13F

Investor

Clean Yield Group

CIK 0001525865 · filed 2026-04-14 · SEC filing

13F book

$355.2M

Positions

385

11 new · 36 sold

Largest name

7.3%

Apple Inc. · AAPL

Est. mark

−$12.5M

Price effect on 373 names still held. Flow $7.49M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL101.8K$25.8M7.3%−$1.84MCut−$1.91M
Nvidia CorpNVDA91.4K$15.9M4.5%−$1.09MAdded−$905.4K
Broadcom Inc.AVGO39.6K$12.2M3.4%−$1.45MCut−$2.36M
Asml Holding N V8.87K$11.7M3.3%$2.23MCut$1.78M
Cisco Sys Inc117.7K$9.13M2.6%$64.7KAdded$235.1K
Gsk Plc162K$8.94M2.5%$992.3KAdded$1.03M
Prologis Inc.56.3K$7.44M2.1%$250.8KAdded$350.5K
American Wtr Wks Co Inc New52.4K$7.14M2.0%$293.1KCut−$440.8K
Arista Networks, Inc.ANET53.7K$6.6M1.9%−$437.8KAdded−$353.6K
Ferguson Enterprises Inc27.2K$6.34M1.8%$288.1KAdded$304.6K
Unilever Plc110.2K$6.28M1.8%−$929.4KCut−$1.27M
Ha Sustainable Infra Cap Inc169.3K$6.22M1.8%$900.8KCut$639K
Ross Stores, Inc.ROST28.6K$6.2M1.7%$1.04MAdded$1.06M
Salesforce, Inc.CRM30.8K$5.75M1.6%−$1.98MAdded−$949.4K
Stryker CorpSYK16.4K$5.37M1.5%−$358.1KAdded−$127.1K
Sprouts Fmrs Mkt Inc68.6K$5.29M1.5%−$174.3KCut−$198.4K
Henry Jack & Assoc Inc33.2K$5.25M1.5%−$800KAdded−$720.2K
Quest Diagnostics IncDGX26.3K$5.16M1.5%$590.9KCut$528.6K
Costco Whsl Corp New5.17K$5.15M1.5%$92.9KAdded$4.56M
Camden Natl Corp107.8K$5.11M1.4%$418KAdded$658.1K
Hubbell IncHUBB10.2K$4.98M1.4%$460.8KAdded$593.3K
Johnson & JohnsonJNJ20.1K$4.91M1.4%$753KCut$687.6K
Ecolab Inc.ECL18.4K$4.9M1.4%$62.8KAdded$192.6K
Microsoft CorpMSFT12.8K$4.73M1.3%−$1.45MHeld
International Business Machs19.1K$4.62M1.3%−$1.01MAdded−$956.9K
First Solar, Inc.FSLR22.8K$4.49M1.3%−$1.46MCut−$1.81M
Schwab Charles Corp47.3K$4.44M1.3%−$239.9KAdded$401.3K
Takeda Pharmaceutical Co Ltd238.4K$4.41M1.2%$698.4KCut$348.6K
Home Depot, Inc.HD13.2K$4.33M1.2%−$197.6KAdded−$143.6K
ServiceNow, Inc.NOW39K$4.08M1.1%−$1.24MAdded$173.1K
BorgWarner IncBWA75K$4.07M1.1%$664.7KAdded$811.9K
Netflix IncNFLX41.9K$4.03M1.1%$59.1KAdded$1.71M
Moodys Corp9.18K$4.01M1.1%−$639.7KAdded−$374.5K
Automatic Data Processing In19.6K$3.98M1.1%−$1.06MCut−$1.09M
Valmont Inds Inc9.77K$3.9M1.1%−$26.3KAdded$61.7K
Veeva Sys Inc21.9K$3.85M1.1%−$1.03MAdded−$966.4K
Mccormick & Co Inc76K$3.83M1.1%−$1.34MAdded−$1.33M
