Clean Yield Group
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1525865
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$403.0M
Holdings
395
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Clean Yield Group disclosed 395 positions worth $403.0M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.3% of the equity portfolio, followed by $NVDA and $ASML. During the quarter the fund opened 28 new positions and exited 18 — including a new stake in $ULTA and a full exit from $HOLX. The portfolio is most concentrated in Technology (39.9% 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 10 quarters
$NVDA4.7% weight
Held 10 quarters
$ASML3.8% weight
Held 10 quarters
$AVGO3.4% weight
Held 10 quarters
$CSCO3.3% weight
Held 10 quarters
STATE STREET ENERGY SELECT
9 quarters accumulating
$COLB6 quarters accumulating
$SYK5 quarters accumulating
$HD5 quarters accumulating
$CAC4 quarters accumulating
Sector Allocation
TechnologyIndustrialsFinancialsHealthcareConsumer DiscretionaryConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$29.5M101,792 sh - 85.9#5
Quality
$18.8M94,092 sh - —
Quality
$15.3M7,698 sh - 84.5
Quality
$13.5M35,801 sh - 70.3
Quality
$13.2M112,661 sh - 81.9
Quality
$9.2M54,105 sh - —
Quality
$8.3M158,720 sh - 58.1
Quality
$6.7M50,633 sh - 68.3
Quality
$6.6M48,601 sh - 43.5
Quality
$6.5M167,397 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $29.5M | 101,792 |
| NVIDIA CORP$NVDA | 85.9#5 | $18.8M | 94,092 |
| ASML HOLDING NV$ASML | — | $15.3M | 7,698 |
| Broadcom Inc.$AVGO | 84.5 | $13.5M | 35,801 |
| CISCO SYSTEMS, INC.$CSCO | 70.3 | $13.2M | 112,661 |
 Arista Networks, Inc.$ANET | 81.9 | $9.2M | 54,105 |
 GSK plc$GSK | — | $8.3M | 158,720 |
 American Water Works Company, Inc.$AWK | 58.1 | $6.7M | 50,633 |
 Prologis, Inc.$PLD | 68.3 | $6.6M | 48,601 |
 HA Sustainable Infrastructure Capital, Inc.$HASI | 43.5 | $6.5M | 167,397 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Clean Yield Group's 395 positions.
Showing top 10 of 395 holdings.
Sector Allocation
Technology
$160.9M
Industrials
$51.0M
Financials
$42.9M
Healthcare
$42.1M
Consumer Discretionary
$33.2M
Consumer Staples
$19.4M
Materials
$12.9M
Utilities
$11.7M
Full Holdings — Clean Yield Group (Q2 2026)
All 395 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. | $29.5M | 7.3% | +0% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $18.8M | 4.7% | +3% | 85.9 |
| 3 | $ASML | ASML HOLDING NV | $15.3M | 3.8% | -13% | — |
| 4 | $AVGO | Broadcom Inc. | $13.5M | 3.4% | -10% | 84.5 |
| 5 | $CSCO | CISCO SYSTEMS, INC. | $13.2M | 3.3% | -4% | 70.3 |
| 6 | $ANET | Arista Networks, Inc. | $9.2M | 2.3% | +1% | 81.9 |
| 7 | $GSK | GSK plc | $8.3M | 2.1% | -2% | — |
| 8 | $AWK | American Water Works Company, Inc. | $6.7M | 1.6% | -3% | 58.1 |
| 9 | $PLD | Prologis, Inc. | $6.6M | 1.6% | -14% | 68.3 |
| 10 | $HASI | HA Sustainable Infrastructure Capital, Inc. | $6.5M | 1.6% | -1% | 43.5 |
| 11 |  $FERG | Ferguson Enterprises Inc. /DE/ | $6.3M | 1.6% | -2% | 52.2 |
| 12 |  $UL | UNILEVER PLC | $6.2M | 1.5% | -6% | — |
| 13 | $CAC | CAMDEN NATIONAL CORP | $5.9M | 1.5% | +1% | 63.2 |
| 14 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.8M | 1.4% | +9% | 70 |
| 15 |  $CRM | Salesforce, Inc. | $5.8M | 1.4% | +21% | 77 |
| 16 |  $DGX | QUEST DIAGNOSTICS INC | $5.7M | 1.4% | +3% | 69 |
| 17 |  $PANW | Palo Alto Networks Inc | $5.7M | 1.4% | +0% | 65.5 |
| 18 |  $NOK | NOKIA CORP | $5.6M | 1.4% | -5% | — |
| 19 |  $HUBB | HUBBELL INC | $5.4M | 1.3% | +2% | 64.1 |
| 20 |  $ECL | ECOLAB INC. | $5.3M | 1.3% | +4% | 63.3 |
| 21 |  $MSFT | MICROSOFT CORP | $5.3M | 1.3% | +11% | 79.8 |
| 22 |  $SFM | Sprouts Farmers Market, Inc. | $5.3M | 1.3% | -9% | 64.8 |
| 23 | $SYK | STRYKER CORP | $5.2M | 1.3% | +1% | 72.1 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.2M | 1.3% | +8% | 66.2 |
| 25 |  $ROST | ROSS STORES, INC. | $5.2M | 1.3% | -15% | 70.4 |
| 26 |  $STT | STATE STREET CORP | $5.1M | 1.3% | +4% | 71.5 |
