Clean Yield Group

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 10, 2024
Value $
$268M
Signature - Title
Dorigen Hofmann - CCO
Location
16 Beaver Meadow Rd., Norwich, VT
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 362 $268M +$18.6M -$12M +$6.62M AAPL, SFM, UL, GSK, AWK 13F-HR 7/10/2024, 10:57 AM
Q1 2024 379 $257M +$24.3M -$12.9M +$11.4M AAPL, GSK, UL, SFM, DOC 13F-HR 5/29/2024, 11:39 AM
Q4 2023 363 $237M +$6.02M -$9.98M -$3.96M AAPL, UL, GSK, TAK, SFM 13F-HR 1/24/2024, 03:15 PM
Q3 2023 374 $226M +$9.32M -$8.75M +$572K AAPL, UL, TAK, GSK, VOD 13F-HR 10/12/2023, 02:00 PM
Q2 2023 401 $243M +$15.5M -$7.63M +$7.84M AAPL, UL, TAK, GSK, VOD 13F-HR 7/26/2023, 10:11 AM
Q1 2023 420 $235M +$11.6M -$14M -$2.45M AAPL, UL, TAK, GSK, DOCXXXX 13F-HR 4/26/2023, 09:50 AM
Q4 2022 452 $233M +$16M -$16.1M -$176K AAPL, UL, TAK, GSK, DOCXXXX 13F-HR 1/31/2023, 03:10 PM
Q3 2022 453 $213M +$19.4M -$27.9M -$8.48M AAPL, UL, VOD, TAK, DOCXXXX 13F-HR 10/31/2022, 11:49 AM
Q2 2022 411 $240M +$15.3M -$22.9M -$7.56M AAPL, GSKXXXX, UL, VOD, DOCXXXX 13F-HR 7/18/2022, 03:47 PM
Q1 2022 461 $280M +$18.3M -$23.6M -$5.27M AAPL, GSKXXXX, GRNB, UL, TU 13F-HR 4/25/2022, 03:49 PM
Q4 2021 444 $301M +$10.7M -$18.1M -$7.45M AAPL, GRNB, GSKXXXX, TU, UL 13F-HR 1/24/2022, 03:58 PM
Q3 2021 466 $282M +$22.4M -$7.33M +$15.1M AAPL, GRNB, CNBKA, GSKXXXX, UL 13F-HR 10/27/2021, 02:18 PM
Q2 2021 454 $269M +$28.2M -$15.1M +$13.1M AAPL, GRNB, CNBKA, GSKXXXX, UL 13F-HR 7/26/2021, 04:24 PM
Q1 2021 147 $242M +$21.8M -$27.5M -$5.73M AAPL, CNBKA, VOD, VMBS, UL 13F-HR 4/26/2021, 02:10 PM
Q4 2020 417 $237M +$35.1M -$20.9M +$14.2M AAPL, HASI, UL, TU, CNBKA 13F-HR 1/26/2021, 11:04 AM
Q3 2020 366 $202M +$15.9M -$7.3M +$8.56M AAPL, UN, HASI, VOD, TU 13F-HR 10/16/2020, 10:41 AM
Q2 2020 333 $191M +$7.89M -$25.8M -$17.9M AAPL, CNBKA, UN, VOD, TU 13F-HR 7/22/2020, 02:40 PM
Q1 2020 371 $179M +$18.5M -$49.2M -$30.7M CNBKA, AAPL, UN, VOD, TU 13F-HR 4/20/2020, 01:49 PM
Q4 2019 344 $261M +$13.6M -$20M -$6.38M CNBKA, AAPL, JNJ, UN, VOD 13F-HR 1/17/2020, 12:46 PM
Q3 2019 335 $252M +$15.8M -$12M +$3.82M CNBKA, JNJ, AAPL, VOD, GIS 13F-HR 10/23/2019, 03:25 PM
