Clean Yield Group
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1525865
Institutional-grade research for retail investors
13F Reported Value
ⓘ$355.2M
Holdings
385
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Clean Yield Group disclosed 385 positions worth $355.2M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.3% of the equity portfolio, followed by $NVDA and $AVGO. During the quarter the fund opened 9 new positions and exited 35. The portfolio is most concentrated in Technology (36.8% of disclosed assets). All figures are sourced directly from Clean Yield Group’s Form 13F-HR filing with the SEC under CIK 1525865.
AI Fund Analysis
Stable
$AAPL7.3% weight
Held 9 quarters
$NVDA4.5% weight
Held 9 quarters
$AVGO3.5% weight
Held 9 quarters
$ASML3.3% weight
Held 9 quarters
$CSCO2.6% weight
Held 9 quarters
STATE STREET ENERGY SELECT
8 quarters accumulating
$MCO5 quarters accumulating
$COLB5 quarters accumulating
$PLD4 quarters accumulating
$SYK4 quarters accumulating
Sector Allocation
TechnologyIndustrialsHealthcareFinancialsConsumer DiscretionaryConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$25.8M101,762 sh - 90.2#1
Quality
$15.9M91,377 sh - 86.4#9
Quality
$12.2M39,569 sh - —
Quality
$11.7M8,872 sh - 72.3
Quality
$9.1M117,669 sh - —
Quality
$8.9M161,978 sh - 67.5
Quality
$7.4M56,250 sh - 61.7
Quality
$7.1M52,433 sh - 86.0
Quality
$6.6M53,746 sh - 58.9
Quality
$6.3M27,172 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $25.8M | 101,762 |
| NVIDIA CORP$NVDA | 90.2#1 | $15.9M | 91,377 |
| Broadcom Inc.$AVGO | 86.4#9 | $12.2M | 39,569 |
| ASML HOLDING NV$ASML | — | $11.7M | 8,872 |
| CISCO SYSTEMS, INC.$CSCO | 72.3 | $9.1M | 117,669 |
 GSK plc$GSK | — | $8.9M | 161,978 |
| Prologis, Inc.$PLD | 67.5 | $7.4M | 56,250 |
 American Water Works Company, Inc.$AWK | 61.7 | $7.1M | 52,433 |
 Arista Networks, Inc.$ANET | 86.0 | $6.6M | 53,746 |
 Ferguson Enterprises Inc. /DE/$FERG | 58.9 | $6.3M | 27,172 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clean Yield Group's 385 positions.
Showing top 10 of 385 holdings.
Sector Allocation
Technology
$130.6M
Industrials
$41.9M
Healthcare
$41.7M
Financials
$37.9M
Consumer Discretionary
$31.2M
Consumer Staples
$17.4M
Utilities
$12.2M
Materials
$12.0M
Full Holdings — Clean Yield Group (Q1 2026)
All 385 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $25.8M | 7.3% | -0% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $15.9M | 4.5% | +1% | 90.2 |
| 3 | $AVGO | Broadcom Inc. | $12.2M | 3.5% | -6% | 86.4 |
| 4 | $ASML | ASML HOLDING NV | $11.7M | 3.3% | -5% | — |
| 5 | $CSCO | CISCO SYSTEMS, INC. | $9.1M | 2.6% | +2% | 72.3 |
| 6 | $GSK | GSK plc | $8.9M | 2.5% | +0% | — |
| 7 | $PLD | Prologis, Inc. | $7.4M | 2.1% | +1% | 67.5 |
| 8 | $AWK | American Water Works Company, Inc. | $7.1M | 2.0% | -10% | 61.7 |
| 9 | $ANET | Arista Networks, Inc. | $6.6M | 1.9% | +1% | 86 |
| 10 | $FERG | Ferguson Enterprises Inc. /DE/ | $6.3M | 1.8% | +0% | 58.9 |
| 11 |  $UL | UNILEVER PLC | $6.3M | 1.8% | -4% | — |
| 12 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $6.2M | 1.8% | -5% | 50.1 |
| 13 |  $ROST | ROSS STORES, INC. | $6.2M | 1.8% | +0% | 71.5 |
| 14 |  $CRM | Salesforce, Inc. | $5.7M | 1.6% | +22% | 75.2 |
| 15 | $SYK | STRYKER CORP | $5.4M | 1.5% | +4% | 69.8 |
| 16 |  $SFM | Sprouts Farmers Market, Inc. | $5.3M | 1.5% | -0% | 73.4 |
| 17 |  $JKHY | JACK HENRY & ASSOCIATES INC | $5.3M | 1.5% | +2% | 72.8 |
| 18 |  $DGX | QUEST DIAGNOSTICS INC | $5.2M | 1.4% | -1% | 69.1 |
| 19 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.2M | 1.4% | +646% | 67 |
| 20 |  $CAC | CAMDEN NATIONAL CORP | $5.1M | 1.4% | +5% | 61.5 |
| 21 |  $HUBB | HUBBELL INC | $5.0M | 1.4% | +3% | 68.7 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $4.9M | 1.4% | -2% | 72.8 |
