Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 24, 2014

Total Value ($000): $193,376 (100.0% shares, 0.0% debt)

Holdings (115)

AAPL Apple Inc 3.4%
Value ($000) $6,517 Shares 12,142 Est. Cost $13.79 Unrealized +20.2%
JNJ Johnson & Johnson 3.1%
Value ($000) $6,081 Shares 61,902 Est. Cost $62.82 Unrealized +6.1%
MKC McCormick & Co Inc Non Vtg 2.9%
Value ($000) $5,598 Shares 78,031 Est. Cost $28.19 Unrealized -5.0%
WLY Wiley John & Sons Inc Cl A 2.8%
Value ($000) $5,350 Shares 92,815 Est. Cost $27.09 Unrealized +45.5%
AGL Resources Inc 2.7%
Value ($000) $5,233 Shares 106,891 Est. Cost $42.86 Unrealized
Sun Hydraulics Corp 2.6%
Value ($000) $5,002 Shares 115,490 Est. Cost $31.28 Unrealized
ADP Automatic Data Processing Inc 2.5%
Value ($000) $4,850 Shares 62,778 Est. Cost $45.09 Unrealized +16.3%
HAIN Hain Celestial Group Inc 2.3%
Value ($000) $4,364 Shares 47,726 Est. Cost $32.22 Unrealized +41.4%
ITW Illinois Tool Works Inc 2.1%
Value ($000) $3,981 Shares 48,949 Est. Cost $49.85 Unrealized +22.9%
BAX Baxter Intl Inc 2.0%
Value ($000) $3,955 Shares 53,745 Est. Cost $30.36 Unrealized -0.1%
SJM Smucker J M Co 2.0%
Value ($000) $3,828 Shares 39,369 Est. Cost $70.70 Unrealized -2.8%
Cisco Systems Inc 1.9%
Value ($000) $3,712 Shares 165,625 Est. Cost $24.08 Unrealized
Telus Corp 1.9%
Value ($000) $3,591 Shares 99,875 Est. Cost $34.61 Unrealized
UNFI United Natural Foods Inc 1.8%
Value ($000) $3,467 Shares 48,886 Est. Cost $51.91 Unrealized +37.3%
PG Procter & Gamble Co 1.8%
Value ($000) $3,431 Shares 42,570 Est. Cost $55.52 Unrealized +1.8%
INTU Intuit 1.8%
Value ($000) $3,430 Shares 44,132 Est. Cost $54.64 Unrealized +26.7%
EMR Emerson Electric Co 1.7%
Value ($000) $3,312 Shares 49,580 Est. Cost $40.80 Unrealized +17.1%
TNC Tennant Co 1.7%
Value ($000) $3,227 Shares 49,180 Est. Cost $41.34 Unrealized +32.8%
3M Co 1.7%
Value ($000) $3,204 Shares 23,621 Est. Cost $121.06 Unrealized
EXPD Expeditors Intl Wash Inc 1.6%
Value ($000) $3,098 Shares 78,176 Est. Cost $32.75 Unrealized +7.2%
Connecticut Wtr Svc Inc 1.6%
Value ($000) $3,077 Shares 90,059 Est. Cost $31.14 Unrealized
Verizon Communications Inc 1.5%
Value ($000) $2,924 Shares 61,457 Est. Cost $50.33 Unrealized
Keurig Green Mountain Inc 1.5%
Value ($000) $2,868 Shares 27,158 Est. Cost $105.60 Unrealized
TRN Trinity Industries Inc 1.5%
Value ($000) $2,850 Shares 39,545 Est. Cost $11.56 Unrealized +41.4%
Du Pont E I de Nemours & Co 1.4%
Value ($000) $2,719 Shares 40,516 Est. Cost $52.50 Unrealized
Patterson Companies Inc 1.3%
Value ($000) $2,582 Shares 61,837 Est. Cost $37.60 Unrealized
BDX Becton Dickinson & Co 1.3%
Value ($000) $2,558 Shares 21,848 Est. Cost $78.11 Unrealized +17.0%
