0001525865-23-000003.txt : 20230726 0001525865-23-000003.hdr.sgml : 20230726 20230726101151 ACCESSION NUMBER: 0001525865-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Clean Yield Group CENTRAL INDEX KEY: 0001525865 IRS NUMBER: 030306376 STATE OF INCORPORATION: VT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14512 FILM NUMBER: 231110548 BUSINESS ADDRESS: STREET 1: 16 BEAVER MEADOW RD. CITY: NORWICH STATE: VT ZIP: 05055 BUSINESS PHONE: 802-526-2525 MAIL ADDRESS: STREET 1: 16 BEAVER MEADOW RD. CITY: NORWICH STATE: VT ZIP: 05055 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001525865 XXXXXXXX 06-30-2023 06-30-2023 Clean Yield Group

16 BEAVER MEADOW RD. NORWICH VT 05055

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INT CEF 67062F100 95871 6653 SH SOLE 0 6653 0 0 ENERGY SELECT SECTOR SPDR FUND ETF 81369Y506 12825 158 SH SOLE 0 158 0 0 GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF ETF 37954Y293 18249 439 SH SOLE 0 439 0 0 GENERAL ELECTRIC CO COM NEW Stock 369604301 310656 2828 SH SOLE 0 2828 0 0 NOKIA CORP SPONSORED ADR ADR 654902204 3928683 944395 SH SOLE 0 944395 0 0 MOTOROLA SOLUTIONS INC COM NEW Stock 620076307 24929 85 SH SOLE 0 85 0 0 RINGCENTRAL INC CL A Stock 76680R206 3273 100 SH SOLE 0 100 0 0 BLACKROCK CR ALLOCATION INCOME COM CEF 092508100 71050 7000 SH SOLE 0 7000 0 0 CRITEO S A SPONS ADS ADR 226718104 3374 100 SH SOLE 0 100 0 0 ALAMOS GOLD INC NEW COM CL A Stock 011532108 47680 4000 SH SOLE 0 4000 0 0 LULULEMON ATHLETICA INC COM Stock 550021109 13626 36 SH SOLE 0 36 0 0 LAMAR ADVERTISING CO NEW CL A REIT 512816109 2382 24 SH SOLE 0 24 0 0 THE CIGNA GROUP COM Stock 125523100 275830 983 SH SOLE 0 983 0 0 METTLER TOLEDO INTERNATIONAL COM Stock 592688105 282003 215 SH SOLE 0 215 0 0 ONEOK INC NEW COM Stock 682680103 9567 155 SH SOLE 0 155 0 0 ARAMARK COM Stock 03852U106 9611 223 SH SOLE 0 223 0 0 MASIMO CORP COM Stock 574795100 8063 49 SH SOLE 0 49 0 0 RENAISSANCERE HLDGS LTD COM Stock G7496G103 235015 1260 SH SOLE 0 1260 0 0 WELLS FARGO CO NEW COM Stock 949746101 95731 2243 SH SOLE 0 2243 0 0 UNION PAC CORP COM Stock 907818108 218125 1066 SH SOLE 0 1066 0 0 CINTAS CORP COM Stock 172908105 39766 80 SH SOLE 0 80 0 0 CARMAX INC COM Stock 143130102 147731 1765 SH SOLE 0 1765 0 0 ISHARES 10-20 YEAR TREASURY BOND ETF ETF 464288653 173909 1570 SH SOLE 0 1570 0 0 SALESFORCE INC COM Stock 79466L302 97391 461 SH SOLE 0 461 0 0 MICROCHIP TECHNOLOGY INC. COM Stock 595017104 154722 1727 SH SOLE 0 1727 0 0 MCCORMICK & CO INC COM NON VTG Stock 579780206 2867481 32873 SH SOLE 0 32872 0 0 COLUMBIA BKG SYS INC COM Stock 197236102 173678 8564 SH SOLE 0 8564 0 0 REPUBLIC SVCS INC COM Stock 760759100 13785 90 SH SOLE 0 90 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1542867 2957 SH SOLE 0 2957 0 0 LOCKHEED MARTIN CORP COM Stock 539830109 18415 40 SH SOLE 0 40 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 323604 2225 SH SOLE 0 2225 0 0 CHEVRON CORP NEW COM Stock 166764100 138783 882 