State Str Corp29.1K$3.68M1.0%−$47KAdded$1.2M
Nokia Corp446.6K$3.59M1.0%$600.4KAdded$1.12M
Kadant IncKAI12.2K$3.56M1.0%$86.5KAdded$195.5K
Check Point Software Tech Lt24.9K$3.55M1.0%−$1.04MAdded−$945.5K
Vodafone Group Plc New227.7K$3.42M1.0%$412.1KCut−$331.6K
Wabtec13.7K$3.42M1.0%$462.1KAdded$711K
Healthpeak Properties, Inc.DOC194.3K$3.19M0.9%$68KCut−$181.9K
Eli Lilly & CoLLY3.17K$2.91M0.8%−$490.3KHeld
Amalgamated Financial Corp.AMAL73.5K$2.86M0.8%$503.1KCut−$104.6K
H2o AmericaHTO46.4K$2.72M0.8%$413.4KAdded$631.2K
Palo Alto Networks IncPANW16.7K$2.68M0.8%−$12.8KAdded$2.58M
Columbia Bkg Sys Inc92.5K$2.54M0.7%−$40.4KAdded$362.9K
Alphabet Inc8.72K$2.51M0.7%−$221.8KCut−$224.9K
Chipotle Mexican Grill IncCMG77.5K$2.48M0.7%−$263.1KAdded$530.9K
Procter And Gamble CoPG16.5K$2.39M0.7%$18.8KCut−$17.8K
Illinois Tool Wks Inc8.45K$2.2M0.6%$118.3KCut$111.9K
lululemon athletica inc.LULU14.2K$2.18M0.6%−$517.4KAdded$213.5K
Expeditors Intl Wash Inc13.5K$1.93M0.5%−$77.8KCut−$269.6K
Telus CorpTU146K$1.87M0.5%−$49.6KCut−$416.2K
Ameresco, Inc.AMRC66.5K$1.69M0.5%−$237.8KAdded−$143K
Amgen IncAMGN4.82K$1.69M0.5%$118.2KHeld
Pepsico IncPEP10.8K$1.67M0.5%$126.9KCut$105.4K
Alphabet Inc5.75K$1.65M0.5%−$154.8KHeld
SoFi Technologies, Inc.SOFI98.4K$1.56M0.4%−$356.5KAdded$656.9K
Spdr S&P 500 Etf Tr2.4K$1.56M0.4%−$75.9KCut−$454.4K
United Parcel Service IncUPS13.5K$1.33M0.4%−$10.7KAdded$22K
Merck & Co., Inc.MRK10.5K$1.26M0.4%$157.5KCut$121.8K
Thermo Fisher Scientific Inc.TMO2.52K$1.24M0.3%−$221.7KCut−$284.3K
Intuit Inc.INTU2.61K$1.13M0.3%−$600.2KCut−$1.06M
Berkshire Hathaway Inc Del2.35K$1.13M0.3%−$55.1KCut−$85.2K
Novo-Nordisk A S29.5K$1.08M0.3%−$416.5KCut−$450.3K
Colgate Palmolive CoCL12.3K$1.05M0.3%$76.3KCut−$42.2K
Us Bancorp Del19.8K$1.03M0.3%−$26.8KCut−$137.7K
Vital Farms, Inc.VITL66.2K$934.1K0.3%−$1.17MAdded−$1.16M
American Express CoAXP3.08K$931.3K0.3%−$207.7KCut−$213.7K
Hologic Inc12K$907.6K0.3%$13.2KCut−$3.41M
AbbVie Inc.ABBV3.88K$843.9K0.2%−$42.7KHeld
Trimble Inc.TRMB12.8K$833.7K0.2%−$167.7KCut−$217K
Oreilly Automotive Inc8.91K$822.5K0.2%$9.8KHeld
Vaneck Etf Trust34.1K$815.9K0.2%−$12.8KCut−$107.5K
Becton Dickinson & CoBDX4.63K$727.5K0.2%−$170.5KCut−$246.1K
Ge Aerospace2.51K$713.1K0.2%−$61KCut−$211K
Nextera Energy Inc7.36K$683.4K0.2%$92.7KCut$76.7K
