Fund Holdings — Clean Yield Group

Total Portfolio Value
$314.39M
Total Bought
$36.22M
Total Sold
$33.08M
Net Transaction
+$3.14M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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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
995,493+5,394823,8071.21%+3,725
VEEVA SYS INC CL A COM(VEEV)016,587+16,58703,4871.11%+3,487
LULULEMON ATHLETICA INC COM(LULU)367,703+7,667102,9460.94%+2,936
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)71,833+1,82651,6340.52%+1,629
SALESFORCE INC COM(CRM)23,26323,201-626,3677,7572.47%+1,390
VITAL FARMS INC COM(VITL)30,22457,957+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)456705+2494046460.21%+242
ALPHABET CLASS A(GOOG)9,7739,653-1201,6211,8270.58%+206
ALPHABET INC CAP STK CL C(GOOG)5,6395,834+1959431,1110.35%+168
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)1,7181,954+2363624680.15%+106
AMALGAMATED FINANCIAL CORP COM124,119119,365-4,7543,8943,9951.27%+102
TJX COS INC NEW COM(TJX)2951,101+806351330.04%+98
TRIMBLE INC COM(TRMB)14,25213,915-3378859830.31%+98
SCHWAB CHARLES CORP COM(SCHW)9,8739,87306407310.23%+91
CAMDEN NATL CORP COM(CAC)106,011104,562-1,4494,3804,4691.42%+89
DISNEY WALT CO COM(DIS)5,2895,28905095890.19%+80
MICROSOFT CORP COM(MSFT)13,12013,570+4505,6465,7201.82%+74
EDWARDS LIFESCIENCES CORP COM241,010+9862750.02%+73
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)4,1014,10103313710.12%+39
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)601,072+1,0122380.01%+36
AMPHENOL CORP NEW CL A3,6203,888+2682362700.09%+34
VISA INC COM CL A(V)67967901872150.07%+28
INTUIT COM(INTU)3,4693,46902,1542,1800.69%+26
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 I1,0001,00004885110.16%+23
EMERSON ELEC CO COM(EMR)1,2761,286+101401590.05%+20
ANSYS INC COM642663+212052240.07%+19
WELLS FARGO CO NEW COM(WFC)1,2821,282072900.03%+18
TWILIO INC CL A(TWLO)400400026430.01%+17
TESLA INC COM(TSLA)128118-1033480.02%+14
FISERV INC COM(FISV)170214+4431440.01%+13
MCKESSON CORP COM(MCK)356332-241761890.06%+13
MARRIOTT INTL INC NEW CL A(MAR)3653650911020.03%+11
VANGUARD GROWTH ETF40440401551660.05%+11
BRISTOL-MYERS SQUIBB CO COM(BMY)3,3393,239-1001731830.06%+10
CHUBB LIMITED COM
COM
148191+4343530.02%+10
ISHARES AGENCY BOND ETF548650+10260700.02%+10
DANAHER CORPORATION COM(DHR)735932+1972042140.07%+10
SHOPIFY INC CL A(SHOP)364364029390.01%+10
CARMAX INC COM(KMX)1,8021,822+201391490.05%+10
SPOTIFY TECHNOLOGY S A SHS(SPOT)110110041490.02%+9
CORNING INC COM(GLW)3,3003,30001491570.05%+8
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)316316055620.02%+8
AMERIPRISE FINL INC COM(AMP)110110052590.02%+7
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
95295202152210.07%+6
PALO ALTO NETWORKS INC COM(PANW)267534+26791970.03%+6
WILLIAMS SONOMA INC COM(WSM)192192030360.01%+6
DOORDASH INC CL A(DASH)225225032380.01%+6
INARI MED INC COM568568023290.01%+6
AT&T INC COM(T)7,1197,11901571620.05%+5
PAYPAL HLDGS INC COM(PYPL)718718056610.02%+5
BANK NEW YORK MELLON CORP COM1,0521,052076810.03%+5
LABCORP HOLDINGS INC COM SHS(LH)85985901921970.06%+5
ACUITY BRANDS INC COM(AYI)735710-252022070.07%+5
HUBBELL INC COM(HUBB)8,1678,363+1963,4983,5031.11%+5
TRAVELERS COMPANIES INC COM(TRV)67167101571620.05%+5
LINCOLN ELEC HLDGS INC COM(LECO)1741+24380.00%+4
LAM RESEARCH CORP COM NEW(LRCX)060+60040.00%+4
IDACORP INC COM(IDA)700700072760.02%+4
VANGUARD S&P 500 GROWTH ETF207207071760.02%+4
MSCI INC COM(MSCI)24524501431470.05%+4
KEYSIGHT TECHNOLOGIES INC COM(KEYS)2,3542,35403743780.12%+4
ALASKA AIR GROUP INC COM20020009130.00%+4
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)760760027300.01%+3
HEWLETT PACKARD ENTERPRISE CO COM(HPE)3,4713,471071740.02%+3
FACTSET RESH SYS INC COM(FDS)150150069720.02%+3
COINBASE GLOBAL INC COM CL A(COIN)404007100.00%+3
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
GLB X MLP ENRG I
439439024270.01%+3
VANGUARD MID-CAP GROWTH ETF254254062640.02%+3
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Clean Yield Group — 13F Holdings — Q4 2024 | TickerTrail