Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 31, 2014

Total Value ($000): $186,840 (100.0% shares, 0.0% debt)

Holdings (112)

AAPL Apple Inc 3.4%
Value ($000) $6,433 Shares 11,467 Est. Cost $13.62 Unrealized +20.2%
Du Pont E I de Nemours & Co 3.0%
Value ($000) $5,695 Shares 87,656 Est. Cost $52.50 Unrealized
MKC McCormick & Co Inc Non Vtg 2.9%
Value ($000) $5,497 Shares 79,754 Est. Cost $28.19 Unrealized -4.2%
WLY Wiley John & Sons Inc Cl A 2.8%
Value ($000) $5,155 Shares 93,390 Est. Cost $27.09 Unrealized +31.7%
ADP Automatic Data Processing Inc 2.7%
Value ($000) $5,111 Shares 63,258 Est. Cost $45.09 Unrealized +14.1%
AGL Resources Inc 2.7%
Value ($000) $5,087 Shares 107,711 Est. Cost $42.86 Unrealized
Sun Hydraulics Corp 2.6%
Value ($000) $4,811 Shares 117,828 Est. Cost $31.28 Unrealized
HAIN Hain Celestial Group Inc 2.4%
Value ($000) $4,564 Shares 50,276 Est. Cost $32.22 Unrealized +28.4%
ITW Illinois Tool Works Inc 2.3%
Value ($000) $4,344 Shares 51,664 Est. Cost $49.85 Unrealized +19.3%
UNFI United Natural Foods Inc 2.1%
Value ($000) $3,940 Shares 52,261 Est. Cost $51.91 Unrealized +36.0%
SJM Smucker J M Co 2.0%
Value ($000) $3,795 Shares 36,629 Est. Cost $70.84 Unrealized +5.2%
Cisco Systems Inc 1.9%
Value ($000) $3,576 Shares 159,410 Est. Cost $24.14 Unrealized
BAX Baxter Intl Inc 1.8%
Value ($000) $3,395 Shares 48,815 Est. Cost $30.37 Unrealized -3.8%
TNC Tennant Co 1.8%
Value ($000) $3,369 Shares 49,680 Est. Cost $41.34 Unrealized +31.8%
INTU Intuit 1.8%
Value ($000) $3,311 Shares 43,382 Est. Cost $54.39 Unrealized +19.5%
Connecticut Wtr Svc Inc 1.7%
Value ($000) $3,224 Shares 90,805 Est. Cost $31.14 Unrealized
EXPD Expeditors Intl Wash Inc 1.7%
Value ($000) $3,168 Shares 71,586 Est. Cost $32.53 Unrealized +14.4%
EMR Emerson Electric Co 1.7%
Value ($000) $3,129 Shares 44,590 Est. Cost $40.02 Unrealized +20.4%
JNJ Johnson & Johnson 1.7%
Value ($000) $3,098 Shares 33,829 Est. Cost $59.66 Unrealized +10.2%
Telus Corp 1.6%
Value ($000) $3,045 Shares 88,425 Est. Cost $34.44 Unrealized
Verizon Communications Inc 1.6%
Value ($000) $3,040 Shares 61,863 Est. Cost $50.33 Unrealized
TRN Trinity Industries Inc 1.5%
Value ($000) $2,813 Shares 51,598 Est. Cost $11.56 Unrealized +10.8%
Whole Foods Mkt Inc 1.5%
Value ($000) $2,713 Shares 46,910 Est. Cost $51.49 Unrealized
Patterson Companies Inc 1.4%
Value ($000) $2,575 Shares 62,507 Est. Cost $37.60 Unrealized
AmeriGas Partners LP 1.4%
Value ($000) $2,570 Shares 57,666 Est. Cost $49.24 Unrealized
Green Mountain Coffee Roasters 1.3%
Value ($000) $2,477 Shares 32,793 Est. Cost $75.23 Unrealized