SH SOLE 0 882 0 0 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 56066 525 SH SOLE 0 525 0 0 CONOCOPHILLIPS COM Stock 20825C104 6735 65 SH SOLE 0 65 0 0 DANAHER CORPORATION COM Stock 235851102 224160 934 SH SOLE 0 934 0 0 TJX COS INC NEW COM Stock 872540109 20519 242 SH SOLE 0 242 0 0 WALMART INC COM Stock 931142103 254003 1616 SH SOLE 0 1616 0 0 INTERNATIONAL BUSINESS MACHS COM Stock 459200101 3092349 23110 SH SOLE 0 23110 0 0 ORACLE CORP COM Stock 68389X105 184817 1552 SH SOLE 0 1551 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 151740 1549 SH SOLE 0 1549 0 0 TEXAS INSTRS INC COM Stock 882508104 601807 3343 SH SOLE 0 3343 0 0 TARGET CORP COM Stock 87612E106 354283 2686 SH SOLE 0 2686 0 0 PFIZER INC COM Stock 717081103 465176 12682 SH SOLE 0 12682 0 0 3M CO COM Stock 88579Y101 262736 2625 SH SOLE 0 2625 0 0 HP INC COM Stock 40434L105 98272 3200 SH SOLE 0 3200 0 0 CATERPILLAR INC COM Stock 149123101 60282 245 SH SOLE 0 245 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 525010 4340 SH SOLE 0 4340 0 0 AMERICAN EXPRESS CO COM Stock 025816109 545594 3132 SH SOLE 0 3132 0 0 AMGEN INC COM Stock 031162100 1775938 7999 SH SOLE 0 7999 0 0 OTIS WORLDWIDE CORP COM Stock 68902V107 16111 181 SH SOLE 0 181 0 0 ALLY FINL INC COM Stock 02005N100 5402 200 SH SOLE 0 200 0 0 ANALOG DEVICES INC COM Stock 032654105 20455 105 SH SOLE 0 105 0 0 NUVEEN AMT FREE QLTY MUN INCME COM CEF 670657105 119916 10971 SH SOLE 0 10971 0 0 AGNICO EAGLE MINES LTD COM Stock 008474108 160936 3220 SH SOLE 0 3220 0 0 CANADIAN NATL RY CO COM Stock 136375102 60535 500 SH SOLE 0 500 0 0 CHECK POINT SOFTWARE TECH LTD ORD Stock M22465104 2588526 20606 SH SOLE 0 20606 0 0 ATLANTICA SUSTAINABLE INFR PLC SHS Stock G0751N103 107824 4600 SH SOLE 0 4600 0 0 GAIA INC NEW CL A Stock 36269P104 2 1 SH SOLE 0 1 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 39768 406 SH SOLE 0 406 0 0 ISHARES 20 YEAR TREASURY BOND ETF ETF 464287432 854402 8300 SH SOLE 0 8300 0 0 EATON CORP PLC SHS Stock G29183103 43438 216 SH SOLE 0 216 0 0 TRIMBLE INC COM Stock 896239100 768742 14521 SH SOLE 0 14521 0 0 CANOPY GROWTH CORP COM Stock 138035100 1280 3300 SH SOLE 0 3300 0 0 KEYSIGHT TECHNOLOGIES INC COM Stock 49338L103 394177 2354 SH SOLE 0 2354 0 0 SYNEOS HEALTH INC CL A Stock 87166B102 1264 30 SH SOLE 0 30 0 0 ESSENTIAL UTILS INC COM Stock 29670G102 596655 14950 SH SOLE 0 14950 0 0 COMMUNITY BK SYS INC COM Stock 203607106 11532 246 SH SOLE 0 246 0 0 WOLFSPEED INC COM Stock 977852102 77826 1400 SH SOLE 0 1400 0 0 VANGUARD SHORT-TERM BOND ETF ETF 921937827 139729 1849 SH SOLE 0 1849 0 0 IDACORP INC COM Stock 451107106 130302 1270 SH SOLE 0 1270 0 0 MFS SPL VALUE TR SH BEN INT CEF 55274E102 5406 1325 SH SOLE 0 1325 0 0 PARKER-HANNIFIN CORP COM Stock 701094104 39004 100 SH SOLE 0 100 0 0 ROPER TECHNOLOGIES INC COM Stock 776696106 73562 153 SH SOLE 0 153 0 0 PNC FINL SVCS GROUP INC COM Stock 693475105 39674 315 SH SOLE 0 315 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 