| 27 | $HD | HOME DEPOT, INC. | $5.1M | 1.3% | +9% | 60.3 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $5.1M | 1.3% | -1% | 69 |
| 29 |  $FSLR | FIRST SOLAR, INC. | $4.9M | 1.2% | -8% | 79.2 |
| 30 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4.9M | 1.2% | +12% | 69.8 |
| 31 |  $VMI | VALMONT INDUSTRIES INC | $4.8M | 1.2% | -14% | 60.7 |
| 32 |  $BWA | BORGWARNER INC | $4.8M | 1.2% | -4% | 56 |
| 33 |  $SCHW | SCHWAB CHARLES CORP | $4.6M | 1.1% | +4% | 79.4 |
| 34 |  $JKHY | JACK HENRY & ASSOCIATES INC | $4.5M | 1.1% | -2% | 66.2 |
| 35 |  $VEEV | VEEVA SYSTEMS INC | $4.3M | 1.1% | +9% | 77.6 |
| 36 |  $MCO | MOODYS CORP /DE/ | $4.2M | 1.0% | +0% | 79.1 |
| 37 |  $NOW | ServiceNow, Inc. | $4.1M | 1.0% | +6% | 72.9 |
| 38 |  $KAI | KADANT INC | $4.0M | 1.0% | +4% | 55.8 |
| 39 |  $GOOGL | Alphabet Inc. | $3.9M | 1.0% | +91% | 78.2 |
| 40 |  $LLY | ELI LILLY & Co | $3.8M | 0.9% | +0% | 87.5 |
| 41 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3.8M | 0.9% | +3% | 66.3 |
| 42 |  $MKC | MCCORMICK & CO INC | $3.8M | 0.9% | -2% | 67.6 |
| 43 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $3.7M | 0.9% | -4% | — |
| 44 |  $CL | COLGATE PALMOLIVE CO | $3.4M | 0.8% | +198% | 61.3 |
| 45 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $3.3M | 0.8% | +1% | — |
| 46 |  $NFLX | NETFLIX INC | $3.2M | 0.8% | +7% | 78.8 |
| 47 |  $AMAL | Amalgamated Financial Corp. | $3.1M | 0.8% | -7% | 53.4 |
| 48 |  $GOOG | Alphabet Inc. | $3.1M | 0.8% | +0% | 78.2 |
| 49 | $COLB | COLUMBIA BANKING SYSTEM, INC. | $3.0M | 0.8% | +3% | 63.6 |
| 50 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $3.0M | 0.7% | -29% | 63.9 |
| 51 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $2.9M | 0.7% | +10% | 65.1 |
| 52 |  $HTO | H2O AMERICA | $2.8M | 0.7% | -1% | 59.8 |
| 53 |  $SHOP | SHOPIFY INC. | $2.7M | 0.7% | +6453% | 64.9 |
| 54 |  $AYI | ACUITY INC. (DE) | $2.5M | 0.6% | +575% | 66.9 |
| 55 |  $PG | PROCTER & GAMBLE Co | $2.4M | 0.6% | -2% | 64.6 |
| 56 |  $ITW | ILLINOIS TOOL WORKS INC | $2.3M | 0.6% | -0% | 63.6 |
| 57 |  $ULTA | Ulta Beauty, Inc. | $2.3M | 0.6% | NEW | 67.3 |
| 58 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $2.3M | 0.6% | -25% | — |
| 59 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $2.1M | 0.5% | -2% | 66 |
| 60 |  $AMGN | AMGEN INC | $2.0M | 0.5% | +17% | 79.2 |
| 61 |  $AMRC | Ameresco, Inc. | $1.9M | 0.5% | +4% | 42.9 |
| 62 |  $UPS | UNITED PARCEL SERVICE INC | $1.9M | 0.5% | +28% | 58.6 |
| 63 |  $SOFI | SoFi Technologies, Inc. | $1.8M | 0.5% | +4% | 62.4 |
| 64 |  $MRK | Merck & Co., Inc. | $1.8M | 0.5% | +35% | 59.9 |
| 65 |  $SPY | SPDR S&P 500 ETF TRUST | $1.8M | 0.4% | -0% | — |
| 66 |  $LULU | lululemon athletica inc. | $1.6M | 0.4% | -1% | 67.7 |
| 67 |  $TU | TELUS CORP | $1.5M | 0.4% | -4% | 48.2 |
| 68 |  $PEP | PEPSICO INC | $1.5M | 0.4% | +0% | 63.4 |
| 69 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.2M | 0.3% | -2% | 65.1 |
| 70 |  $NVO | NOVO NORDISK A S | $1.2M | 0.3% | -14% | — |
| 71 |  $USB | US BANCORP \DE\ | $1.2M | 0.3% | +0% | 65.3 |
| 72 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.3% | +0% | 73.8 |
| 73 | — | ISHARES ESG MSCI KLD 400 ETF - ETF | $1.1M | 0.3% | NEW | — |
| 74 |  $AXP | AMERICAN EXPRESS CO | $1.0M | 0.3% | +0% | 69.4 |
| 75 |  $ABBV | AbbVie Inc. | $979,131 | 0.2% | +0% | 72.6 |
| 76 |  $GE | GENERAL ELECTRIC CO | $976,556 | 0.2% | +4% | 73.8 |
| 77 |  $TXN | TEXAS INSTRUMENTS INC | $915,969 | 0.2% | +0% | 73.4 |
| 78 |  $VITL | Vital Farms, Inc. | $843,256 | 0.2% | +10% | 35.4 |
| 79 |  $ORLY | O REILLY AUTOMOTIVE INC | $826,047 | 0.2% | +1% | 67.4 |
| 80 |  $GEV | GE Vernova Inc. | $804,779 | 0.2% | +0% | 81.1 |
| 81 |  $JPM | JPMORGAN CHASE & CO | $768,244 | 0.2% | +6% | 70.7 |
| 82 |  $KEYS | Keysight Technologies, Inc. | $686,837 | 0.2% | -6% | 71.4 |
| 83 |  $INTU | INTUIT INC. | $680,949 | 0.2% | +0% | 79.3 |
| 84 |  $AFL | AFLAC INC | $666,684 | 0.2% | +0% | 61.3 |