| 23 |  $ECL | ECOLAB INC. | $4.9M | 1.4% | +3% | 64.3 |
| 24 |  $MSFT | MICROSOFT CORP | $4.7M | 1.3% | +0% | 83.7 |
| 25 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.6M | 1.3% | +1% | 66.7 |
| 26 |  $FSLR | FIRST SOLAR, INC. | $4.5M | 1.3% | -6% | 73.8 |
| 27 |  $SCHW | SCHWAB CHARLES CORP | $4.4M | 1.3% | +17% | 77.2 |
| 28 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $4.4M | 1.2% | -9% | — |
| 29 |  $HD | HOME DEPOT, INC. | $4.3M | 1.2% | +1% | 69.2 |
| 30 |  $NOW | ServiceNow, Inc. | $4.1M | 1.1% | +53% | 76 |
| 31 |  $BWA | BORGWARNER INC | $4.1M | 1.1% | +4% | 57.2 |
| 32 |  $NFLX | NETFLIX INC | $4.0M | 1.1% | +69% | 86.7 |
| 33 | $MCO | MOODYS CORP /DE/ | $4.0M | 1.1% | +7% | 81.3 |
| 34 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4.0M | 1.1% | -1% | 77.9 |
| 35 |  $VMI | VALMONT INDUSTRIES INC | $3.9M | 1.1% | +2% | 60.1 |
| 36 |  $VEEV | VEEVA SYSTEMS INC | $3.8M | 1.1% | +2% | 77.8 |
| 37 |  $MKC | MCCORMICK & CO INC | $3.8M | 1.1% | +0% | 73.7 |
| 38 |  $STT | STATE STREET CORP | $3.7M | 1.0% | +51% | 61.5 |
| 39 |  $NOK | NOKIA CORP | $3.6M | 1.0% | +17% | — |
| 40 |  $KAI | KADANT INC | $3.6M | 1.0% | +3% | 57.3 |
| 41 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $3.6M | 1.0% | +3% | — |
| 42 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $3.4M | 1.0% | -20% | — |
| 43 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3.4M | 1.0% | +8% | 70.8 |
| 44 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $3.2M | 0.9% | -7% | 62 |
| 45 |  $LLY | ELI LILLY & Co | $2.9M | 0.8% | +0% | 89.3 |
| 46 |  $AMAL | Amalgamated Financial Corp. | $2.9M | 0.8% | -21% | — |
| 47 |  $HTO | H2O AMERICA | $2.7M | 0.8% | +9% | 65.9 |
| 48 |  $PANW | Palo Alto Networks Inc | $2.7M | 0.8% | +3033% | 66.5 |
| 49 | $COLB | COLUMBIA BANKING SYSTEM, INC. | $2.5M | 0.7% | +19% | 33 |
| 50 |  $GOOG | Alphabet Inc. | $2.5M | 0.7% | -0% | 80.2 |
| 51 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $2.5M | 0.7% | +47% | 72.9 |
| 52 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.7% | -2% | 72.9 |
| 53 |  $ITW | ILLINOIS TOOL WORKS INC | $2.2M | 0.6% | -0% | 71.2 |
| 54 |  $LULU | lululemon athletica inc. | $2.2M | 0.6% | +50% | 62.9 |
| 55 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1.9M | 0.5% | -9% | 71.2 |
| 56 |  $TU | TELUS CORP | $1.9M | 0.5% | -16% | — |
| 57 |  $AMRC | Ameresco, Inc. | $1.7M | 0.5% | +6% | 46.2 |
| 58 |  $AMGN | AMGEN INC | $1.7M | 0.5% | +0% | 79.5 |
| 59 |  $PEP | PEPSICO INC | $1.7M | 0.5% | -1% | 62.7 |
| 60 |  $GOOGL | Alphabet Inc. | $1.6M | 0.5% | +0% | 80.2 |
| 61 |  $SOFI | SoFi Technologies, Inc. | $1.6M | 0.4% | +184% | 53.8 |
| 62 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 0.4% | -19% | — |
| 63 |  $UPS | UNITED PARCEL SERVICE INC | $1.3M | 0.4% | +3% | 58.2 |
| 64 |  $MRK | Merck & Co., Inc. | $1.3M | 0.3% | -3% | 70.9 |
| 65 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.2M | 0.3% | -4% | 63.7 |
| 66 |  $INTU | INTUIT INC. | $1.1M | 0.3% | -21% | 82 |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.3% | -2% | 64.5 |
| 68 |  $NVO | NOVO NORDISK A S | $1.1M | 0.3% | -2% | — |
| 69 |  $CL | COLGATE PALMOLIVE CO | $1.0M | 0.3% | -11% | 72.4 |
| 70 |  $USB | US BANCORP DE | $1.0M | 0.3% | -9% | 71.4 |
| 71 |  $VITL | Vital Farms, Inc. | $934,052 | 0.3% | +1% | 50.2 |
| 72 |  $AXP | AMERICAN EXPRESS CO | $931,336 | 0.3% | -1% | 73.2 |
| 73 |  $HOLX | HOLOGIC INC | $907,609 | 0.3% | -79% | 62.3 |
| 74 |  $ABBV | AbbVie Inc. | $843,861 | 0.2% | +0% | 59.3 |
| 75 |  $TRMB | TRIMBLE INC. | $833,705 | 0.2% | -5% | 52.1 |
| 76 |  $ORLY | O REILLY AUTOMOTIVE INC | $822,482 | 0.2% | +0% | 72.7 |
| 77 | — | VANECK GREEN BOND ETF | $815,916 | 0.2% | -10% | — |