267311 4180 SH SOLE 0 4180 0 0 BARRICK GOLD CORP COM Stock 067901108 67720 4000 SH SOLE 0 4000 0 0 LOEWS CORP COM Stock 540424108 30462 513 SH SOLE 0 513 0 0 AMERICAN WTR WKS CO INC NEW COM Stock 030420103 1716997 12028 SH SOLE 0 12028 0 0 AGILENT TECHNOLOGIES INC COM Stock 00846U101 532347 4427 SH SOLE 0 4427 0 0 EXXON MOBIL CORP COM Stock 30231G102 507829 4735 SH SOLE 0 4735 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 996367 2073 SH SOLE 0 2073 0 0 PRICE T ROWE GROUP INC COM Stock 74144T108 39319 351 SH SOLE 0 351 0 0 TRAVELERS COMPANIES INC COM Stock 89417E109 112879 650 SH SOLE 0 650 0 0 LOWES COS INC COM Stock 548661107 359089 1591 SH SOLE 0 1591 0 0 SOLAREDGE TECHNOLOGIES INC COM Stock 83417M104 2152 8 SH SOLE 0 8 0 0 HELIOS TECHNOLOGIES INC COM Stock 42328H109 769552 11644 SH SOLE 0 11644 0 0 DEERE & CO COM Stock 244199105 19044 47 SH SOLE 0 47 0 0 ETSY INC COM Stock 29786A106 11676 138 SH SOLE 0 138 0 0 NOMAD FOODS LTD USD ORD SHS Stock G6564A105 5873598 335251 SH SOLE 0 335251 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 1811 50 SH SOLE 0 50 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 2410890 31294 SH SOLE 0 31294 0 0 SHOPIFY INC CL A Stock 82509L107 19380 300 SH SOLE 0 300 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR ADR 92857W308 7061021 747198 SH SOLE 0 747198 0 0 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 78528 1200 SH SOLE 0 1200 0 0 COUSINS PPTYS INC COM NEW REIT 222795502 123895 5434 SH SOLE 0 5434 0 0 EQUITY LIFESTYLE PPTYS INC COM REIT 29472R108 4816 72 SH SOLE 0 72 0 0 NOVO-NORDISK A S ADR ADR 670100205 3104061 19181 SH SOLE 0 19181 0 0 SMITH & NEPHEW PLC SPDN ADR NEW ADR 83175M205 6472640 200702 SH SOLE 0 200702 0 0 NEW YORK TIMES CO CL A Stock 650111107 14728 374 SH SOLE 0 374 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 100629 1508 SH SOLE 0 1508 0 0 SCHWAB CHARLES CORP COM Stock 808513105 580403 10240 SH SOLE 0 10240 0 0 DENTSPLY SIRONA INC COM Stock 24906P109 118859 2970 SH SOLE 0 2970 0 0 CROWN CASTLE INC COM REIT 22822V101 0 0 SH SOLE 0 0 0 0 LIVE OAK BANCSHARES INC COM Stock 53803X105 421 16 SH SOLE 0 16 0 0 TORONTO DOMINION BK ONT COM NEW Stock 891160509 28277 456 SH SOLE 0 456 0 0 BLACKROCK INC COM Stock 09247X101 23499 34 SH SOLE 0 34 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 4 0 SH SOLE 0 0 0 0 KADANT INC COM Stock 48282T104 849533 3825 SH SOLE 0 3825 0 0 APPLE INC COM Stock 037833100 16340678 84243 SH SOLE 0 84243 0 0 GSK PLC SPONSORED ADR ADR 37733W204 7319209 205365 SH SOLE 0 205365 0 0 WEC ENERGY GROUP INC COM Stock 92939U106 129713 1470 SH SOLE 0 1470 0 0 ABBOTT LABS COM Stock 002824100 726182 6661 SH SOLE 0 6661 0 0 DISNEY WALT CO COM Stock 254687106 388279 4349 SH SOLE 0 4349 0 0 BOOKING HOLDINGS INC COM Stock 09857L108 2700 1 SH SOLE 0 1 0 0 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF ETF 78468R663 88606 965 SH SOLE 0 965 0 0 MARSH & MCLENNAN COS INC COM Stock 571748102 15987 85 SH SOLE 0 85 0 0