| 85 |  $BDX | BECTON DICKINSON & CO | $662,371 | 0.2% | -5% | 59 |
| 86 |  $TRMB | TRIMBLE INC. | $654,132 | 0.2% | +0% | 49.3 |
| 87 |  $NEE | NEXTERA ENERGY INC | $645,812 | 0.2% | +0% | 64.6 |
| 88 |  $APH | AMPHENOL CORP /DE/ | $633,341 | 0.2% | -10% | 79.3 |
| 89 |  $GLW | CORNING INC /NY | $629,124 | 0.2% | -11% | 73.7 |
| 90 |  $WTS | WATTS WATER TECHNOLOGIES INC | $624,754 | 0.2% | +0% | 64.5 |
| 91 | — | VANECK GREEN BOND ETF - ETF | $583,102 | 0.1% | -29% | — |
| 92 |  $A | AGILENT TECHNOLOGIES, INC. | $582,725 | 0.1% | +0% | 67.1 |
| 93 |  $MA | Mastercard Inc | $563,933 | 0.1% | -1% | 85.1 |
| 94 |  $AZN | ASTRAZENECA PLC | $559,379 | 0.1% | +0% | — |
| 95 |  $HLIO | HELIOS TECHNOLOGIES, INC. | $518,275 | 0.1% | -8% | 54.6 |
| 96 |  $XOM.R34088 | EXXON MOBIL CORP | $515,571 | 0.1% | +0% | 57.9 |
| 97 |  $ABT | ABBOTT LABORATORIES | $506,783 | 0.1% | -5% | 65.5 |
| 98 |  $SJM | J M SMUCKER Co | $492,863 | 0.1% | +0% | 59.1 |
| 99 |  $MMM | 3M CO | $484,920 | 0.1% | +0% | 64.9 |
| 100 |  $CWT | CALIFORNIA WATER SERVICE GROUP | $478,473 | 0.1% | -3% | 63.4 |
| 101 |  $GIS | GENERAL MILLS INC | $475,577 | 0.1% | -11% | 50.7 |
| 102 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $472,411 | 0.1% | +73% | 55.2 |
| 103 |  $WMT | Walmart Inc. | $464,548 | 0.1% | +0% | 60.2 |
| 104 |  $AMZN | AMAZON COM INC | $460,711 | 0.1% | -5% | 68.7 |
| 105 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $449,204 | 0.1% | +0% | — |
| 106 | — | HINGHAM INSTN SVGS MASS COM - Stock | $443,832 | 0.1% | -12% | — |
| 107 |  $WTRG | Essential Utilities, Inc. | $435,929 | 0.1% | -11% | 68.1 |
| 108 |  $KO | COCA COLA CO | $432,480 | 0.1% | -4% | 69.5 |
| 109 |  $PAYX | PAYCHEX INC | $414,068 | 0.1% | +1% | 74.6 |
| 110 |  $AJG | Arthur J. Gallagher & Co. | $413,226 | 0.1% | +299% | 71.2 |
| 111 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | $404,949 | 0.1% | +0% | — |
| 112 |  $DIS | Walt Disney Co | $384,711 | 0.1% | +0% | 60.1 |
| 113 | — | VANGUARD S&P 500 GROWTH ETF - ETF | $380,792 | 0.1% | +452% | — |
| 114 |  $IRM | IRON MOUNTAIN INC | $378,930 | 0.1% | +0% | 62.9 |
| 115 |  $SYY | SYSCO CORP | $369,006 | 0.1% | -3% | 54.7 |
| 116 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $362,750 | 0.1% | +0% | — |
| 117 |  $UNH | UNITEDHEALTH GROUP INC | $342,479 | 0.1% | -9% | 62.7 |
| 118 | — | VANECK GOLD MINERS ETF - ETF | $334,244 | 0.1% | +0% | — |
| 119 |  $WAT | WATERS CORP /DE/ | $325,160 | 0.1% | -31% | 60.4 |
| 120 |  $INTC | INTEL CORP | $293,921 | 0.1% | +0% | 45.6 |
| 121 |  $TGT | TARGET CORP | $288,648 | 0.1% | +0% | 60.7 |
| 122 |  $RNR | RENAISSANCERE HOLDINGS LTD | $288,379 | 0.1% | +0% | — |
| 123 |  $LOW | LOWES COMPANIES INC | $287,960 | 0.1% | -1% | 60.8 |
| 124 |  $CAT | CATERPILLAR INC | $287,523 | 0.1% | +0% | 66.5 |
| 125 |  $RTX | RTX Corp | $287,441 | 0.1% | +2% | 73.2 |
| 126 |  $MCD | MCDONALDS CORP | $285,718 | 0.1% | -11% | 69 |
| 127 | — | BNY MELLON MUNICIPAL INTERMEDIATE ETF - ETF | $278,408 | 0.1% | +0% | — |
| 128 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | $271,856 | 0.1% | -0% | — |
| 129 |  $GLD | SPDR GOLD TRUST | $270,759 | 0.1% | +0% | — |
| 130 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $268,277 | 0.1% | -7% | 67.5 |
| 131 |  $CW | CURTISS WRIGHT CORP | $265,216 | 0.1% | +0% | 69.5 |
| 132 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $257,280 | 0.1% | +300% | — |
| 133 |  $MSEX | MIDDLESEX WATER CO | $244,296 | 0.1% | +0% | 46.4 |
| 134 |  $LH | LABCORP HOLDINGS INC. | $240,520 | 0.1% | +0% | 65 |
| 135 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $236,734 | 0.1% | NEW | 61.4 |
| 136 |  $CTVA | Corteva, Inc. | $235,438 | 0.1% | NEW | 47.2 |
| 137 |  $ORCL | ORACLE CORP | $234,040 | 0.1% | +0% | 66.2 |
| 138 |  $Q | Qnity Electronics, Inc. | $232,717 | 0.1% | +3971% | 68.4 |
| 139 |  $UNP | UNION PACIFIC CORP | $231,200 | 0.1% | +0% | 69.7 |
| 140 |  $APD | Air Products & Chemicals, Inc. | $230,733 | 0.1% | +0% | 46.4 |