| 78 |  $BDX | BECTON DICKINSON & CO | $727,503 | 0.2% | -8% | 50.7 |
| 79 |  $GE | GENERAL ELECTRIC CO | $713,114 | 0.2% | -16% | 74.8 |
| 80 |  $NEE | NEXTERA ENERGY INC | $683,411 | 0.2% | -3% | 71.7 |
| 81 |  $JPM | JPMORGAN CHASE & CO | $649,505 | 0.2% | +0% | 35.6 |
| 82 |  $XOM | EXXON MOBIL CORP | $639,788 | 0.2% | -4% | 61.8 |
| 83 |  $AFL | AFLAC INC | $621,068 | 0.2% | -4% | 60.3 |
| 84 |  $ABT | ABBOTT LABORATORIES | $601,852 | 0.2% | -6% | 67 |
| 85 |  $GEV | GE Vernova Inc. | $597,937 | 0.2% | +0% | 70.1 |
| 86 |  $TXN | TEXAS INSTRUMENTS INC | $596,592 | 0.2% | +0% | 70.4 |
| 87 |  $KEYS | Keysight Technologies, Inc. | $587,612 | 0.2% | +0% | 72.3 |
| 88 |  $AZN | ASTRAZENECA PLC | $581,799 | 0.2% | -50% | — |
| 89 |  $GIS | GENERAL MILLS INC | $570,880 | 0.2% | +5% | 64.1 |
| 90 |  $MA | Mastercard Inc | $556,122 | 0.2% | -8% | 81.7 |
| 91 |  $WTRG | Essential Utilities, Inc. | $512,597 | 0.1% | +0% | 70.9 |
| 92 |  $WMT | Walmart Inc. | $509,672 | 0.1% | +0% | 63.2 |
| 93 |  $APH | AMPHENOL CORP /DE/ | $504,389 | 0.1% | +0% | 80.5 |
| 94 |  $A | AGILENT TECHNOLOGIES, INC. | $500,030 | 0.1% | +0% | 64.6 |
| 95 | — | HINGHAM INSTN SVGS MASS COM | $467,348 | 0.1% | -10% | — |
| 96 |  $WTS | WATTS WATER TECHNOLOGIES INC | $463,303 | 0.1% | +0% | 70.7 |
| 97 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $459,521 | 0.1% | -7% | 64.4 |
| 98 |  $MMM | 3M CO | $434,964 | 0.1% | +0% | 60.7 |
| 99 |  $AMZN | AMAZON COM INC | $424,246 | 0.1% | -20% | 74.6 |
| 100 |  $SJM | J M SMUCKER Co | $422,504 | 0.1% | -2% | 46.4 |
| 101 |  $KO | COCA COLA CO | $419,912 | 0.1% | -3% | 74 |
| 102 |  $HLIO | HELIOS TECHNOLOGIES, INC. | $408,126 | 0.1% | -2% | 52 |
| 103 | — | VANECK GOLD MINERS ETF | $406,541 | 0.1% | -24% | — |
| 104 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $390,486 | 0.1% | +0% | 60.7 |
| 105 |  $DIS | Walt Disney Co | $385,231 | 0.1% | -22% | 68.9 |
| 106 |  $PAYX | PAYCHEX INC | $383,219 | 0.1% | +0% | 75.1 |
| 107 |  $GLW | CORNING INC /NY | $375,685 | 0.1% | +0% | 72.7 |
| 108 |  $WAT | WATERS CORP /DE/ | $375,228 | 0.1% | +94% | 69.9 |
| 109 |  $MCD | MCDONALDS CORP | $367,354 | 0.1% | +0% | 73.9 |
| 110 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $352,080 | 0.1% | -32% | — |
| 111 | — | ISHARES ESG AWARE MSCI USA ETF | $349,899 | 0.1% | NEW | — |
| 112 | — | VANGUARD S&P 500 GROWTH ETF | $340,337 | 0.1% | -30% | — |
| 113 |  $SYY | SYSCO CORP | $323,838 | 0.1% | -2% | 58.4 |
| 114 |  $GLD | SPDR GOLD TRUST | $316,263 | 0.1% | +0% | — |
| 115 |  $LOW | LOWES COMPANIES INC | $311,653 | 0.1% | -7% | 63.5 |
| 116 |  $IRM | IRON MOUNTAIN INC | $306,420 | 0.1% | +0% | 50.7 |
| 117 |  $RTX | RTX Corp | $286,842 | 0.1% | -8% | 70 |
| 118 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $285,031 | 0.1% | +0% | 68.8 |
| 119 |  $AYI | ACUITY INC. (DE) | $276,017 | 0.1% | +6% | 68.9 |
| 120 | — | BNY MELLON MUNICIPAL INTERMEDIATE ETF | $274,813 | 0.1% | NEW | — |
| 121 |  $RNR | RENAISSANCERE HOLDINGS LTD | $270,479 | 0.1% | -14% | — |
| 122 |  $TGT | TARGET CORP | $267,852 | 0.1% | +0% | 53.1 |
| 123 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $253,042 | 0.1% | +0% | — |
| 124 |  $UNH | UNITEDHEALTH GROUP INC | $244,613 | 0.1% | +0% | 66.8 |
| 125 |  $CW | CURTISS WRIGHT CORP | $238,392 | 0.1% | +0% | 70.7 |
| 126 | — | VANGUARD TOTAL STOCK MARKET ETF | $236,833 | 0.1% | -9% | — |
| 127 |  $ORCL | ORACLE CORP | $234,935 | 0.1% | -0% | 67.2 |
| 128 |  $FDX | FEDEX CORP | $233,298 | 0.1% | +0% | 60.3 |
| 129 |  $LH | LABCORP HOLDINGS INC. | $229,190 | 0.1% | +0% | 54.8 |
| 130 |  $APD | Air Products & Chemicals, Inc. | $228,616 | 0.1% | +0% | 41.2 |
| 131 |  $MSEX | MIDDLESEX WATER CO | $226,418 | 0.1% | -4% | 52.5 |