BDX Becton Dickinson & Co 1.3%
Value ($000) $2,454 Shares 22,208 Est. Cost $78.11 Unrealized +9.8%
WAB Wabtec Corp 1.3%
Value ($000) $2,365 Shares 31,841 Est. Cost $49.35 Unrealized +27.8%
Aqua America Inc 1.3%
Value ($000) $2,349 Shares 99,590 Est. Cost $30.14 Unrealized
PG Procter & Gamble Co 1.2%
Value ($000) $2,281 Shares 28,023 Est. Cost $55.00 Unrealized +5.5%
Kadant Inc 1.2%
Value ($000) $2,225 Shares 54,909 Est. Cost $30.16 Unrealized
Merck & Co Inc 1.2%
Value ($000) $2,183 Shares 43,609 Est. Cost $46.44 Unrealized
Johnson Controls Inc 1.1%
Value ($000) $2,139 Shares 41,701 Est. Cost $35.79 Unrealized
Peoples United Financial Inc 1.1%
Value ($000) $2,031 Shares 134,309 Est. Cost $14.90 Unrealized
Google Inc Cl A 1.1%
Value ($000) $1,967 Shares 1,755 Est. Cost $880.11 Unrealized
EQT Corp 1.0%
Value ($000) $1,953 Shares 21,749 Est. Cost $79.36 Unrealized
Clarcor Inc 1.0%
Value ($000) $1,883 Shares 29,262 Est. Cost $52.22 Unrealized
3M Co 1.0%
Value ($000) $1,838 Shares 13,104 Est. Cost $109.35 Unrealized
Citrix Systems Inc 1.0%
Value ($000) $1,837 Shares 29,043 Est. Cost $62.03 Unrealized
Merchants Bancshares 1.0%
Value ($000) $1,813 Shares 54,118 Est. Cost $33.50 Unrealized
Life Technologies Corp 1.0%
Value ($000) $1,782 Shares 23,510 Est. Cost $73.98 Unrealized
NVO Novo-Nordisk AS ADR 0.9%
Value ($000) $1,742 Shares 9,430 Est. Cost $161.52 Unrealized
SYK Stryker Corp 0.9%
Value ($000) $1,742 Shares 23,180 Est. Cost $56.92 Unrealized +10.8%
NEOG Neogen Corp 0.9%
Value ($000) $1,694 Shares 37,067 Est. Cost $14.08 Unrealized +23.5%
BRC Brady Corp Cl A 0.9%
Value ($000) $1,680 Shares 54,301 Est. Cost $24.80 Unrealized -7.5%
IBM International Business Machine 0.9%
Value ($000) $1,674 Shares 8,926 Est. Cost $118.94 Unrealized -10.5%
Liberty Property Trust 0.9%
Value ($000) $1,612 Shares 47,605 Est. Cost $36.96 Unrealized
GPC Genuine Parts Co 0.9%
Value ($000) $1,604 Shares 19,277 Est. Cost $54.12 Unrealized +5.7%
BMI Badger Meter Inc 0.9%
Value ($000) $1,604 Shares 29,440 Est. Cost $20.08 Unrealized +14.3%
CECO CECO Environmental Corp 0.8%
Value ($000) $1,528 Shares 94,597 Est. Cost $11.80 Unrealized +23.8%
PFE Pfizer Inc 0.8%
Value ($000) $1,517 Shares 49,517 Est. Cost $16.46 Unrealized +7.1%
CAC Camden Natl Corp 0.8%
Value ($000) $1,430 Shares 34,181 Est. Cost $15.06 Unrealized +19.9%
AMGN Amgen Inc 0.7%
Value ($000) $1,396 Shares 12,240 Est. Cost $73.38 Unrealized +10.5%
SCHW Schwab Charles Corp 0.7%
Value ($000) $1,366 Shares 52,539 Est. Cost $15.92 Unrealized +29.8%
EMC Corp MA 0.7%