| 141 |  $CVS | CVS HEALTH Corp | $219,107 | 0.1% | +86% | 59.4 |
| 142 |  $TRV | TRAVELERS COMPANIES, INC. | $214,578 | 0.1% | +0% | 75.9 |
| 143 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $214,438 | 0.1% | NEW | — |
| 144 |  $V | VISA INC. | $212,030 | 0.1% | -5% | 82.9 |
| 145 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF - ETF | $209,802 | 0.1% | +0% | — |
| 146 |  $FDX | FEDEX CORP | $205,100 | 0.1% | +0% | 60.3 |
| 147 |  $FITB | FIFTH THIRD BANCORP | $194,815 | 0.1% | +0% | 63.2 |
| 148 |  $CI | Cigna Group | $194,354 | 0.1% | +0% | 66.2 |
| 149 |  $MRVL | Marvell Technology, Inc. | $191,841 | 0.1% | NEW | 76.5 |
| 150 |  $DHR | DANAHER CORP /DE/ | $191,051 | 0.1% | +1% | 64.8 |
| 151 | — | VANGUARD MORNINGSTAR MID-CAP ETF - ETF | $183,055 | 0.1% | +300% | — |
| 152 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF - ETF | $180,265 | 0.0% | +0% | — |
| 153 |  $ETN | Eaton Corp plc | $180,249 | 0.0% | +0% | — |
| 154 |  $TJX | TJX COMPANIES INC /DE/ | $175,437 | 0.0% | +5% | 68.7 |
| 155 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | $172,919 | 0.0% | +0% | — |
| 156 |  $MCHP | MICROCHIP TECHNOLOGY INC | $172,368 | 0.0% | +0% | 52.9 |
| 157 |  $EMR | EMERSON ELECTRIC CO | $168,058 | 0.0% | +2% | 65.3 |
| 158 |  $WM | WASTE MANAGEMENT INC | $167,383 | 0.0% | +0% | 67.6 |
| 159 |  $CCZ | COMCAST CORP | $166,940 | 0.0% | +0% | 59.5 |
| 160 |  $HSY | HERSHEY CO | $166,678 | 0.0% | +0% | 65.7 |
| 161 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $163,921 | 0.0% | +2% | 75.4 |
| 162 |  $UTHR | UNITED THERAPEUTICS Corp | $162,549 | 0.0% | +0% | 71.3 |
| 163 |  $PFE | PFIZER INC | $160,686 | 0.0% | -2% | 62 |
| 164 |  $MCK | MCKESSON CORP | $159,432 | 0.0% | -14% | 63.4 |
| 165 |  $BMY | BRISTOL MYERS SQUIBB CO | $154,422 | 0.0% | +0% | 70.4 |
| 166 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - ETF | $153,770 | 0.0% | -11% | — |
| 167 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $152,974 | 0.0% | -19% | 58.1 |
| 168 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | $151,434 | 0.0% | +500% | — |
| 169 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $150,089 | 0.0% | +0% | 61.7 |
| 170 |  $NSC | NORFOLK SOUTHERN CORP | $149,116 | 0.0% | +0% | 63.2 |
| 171 |  $HPE | Hewlett Packard Enterprise Co | $144,352 | 0.0% | +0% | 70.5 |
| 172 |  $CARR | CARRIER GLOBAL Corp | $143,913 | 0.0% | +0% | 56.6 |
| 173 |  $DOV | DOVER Corp | $141,969 | 0.0% | +0% | 58.1 |
| 174 |  $GPC | GENUINE PARTS CO | $141,576 | 0.0% | -22% | 52.7 |
| 175 |  $SHW | SHERWIN WILLIAMS CO | $141,516 | 0.0% | -8% | 61.3 |
| 176 |  $COR | Cencora, Inc. | $141,490 | 0.0% | +0% | 61.1 |
| 177 | — | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF - ETF | $141,196 | 0.0% | NEW | — |
| 178 |  $BETA | BETA Technologies, Inc. | $139,427 | 0.0% | +0% | 28.9 |
| 179 |  $MSCI | MSCI Inc. | $137,210 | 0.0% | +0% | 75.7 |
| 180 |  $BNY | Bank of New York Mellon Corp | $132,463 | 0.0% | +0% | 74.1 |
| 181 |  $GWW | W.W. GRAINGER, INC. | $130,598 | 0.0% | +0% | 61.8 |
| 182 |  $WFC | WELLS FARGO & COMPANY/MN | $129,580 | 0.0% | -1% | 61.8 |
| 183 |  $DD | DuPont de Nemours, Inc. | $128,813 | 0.0% | +1238% | 47 |
| 184 | — | NUVEEN AMT FREE QLTY MUN INCME COM - CEF | $128,803 | 0.0% | +0% | — |
| 185 |  $TNC | TENNANT CO | $123,869 | 0.0% | +0% | 35.7 |
| 186 |  $MAS | MASCO CORP /DE/ | $122,055 | 0.0% | +0% | 58.2 |
| 187 |  $EBAY | EBAY INC | $120,243 | 0.0% | +0% | 66.4 |
| 188 |  $YUM | YUM BRANDS INC | $117,977 | 0.0% | +0% | 73.7 |
| 189 |  $T | AT&T INC. | $115,278 | 0.0% | +7% | 65.7 |
| 190 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $113,184 | 0.0% | +0% | — |
| 191 | — | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF - ETF | $113,138 | 0.0% | +1% | — |
| 192 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | $108,816 | 0.0% | +0% | — |
| 193 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $107,669 | 0.0% | +247% | 66.2 |