| 132 | — | ISHARES RUSSELL 1000 GROWTH ETF | $220,875 | 0.1% | -4% | — |
| 133 |  $MCK | MCKESSON CORP | $212,879 | 0.1% | +0% | 63.7 |
| 134 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $210,430 | 0.1% | +0% | — |
| 135 |  $UNP | UNION PACIFIC CORP | $206,227 | 0.1% | +0% | 74 |
| 136 |  $HSY | HERSHEY CO | $197,496 | 0.1% | -5% | 59.4 |
| 137 |  $V | VISA INC. | $196,456 | 0.1% | -4% | 83.5 |
| 138 |  $CCZ | COMCAST CORP | $195,228 | 0.1% | +0% | 70.4 |
| 139 |  $PFE | PFIZER INC | $191,590 | 0.1% | -23% | 69 |
| 140 |  $CAT | CATERPILLAR INC | $191,284 | 0.1% | +0% | 67.8 |
| 141 |  $TRV | TRAVELERS COMPANIES, INC. | $189,592 | 0.1% | -3% | 71.5 |
| 142 |  $DHR | DANAHER CORP /DE/ | $188,462 | 0.1% | -1% | 63.9 |
| 143 |  $CI | Cigna Group | $188,059 | 0.1% | -16% | 66.8 |
| 144 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $182,627 | 0.1% | -3% | 65.3 |
| 145 |  $UTHR | UNITED THERAPEUTICS Corp | $177,894 | 0.1% | +0% | 80.1 |
| 146 |  $TJX | TJX COMPANIES INC /DE/ | $176,469 | 0.1% | +0% | 70.7 |
| 147 | — | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $173,902 | 0.1% | NEW | — |
| 148 |  $WM | WASTE MANAGEMENT INC | $172,572 | 0.1% | -6% | 70.7 |
| 149 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $171,721 | 0.1% | NEW | — |
| 150 | — | VANGUARD MID-CAP ETF | $163,118 | 0.1% | +0% | — |
| 151 |  $BMY | BRISTOL MYERS SQUIBB CO | $162,542 | 0.1% | +0% | 70.1 |
| 152 |  $GPC | GENUINE PARTS CO | $161,798 | 0.1% | -13% | 54.2 |
| 153 | — | ISHARES ESG AWARE MSCI EAFE ETF | $160,826 | 0.1% | NEW | — |
| 154 |  $FITB | FIFTH THIRD BANCORP | $160,566 | 0.1% | -1% | — |
| 155 |  $COR | Cencora, Inc. | $157,070 | 0.0% | +0% | 59.6 |
| 156 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $151,548 | 0.0% | NEW | — |
| 157 |  $EMR | EMERSON ELECTRIC CO | $151,459 | 0.0% | -1% | 65.9 |
| 158 |  $ETN | Eaton Corp plc | $151,294 | 0.0% | +0% | — |
| 159 |  $T | AT&T INC. | $150,516 | 0.0% | -26% | 71.9 |
| 160 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $143,786 | 0.0% | +0% | 76.6 |
| 161 |  $SHW | SHERWIN WILLIAMS CO | $142,645 | 0.0% | -6% | 65.3 |
| 162 |  $NSC | NORFOLK SOUTHERN CORP | $136,038 | 0.0% | +0% | 70.8 |
| 163 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $132,463 | 0.0% | +0% | 65.9 |
| 164 |  $MSCI | MSCI Inc. | $132,057 | 0.0% | +0% | 77.6 |
| 165 |  $DOV | DOVER Corp | $131,949 | 0.0% | +0% | 63.1 |
| 166 | — | VANGUARD GROWTH ETF | $127,979 | 0.0% | -15% | — |
| 167 |  $WFC | WELLS FARGO & COMPANY/MN | $126,660 | 0.0% | +0% | — |
| 168 | — | NUVEEN AMT FREE QLTY MUN INCME COM | $123,207 | 0.0% | +0% | — |
| 169 |  $BETA | BETA Technologies, Inc. | $122,363 | 0.0% | +0% | — |
| 170 |  $MCHP | MICROCHIP TECHNOLOGY INC | $122,113 | 0.0% | +0% | 40 |
| 171 |  $YUM | YUM BRANDS INC | $114,744 | 0.0% | +0% | 71.7 |
| 172 |  $CVX | CHEVRON CORP | $112,347 | 0.0% | +0% | 54.7 |
| 173 | — | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $111,158 | 0.0% | NEW | — |
| 174 |  $CARR | CARRIER GLOBAL Corp | $110,480 | 0.0% | +0% | 61.5 |
| 175 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $110,136 | 0.0% | +0% | — |
| 176 | — | PROSHARES VIX SHORT-TERM FUTURES ETF | $109,920 | 0.0% | +0% | — |
| 177 |  $__PARK_1390777 | Bank of New York Mellon Corp | $108,665 | 0.0% | -13% | 36.7 |
| 178 |  $GWW | W.W. GRAINGER, INC. | $104,718 | 0.0% | +0% | 69.5 |
| 179 |  $IDA | IDACORP INC | $100,079 | 0.0% | +0% | 62.6 |
| 180 | — | VANGUARD TAX-EXEMPT BOND ETF | $98,483 | 0.0% | +0% | — |
| 181 |  $EBAY | EBAY INC | $97,938 | 0.0% | +0% | 69.3 |
| 182 |  $AJG | Arthur J. Gallagher & Co. | $97,678 | 0.0% | +0% | 72.1 |
| 183 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $95,472 | 0.0% | +0% | — |