Jpmorgan Chase & Co.2.21K$649.5K0.2%−$62KHeld
Exxon Mobil Corp3.77K$639.8K0.2%$186KCut$167.9K
Aflac IncAFL5.66K$621.1K0.2%−$3.17KCut−$27.5K
Abbott LabsABT5.86K$601.9K0.2%−$132.6KCut−$179.5K
GE Vernova Inc.GEV685$597.9K0.2%$150.2KHeld
Texas Instrs Inc3.07K$596.6K0.2%$63.5KHeld
Keysight Technologies, Inc.KEYS2.08K$587.6K0.2%$164.8KHeld
Astrazeneca Plc OrdAZN2.95K$581.8K0.2%New
General Mls IncGIS15.3K$570.9K0.2%−$135.5KAdded−$107.9K
Mastercard IncMA1.11K$556.1K0.2%−$79.3KCut−$132.9K
Essential Utils Inc12.7K$512.6K0.1%$24.3KHeld
Walmart Inc.WMT4.1K$509.7K0.1%$52.8KHeld
Amphenol Corp New3.99K$504.4K0.1%−$35.1KHeld
Agilent Technologies, Inc.A4.39K$500K0.1%−$96.9KHeld
Hingham Instn Svgs Mass1.64K$467.3K0.1%$3.07KCut−$46.6K
Watts Water Technologies IncWTS1.6K$463.3K0.1%$22.8KHeld
California Wtr Svc Group10.1K$459.5K0.1%$20.4KCut−$14.3K
3M COMMM3K$435K0.1%−$44.5KHeld
Amazon Com IncAMZN2.04K$424.2K0.1%−$45.9KCut−$164.8K
Smucker J M Co4.38K$422.5K0.1%−$6KCut−$17K
Coca Cola CoKO5.52K$419.9K0.1%$33.9KCut$22.3K
Helios Technologies, Inc.HLIO6.31K$408.1K0.1%$70.8KCut$62.7K
Vaneck Etf Trust4.43K$406.5K0.1%$26.6KCut−$93.9K
Tractor Supply Co8.62K$390.5K0.1%−$40.6KHeld
Disney Walt Co4K$385.2K0.1%−$69.5KCut−$200.3K
Paychex IncPAYX4.16K$383.2K0.1%−$83.4KHeld
Corning Inc2.76K$375.7K0.1%$133.8KHeld
Waters Corp1.26K$375.2K0.1%−$53.3KAdded$128.3K
Mcdonalds CorpMCD1.18K$367.4K0.1%$6.1KHeld
Invesco Qqq Tr610$352.1K0.1%−$22.6KCut−$199.6K
Ishares Tr2.47K$349.9K0.1%New
Vanguard Admiral Fds Inc835$340.3K0.1%−$30.8KCut−$189.4K
Sysco CorpSYY4.54K$323.8K0.1%−$10.7KCut−$18.8K
Spdr Gold Tr735$316.3K0.1%$25KHeld
Lowes Cos Inc1.32K$311.7K0.1%−$6.44KCut−$30.6K
Iron Mtn Inc Del3K$306.4K0.1%$57.6KHeld
RTX CorpRTX1.49K$286.8K0.1%$14.1KCut−$8.62K
Mettler Toledo International Inc/MTD226$285K0.1%−$30.1KHeld
Acuity Inc985$276K0.1%−$73.8KAdded−$57K
Bny Mellon Etf Trust Ii10.5K$274.8K0.1%New
Renaissancere Hldgs Ltd910$270.5K0.1%$14.6KCut−$27.6K
Target CorpTGT2.21K$267.9K0.1%$51.8KHeld
Select Sector Spdr Tr1.9K$253K0.1%−$21.1KHeld
Unitedhealth Group IncUNH904$244.6K0.1%−$53.8KHeld
Curtiss Wright CorpCW350$238.4K0.1%$45.4KHeld
Vanguard Index Fds738$236.8K0.1%−$10.5KCut−$35.3K
Oracle Corp1.6K$234.9K0.1%−$76.3KCut−$76.5K
Fedex CorpFDX655$233.3K0.1%$44.1KHeld
