Clean Yield Group
CIK 1525865 · Holdings on Jun 30, 2024 · First reported Jul 10, 2024
Top ten holdings
Q2 2024- AAPL7.60%
- SFM3.74%
- 9047677043.48%
- GSK3.03%
- AWK2.84%
- DOC2.81%
- HTO2.45%
- HASI2.21%
- FSLR2.20%
- NOMD2.15%
Share classes counted separately32.51%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CRMWeight increased · +1.88 pp0.05% → 1.93%Shares +19.65K (+4263.12%)
- AAPLWeight increased · +1.87 pp5.73% → 7.60%Shares +10.71K (+12.48%)
- GSKWeight decreased · -0.51 pp3.54% → 3.03%Shares -1.88K (-0.88%)
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 | $20.34M | 7.60% | 96.58K shares | 5.73% → 7.60%+1.87 pp +10.71K (+12.48%) | Added | ↗▾ |
| 02 | SFMSPROUTS FARMERS MARKET INCStock View history and evidence | $10.01M | 3.74% | 119.65K shares | 3.35% → 3.74%+0.39 pp -13.74K (-10.30%) | Reduced | ↗▾ |
| 03 | 904767704UNILEVER PLC SPON ADR NEWADR View history and evidence | $9.32M | 3.48% | 169.51K shares | 3.49% → 3.48%-0.01 pp -9.02K (-5.05%) | Reduced | ↗▾ |
| 04 | GSKGSK PLC-SPON ADRADR View history and evidence | $8.11M | 3.03% | 210.56K shares | 3.54% → 3.03%-0.51 pp -1.88K (-0.88%) | Reduced | ↗▾ |
| 05 | AWKAMERICAN WATER WORKS CO INCStock View history and evidence | $7.61M | 2.84% | 58.90K shares | 2.73% → 2.84%+0.11 pp +1.42K (+2.47%) | Added | ↗▾ |
| 06 | DOCHEALTHPEAK PROPERTIES INCREIT View history and evidence | $7.51M | 2.81% | 383.30K shares | 3.12% → 2.81%-0.31 pp -44.45K (-10.39%) | Reduced | ↗▾ |
| 07 | HTOH2O AMERICAStock View history and evidence | $6.56M | 2.45% | 120.95K shares | 2.54% → 2.45%-0.09 pp +5.46K (+4.73%) | Added | ↗▾ |
| 08 | HASIHA SUSTAINABLE INFRASTRUCTURREIT View history and evidence | $5.93M | 2.21% | 200.25K shares | 2.30% → 2.21%-0.09 pp -7.98K (-3.83%) | Reduced | ↗▾ |
| 09 | FSLRFIRST SOLAR INCStock View history and evidence | $5.88M | 2.20% | 26.08K shares | 1.78% → 2.20%+0.42 pp -950 (-3.51%) | Reduced | ↗▾ |
| 10 | NOMDNOMAD FOODS LTDStock View history and evidence | $5.76M | 2.15% | 349.64K shares | 2.64% → 2.15%-0.49 pp +2.75K (+0.79%) | Added | ↗▾ |
Options overlay 1
$980.00 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 | 1.80K | $980.00 | 0 (0.00%) | ▾ |
1 / 1 options · preview only
Exited positions 38
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IEF ISHARES 7-10 YEAR TREASURY B | Non-derivative | -1,000 | -$94.66K | SEC filing ↗ | SEC filing ↗ |
| SPYX SS SPDR S&P 500 FOSS FL ETF | Non-derivative | -1,413 | -$60.48K | SEC filing ↗ | SEC filing ↗ |
| LKFN LAKELAND FINANCIAL CORP | Non-derivative | -750 | -$49.74K | SEC filing ↗ | SEC filing ↗ |
3 / 38 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 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 267709
}Research all 367 reported holdings.
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