Merck & Co Inc 1.3%
Value ($000) $2,473 Shares 43,570 Est. Cost $46.44 Unrealized
WAB Wabtec Corp 1.3%
Value ($000) $2,444 Shares 31,541 Est. Cost $49.35 Unrealized +45.3%
Aqua America Inc 1.2%
Value ($000) $2,298 Shares 91,662 Est. Cost $30.14 Unrealized
MLKN Miller Herman Inc 1.2%
Value ($000) $2,231 Shares 69,428 Est. Cost $21.09 Unrealized +2.8%
Whole Foods Mkt Inc 1.1%
Value ($000) $2,151 Shares 42,410 Est. Cost $51.49 Unrealized
NVO Novo-Nordisk AS ADR 1.1%
Value ($000) $2,144 Shares 46,970 Est. Cost $68.91 Unrealized
Johnson Controls Inc 1.1%
Value ($000) $2,093 Shares 44,236 Est. Cost $36.45 Unrealized
AmeriGas Partners LP 1.1%
Value ($000) $2,031 Shares 48,081 Est. Cost $49.24 Unrealized
Kadant Inc 1.0%
Value ($000) $2,003 Shares 54,909 Est. Cost $30.16 Unrealized
Peoples United Financial Inc 1.0%
Value ($000) $1,973 Shares 132,689 Est. Cost $14.90 Unrealized
EQT Corp 1.0%
Value ($000) $1,968 Shares 20,297 Est. Cost $79.36 Unrealized
AWK American Water Works Co Inc 1.0%
Value ($000) $1,957 Shares 43,099 Est. Cost $33.72 Unrealized +1.0%
Google Inc Cl A 1.0%
Value ($000) $1,939 Shares 1,740 Est. Cost $880.11 Unrealized
EMC Corp MA 1.0%
Value ($000) $1,866 Shares 68,064 Est. Cost $25.05 Unrealized
SYK Stryker Corp 1.0%
Value ($000) $1,860 Shares 22,835 Est. Cost $56.92 Unrealized +21.3%
Merchants Bancshares 0.9%
Value ($000) $1,742 Shares 53,423 Est. Cost $33.50 Unrealized
Liberty Property Trust 0.9%
Value ($000) $1,723 Shares 46,625 Est. Cost $36.96 Unrealized
Clarcor Inc 0.9%
Value ($000) $1,678 Shares 29,262 Est. Cost $52.22 Unrealized
GPC Genuine Parts Co 0.9%
Value ($000) $1,670 Shares 19,227 Est. Cost $54.12 Unrealized +11.0%
IBM International Business Machine 0.9%
Value ($000) $1,645 Shares 8,546 Est. Cost $118.94 Unrealized -8.2%
PEP PepsiCo Inc 0.8%
Value ($000) $1,642 Shares 19,670 Est. Cost $56.50 Unrealized +0.7%
Citrix Systems Inc 0.8%
Value ($000) $1,628 Shares 28,343 Est. Cost $62.03 Unrealized
BMI Badger Meter Inc 0.8%
Value ($000) $1,622 Shares 29,440 Est. Cost $20.08 Unrealized +17.0%
PFE Pfizer Inc 0.8%
Value ($000) $1,590 Shares 49,517 Est. Cost $16.46 Unrealized +10.6%
CECO CECO Environmental Corp 0.8%
Value ($000) $1,578 Shares 95,104 Est. Cost $11.80 Unrealized +26.4%
AMGN Amgen Inc 0.7%
Value ($000) $1,445 Shares 11,715 Est. Cost $73.38 Unrealized +18.4%
SCHW Schwab Charles Corp 0.7%
Value ($000) $1,428 Shares 52,239 Est. Cost $15.92 Unrealized +42.6%
CAC Camden Natl Corp 0.7%
Value ($000) $1,414 Shares 34,316 Est. Cost $15.06 Unrealized +12.9%
TMO Thermo Fisher Scientific Inc 0.7%
Value ($000) $1,360 Shares 11,314 Est. Cost $79.93 Unrealized +43.2%