| 184 |  $TNC | TENNANT CO | $93,956 | 0.0% | +0% | 43.6 |
| 185 |  $INTC | INTEL CORP | $92,894 | 0.0% | -19% | 41.5 |
| 186 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $92,109 | 0.0% | +0% | — |
| 187 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF | $91,537 | 0.0% | +5085% | — |
| 188 |  $MAS | MASCO CORP /DE/ | $90,555 | 0.0% | +0% | 59.9 |
| 189 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | $89,095 | 0.0% | +0% | — |
| 190 |  $AVY | Avery Dennison Corp | $87,031 | 0.0% | +0% | 62.9 |
| 191 |  $SNPS | SYNOPSYS INC | $84,847 | 0.0% | +0% | 63.1 |
| 192 |  $META | Meta Platforms, Inc. | $83,428 | 0.0% | +0% | 80.9 |
| 193 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $82,612 | 0.0% | +0% | 70.9 |
| 194 |  $CVS | CVS HEALTH Corp | $81,875 | 0.0% | +0% | 51.3 |
| 195 | — | VANGUARD HEALTH CARE ETF | $81,699 | 0.0% | +0% | — |
| 196 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $80,094 | 0.0% | +0% | — |
| 197 |  $EW | Edwards Lifesciences Corp | $80,080 | 0.0% | -1% | 67.6 |
| 198 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $77,648 | 0.0% | NEW | — |
| 199 |  $XYL | Xylem Inc. | $76,958 | 0.0% | -15% | 65.6 |
| 200 |  $ZTS | Zoetis Inc. | $76,837 | 0.0% | +0% | 72.6 |
| 201 |  $HPE | Hewlett Packard Enterprise Co | $76,192 | 0.0% | +0% | 52.5 |
| 202 |  $UBER | Uber Technologies, Inc | $75,023 | 0.0% | +0% | 79.3 |
| 203 |  $KMX | CARMAX INC | $74,927 | 0.0% | -1% | 54.1 |
| 204 |  $ALC | ALCON INC | $71,583 | 0.0% | +0% | — |
| 205 |  $WEC | WEC ENERGY GROUP, INC. | $71,430 | 0.0% | -29% | 67 |
| 206 | — | ISHARES ESG OPTIMIZED MSCI USA ETF | $71,230 | 0.0% | NEW | — |
| 207 |  $STAG | STAG Industrial, Inc. | $65,622 | 0.0% | -13% | 67.8 |
| 208 | — | VANGUARD MID-CAP GROWTH ETF | $65,367 | 0.0% | +0% | — |
| 209 |  $HR | Healthcare Realty Trust Inc | $65,242 | 0.0% | +0% | 44.9 |
| 210 | — | VANGUARD VALUE ETF | $64,550 | 0.0% | +0% | — |
| 211 | — | FRANKLIN FTSE JAPAN ETF | $63,315 | 0.0% | +0% | — |
| 212 |  $ADI | ANALOG DEVICES INC | $62,355 | 0.0% | +0% | 76.2 |
| 213 | — | ISHARES RUSSELL 2000 ETF | $62,000 | 0.0% | +0% | — |
| 214 |  $HPQ | HP INC | $61,472 | 0.0% | +0% | 58.9 |
| 215 |  $CB | Chubb Ltd | $60,949 | 0.0% | +0% | — |
| 216 |  $GS | GOLDMAN SACHS GROUP INC | $60,065 | 0.0% | +0% | — |
| 217 |  $SPGI | S&P Global Inc. | $56,570 | 0.0% | -9% | 79.4 |
| 218 | — | ISHARES TIPS BOND ETF | $55,180 | 0.0% | +0% | — |
| 219 |  $ROP | ROPER TECHNOLOGIES INC | $54,141 | 0.0% | -3% | 72.2 |
| 220 |  $CTAS | CINTAS CORP | $54,125 | 0.0% | +0% | 76.3 |
| 221 | — | ISHARES 10-20 YEAR TREASURY BOND ETF | $53,382 | 0.0% | +0% | — |
| 222 |  $SPOT | Spotify Technology S.A. | $53,340 | 0.0% | +0% | — |
| 223 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $51,385 | 0.0% | +0% | — |
| 224 |  $TWLO | TWILIO INC | $50,328 | 0.0% | +0% | 59.5 |
| 225 |  $GEHC | GE HealthCare Technologies Inc. | $49,968 | 0.0% | +0% | 58.2 |
| 226 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $49,533 | 0.0% | +0% | 54.6 |
| 227 | — | ISHARES NATIONAL MUNI BOND ETF | $49,373 | 0.0% | +0% | — |
| 228 |  $CGNX | COGNEX CORP | $48,990 | 0.0% | +0% | 63.6 |
| 229 |  $AROW | ARROW FINANCIAL CORP | $48,945 | 0.0% | +0% | — |
| 230 |  $BHB | BAR HARBOR BANKSHARES | $48,675 | 0.0% | +0% | — |
| 231 | — | ISHARES U.S. MEDICAL DEVICES ETF | $44,814 | 0.0% | +0% | — |
| 232 |  $PH | Parker-Hannifin Corp | $44,762 | 0.0% | +0% | 73.8 |
| 233 | $META | Meta Platforms, Inc. | $44,054 | 0.0% | +0% | 80.9 |
| 234 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $43,613 | 0.0% | +0% | 50.6 |
| 235 |  $SOLV | Solventum Corp | $42,445 | 0.0% | +0% | 55.7 |
| 236 |  $SHOP | SHOPIFY INC. | $42,229 | 0.0% | -2% | — |