Labcorp Holdings Inc.LH859$229.2K0.1%$13.7KHeld
Air Prods & Chems Inc787$228.6K0.1%$34.2KHeld
Middlesex Wtr Co4.35K$226.4K0.1%$7.09KCut−$1.73K
Ishares Tr518$220.9K0.1%−$24.3KCut−$33.8K
Mckesson CorpMCK246$212.9K0.1%$11.1KHeld
Vanguard Scottsdale Fds4.48K$210.4K0.1%−$583Held
Union Pac Corp850$206.2K0.1%$9.61KHeld
Hershey CoHSY950$197.5K0.1%$24.6KCut$15.5K
Visa Inc.V650$196.5K0.1%−$31.5KCut−$41.7K
Comcast Corp New6.8K$195.2K0.1%−$8.02KHeld
Pfizer IncPFE6.82K$191.6K0.1%$21.7KCut−$28.9K
Caterpillar IncCAT270$191.3K0.1%$36.6KHeld
Travelers Companies, Inc.TRV650$189.6K0.1%$1.05KCut−$5.04K
Danaher Corporation994$188.5K0.1%−$39.1KCut−$41.4K
Cigna GroupCI705$188.1K0.1%−$5.98KCut−$42.6K
Church & Dwight Co Inc1.96K$182.6K0.1%$18.5KCut$14.1K
United Therapeutics Corp Del300$177.9K0.1%$31.7KHeld
Tjx Cos Inc New1.1K$176.5K0.1%$6.73KHeld
Spdr Series Trust6.96K$173.9K0.0%New
Waste Mgmt Inc Del751$172.6K0.0%$7.57KCut−$3.42K
State Srt Spdr Prtfl Hgh7.36K$171.7K0.0%New
Vanguard Index Fds568$163.1K0.0%−$1.73KHeld
Bristol-Myers Squibb Co2.68K$162.5K0.0%$18KHeld
Genuine Parts CoGPC1.53K$161.8K0.0%−$26.3KCut−$54K
Ishares Tr1.68K$160.8K0.0%New
Fifth Third Bancorp3.46K$160.6K0.0%−$1.21KCut−$2.61K
Cencora, Inc.COR500$157.1K0.0%−$11.8KHeld
Ishares Tr3.22K$151.5K0.0%New
Emerson Elec Co1.16K$151.5K0.0%−$1.97KCut−$3.56K
Eaton Corp PlcETN423$151.3K0.0%$16.6KHeld
At&T Inc5.19K$150.5K0.0%$21.5KCut−$24.8K
Vertex Pharmaceuticals Inc322$143.8K0.0%−$2.2KHeld
Sherwin Williams CoSHW445$142.6K0.0%−$1.55KCut−$10.6K
Norfolk Southn Corp474$136K0.0%−$815Held
Marriott Intl Inc New405$132.5K0.0%$6.82KHeld
MSCI Inc.MSCI245$132.1K0.0%−$8.51KHeld
Dover CorpDOV633$131.9K0.0%$8.36KHeld
Vanguard Growth Etf293$128K0.0%−$15KCut−$39.4K
Wells Fargo Co New1.59K$126.7K0.0%−$21.6KHeld
Nuveen Amt Free Qlty Mun Inc11K$123.2K0.0%−$4.39KHeld
BETA Technologies, Inc.BETA8.32K$122.4K0.0%−$112.5KHeld
Microchip Technology Inc.1.89K$122.1K0.0%$1.68KHeld
Yum Brands IncYUM738$114.7K0.0%$3.1KHeld
Chevron Corp NewCVX543$112.3K0.0%$29.6KHeld
Ishares Tr3.02K$111.2K0.0%New
CARRIER GLOBAL CorpCARR1.96K$110.5K0.0%$6.81KHeld
Select Sector Spdr Tr2.4K$110.1K0.0%$7.68KHeld
Proshares Tr Ii3.2K$109.9K0.0%$27.9KHeld
Bank New York Mellon Corp916$108.7K0.0%$2.33KCut−$13.5K