Medtronic Inc 0.7%
Value ($000) $1,305 Shares 21,211 Est. Cost $51.48 Unrealized
Brookline Bancorp Inc 0.7%
Value ($000) $1,279 Shares 135,815 Est. Cost $9.46 Unrealized
United Therapeutics Corp 0.7%
Value ($000) $1,268 Shares 13,480 Est. Cost $94.07 Unrealized
BRC Brady Corp Cl A 0.6%
Value ($000) $1,246 Shares 45,896 Est. Cost $24.80 Unrealized -12.2%
MSFT Microsoft Corp 0.6%
Value ($000) $1,218 Shares 29,721 Est. Cost $26.70 Unrealized +17.1%
Hubbell Inc Cl B 0.6%
Value ($000) $1,177 Shares 9,815 Est. Cost $99.00 Unrealized
MCD McDonalds Corp 0.6%
Value ($000) $1,129 Shares 11,519 Est. Cost $71.80 Unrealized -2.1%
Express Scripts Holding Co 0.5%
Value ($000) $1,035 Shares 13,783 Est. Cost $61.74 Unrealized
SYY Sysco Corp 0.5%
Value ($000) $1,011 Shares 27,991 Est. Cost $24.40 Unrealized +7.0%
Discovery Communications Ser A 0.5%
Value ($000) $997 Shares 12,060 Est. Cost $82.67 Unrealized
NEOG Neogen Corp 0.5%
Value ($000) $970 Shares 21,580 Est. Cost $14.08 Unrealized +16.1%
Exxon Mobil Corp 0.5%
Value ($000) $926 Shares 9,477 Est. Cost $90.39 Unrealized
Advent Software Inc 0.5%
Value ($000) $913 Shares 31,095 Est. Cost $33.79 Unrealized
CMG Chipotle Mexican Grill Inc Cl 0.5%
Value ($000) $887 Shares 1,561 Est. Cost $7.17 Unrealized +53.7%
WGL Holdings Inc 0.4%
Value ($000) $864 Shares 21,565 Est. Cost $42.68 Unrealized
UPS United Parcel Service Inc Cl B 0.4%
Value ($000) $832 Shares 8,547 Est. Cost $55.71 Unrealized +15.2%
CWT California Wtr Svc Group 0.4%
Value ($000) $762 Shares 31,850 Est. Cost $15.61 Unrealized +14.0%
PowerShares Global ETF Trust G 0.4%
Value ($000) $698 Shares 51,722 Est. Cost $9.76 Unrealized
General Electric Co 0.4%
Value ($000) $688 Shares 26,579 Est. Cost $24.89 Unrealized
Adobe Systems Inc 0.3%
Value ($000) $647 Shares 9,835 Est. Cost $45.56 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $631 Shares 7,980 Est. Cost $56.05 Unrealized +7.5%
McGraw Hill Cos Inc 0.3%
Value ($000) $607 Shares 7,953 Est. Cost $53.20 Unrealized
St Jude Med Inc 0.3%
Value ($000) $599 Shares 9,161 Est. Cost $45.92 Unrealized
ExacTech Inc 0.3%
Value ($000) $594 Shares 26,325 Est. Cost $20.49 Unrealized
SPH Suburban Propane Partners LP 0.3%
Value ($000) $573 Shares 13,805 Est. Cost $46.45 Unrealized
CAJPY Canon Inc ADR 0.3%
Value ($000) $562 Shares 18,099 Est. Cost $32.87 Unrealized
Mocon Inc 0.3%
Value ($000) $559 Shares 33,487 Est. Cost $13.54 Unrealized
GT Advanced Technologies Inc 0.3%
Value ($000) $556 Shares 32,590 Est. Cost $4.15 Unrealized
Walgreen Co 0.3%
Value ($000) $522 Shares 7,900 Est. Cost $44.18 Unrealized
DIS Disney Walt Co Disney 0.3%
Value ($000) $516 Shares 6,446 Est. Cost $56.11 Unrealized +24.2%