| 237 |  $CPER | United States Commodity Index Funds Trust | $41,316 | 0.0% | +0% | — |
| 238 |  $QCOM | QUALCOMM INC/DE | $40,566 | 0.0% | -20% | 81.9 |
| 239 |  $AMAT | APPLIED MATERIALS INC /DE | $39,648 | 0.0% | -28% | 74.8 |
| 240 | — | ISHARES SELECT DIVIDEND ETF | $39,367 | 0.0% | +0% | — |
| 241 |  $TT | Trane Technologies plc | $38,340 | 0.0% | +0% | — |
| 242 | — | VANECK SHORT MUNI ETF | $38,337 | 0.0% | +0% | — |
| 243 | — | ISHARES 20 YEAR TREASURY BOND ETF | $38,144 | 0.0% | +0% | — |
| 244 |  $TSLA | Tesla, Inc. | $37,919 | 0.0% | +0% | 50.1 |
| 245 |  $VZ | VERIZON COMMUNICATIONS INC | $37,750 | 0.0% | -43% | 71.6 |
| 246 |  $NKE | NIKE, Inc. | $36,974 | 0.0% | +0% | 53.4 |
| 247 |  $WS | Worthington Steel, Inc. | $36,420 | 0.0% | +0% | 55.7 |
| 248 |  $CSX | CSX CORP | $36,083 | 0.0% | +0% | 66.4 |
| 249 |  $DASH | DoorDash, Inc. | $33,784 | 0.0% | +0% | 70.6 |
| 250 |  $DLTR | DOLLAR TREE, INC. | $32,853 | 0.0% | -25% | 53.2 |
| 251 |  $BLK | BlackRock, Inc. | $32,698 | 0.0% | +0% | 70.3 |
| 252 |  $FAST | FASTENAL CO | $32,294 | 0.0% | +0% | 73.5 |
| 253 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $32,262 | 0.0% | -4% | 71.5 |
| 254 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $31,751 | 0.0% | -32% | 63.7 |
| 255 |  $TROW | PRICE T ROWE GROUP INC | $31,639 | 0.0% | +0% | 75.8 |
| 256 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $30,221 | 0.0% | +0% | — |
| 257 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $30,156 | 0.0% | -34% | 69.5 |
| 258 | — | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $29,177 | 0.0% | +0% | — |
| 259 |  $PYPL | PayPal Holdings, Inc. | $29,018 | 0.0% | +0% | 70.5 |
| 260 | — | VANECK JUNIOR GOLD MINERS ETF | $28,810 | 0.0% | +0% | — |
| 261 |  $MDT | Medtronic plc | $28,248 | 0.0% | -15% | — |
| 262 |  $L | LOEWS CORP | $28,073 | 0.0% | +0% | 75.2 |
| 263 |  $MIDD | MIDDLEBY Corp | $26,516 | 0.0% | +0% | 44.9 |
| 264 |  $KB | KB Financial Group Inc. | $26,229 | 0.0% | +0% | — |
| 265 |  $KVUE | Kenvue Inc. | $25,860 | 0.0% | +0% | 60.2 |
| 266 |  $WPM | Wheaton Precious Metals Corp. | $25,547 | 0.0% | +0% | — |
| 267 |  $KMB | KIMBERLY CLARK CORP | $25,275 | 0.0% | +0% | 61.7 |
| 268 |  $ISRG | INTUITIVE SURGICAL INC | $24,893 | 0.0% | +0% | 81.4 |
| 269 |  $AMP | AMERIPRISE FINANCIAL INC | $24,886 | 0.0% | -49% | 70.2 |
| 270 |  $SLF | SUN LIFE FINANCIAL INC | $23,773 | 0.0% | -44% | — |
| 271 |  $UBS | UBS Group AG | $23,090 | 0.0% | +0% | — |
| 272 |  $DELL | Dell Technologies Inc. | $21,173 | 0.0% | -39% | 76 |
| 273 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $21,136 | 0.0% | +1% | — |
| 274 |  $SMCI | Super Micro Computer, Inc. | $20,493 | 0.0% | +0% | 61.9 |
| 275 |  $NRG | NRG ENERGY, INC. | $20,021 | 0.0% | +0% | 59.5 |
| 276 |  $RSG | REPUBLIC SERVICES, INC. | $19,712 | 0.0% | +0% | 72 |
| 277 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $18,983 | 0.0% | +0% | 66.5 |
| 278 |  $CME | CME GROUP INC. | $18,607 | 0.0% | -24% | 74.5 |
| 279 |  $DE | DEERE & CO | $18,589 | 0.0% | -11% | 57.4 |
| 280 |  $MICC | Magnum Ice Cream Co N.V. | $18,314 | 0.0% | -95% | — |
| 281 |  $CBRE | CBRE GROUP, INC. | $18,152 | 0.0% | +0% | 62.9 |
| 282 | — | ISHARES AGENCY BOND ETF | $17,664 | 0.0% | -80% | — |
| 283 |  $EBC | Eastern Bankshares, Inc. | $17,604 | 0.0% | +0% | 62.3 |
| 284 | $STT | STATE STREET CORP | $16,905 | 0.0% | +0% | 61.5 |
| 285 | — | ISHARES GLOBAL CLEAN ENERGY ETF | $16,461 | 0.0% | +0% | — |
| 286 |  $CEG | Constellation Energy Corp | $16,197 | 0.0% | +0% | 62.5 |
| 287 |  $WSM | WILLIAMS SONOMA INC | $16,045 | 0.0% | -54% | 65 |
| 288 |  $DLR | DIGITAL REALTY TRUST, INC. | $14,417 | 0.0% | -21% | 70.2 |
| 289 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $13,527 | 0.0% | +0% | — |