Ww Grainger Inc96$104.7K0.0%$7.85KHeld
Idacorp IncIDA700$100.1K0.0%$11.5KHeld
Vanguard Mun Bd Fds1.97K$98.5K0.0%−$789Held
Ebay IncEBAY1.08K$97.9K0.0%$4.22KHeld
Gallagher Arthur J & Co451$97.7K0.0%−$19KHeld
Nuveen Select Tax-Free Incom6.65K$95.5K0.0%$1.66KHeld
Tennant CoTNC1.42K$94K0.0%−$10.3KHeld
Intel CorpINTC2.1K$92.9K0.0%$15.2KCut−$3.23K
Nuveen Amt-Free Mun Value Fd6.43K$92.1K0.0%$128Held
Blackrock Etf Trust Ii1.76K$91.5K0.0%−$29Added$89.7K
Masco Corp1.5K$90.6K0.0%−$4.64KHeld
Spdr Series Trust3.59K$89.1K0.0%−$503Held
Avery Dennison CorpAVY504$87K0.0%−$4.64KHeld
Synopsys IncSNPS214$84.8K0.0%−$15.7KHeld
Vanguard Bd Index Fds1.06K$83.4K0.0%−$426Held
Pnc Finl Svcs Group Inc397$82.6K0.0%−$254Held
Cvs Health CorpCVS1.14K$81.9K0.0%−$8.59KHeld
Vanguard World Fd300$81.7K0.0%−$4.66KHeld
Taiwan Semiconductor Mfg Ltd237$80.1K0.0%$8.07KHeld
Edwards Lifesciences CorpEW1K$80.1K0.0%−$5.17KCut−$6.02K
Ishares Inc1.71K$77.6K0.0%New
Xylem Inc.XYL644$77K0.0%−$10.7KCut−$25.7K
Zoetis Inc.ZTS650$76.8K0.0%−$4.95KHeld
Hewlett Packard Enterprise C3.2K$76.2K0.0%−$672Held
Uber Technologies, IncUBER1.04K$75K0.0%−$10.2KHeld
Carmax IncKMX1.8K$74.9K0.0%$5.3KCut$4.53K
Alcon IncALC950$71.6K0.0%−$3.29KHeld
Wec Energy Group, Inc.WEC617$71.4K0.0%$6.36KCut−$20K
Ishares Tr539$71.2K0.0%New
Stag Indl IncSTAG1.82K$65.6K0.0%−$1.29KCut−$11.2K
Vanguard Index Fds254$65.4K0.0%−$5.54KHeld
Healthcare Rlty Tr3.84K$65.2K0.0%$154Held
Vanguard Index Fds329$64.5K0.0%$1.71KHeld
Franklin Templeton Etf Tr1.75K$63.3K0.0%$3.03KHeld
Analog Devices IncADI196$62.4K0.0%$9.2KHeld
Ishares Tr250$62K0.0%$460Held
Hp IncHPQ3.2K$61.5K0.0%−$9.82KHeld
Chubb Limited187$60.9K0.0%$2.58KHeld
Goldman Sachs Group Inc71$60.1K0.0%−$2.34KHeld
S&P Global Inc.SPGI133$56.6K0.0%−$12.9KCut−$19.7K
Ishares Tr500$55.2K0.0%$225Held
Roper Technologies IncROP153$54.1K0.0%−$14KCut−$16.2K
Cintas CorpCTAS320$54.1K0.0%−$6.06KHeld
Ishares Tr530$53.4K0.0%−$503Held
Spotify Technology S.A.SPOT110$53.3K0.0%−$10.5KHeld
Canadian Natl Ry Co500$51.4K0.0%$1.96KHeld
Twilio IncTWLO400$50.3K0.0%−$6.57KHeld
Ge Healthcare Technologies I702$50K0.0%−$7.61KHeld
Worthington Enterprises, Inc.WOR950$49.5K0.0%$541Held
Ishares Tr465$49.4K0.0%−$446Held
Cognex CorpCGNX1K$49K0.0%$13KHeld
Arrow Finl Corp1.46K$48.9K0.0%$3.16KHeld