Value ($000) $1,354 Shares 53,819 Est. Cost $24.43 Unrealized
TMO Thermo Fisher Scientific Inc 0.7%
Value ($000) $1,329 Shares 11,934 Est. Cost $79.93 Unrealized +19.6%
MLKN Miller Herman Inc 0.7%
Value ($000) $1,288 Shares 43,618 Est. Cost $20.74 Unrealized +8.3%
Medtronic Inc 0.7%
Value ($000) $1,217 Shares 21,211 Est. Cost $51.48 Unrealized
Exxon Mobil Corp 0.6%
Value ($000) $1,197 Shares 11,827 Est. Cost $90.39 Unrealized
MCD McDonalds Corp 0.6%
Value ($000) $1,118 Shares 11,519 Est. Cost $71.80 Unrealized -2.5%
MSFT Microsoft Corp 0.6%
Value ($000) $1,112 Shares 29,721 Est. Cost $26.70 Unrealized +12.4%
Hubbell Inc Cl B 0.6%
Value ($000) $1,088 Shares 9,990 Est. Cost $99.00 Unrealized
Adobe Systems Inc 0.6%
Value ($000) $1,061 Shares 17,721 Est. Cost $45.56 Unrealized
SYY Sysco Corp 0.6%
Value ($000) $1,040 Shares 28,816 Est. Cost $24.40 Unrealized -0.1%
Advent Software Inc 0.5%
Value ($000) $974 Shares 27,865 Est. Cost $34.30 Unrealized
Express Scripts Holding Co 0.5%
Value ($000) $968 Shares 13,783 Est. Cost $61.74 Unrealized
WGL Holdings Inc 0.5%
Value ($000) $929 Shares 23,180 Est. Cost $42.68 Unrealized
CAJPY Canon Inc ADR 0.5%
Value ($000) $902 Shares 28,183 Est. Cost $32.87 Unrealized
UPS United Parcel Service Inc Cl B 0.5%
Value ($000) $898 Shares 8,547 Est. Cost $55.71 Unrealized +15.7%
SPH Suburban Propane Partners LP 0.5%
Value ($000) $864 Shares 18,425 Est. Cost $46.45 Unrealized
CMG Chipotle Mexican Grill Inc Cl 0.5%
Value ($000) $858 Shares 1,611 Est. Cost $7.17 Unrealized +41.8%
PEP PepsiCo Inc 0.4%
Value ($000) $692 Shares 8,343 Est. Cost $56.00 Unrealized +3.1%
HD Home Depot Inc 0.4%
Value ($000) $657 Shares 7,980 Est. Cost $56.05 Unrealized +4.8%
Consolidated Comm Holdings Inc 0.3%
Value ($000) $630 Shares 32,091 Est. Cost $17.42 Unrealized
PowerShares Global ETF Trust G 0.3%
Value ($000) $624 Shares 51,722 Est. Cost $9.76 Unrealized
McGraw Hill Cos Inc 0.3%
Value ($000) $622 Shares 7,953 Est. Cost $53.20 Unrealized
CWT California Wtr Svc Group 0.3%
Value ($000) $607 Shares 26,300 Est. Cost $15.15 Unrealized +10.3%
ExacTech Inc 0.3%
Value ($000) $603 Shares 25,380 Est. Cost $20.41 Unrealized
St Jude Med Inc 0.3%
Value ($000) $568 Shares 9,161 Est. Cost $45.92 Unrealized
AMAT Applied Materials Inc 0.3%
Value ($000) $550 Shares 31,136 Est. Cost $12.31 Unrealized +20.7%
Mocon Inc 0.3%
Value ($000) $529 Shares 33,487 Est. Cost $13.54 Unrealized
Cree Inc 0.3%
Value ($000) $520 Shares 8,319 Est. Cost $63.56 Unrealized
DIS Disney Walt Co Disney 0.3%
Value ($000) $515 Shares 6,736 Est. Cost $56.11 Unrealized +9.9%
