Fund Holdings — Clean Yield Group

Total Portfolio Value
$360.24M
Total Bought
$29.81M
Total Sold
$25.35M
Net Transaction
+$4.46M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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UNILEVER PLC SPON ADR NEW(UL)0115,430+115,43007,5492.10%+7,549
STATE STR CORP COM(STT)23019,199+18,969272,4770.69%+2,450
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
8,6769,291+6158,3999,9402.76%+1,541
APPLE INC COM(AAPL)103,090102,038-1,05226,25027,7407.70%+1,490
SCHWAB CHARLES CORP COM(SCHW)27,34940,449+13,1002,6114,0411.12%+1,430
HENRY JACK & ASSOC INC COM(JKHY)32,35132,734+3834,8185,9731.66%+1,155
CISCO SYS INC COM(CSCO)115,734115,473-2617,9198,8952.47%+976
SOFI TECHNOLOGIES INC COM(SOFI)034,616+34,61609060.25%+906
ELI LILLY & CO COM(LLY)3,2763,165-1112,5003,4010.94%+902
NOKIA CORP SPONSORED ADR(NOK)332,655382,421+49,7661,6002,4740.69%+874
GSK PLC SPONSORED ADR(GSK)163,792161,357-2,4357,0697,9132.20%+844
ROSS STORES INC COM(ROST)28,45228,567+1154,3365,1461.43%+810
PROLOGIS INC. COM(PLD)54,85355,496+6436,2827,0851.97%+803
SALESFORCE INC COM(CRM)25,20225,282+805,9736,6971.86%+725
BROADCOM INC COM(AVGO)42,20042,210+1013,92214,6094.06%+687
ALPHABET CLASS A(GOOG)8,7288,72802,1222,7320.76%+610
CAMDEN NATL CORP COM(CAC)102,607102,695+883,9604,4551.24%+495
MOODYS CORP COM(MCO)8,2708,575+3053,9404,3811.22%+440
VANGUARD S&P 500 GROWTH ETF2071,192+985905300.15%+440
JOHNSON & JOHNSON COM(JNJ)20,40020,40003,7834,2221.17%+439
COLUMBIA BKG SYS INC COM(COLB)67,85377,762+9,9091,7472,1730.60%+427
MAGNUM ICE CREAM CO NV ORD SHS(MICC)025,567+25,56704050.11%+405
ALPHABET INC CAP STK CL C(GOOG)5,7625,745-171,4031,8030.50%+400
EXPEDITORS INTL WASH INC COM(EXPD)14,85514,755-1001,8212,1990.61%+378
HOLOGIC INC COM58,32657,913-4133,9364,3141.20%+378
VALMONT INDS INC COM(VMI)9,1699,546+3773,5553,8411.07%+285
VANGUARD TOTAL STOCK MARKET ETF1812+81102720.08%+272
FIRST SOLAR INC COM(FSLR)27,40224,133-3,2696,0436,3041.75%+261
MERCK & CO INC COM(MRK)10,60210,822+2208901,1390.32%+249
AMALGAMATED FINANCIAL CORP COM100,32792,521-7,8062,7242,9630.82%+240
BETA TECHNOLOGIES INC COM SHS CL A08,324+8,32402350.07%+235
HUBBELL INC COM(HUBB)9,6719,883+2124,1624,3891.22%+228
THERMO FISHER SCIENTIFIC INC COM(TMO)2,6802,630-501,3001,5240.42%+224
INTERNATIONAL BUSINESS MACHS COM(IBM)18,97218,825-1475,3535,5761.55%+223
AMGEN INC COM(AMGN)4,8164,81601,3591,5760.44%+217
WABTEC COM(WAB)12,63412,675+412,5332,7050.75%+173
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS(TAK)266,038260,804-5,2343,8954,0661.13%+171
BORGWARNER INC COM70,18772,247+2,0603,0853,2550.90%+170
AMERICAN EXPRESS CO COM(AXP)3,0953,09501,0281,1450.32%+117
US BANCORP DEL COM NEW(USB)21,89621,89601,0581,1680.32%+110
VODAFONE GROUP PLC SPONSORED ADR(VOD)314,497283,978-30,5193,6483,7511.04%+103
UNITED PARCEL SERVICE INC CL B(UPS)14,45813,173-1,2851,2081,3070.36%+99
ASTRAZENECA PLC SPONSORED ADR(AZN)5,9005,90004535420.15%+90
AMAZON COM INC COM(AMZN)2,3192,552+2335095890.16%+80