Bar Hbr Bankshares1.5K$48.7K0.0%$2.1KHeld
Ishares Tr840$44.8K0.0%−$7.39KHeld
Parker-Hannifin CorpPH50$44.8K0.0%$814Held
Meta Platforms, Inc.META77$44.1K0.0%−$6.77KHeld
Principal Financial Group In484$43.6K0.0%$919Held
Solventum CorpSOLV650$42.4K0.0%−$9.06KHeld
Shopify Inc.SHOP356$42.2K0.0%−$15.1KCut−$16.4K
United Sts Commodity Index F1.2K$41.3K0.0%−$636Held
Qualcomm Inc315$40.6K0.0%−$13.3KCut−$26.8K
Applied Matls Inc116$39.6K0.0%$9.84KCut−$1.73K
Ishares Tr260$39.4K0.0%$2.67KHeld
Trane Technologies PlcTT92$38.3K0.0%$2.53KHeld
Vaneck Etf Trust2.22K$38.3K0.0%−$244Held
Ishares Tr440$38.1K0.0%−$206Held
Tesla, Inc.TSLA102$37.9K0.0%−$7.95KHeld
Verizon Communications IncVZ752$37.8K0.0%$7.12KCut−$15.7K
NIKE, Inc.NKE700$37K0.0%−$7.62KHeld
Worthington Stl Inc1.2K$36.4K0.0%−$5.12KHeld
Csx CorpCSX879$36.1K0.0%$4.22KHeld
DoorDash, Inc.DASH225$33.8K0.0%−$17.2KHeld
Dollar Tree, Inc.DLTR300$32.9K0.0%−$4.05KCut−$16.4K
BlackRock, Inc.BLK34$32.7K0.0%−$3.69KHeld
Fastenal CoFAST696$32.3K0.0%$4.36KHeld
Marsh & Mclennan Cos Inc186$32.3K0.0%−$2.24KCut−$3.54K
Mid-Amer Apt Cmntys Inc260$31.8K0.0%−$4.37KCut−$21.7K
Price T Rowe Group IncTROW351$31.6K0.0%−$4.3KHeld
Spdr S&P Midcap 400 Etf Tr49$30.2K0.0%$660Held
Hartford Insurance Group Inc223$30.2K0.0%−$573Cut−$16.6K
Blackrock Etf Trust416$29.2K0.0%−$1.65KHeld
Paypal Hldgs Inc642$29K0.0%−$8.46KAdded−$8.42K
Vaneck Etf Trust240$28.8K0.0%$1.5KHeld
Medtronic PlcMDT326$28.2K0.0%−$3.07KCut−$8.64K
Loews CorpL263$28.1K0.0%$376Held
Middleby CorpMIDD200$26.5K0.0%−$3.22KHeld
Kb Finl Group Inc263$26.2K0.0%$3.6KHeld
Kenvue Inc.KVUE1.5K$25.9K0.0%−$15Held
Wheaton Precious Metals Corp.WPM195$25.5K0.0%$2.63KHeld
Kimberly Clark CorpKMB262$25.3K0.0%−$1.16KHeld
Intuitive Surgical IncISRG54$24.9K0.0%−$5.69KHeld
Ameriprise Finl Inc56$24.9K0.0%−$2.57KCut−$29.1K
Sun Life Financial Inc.380$23.8K0.0%$61Cut−$18.6K
UBS Group AGUBS591$23.1K0.0%−$4.28KHeld
Dell Technologies Inc.DELL129$21.2K0.0%$4.93KCut−$5.26K
Select Sector Spdr Tr345$21.1K0.0%$5.68KAdded$5.81K
Super Micro Computer Inc900$20.5K0.0%−$5.85KHeld
Nrg Energy, Inc.NRG137$20K0.0%−$1.8KHeld
Republic Svcs Inc90$19.7K0.0%$638Held
L3harris Technologies Inc55$19K0.0%$2.84KHeld
Cme Group Inc.CME63$18.6K0.0%$1.4KCut−$4.06K
Deere & CoDE33$18.6K0.0%$3.23KCut$1.36K