| 194 |  $IDA | IDACORP INC | $105,910 | 0.0% | +0% | 51.1 |
| 195 |  $DLR | DIGITAL REALTY TRUST, INC. | $104,156 | 0.0% | +625% | 72.8 |
| 196 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $99,845 | 0.0% | +0% | — |
| 197 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $97,749 | 0.0% | +0% | 73.7 |
| 198 |  $KMX | CARMAX INC | $97,265 | 0.0% | +2% | 50 |
| 199 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $95,206 | 0.0% | +0% | — |
| 200 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $93,393 | 0.0% | +0% | — |
| 201 | — | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $93,068 | 0.0% | +1% | — |
| 202 |  $EW | Edwards Lifesciences Corp | $92,631 | 0.0% | +2% | 69.4 |
| 203 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $92,431 | 0.0% | +0% | — |
| 204 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF - ETF | $91,394 | 0.0% | +0% | — |
| 205 |  $CVX | CHEVRON CORP | $90,008 | 0.0% | +0% | 62.8 |
| 206 | — | VANGUARD HEALTH CARE ETF - ETF | $89,703 | 0.0% | +0% | — |
| 207 |  $AMAT | APPLIED MATERIALS INC /DE | $83,868 | 0.0% | +0% | 72.3 |
| 208 | — | ISHARES ESG OPTIMIZED MSCI USA ETF - ETF | $83,200 | 0.0% | +0% | — |
| 209 |  $META | Meta Platforms, Inc. | $82,896 | 0.0% | +0% | 79.6 |
| 210 |  $TWLO | TWILIO INC | $82,532 | 0.0% | +0% | 70.4 |
| 211 |  $AVY | Avery Dennison Corp | $81,824 | 0.0% | +0% | 63.2 |
| 212 |  $DOW | DOW INC. | $78,031 | 0.0% | +3861% | 40.2 |
| 213 |  $ADI | ANALOG DEVICES INC | $77,845 | 0.0% | +0% | 79.2 |
| 214 | — | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF - ETF | $77,800 | 0.0% | +0% | — |
| 215 |  $CGNX | COGNEX CORP | $76,765 | 0.0% | +6% | 66.9 |
| 216 |  $UBER | Uber Technologies, Inc | $75,263 | 0.0% | +0% | 73.5 |
| 217 | — | ISHARES RUSSELL 2000 ETF - ETF | $75,113 | 0.0% | +0% | — |
| 218 |  $SHEL | Shell plc | $72,112 | 0.0% | NEW | — |
| 219 |  $WEC | WEC ENERGY GROUP, INC. | $72,047 | 0.0% | +0% | 60.1 |
| 220 |  $GS | GOLDMAN SACHS GROUP INC | $71,807 | 0.0% | +0% | 73.5 |
| 221 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | $71,699 | 0.0% | +0% | — |
| 222 |  $HPQ | HP INC | $70,208 | 0.0% | +0% | 59.3 |
| 223 | — | FRANKLIN FTSE JAPAN ETF - ETF | $69,563 | 0.0% | +0% | — |
| 224 |  $STAG | STAG Industrial, Inc. | $69,323 | 0.0% | +0% | 68.1 |
| 225 |  $CB | Chubb Ltd | $68,489 | 0.0% | +7% | — |
| 226 | — | PROSHARES VIX SHORT-TERM FUTURES ETF - ETF | $68,128 | 0.0% | +0% | — |
| 227 |  $AROW | ARROW FINANCIAL CORP | $59,763 | 0.0% | +0% | — |
| 228 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $59,620 | 0.0% | +0% | — |
| 229 |  $QCOM | QUALCOMM INC/DE | $58,209 | 0.0% | +0% | 70.5 |
| 230 |  $BHB | BAR HARBOR BANKSHARES | $56,640 | 0.0% | +0% | 57.4 |
| 231 |  $DELL | Dell Technologies Inc. | $55,658 | 0.0% | +0% | 71.2 |
| 232 | — | ISHARES TIPS BOND ETF - ETF | $54,715 | 0.0% | +0% | — |
| 233 |  $CTAS | CINTAS CORP | $54,426 | 0.0% | +0% | 68.7 |
| 234 |  $SPGI | S&P Global Inc. | $54,166 | 0.0% | +0% | 76.1 |
| 235 | — | ISHARES 10-20 YEAR TREASURY BOND ETF - ETF | $53,186 | 0.0% | +0% | — |
| 236 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF | $52,453 | 0.0% | NEW | — |
| 237 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $52,166 | 0.0% | +0% | 57.5 |
| 238 |  $ROP | ROPER TECHNOLOGIES INC | $51,774 | 0.0% | +0% | 71.9 |
| 239 |  $BEPC | Brookfield Renewable Corp | $51,374 | 0.0% | NEW | — |
| 240 | — | EATON VANCE TAX-MANAGED GLOBAL COM - CEF | $51,316 | 0.0% | NEW | — |
| 241 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $51,072 | 0.0% | +0% | 55.9 |
| 242 |  $O | REALTY INCOME CORP | $50,807 | 0.0% | NEW | 73.7 |
| 243 |  $SPOT | Spotify Technology S.A. | $50,504 | 0.0% | +0% | — |
| 244 |  $XYL | Xylem Inc. | $49,885 | 0.0% | -34% | 65.8 |
| 245 |  $FDXF | FedEx Freight Holding Company, Inc. | $49,377 | 0.0% | NEW | — |
| 246 |  $PH | Parker-Hannifin Corp | $48,906 | 0.0% | +0% | 65.8 |
| 247 |  $ZTS | Zoetis Inc. | $46,709 | 0.0% | +0% | 68.6 |