Integrys Energy Group Inc 0.3%
Value ($000) $492 Shares 8,250 Est. Cost $58.55 Unrealized
WAT Waters Corp 0.2%
Value ($000) $477 Shares 4,400 Est. Cost $95.76 Unrealized +13.2%
SPDR S&P 500 Index ETF 0.2%
Value ($000) $476 Shares 2,544 Est. Cost $160.38 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $474 Shares 10,050 Est. Cost $25.31 Unrealized +26.2%
Consolidated Comm Holdings Inc 0.2%
Value ($000) $474 Shares 23,691 Est. Cost $17.42 Unrealized
Cree Inc 0.2%
Value ($000) $472 Shares 8,344 Est. Cost $63.56 Unrealized
AMAT Applied Materials Inc 0.2%
Value ($000) $460 Shares 22,536 Est. Cost $12.31 Unrealized +28.0%
Abbvie Inc 0.2%
Value ($000) $450 Shares 8,748 Est. Cost $41.38 Unrealized
AT&T Inc 0.2%
Value ($000) $431 Shares 12,292 Est. Cost $35.41 Unrealized
WOR Worthington Industries Inc 0.2%
Value ($000) $382 Shares 10,000 Est. Cost $20.24 Unrealized +23.2%
FedEx Corp 0.2%
Value ($000) $366 Shares 2,764 Est. Cost $98.92 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $340 Shares 6,840 Est. Cost $27.36 Unrealized +22.1%
ABT Abbott Laboratories 0.2%
Value ($000) $337 Shares 8,748 Est. Cost $28.85 Unrealized +6.5%
HSY Hershey Co 0.2%
Value ($000) $334 Shares 3,200 Est. Cost $65.69 Unrealized +17.5%
IDA IDACORP Inc 0.2%
Value ($000) $311 Shares 5,600 Est. Cost $48.08 Unrealized +11.4%
FPURX Fidelity Puritan Fund 0.2%
Value ($000) $310 Shares 14,288 Est. Cost $20.61 Unrealized
Ameresco Inc Cl A 0.2%
Value ($000) $307 Shares 40,595 Est. Cost $9.06 Unrealized
AXP American Express Co 0.1%
Value ($000) $282 Shares 3,135 Est. Cost $59.62 Unrealized +26.6%
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $280 Shares 5,243 Est. Cost $49.97 Unrealized
Professionally Managed Portfol 0.1%
Value ($000) $260 Shares 6,330 Est. Cost $38.54 Unrealized
PNC PNC Financial Services Group I 0.1%
Value ($000) $260 Shares 2,993 Est. Cost $47.34 Unrealized +20.0%
TSCO Tractor Supply Co 0.1%
Value ($000) $254 Shares 3,600 Est. Cost $9.83 Unrealized +21.5%
CNI Canadian National Railway Co 0.1%
Value ($000) $244 Shares 4,348 Est. Cost $41.86 Unrealized +6.5%
GIS General Mills Inc 0.1%
Value ($000) $220 Shares 4,248 Est. Cost $31.98 Unrealized +3.1%
JPMorgan Chase & Co 0.1%
Value ($000) $211 Shares 3,468 Est. Cost $58.54 Unrealized
USB US Bancorp Del 0.1%
Value ($000) $209 Shares 4,880 Est. Cost $27.34 Unrealized 0.0%
New York Community Bancorp Inc 0.1%
Value ($000) $195 Shares 12,125 Est. Cost $14.02 Unrealized
DOMIX Domini Social Inv Tr Intl SC E 0.0%
Value ($000) $88 Shares 10,785 Est. Cost $8.16 Unrealized
Medizone Intl Inc 0.0%
Value ($000) $4 Shares 23,650 Est. Cost $0.13 Unrealized