Magnum Ice Cream Co Nv1.23K$18.3K0.0%−$1.1KCut−$387K
Cbre Group, Inc.CBRE134$18.2K0.0%−$3.39KHeld
Ishares Tr161$17.7K0.0%−$93Cut−$73.2K
Eastern Bankshares, Inc.EBC900$17.6K0.0%$1.02KHeld
Spdr Index Shs Fds462$16.9K0.0%$310Held
Ishares Tr900$16.5K0.0%$1.67KHeld
Constellation Energy CorpCEG58$16.2K0.0%−$4.29KHeld
Williams Sonoma IncWSM88$16K0.0%$329Cut−$18.2K
Digital Rlty Tr Inc80$14.4K0.0%$2.04KCut−$1.21K
Spdr Series Trust140$13.5K0.0%$340Held
Occidental Pete Corp200$13K0.0%$4.78KHeld
Progressive Corp65$12.9K0.0%−$1.92KCut−$3.51K
Lam Research CorpLRCX60$12.8K0.0%$2.55KHeld
Nomura Hldgs Inc1.56K$12.3K0.0%−$779Cut−$4.64K
Bp Plc250$11.8K0.0%$3.07KHeld
Gilead Sciences, Inc.GILD84$11.7K0.0%$1.4KHeld
Lucid Group, Inc.LCID1.16K$11.1K0.0%−$1.21KHeld
Union Bankshares IncUNB450$10.9K0.0%$265Held
Otis Worldwide CorpOTIS134$10.3K0.0%−$1.38KHeld
Lincoln Elec Hldgs Inc41$10.2K0.0%$387Held
Invesco Exch Traded Fd Tr Ii377$10.1K0.0%$415Held
Haleon Plc1K$10K0.0%−$100Held
Honeywell Intl Inc43$9.72K0.0%$1.33KHeld
Southern Co100$9.65K0.0%$932Held
AramarkARMK230$9.34K0.0%$873Held
Aegon Ltd1.26K$9.14K0.0%−$567Held
Accenture Plc Ireland46$9.12K0.0%−$3.22KCut−$28.2K
Motorola Solutions, Inc.MSI21$9.11K0.0%$1.06KHeld
Ishares 0-3 Month90$9.06K0.0%$25Held
Masimo Corp49$8.72K0.0%$2.34KHeld
American Elec Pwr Co Inc66$8.65K0.0%$1.04KHeld
Sony Group Corp400$8.28K0.0%−$1.96KHeld
Ally Finl Inc200$7.85K0.0%−$1.21KHeld
Advanced Micro Devices IncAMD38$7.73K0.0%−$408Held
Rivian Automotive Inc500$7.53K0.0%−$2.33KHeld
Alaska Air Group, Inc.ALK200$7.36K0.0%−$2.7KHeld
Idexx Labs Inc13$7.3K0.0%−$1.49KHeld
Adobe Inc.ADBE30$7.29K0.0%−$3.21KHeld
Fastly, Inc.FSLY250$7.26K0.0%$4.72KHeld
Starbucks CorpSBUX80$7.17K0.0%$430Held
Zimmer Biomet Holdings, Inc.ZBH78$7.05K0.0%$39Cut−$27.5K
Coinbase Global, Inc.COIN40$6.98K0.0%−$2.06KHeld
Etsy IncETSY138$6.9K0.0%−$754Held
Sunrun Inc.RUN508$6.89K0.0%−$2.46KHeld
Johnson Ctls Intl Plc51$6.68K0.0%$571Held
Woori Finl Group Inc100$6.66K0.0%$781Held
Tidal Trust I334$6.51K0.0%−$268Held
Icici Bank Limited244$6.32K0.0%−$951Held
Royal Bk Cda39$6.31K0.0%−$340Held
Ormat Technologies, Inc.ORA56$6.27K0.0%$82Held
Versant Media Group, Inc.VSNT166$6.14K0.0%New
Factset Resh Sys Inc27$5.86K0.0%−$1.98KCut−$45.5K
StoneCo Ltd.STNE410$5.79K0.0%−$275Held