| 248 |  $CPER | United States Commodity Index Funds Trust | $45,276 | 0.0% | +0% | — |
| 249 |  $TT | Trane Technologies plc | $45,187 | 0.0% | +0% | — |
| 250 |  $GEHC | GE HealthCare Technologies Inc. | $44,935 | 0.0% | +0% | 55.7 |
| 251 |  $ALC | ALCON INC | $43,615 | 0.0% | -32% | 54.9 |
| 252 | $META | Meta Platforms, Inc. | $43,373 | 0.0% | +0% | 79.6 |
| 253 |  $CSX | CSX CORP | $41,779 | 0.0% | +0% | 65.2 |
| 254 | — | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF - ETF | $41,767 | 0.0% | -76% | — |
| 255 |  $DASH | DoorDash, Inc. | $41,519 | 0.0% | +0% | 71 |
| 256 | — | ISHARES U.S. MEDICAL DEVICES ETF - ETF | $41,504 | 0.0% | +0% | — |
| 257 |  $TSLA | Tesla, Inc. | $40,798 | 0.0% | -5% | 53.9 |
| 258 |  $WS | Worthington Steel, Inc. | $40,296 | 0.0% | +0% | 45.1 |
| 259 |  $TROW | PRICE T ROWE GROUP INC | $39,905 | 0.0% | +0% | 69 |
| 260 | — | ISHARES 20 YEAR TREASURY BOND ETF - ETF | $38,025 | 0.0% | +0% | — |
| 261 |  $DLTR | DOLLAR TREE, INC. | $36,285 | 0.0% | +0% | 68 |
| 262 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $36,124 | 0.0% | +0% | 61.2 |
| 263 |  $VZ | VERIZON COMMUNICATIONS INC | $36,074 | 0.0% | +13% | 65.8 |
| 264 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $34,464 | 0.0% | +0% | — |
| 265 |  $MIDD | MIDDLEBY Corp | $34,402 | 0.0% | +0% | 40.6 |
| 266 | — | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF | $33,453 | 0.0% | NEW | — |
| 267 |  $FAST | FASTENAL CO | $33,429 | 0.0% | +0% | 66.9 |
| 268 | — | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF - ETF | $33,347 | 0.0% | +0% | — |
| 269 |  $BLK | BlackRock, Inc. | $32,693 | 0.0% | +0% | 70 |
| 270 |  $SOLV | Solventum Corp | $30,860 | 0.0% | -38% | 55.2 |
| 271 | — | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF | $29,889 | 0.0% | NEW | — |
| 272 |  $SLF | SUN LIFE FINANCIAL INC | $29,800 | 0.0% | +0% | — |
| 273 |  $L | LOEWS CORP | $29,774 | 0.0% | +0% | 65.1 |
| 274 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $29,552 | 0.0% | +0% | 71.6 |
| 275 |  $UBS | UBS Group AG | $29,290 | 0.0% | +0% | — |
| 276 |  $KMB | KIMBERLY CLARK CORP | $28,760 | 0.0% | +0% | 58.7 |
| 277 |  $NKE | NIKE, Inc. | $28,735 | 0.0% | +0% | 49.3 |
| 278 |  $KVUE | Kenvue Inc. | $28,665 | 0.0% | +0% | 60.3 |
| 279 |  $PYPL | PayPal Holdings, Inc. | $27,718 | 0.0% | +0% | 64.1 |
| 280 |  $KB | KB Financial Group Inc. | $27,604 | 0.0% | +0% | — |
| 281 |  $CC | Chemours Co | $26,697 | 0.0% | NEW | 43.4 |
| 282 |  $SMCI | Super Micro Computer, Inc. | $26,397 | 0.0% | +0% | 62 |
| 283 |  $LRCX | LAM RESEARCH CORP | $26,000 | 0.0% | +0% | 79.4 |
| 284 |  $MDT | Medtronic plc | $25,503 | 0.0% | +0% | 68.7 |
| 285 | — | VANECK JUNIOR GOLD MINERS ETF - ETF | $23,580 | 0.0% | +0% | — |
| 286 |  $AMP | AMERIPRISE FINANCIAL INC | $22,938 | 0.0% | -11% | 68.7 |
| 287 |  $AMD | ADVANCED MICRO DEVICES INC | $22,075 | 0.0% | +0% | 79.8 |
| 288 |  $WPM | Wheaton Precious Metals Corp. | $21,902 | 0.0% | +0% | — |
| 289 |  $ISRG | INTUITIVE SURGICAL INC | $21,475 | 0.0% | +0% | 79.9 |
| 290 |  $DE | DEERE & CO | $20,933 | 0.0% | +0% | 55.4 |
| 291 |  $WSM | WILLIAMS SONOMA INC | $20,513 | 0.0% | +0% | 66.1 |
| 292 |  $EBC | Eastern Bankshares, Inc. | $20,016 | 0.0% | +0% | 69.5 |
| 293 |  $NRG | NRG ENERGY, INC. | $20,010 | 0.0% | +0% | 51.9 |
| 294 |  $RSG | REPUBLIC SERVICES, INC. | $19,177 | 0.0% | +0% | 62.3 |
| 295 | $STT | STATE STREET CORP | $18,790 | 0.0% | +0% | 71.5 |
| 296 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $18,456 | 0.0% | +1% | — |
| 297 | — | ISHARES GLOBAL CLEAN ENERGY ETF - ETF | $18,441 | 0.0% | +0% | — |
| 298 |  $HR | Healthcare Realty Trust Inc | $16,943 | 0.0% | -78% | 45.1 |
| 299 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF - ETF | $16,678 | 0.0% | +0% | — |
| 300 |  $CBRE | CBRE GROUP, INC. | $16,297 | 0.0% | -10% | 62.3 |
| 301 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $15,982 | 0.0% | +0% | 64.4 |
| 302 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $15,400 | 0.0% | +41% | 60.1 |
