Clean Yield Group
CIK 1525865 · Holdings on Dec 31, 2023 · First reported Jan 24, 2024
Top ten holdings
Q4 2023- AAPL7.04%
- 9047677043.67%
- GSK3.33%
- TAK3.07%
- SFM3.05%
- TU2.52%
- HASI2.49%
- SNN2.46%
- HTO2.43%
- DOC2.43%
Share classes counted separately32.49%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VODWeight decreased · -0.96 pp3.26% → 2.30%Shares -133.87K (-17.60%)
- HASIWeight increased · +0.80 pp1.69% → 2.49%Shares -12.97K (-5.71%)
- FSLRWeight increased · +0.67 pp0.78% → 1.45%Shares +8.37K (+72.45%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $16.70M | 7.04% | 86.76K shares | 6.94% → 7.04%+0.10 pp -255 (-0.29%) | Reduced | ↗▾ |
| 02 | 904767704UNILEVER PLC SPON ADR NEWADR View history and evidence | $8.71M | 3.67% | 179.67K shares | 3.79% → 3.67%-0.12 pp +2.97K (+1.68%) | Added | ↗▾ |
| 03 | GSKGSK PLC-SPON ADRADR View history and evidence | $7.91M | 3.33% | 213.43K shares | 3.46% → 3.33%-0.13 pp +5.69K (+2.74%) | Added | ↗▾ |
| 04 | TAKTAKEDA PHARMACEUTIC-SP ADRADR View history and evidence | $7.29M | 3.07% | 510.52K shares | 3.62% → 3.07%-0.55 pp -22.64K (-4.25%) | Reduced | ↗▾ |
| 05 | SFMSPROUTS FARMERS MARKET INCStock View history and evidence | $7.25M | 3.05% | 150.75K shares | 3.07% → 3.05%-0.02 pp -8.29K (-5.22%) | Reduced | ↗▾ |
| 06 | TUTELUS CORPStock View history and evidence | $5.98M | 2.52% | 336.38K shares | 2.56% → 2.52%-0.04 pp -6.58K (-1.92%) | Reduced | ↗▾ |
| 07 | HASIHA SUSTAINABLE INFRASTRUCTURREIT View history and evidence | $5.91M | 2.49% | 214.34K shares | 1.69% → 2.49%+0.80 pp -12.97K (-5.71%) | Reduced | ↗▾ |
| 08 | SNNSMITH & NEPHEW PLC -SPON ADRADR View history and evidence | $5.84M | 2.46% | 214.25K shares | 2.14% → 2.46%+0.32 pp +5.80K (+2.78%) | Added | ↗▾ |
| 09 | HTOH2O AMERICAStock View history and evidence | $5.77M | 2.43% | 88.36K shares | 2.16% → 2.43%+0.27 pp +9.12K (+11.51%) | Added | ↗▾ |
| 10 | DOCPHYSICIANS REALTY TRUSTREIT View history and evidence | $5.77M | 2.43% | 433.58K shares | 2.51% → 2.43%-0.08 pp -46.25K (-9.64%) | Reduced | ↗▾ |
Options overlay 1
$4.90K 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 | 10.30K | $4.90K | +1.80K (+21.18%) | ▾ |
1 / 1 options · preview only
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CDE COEUR MINING INC | Non-derivative | -62,500 | -$145.63K | SEC filing ↗ | SEC filing ↗ |
| SLV ISHARES SILVER TRUST | Non-derivative | -6,090 | -$122.90K | SEC filing ↗ | SEC filing ↗ |
| JPST JPMORGAN ULTRA-SHORT INCOME | Non-derivative | -1,022 | -$51.17K | SEC filing ↗ | SEC filing ↗ |
3 / 20 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 237416159
}Research all 373 reported holdings.
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