| 290 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $13,000 | 0.0% | +0% | 66.3 |
| 291 |  $PGR | PROGRESSIVE CORP/OH/ | $12,886 | 0.0% | -10% | 83.6 |
| 292 |  $LRCX | LAM RESEARCH CORP | $12,820 | 0.0% | +0% | 82.4 |
| 293 |  $NMR | NOMURA HOLDINGS INC | $12,301 | 0.0% | -23% | — |
| 294 |  $BP | BP PLC | $11,750 | 0.0% | +0% | — |
| 295 |  $GILD | GILEAD SCIENCES, INC. | $11,707 | 0.0% | +0% | 77.8 |
| 296 |  $LCID | Lucid Group, Inc. | $11,055 | 0.0% | +0% | 30.1 |
| 297 |  $UNB | UNION BANKSHARES INC | $10,944 | 0.0% | +0% | — |
| 298 |  $OTIS | Otis Worldwide Corp | $10,329 | 0.0% | +0% | 60.3 |
| 299 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $10,212 | 0.0% | +0% | 67.5 |
| 300 | — | INVESCO RAFI EMERGING MARKETS ETF | $10,145 | 0.0% | +0% | — |
| 301 |  $HLN | Haleon plc | $10,010 | 0.0% | +0% | — |
| 302 |  $HON | HONEYWELL INTERNATIONAL INC | $9,719 | 0.0% | +0% | 65.7 |
| 303 |  $SO | SOUTHERN CO | $9,652 | 0.0% | +0% | 65.1 |
| 304 |  $ARMK | Aramark | $9,344 | 0.0% | +0% | 53 |
| 305 |  $AEG | AEGON LTD. | $9,140 | 0.0% | +0% | — |
| 306 |  $ACN | Accenture plc | $9,121 | 0.0% | -67% | — |
| 307 |  $MSI | Motorola Solutions, Inc. | $9,113 | 0.0% | +0% | 73.8 |
| 308 | — | ISHARES 0-3 MONTH TREASURY BOND ETF | $9,059 | 0.0% | +0% | — |
| 309 |  $MASI | MASIMO CORP | $8,716 | 0.0% | +0% | 47.1 |
| 310 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $8,651 | 0.0% | +0% | 75.4 |
| 311 |  $SONY | Sony Group Corp | $8,280 | 0.0% | +0% | — |
| 312 |  $ALLY | Ally Financial Inc. | $7,846 | 0.0% | +0% | 69.3 |
| 313 |  $AMD | ADVANCED MICRO DEVICES INC | $7,730 | 0.0% | +0% | 78.8 |
| 314 |  $RIVN | Rivian Automotive, Inc. / DE | $7,525 | 0.0% | +0% | 36 |
| 315 |  $ALK | ALASKA AIR GROUP, INC. | $7,356 | 0.0% | +0% | 56.3 |
| 316 |  $IDXX | IDEXX LABORATORIES INC /DE | $7,305 | 0.0% | +0% | 73.6 |
| 317 |  $ADBE | ADOBE INC. | $7,292 | 0.0% | +0% | 80.4 |
| 318 |  $FSLY | Fastly, Inc. | $7,265 | 0.0% | +0% | 40.2 |
| 319 |  $SBUX | STARBUCKS CORP | $7,167 | 0.0% | +0% | 54.6 |
| 320 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $7,053 | 0.0% | -80% | 64.9 |
| 321 |  $COIN | Coinbase Global, Inc. | $6,984 | 0.0% | +0% | 68 |
| 322 |  $ETSY | ETSY INC | $6,897 | 0.0% | +0% | 50.4 |
| 323 |  $RUN | Sunrun Inc. | $6,888 | 0.0% | +0% | 54.6 |
| 324 |  $JCI | Johnson Controls International plc | $6,678 | 0.0% | +0% | — |
| 325 |  $WF | WOORI FINANCIAL GROUP INC. | $6,660 | 0.0% | +0% | — |
| 326 | — | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF | $6,515 | 0.0% | +0% | — |
| 327 |  $IBN | ICICI BANK LTD | $6,320 | 0.0% | +0% | — |
| 328 |  $RY | ROYAL BANK OF CANADA | $6,309 | 0.0% | +0% | — |
| 329 |  $ORA | ORMAT TECHNOLOGIES, INC. | $6,268 | 0.0% | +0% | 53.5 |
| 330 |  $VSNT | Versant Media Group, Inc. | $6,145 | 0.0% | NEW | — |
| 331 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $5,859 | 0.0% | -85% | 67.9 |
| 332 |  $STNE | StoneCo Ltd. | $5,789 | 0.0% | +0% | — |
| 333 |  $MDLZ | Mondelez International, Inc. | $5,764 | 0.0% | -50% | 53.9 |
| 334 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $5,753 | 0.0% | +0% | — |
| 335 |  $DTM | DT Midstream, Inc. | $5,656 | 0.0% | -69% | 74.5 |
| 336 |  $DUK | Duke Energy CORP | $5,499 | 0.0% | +0% | 64 |
| 337 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $4,938 | 0.0% | +0% | — |
| 338 |  $TRI | THOMSON REUTERS CORP /CAN/ | $4,859 | 0.0% | -75% | — |
| 339 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $4,847 | 0.0% | +0% | 67.3 |
| 340 |  $HCA | HCA Healthcare, Inc. | $4,732 | 0.0% | +0% | 70.5 |
| 341 |  $ABNB | Airbnb, Inc. | $4,420 | 0.0% | -64% | 70.1 |
| 342 |  $NDAQ | NASDAQ, INC. | $4,329 | 0.0% | -65% | 78.5 |
| 343 |  $XYZ | Block, Inc. | $4,213 | 0.0% | +0% | 60.3 |