| 303 |  $CEG | Constellation Energy Corp | $14,405 | 0.0% | +0% | 59.4 |
| 304 |  $PGR | PROGRESSIVE CORP/OH/ | $14,199 | 0.0% | +0% | 80.1 |
| 305 |  $CME | CME GROUP INC. | $13,912 | 0.0% | +0% | 69.5 |
| 306 |  $MICC | Magnum Ice Cream Co N.V. | $13,841 | 0.0% | -35% | — |
| 307 |  $NMR | NOMURA HOLDINGS INC | $13,688 | 0.0% | +0% | 57.6 |
| 308 |  $ARMK | Aramark | $13,144 | 0.0% | +0% | 47.1 |
| 309 |  $UNB | UNION BANKSHARES INC | $10,917 | 0.0% | +0% | 48.5 |
| 310 |  $AEG | AEGON LTD. | $10,626 | 0.0% | +0% | — |
| 311 | — | VANGUARD ESG INTERNATIONAL STOCK ETF - ETF | $10,622 | 0.0% | NEW | — |
| 312 |  $GILD | GILEAD SCIENCES, INC. | $10,613 | 0.0% | +0% | 57.4 |
| 313 | — | INVESCO RAFI EMERGING MARKETS ETF - ETF | $10,511 | 0.0% | +0% | — |
| 314 |  $ALK | ALASKA AIR GROUP, INC. | $10,440 | 0.0% | +0% | 61.3 |
| 315 |  $ETSY | ETSY INC | $10,396 | 0.0% | +0% | 61.2 |
| 316 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $9,714 | 0.0% | +0% | 62.6 |
| 317 | — | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF - ETF | $9,693 | 0.0% | NEW | — |
| 318 |  $SO | SOUTHERN CO | $9,571 | 0.0% | +0% | 62 |
| 319 |  $HLN | Haleon plc | $9,330 | 0.0% | +0% | — |
| 320 |  $BP | BP PLC | $9,238 | 0.0% | +0% | — |
| 321 |  $ALLY | Ally Financial Inc. | $9,190 | 0.0% | +0% | 64.5 |
| 322 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $9,029 | 0.0% | +0% | 66.8 |
| 323 |  $MSI | Motorola Solutions, Inc. | $8,721 | 0.0% | +0% | 71.8 |
| 324 |  $RIVN | Rivian Automotive, Inc. / DE | $8,675 | 0.0% | +0% | 35.9 |
| 325 |  $SBUX | STARBUCKS CORP | $8,175 | 0.0% | +0% | 58.2 |
| 326 |  $RY | ROYAL BANK OF CANADA | $8,072 | 0.0% | +0% | 74.8 |
| 327 |  $LCID | Lucid Group, Inc. | $7,760 | 0.0% | +0% | 35.2 |
| 328 | — | ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF - ETF | $7,682 | 0.0% | +1% | — |
| 329 |  $JCI | Johnson Controls International plc | $7,452 | 0.0% | +0% | — |
| 330 |  $IBN | ICICI BANK LTD | $7,083 | 0.0% | +0% | — |
| 331 |  $IDXX | IDEXX LABORATORIES INC /DE | $6,844 | 0.0% | +0% | 73.8 |
| 332 |  $RUN | Sunrun Inc. | $6,797 | 0.0% | +0% | 56.3 |
| 333 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $6,743 | 0.0% | +0% | — |
| 334 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $6,715 | 0.0% | +0% | 65.7 |
| 335 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | $6,697 | 0.0% | NEW | — |
| 336 | — | ISHARES AGENCY BOND ETF - ETF | $6,666 | 0.0% | -62% | — |
| 337 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $6,212 | 0.0% | +0% | 66.4 |
| 338 |  $DTM | DT Midstream, Inc. | $6,163 | 0.0% | +0% | 68.6 |
| 339 |  $ADBE | ADOBE INC. | $6,151 | 0.0% | +0% | 77.6 |
| 340 |  $VSNT | Versant Media Group, Inc. | $5,978 | 0.0% | +0% | 61 |
| 341 |  $UMC | UNITED MICROELECTRONICS CORP | $5,932 | 0.0% | +0% | — |
| 342 |  $SMFG | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $5,895 | 0.0% | +0% | — |
| 343 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $5,866 | 0.0% | NEW | — |
| 344 |  $COIN | Coinbase Global, Inc. | $5,848 | 0.0% | +0% | 44.8 |
| 345 |  $WF | WOORI FINANCIAL GROUP INC. | $5,740 | 0.0% | +0% | — |
| 346 |  $ACN | Accenture plc | $5,724 | 0.0% | +0% | — |
| 347 | — | ISHARES S&P 500 VALUE ETF - ETF | $5,449 | 0.0% | NEW | — |
| 348 |  $DUK | Duke Energy CORP | $5,316 | 0.0% | +0% | 56.4 |
| 349 | — | ISHARES RUSSELL MID-CAP GROWTH ETF - ETF | $5,271 | 0.0% | NEW | — |
| 350 |  $SNOW | Snowflake Inc. | $5,090 | 0.0% | +0% | 54.9 |
| 351 |  $ABNB | Airbnb, Inc. | $5,009 | 0.0% | +0% | 71 |
| 352 |  $IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | $4,971 | 0.0% | +1% | 54.2 |
| 353 |  $HON | HONEYWELL INTERNATIONAL INC | $4,702 | 0.0% | -51% | 65 |
| 354 |  $HONA | Honeywell Aerospace Inc. | $4,643 | 0.0% | NEW | — |
| 355 |  $FSLY | Fastly, Inc. | $4,590 | 0.0% | +0% | 44.6 |
| 356 |  $HSBC | HSBC HOLDINGS PLC | $4,564 | 0.0% | +0% | — |
| 357 |  $STNE | StoneCo Ltd. | $4,444 | 0.0% | +0% | — |