Q2 2019 328 $243M +$11.6M -$21.2M -$9.65M CNBKA, JNJ, AAPL, XRAY, GIS 13F-HR 7/22/2019, 02:46 PM
Q1 2019 310 $247M +$16M -$26.7M -$10.7M CNBKA, JNJ, AAPL, VOD, GIS 13F-HR 4/24/2019, 03:16 PM
Q4 2018 305 $230M +$18.8M -$14M +$4.82M AAPL, CNBKA, JNJ, CSCO, CXP 13F-HR 1/23/2019, 11:44 AM
Q3 2018 137 $251M +$17.1M -$20.2M -$3.04M AAPL, CSCO, JNJ, CNBKA, CXP 13F-HR 10/22/2018, 03:53 PM
Q2 2018 132 $241M +$12.4M -$15.6M -$3.22M AAPL, CSCO, CNBKA, CXP, JNJ 13F-HR 7/24/2018, 01:38 PM
Q1 2018 131 $237M +$16.4M -$24M -$7.66M AAPL, CSCO, CNBKA, JNJ, CXP 13F-HR 4/23/2018, 11:12 AM
Q4 2017 130 $253M +$10.1M -$13.3M -$3.18M AAPL, CSCO, JNJ, CNBKA, CXP 13F-HR 1/16/2018, 02:03 PM
Q3 2017 133 $245M +$9.77M -$14.1M -$4.29M AAPL, CNBKA, JNJ, CSCO, ADP 13F-HR 10/11/2017, 11:04 AM
Q2 2017 130 $239M +$13.9M -$21.4M -$7.57M AAPL, JNJ, CNBKA, CSCO, ADP 13F-HR 7/17/2017, 02:33 PM
Q1 2017 295 $237M +$26.4M -$16M +$10.4M AAPL, JNJ, CSCO, CNBKA, ADP 13F-HR 5/3/2017, 02:39 PM
Q4 2016 125 $222M +$5.57M -$18.9M -$13.4M AAPL, CSCO, JNJ, CNBKA, ADP 13F-HR 1/24/2017, 12:20 PM
Q3 2016 315 $230M +$13.1M -$17.6M -$4.46M AAPL, CSCO, JNJ, VTR, MKC 13F-HR 10/28/2016, 01:23 PM
Q2 2016 296 $233M +$8.3M -$11.3M -$2.96M AAPL, JNJ, CSCO, MKC, VTR 13F-HR 7/27/2016, 11:38 AM
Q1 2016 294 $225M +$16.4M -$15.2M +$1.2M AAPL, CSCO, JNJ, MKC, GAS 13F-HR 4/15/2016, 10:57 AM
Q4 2015 124 $200M +$18.1M -$11.2M +$6.94M AAPL, GAS, JNJ, MKC, CSCO 13F-HR 1/27/2016, 10:39 AM
Q3 2015 123 $209M +$20.1M -$22.2M -$2.06M AAPL, GAS, CSCO, MKC, JNJ 13F-HR 10/29/2015, 12:07 PM
Q2 2015 127 $218M +$15.7M -$24.8M -$9.13M AAPL, MKC, JNJ, CSCO, EMR 13F-HR 7/31/2015, 02:00 PM
Q1 2015 356 $233M +$27M -$18.1M +$8.88M AAPL, JNJ, MKC, EMR, WLY 13F-HR 4/24/2015, 12:11 PM
Q4 2014 126 $223M +$11.6M -$6.63M +$4.93M AAPL, DD, JNJ, GAS, MKC 13F-HR 1/29/2015, 12:02 PM
Q3 2014 123 $208M +$16.2M -$8.17M +$7.99M AAPL, JNJ, DD, GAS, ADP 13F-HR 10/27/2014, 11:56 AM
Q2 2014 126 $202M +$18M -$6.23M +$11.8M AAPL, JNJ, GAS, WLY, MKC 13F-HR 7/21/2014, 02:23 PM
Q1 2014 115 $193M +$20M -$14.1M +$5.88M AAPL, JNJ, MKC, WLY, GAS 13F-HR 4/24/2014, 02:56 PM
Q4 2013 112 $187M $0 $0 AAPL, DD, MKC, WLY, ADP 13F-HR 1/31/2014, 10:38 AM