| 344 |  $TPR | TAPESTRY, INC. | $4,092 | 0.0% | +0% | 76.4 |
| 345 |  $Q | Qnity Electronics, Inc. | $4,038 | 0.0% | +0% | — |
| 346 |  $THC | TENET HEALTHCARE CORP | $3,963 | 0.0% | +0% | 66.6 |
| 347 |  $HSBC | HSBC HOLDINGS PLC | $3,960 | 0.0% | +0% | — |
| 348 |  $IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | $3,951 | 0.0% | +3% | 56.3 |
| 349 |  $RNG | RingCentral, Inc. | $3,726 | 0.0% | +0% | 57 |
| 350 |  $HWM | Howmet Aerospace Inc. | $3,687 | 0.0% | +0% | 79.1 |
| 351 |  $LVWR | LiveWire Group, Inc. | $3,486 | 0.0% | +0% | 7.5 |
| 352 |  $ASB | ASSOCIATED BANC-CORP | $3,465 | 0.0% | +0% | — |
| 353 |  $INFY | Infosys Ltd | $3,432 | 0.0% | +0% | — |
| 354 |  $DD | DuPont de Nemours, Inc. | $3,252 | 0.0% | +0% | 31.1 |
| 355 |  $SNOW | Snowflake Inc. | $3,016 | 0.0% | +0% | 49.6 |
| 356 |  $DOW | DOW INC. | $2,999 | 0.0% | +0% | 38 |
| 357 |  $ALL | ALLSTATE CORP | $2,695 | 0.0% | -50% | 76.6 |
| 358 |  $PDD | PDD Holdings Inc. | $2,657 | 0.0% | +0% | — |
| 359 |  $FTV | Fortive Corp | $2,488 | 0.0% | +0% | 55.9 |
| 360 |  $WDAY | Workday, Inc. | $2,339 | 0.0% | +0% | 74.2 |
| 361 |  $MS | MORGAN STANLEY | $2,304 | 0.0% | +0% | — |
| 362 |  $LDOS | Leidos Holdings, Inc. | $2,177 | 0.0% | +0% | 73.4 |
| 363 |  $WELL | WELLTOWER INC. | $2,175 | 0.0% | +0% | 75.7 |
| 364 |  $FTNT | Fortinet, Inc. | $2,043 | 0.0% | +0% | 78.1 |
| 365 |  $EDU | New Oriental Education & Technology Group Inc. | $2,039 | 0.0% | +0% | — |
| 366 |  $UMC | UNITED MICROELECTRONICS CORP | $1,958 | 0.0% | +0% | — |
| 367 |  $UNM | Unum Group | $1,899 | 0.0% | +0% | 49.5 |
| 368 |  $CRTO | Criteo S.A. | $1,793 | 0.0% | +0% | — |
| 369 |  $TEAM | Atlassian Corp | $1,706 | 0.0% | +0% | 56.8 |
| 370 |  $MET | METLIFE INC | $1,556 | 0.0% | +0% | 73.9 |
| 371 |  $AGO | ASSURED GUARANTY LTD | $1,385 | 0.0% | +0% | — |
| 372 |  $GM | General Motors Co | $1,341 | 0.0% | +0% | 58.7 |
| 373 |  $SYM | Symbotic Inc. | $1,064 | 0.0% | +0% | 55.1 |
| 374 |  $VTRS | Viatris Inc | $932 | 0.0% | +0% | 47.1 |
| 375 |  $VSTS | Vestis Corp | $885 | 0.0% | +0% | 37.7 |
| 376 |  $RAL | Ralliant Corp | $624 | 0.0% | +0% | 36.3 |
| 377 |  $COCP | Cocrystal Pharma, Inc. | $422 | 0.0% | +0% | — |
| 378 |  $IRWD | IRONWOOD PHARMACEUTICALS INC | $298 | 0.0% | +0% | 55.9 |
| 379 |  $SNDL | SNDL Inc. | $293 | 0.0% | +0% | — |
| 380 |  $GRWG | GrowGeneration Corp. | $220 | 0.0% | +0% | 21.8 |
| 381 |  $TLRY | Tilray Brands, Inc. | $194 | 0.0% | +0% | 24.3 |
| 382 |  $VIA | Via Transportation, Inc. | $150 | 0.0% | +0% | — |
| 383 |  $WKHS | Workhorse Group Inc. | $3 | 0.0% | +0% | 23 |
| 384 | $LVWR | LiveWire Group, Inc. | $3 | 0.0% | +0% | 7.5 |
| 385 |  $STEW | SRH Total Return Fund, Inc. | $1 | 0.0% | NEW | — |
New Positions (9)
ISHARES ESG AWARE MSCI USA ETF$349,899
BNY MELLON MUNICIPAL INTERMEDIATE ETF$274,813
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$173,902
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF$171,721
ISHARES ESG AWARE MSCI EAFE ETF$160,826
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF$151,548
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF$111,158
ISHARES ESG OPTIMIZED MSCI USA ETF$71,230
$VSNT Versant Media Group, Inc.$6,145Exited Positions (35)
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
ISHARES ESG MSCI USA LEADERS ETF
VANGUARD ESG U.S. STOCK ETF
$ADSK Autodesk, Inc.
$EMN EASTMAN CHEMICAL CO XTRACKERS MSCI EAFE HEDGED EQUITY ETF
ISHARES RUSSELL MID-CAP GROWTH ETF
$IFF INTERNATIONAL FLAVORS & FRAGRANCES INC
$DTB DTE ENERGY CO ISHARES RUSSELL MID-CAP VALUE ETF
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
$NI NISOURCE INC. SCHWAB U.S. LARGE-CAP GROWTH ETF
ISHARES U.S. REAL ESTATE ETF
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