Clean Yield Group
CIK 1525865 · Holdings on Sep 30, 2023 · First reported Oct 12, 2023
Top ten holdings
Q3 2023- AAPL6.94%
- 9047677043.79%
- TAK3.62%
- GSK3.46%
- VOD3.26%
- SFM3.07%
- TU2.56%
- DOC2.51%
- NOMD2.24%
- OGN2.19%
Share classes counted separately33.64%
Portfolio value by quarter
Top 10 holdings 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $15.65M | 6.94% | 87.02K shares | — | ↗▾ | |
| 02 | 904767704UNILEVER PLC SPON ADR NEWADR View history and evidence | $8.54M | 3.79% | 176.70K shares | — | ↗▾ | |
| 03 | TAKTAKEDA PHARMACEUTIC-SP ADRADR View history and evidence | $8.17M | 3.62% | 533.16K shares | — | ↗▾ | |
| 04 | GSKGSK PLC-SPON ADRADR View history and evidence | $7.80M | 3.46% | 207.74K shares | — | ↗▾ | |
| 05 | VODVODAFONE GROUP PLC-SP ADRADR View history and evidence | $7.36M | 3.26% | 760.43K shares | — | ↗▾ | |
| 06 | SFMSPROUTS FARMERS MARKET INCStock View history and evidence | $6.92M | 3.07% | 159.05K shares | — | ↗▾ | |
| 07 | TUTELUS CORPStock View history and evidence | $5.79M | 2.56% | 342.96K shares | — | ↗▾ | |
| 08 | DOCPHYSICIANS REALTY TRUSTREIT View history and evidence | $5.67M | 2.51% | 479.83K shares | — | ↗▾ | |
| 09 | NOMDNOMAD FOODS LTDStock View history and evidence | $5.06M | 2.24% | 343.67K shares | — | ↗▾ | |
| 10 | OGNORGANON & COStock View history and evidence | $4.93M | 2.19% | 286.45K shares | — | ↗▾ |
Options overlay 1
$3.71K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | Put | 8.50K | $3.71K | ▾ |
1 / 1 options · preview only
Exited positions 40
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PAAS PAN AMERICAN SILVER CORP | Non-derivative | — | — | SEC filing ↗ | |
| VUSB VANGUARD ULTRA SHORT BOND ET | Non-derivative | — | — | SEC filing ↗ | |
| IDEV ISHARES CORE MSCI DEV MKTS | Non-derivative | — | — | SEC filing ↗ |
3 / 40 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1525865 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 227338745
}Research all 382 reported holdings.
This page includes 30 of 382 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 382 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1525865","quarter":"2023Q3","page_size":100}
get_institutional_manager_history
{"cik":"1525865","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.