GT Advanced Technologies Inc 0.3%
Value ($000) $515 Shares 59,140 Est. Cost $4.15 Unrealized
AWK American Water Works Co Inc 0.3%
Value ($000) $481 Shares 11,375 Est. Cost $32.75 Unrealized 0.0%
SPDR S&P 500 Index ETF 0.3%
Value ($000) $470 Shares 2,544 Est. Cost $160.38 Unrealized
Abbvie Inc 0.2%
Value ($000) $462 Shares 8,748 Est. Cost $41.38 Unrealized
Walgreen Co 0.2%
Value ($000) $454 Shares 7,900 Est. Cost $44.18 Unrealized
Integrys Energy Group Inc 0.2%
Value ($000) $449 Shares 8,250 Est. Cost $58.55 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $447 Shares 10,180 Est. Cost $25.31 Unrealized +18.8%
AT&T Inc 0.2%
Value ($000) $441 Shares 12,551 Est. Cost $35.41 Unrealized
WAT Waters Corp 0.2%
Value ($000) $440 Shares 4,400 Est. Cost $95.76 Unrealized +5.3%
WOR Worthington Industries Inc 0.2%
Value ($000) $421 Shares 10,000 Est. Cost $20.24 Unrealized +22.7%
Brookline Bancorp Inc 0.2%
Value ($000) $414 Shares 43,341 Est. Cost $9.55 Unrealized
FedEx Corp 0.2%
Value ($000) $397 Shares 2,764 Est. Cost $98.92 Unrealized
Ameresco Inc Cl A 0.2%
Value ($000) $393 Shares 40,670 Est. Cost $9.06 Unrealized
IDA IDACORP Inc 0.2%
Value ($000) $347 Shares 6,700 Est. Cost $48.08 Unrealized +6.3%
ABT Abbott Laboratories 0.2%
Value ($000) $335 Shares 8,748 Est. Cost $28.85 Unrealized +1.3%
AXP American Express Co 0.2%
Value ($000) $328 Shares 3,614 Est. Cost $59.62 Unrealized +16.2%
WFC Wells Fargo & Co 0.2%
Value ($000) $311 Shares 6,840 Est. Cost $27.36 Unrealized +12.4%
HSY Hershey Co 0.2%
Value ($000) $311 Shares 3,200 Est. Cost $65.69 Unrealized +9.9%
FPURX Fidelity Puritan Fund 0.2%
Value ($000) $303 Shares 14,288 Est. Cost $20.61 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $280 Shares 5,243 Est. Cost $49.97 Unrealized
TSCO Tractor Supply Co 0.1%
Value ($000) $279 Shares 3,600 Est. Cost $9.83 Unrealized +22.5%
General Electric Co 0.1%
Value ($000) $273 Shares 9,747 Est. Cost $23.18 Unrealized
Professionally Managed Portfol 0.1%
Value ($000) $251 Shares 6,155 Est. Cost $38.46 Unrealized
CNI Canadian National Railway Co 0.1%
Value ($000) $248 Shares 4,348 Est. Cost $41.86 Unrealized +5.9%
PNC PNC Financial Services Group I 0.1%
Value ($000) $232 Shares 2,993 Est. Cost $47.34 Unrealized +9.6%
GIS General Mills Inc 0.1%
Value ($000) $212 Shares 4,248 Est. Cost $31.98 Unrealized +2.8%
New York Community Bancorp Inc 0.1%
Value ($000) $204 Shares 12,125 Est. Cost $14.02 Unrealized
JPMorgan Chase & Co 0.1%
Value ($000) $203 Shares 3,468 Est. Cost $58.54 Unrealized
Medizone Intl Inc 0.0%
Value ($000) $1 Shares 23,650 Est. Cost $0.13 Unrealized