORP INC COM(IDA)0700+7000760.02%+76
VANGUARD S&P 500 GROWTH ETF0207+2070760.02%+76
MSCI INC COM(MSCI)0245+24501470.05%+147
KEYSIGHT TECHNOLOGIES INC COM(KEYS)2,3542,35403743780.12%+4
ALASKA AIR GROUP INC COM0200+2000130.00%+13
US BANCORP DEL COM NEW(USB)24,54823,548-1,0001,1231,1260.36%+4
PNC FINL SVCS GROUP INC COM(PNC)421421078810.03%+3
HORACE MANN EDUCATORS CORP NEW COM(HMN)0760+7600300.01%+30
HEWLETT PACKARD ENTERPRISE CO COM(HPE)03,471+3,4710740.02%+74
FACTSET RESH SYS INC COM(FDS)0150+1500720.02%+72
COINBASE GLOBAL INC COM CL A(COIN)040+400100.00%+10
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
0439+4390270.01%+27
VANGUARD MID-CAP GROWTH ETF0254+2540640.02%+64
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