| 358 | — | VANGUARD LONG-TERM TREASURY ETF - ETF | $4,359 | 0.0% | NEW | — |
| 359 |  $HWM | Howmet Aerospace Inc. | $4,302 | 0.0% | +0% | 73.9 |
| 360 |  $TPR | TAPESTRY, INC. | $4,245 | 0.0% | +0% | 72.7 |
| 361 |  $ASB | ASSOCIATED BANC-CORP | $4,123 | 0.0% | +0% | 64.9 |
| 362 |  $THC | TENET HEALTHCARE CORP | $3,929 | 0.0% | +0% | 66.2 |
| 363 |  $RNG | RingCentral, Inc. | $3,913 | 0.0% | +0% | 63.5 |
| 364 |  $HCA | HCA Healthcare, Inc. | $3,899 | 0.0% | +0% | 68.9 |
| 365 |  $FTNT | Fortinet, Inc. | $3,841 | 0.0% | +0% | 80.1 |
| 366 |  $GLDM | World Gold Trust | $3,733 | 0.0% | NEW | — |
| 367 |  $ALL | ALLSTATE CORP | $3,093 | 0.0% | +0% | 78.5 |
| 368 |  $MS | MORGAN STANLEY | $2,927 | 0.0% | +0% | 75.8 |
| 369 |  $FTV | Fortive Corp | $2,749 | 0.0% | +0% | 57 |
| 370 |  $INFY | Infosys Ltd | $2,664 | 0.0% | +0% | — |
| 371 |  $WELL | WELLTOWER INC. | $2,497 | 0.0% | +0% | 59.8 |
| 372 |  $LVWR | LiveWire Group, Inc. | $2,352 | 0.0% | +0% | 20.3 |
| 373 |  $UNM | Unum Group | $2,324 | 0.0% | +0% | 52.1 |
| 374 |  $WDAY | Workday, Inc. | $2,204 | 0.0% | +0% | 75.5 |
| 375 | — | ISHARES RUSSELL MID-CAP VALUE ETF - ETF | $1,975 | 0.0% | NEW | — |
| 376 |  $TEAM | Atlassian Corp | $1,945 | 0.0% | +0% | 65.8 |
| 377 |  $MET | METLIFE INC | $1,861 | 0.0% | +0% | 56.2 |
| 378 |  $CRTO | Criteo S.A. | $1,828 | 0.0% | +0% | — |
| 379 | — | ISHARES RUSSELL 2000 VALUE ETF - ETF | $1,770 | 0.0% | NEW | — |
| 380 |  $EDU | New Oriental Education & Technology Group Inc. | $1,653 | 0.0% | +0% | — |
| 381 |  $VSTS | Vestis Corp | $1,635 | 0.0% | +0% | 45.3 |
| 382 |  $ORA | ORMAT TECHNOLOGIES, INC. | $1,634 | 0.0% | -73% | 49.8 |
| 383 |  $GM | General Motors Co | $1,387 | 0.0% | +0% | 54.3 |
| 384 |  $VTRS | Viatris Inc | $1,096 | 0.0% | +0% | 45.4 |
| 385 | — | TRULIEVE CANNABIS CORP SUB VTG SHS - Stock | $983 | 0.0% | NEW | — |
| 386 |  $SYM | Symbotic Inc. | $899 | 0.0% | +0% | 67.8 |
| 387 |  $COCP | Cocrystal Pharma, Inc. | $439 | 0.0% | +0% | — |
| 388 |  $IRWD | IRONWOOD PHARMACEUTICALS INC | $358 | 0.0% | +0% | 60.8 |
| 389 |  $SNDL | SNDL Inc. | $300 | 0.0% | +0% | — |
| 390 |  $GRWG | GrowGeneration Corp. | $296 | 0.0% | +0% | 21.7 |
| 391 |  $VIA | Via Transportation, Inc. | $181 | 0.0% | +0% | 36.9 |
| 392 |  $TLRY | Tilray Brands, Inc. | $135 | 0.0% | +0% | 29.9 |
| 393 |  $WKHS | Workhorse Group Inc. | $3 | 0.0% | +0% | 26.4 |
| 394 |  $STEW | SRH Total Return Fund, Inc. | $1 | 0.0% | NEW | — |
| 395 | $LVWR | LiveWire Group, Inc. | $1 | 0.0% | +0% | 20.3 |
New Positions (28)
$ULTA Ulta Beauty, Inc.$2.3M ISHARES ESG MSCI KLD 400 ETF - ETF$1.1M
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$236,734$CTVA Corteva, Inc.$235,438 STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF$214,438
$MRVL Marvell Technology, Inc.$191,841 DIMENSIONAL US SUSTAINABILITY CORE 1 ETF - ETF$141,196
$SHEL Shell plc$72,112 PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - ETF$52,453
$BEPC Brookfield Renewable Corp$51,374 EATON VANCE TAX-MANAGED GLOBAL COM - CEF$51,316
$O REALTY INCOME CORP$50,807$FDXF FedEx Freight Holding Company, Inc.$49,377 VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF - ETF$33,453
VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - ETF$29,889
Exited Positions (18)
$HOLX HOLOGIC INC
$SNPS SYNOPSYS INC ISHARES NATIONAL MUNI BOND ETF
ISHARES SELECT DIVIDEND ETF
VANECK SHORT MUNI ETF
$OTIS Otis Worldwide Corp ISHARES 0-3 MONTH TREASURY BOND ETF
$MASI MASIMO CORP
$SONY Sony Group Corp
$MDLZ Mondelez International, Inc.
$TRI THOMSON REUTERS CORP /CAN/
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$NDAQ NASDAQ, INC.
$XYZ Block, Inc.
$PDD PDD Holdings Inc.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Clean Yield Group
13F Pro is an AI hedge fund tracker and stock research platform. For Clean Yield Group (SEC CIK: 1525865), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Clean Yield Group's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.