MCCORMICK & CO INC COM NON VTG(MKC)76,14175,825-3165,0955,1641.43%+70
ECOLAB INC COM(ECL)16,96617,936+9704,6464,7091.31%+62
JPMORGAN CHASE & CO. COM(JPM)2,0602,208+1486507110.20%+62
AMPHENOL CORP NEW CL A3,8883,992+1044815390.15%+58
VANECK GOLD MINERS ETF
GOLD MINERS ETF
5,8355,83504465000.14%+55
WATERS CORP COM(WAT)65065001952470.07%+52
EATON CORP PLC SHS(ETN)223423+200831350.04%+51
SPDR S&P 500 ETF TRUST(SPY)2,9582,95801,9712,0170.56%+47
KEYSIGHT TECHNOLOGIES INC COM(KEYS)2,1542,081-733774230.12%+46
AUTODESK INC COM32179+14710530.01%+43
METTLER TOLEDO INTERNATIONAL COM(MTD)22622602773150.09%+38
HINGHAM INSTN SVGS MASS COM1,8101,81004775140.14%+37
NEXTERA ENERGY INC COM(NEE)7,5587,55805716070.17%+36
GE VERNOVA INC COM(GEV)670685+154124480.12%+36
FEDEX CORP COM(FDX)65565501541890.05%+35
WALMART INC COM(WMT)4,1014,10104234570.13%+34
AGILENT TECHNOLOGIES INC COM(A)4,3874,38705635970.17%+34
PEPSICO INC COM(PEP)10,93410,93401,5361,5690.44%+34
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
ISHA US AWAR ETF
0416+4160310.01%+31
DANAHER CORPORATION COM(DHR)1,0041,00401992300.06%+31
MARRIOTT INTL INC NEW CL A(MAR)365405+40951260.03%+31
SPDR GOLD SHARES(GLD)73573502612910.08%+30
RENAISSANCERE HLDGS LTD COM(RNR)1,0601,06002692980.08%+29
RTX CORPORATION COM(RTX)1,6111,61102702950.08%+26
CATERPILLAR INC COM(CAT)278270-81331550.04%+22
COCA COLA CO COM(KO)5,6885,68803773980.11%+20
UNITED THERAPEUTICS CORP DEL COM(UTHR)30030001261460.04%+20
VERTEX PHARMACEUTICALS INC COM(VRTX)32232201261460.04%+20
DOVER CORP COM(DOV)63363301061240.03%+18
TWILIO INC CL A(TWLO)400400040570.02%+17
SPDR MSCI ACWI EX-US ETF
ST STR ACWI ETF
0462+4620170.00%+17
CORNING INC COM(GLW)2,7632,76302272420.07%+15
WELLS FARGO CO NEW COM(WFC)1,5911,59101331480.04%+15
3M CO COM(MMM)2,9952,99504654800.13%+15
ACUITY INC COM(AYI)92592503193330.09%+14
ISHARES GLOBAL CLEAN ENERGY ETF83900+8171150.00%+14
STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF
ST STR SP600GRWO
0140+1400130.00%+13
BRISTOL-MYERS SQUIBB CO COM(BMY)2,9212,680-2411321450.04%+13
CENCORA INC COM50050001561690.05%+13
INVESCO QQQ TRUST SERIES I89889805395520.15%+13
TARGET CORP COM(TGT)2,2712,210-612042160.06%+12
DOLLAR TREE INC COM(DLTR)400400038490.01%+11
AVERY DENNISON CORP COM504504082920.03%+10
HARTFORD INSURANCE GROUP INC COM(HIG)279339+6037470.01%+9
SUNRUN INC COM(RUN)0508+508090.00%+9
HELIOS TECHNOLOGIES INC COM(HLIO)6,4576,45703373450.10%+9
INTEL CORP COM(INTC)2,6052,605087960.03%+9
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
300300078860.02%+8
APPLIED MATLS INC COM161161033410.01%+8
TJX COS INC NEW COM(TJX)1,1181,105-131621700.05%+8
FIFTH THIRD BANCORP COM(FITB)3,4863,48601551630.05%+8
EDWARDS LIFESCIENCES CORP COM1,0101,010079860.02%+8
BANK NEW YORK MELLON CORP COM1,0521,05201151220.03%+8
TRAVELERS COMPANIES INC COM(TRV)67167101871950.05%+7
INTUITIVE SURGICAL INC COM NEW5454024310.01%+6
VISA INC COM CL A(V)67967902322380.07%+6
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Clean Yield Group — 13F Holdings — Q4 2025 | TickerTrail