Mondelez Intl Inc100$5.76K0.0%$381Cut−$5K
Mitsubishi Ufj Finl Group In339$5.75K0.0%$376Held
DT Midstream, Inc.DTM42$5.66K0.0%$630Cut−$10.6K
Duke Energy Corp New42$5.5K0.0%$576Held
Sumitomo Mitsui Finl Group I250$4.94K0.0%$105Held
Thomson Reuters Corp54$4.86K0.0%−$2.26KCut−$23.6K
Cognizant Technology Solutio79$4.85K0.0%−$1.71KHeld
HCA Healthcare, Inc.HCA10$4.73K0.0%$63Held
Airbnb, Inc.ABNB35$4.42K0.0%−$330Cut−$8.61K
Nasdaq, Inc.NDAQ51$4.33K0.0%−$625Cut−$9.85K
Block Inc70$4.21K0.0%−$343Held
Tapestry, Inc.TPR29$4.09K0.0%$387Held
Qnity Electronics, Inc.Q35$4.04K0.0%$1.18KHeld
Tenet Healthcare CorpTHC21$3.96K0.0%−$210Held
Hsbc Hldgs Plc48$3.96K0.0%$184Held
Innovative Indl Pptys Inc79$3.95K0.0%$187Added$287
RingCentral, Inc.RNG100$3.73K0.0%$838Held
Howmet Aerospace Inc.HWM16$3.69K0.0%$407Held
Livewire Group Inc2.1K$3.49K0.0%−$5.8KHeld
Associated Banc Corp134$3.46K0.0%$13Held
Infosys LtdINFY254$3.43K0.0%−$1.09KHeld
DuPont de Nemours, Inc.DD71$3.25K0.0%$398Held
Snowflake Inc.SNOW20$3.02K0.0%−$1.37KHeld
Dow Inc.DOW72$3K0.0%$1.32KHeld
Allstate Corp13$2.69K0.0%−$11Cut−$2.72K
PDD Holdings Inc.PDD26$2.66K0.0%−$291Held
Fortive CorpFTV45$2.49K0.0%$4Held
Workday, Inc.WDAY18$2.34K0.0%−$1.53KHeld
Morgan Stanley14$2.3K0.0%−$181Held
Leidos Holdings, Inc.LDOS14$2.18K0.0%−$349Held
Welltower Inc.WELL11$2.17K0.0%$133Held
Fortinet, Inc.FTNT25$2.04K0.0%$58Held
New Oriental Ed & Technology36$2.04K0.0%$58Held
United Microelectronics CorpUMC218$1.96K0.0%$245Held
Unum Group26$1.9K0.0%−$116Held
Criteo S.A.CRTO100$1.79K0.0%−$268Held
Atlassian CorpTEAM25$1.71K0.0%−$2.35KHeld
Metlife Inc22$1.56K0.0%−$181Held
Assured Guaranty LtdAGO17$1.39K0.0%−$143Held
General Mtrs Co18$1.34K0.0%−$123Held
Symbotic Inc.SYM20$1.06K0.0%−$126Held
Viatris IncVTRS69$9320.0%$73Held
Vestis CorpVSTS113$8850.0%$134Held
Ralliant CorpRAL15$6240.0%−$140Held
Cocrystal Pharma, Inc.COCP418$4220.0%$13Held
Ironwood Pharmaceuticals IncIRWD85$2980.0%$12Held
SNDL Inc.SNDL222$2930.0%−$76Held
GrowGeneration Corp.GRWG200$2200.0%−$80Held
Tilray Brands, Inc.TLRY30$1940.0%−$77Held
Via Transn Inc10$1500.0%−$140Held
Workhorse Group Inc.WKHS1$30.0%−$2Held
Livewire Group Inc50$30.0%$0Held
SRH Total Return Fund, Inc.STEW0$10.0%Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.