Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 29, 2015

Total Value ($000): $212,051 (100.0% shares, 0.0% debt)

Holdings (123)

AAPL APPLE INC COM 4.4%
Value ($000) $9,255 Shares 77,600 Est. Cost $18.17 Unrealized +44.7%
AGL RES INC COM 2.9%
Value ($000) $6,149 Shares 99,174 Est. Cost $42.86 Unrealized
CSCO CISCO SYS INC COM 2.9%
Value ($000) $6,109 Shares 208,119 Est. Cost $20.03 Unrealized -2.3%
MKC MCCORMICK & CO INC COM NON VTG 2.8%
Value ($000) $5,962 Shares 70,727 Est. Cost $28.19 Unrealized +18.3%
JNJ JOHNSON & JOHNSON COM 2.7%
Value ($000) $5,678 Shares 56,516 Est. Cost $63.45 Unrealized +14.2%
WLY WILEY JOHN & SONS INC CL A 2.4%
Value ($000) $5,174 Shares 99,424 Est. Cost $28.49 Unrealized +33.1%
ADP AUTOMATIC DATA PROCESSING INC COM 2.4%
Value ($000) $5,166 Shares 58,780 Est. Cost $45.09 Unrealized +41.7%
HCP INC COM 2.3%
Value ($000) $4,944 Shares 129,849 Est. Cost $41.21 Unrealized
CONNECTICUT WTR SVC INC COM 2.1%
Value ($000) $4,511 Shares 119,751 Est. Cost $31.64 Unrealized
GPC GENUINE PARTS CO COM 2.0%
Value ($000) $4,219 Shares 46,833 Est. Cost $60.16 Unrealized +6.0%
VTR VENTAS INC COM 2.0%
Value ($000) $4,139 Shares 75,349 Est. Cost $49.01 Unrealized -15.2%
ITW ILLINOIS TOOL WKS INC COM 1.9%
Value ($000) $4,117 Shares 44,683 Est. Cost $50.28 Unrealized +35.9%
E M C CORP MASS COM 1.9%
Value ($000) $4,033 Shares 154,242 Est. Cost $25.80 Unrealized
WHOLE FOODS MKT INC COM 1.7%
Value ($000) $3,655 Shares 121,276 Est. Cost $41.95 Unrealized
LIBERTY PPTY TR SH BEN INT 1.7%
Value ($000) $3,645 Shares 105,123 Est. Cost $35.13 Unrealized
TU TELUS CORP COM 1.7%
Value ($000) $3,600 Shares 107,424 Est. Cost $17.28 Unrealized -3.8%
EXPD EXPEDITORS INTL WASH INC COM 1.7%
Value ($000) $3,532 Shares 71,376 Est. Cost $32.75 Unrealized +26.3%
MMM 3M CO COM 1.7%
Value ($000) $3,531 Shares 22,337 Est. Cost $96.87 Unrealized -9.7%
BHB BAR HBR BANKSHARES COM 1.5%
Value ($000) $3,282 Shares 94,341 Est. Cost $12.15 Unrealized +25.0%
INTU INTUIT COM 1.5%
Value ($000) $3,242 Shares 33,104 Est. Cost $54.64 Unrealized +63.7%
SJM SMUCKER J M CO COM NEW 1.5%
Value ($000) $3,148 Shares 27,060 Est. Cost $70.70 Unrealized +15.6%
HASI HANNON ARMSTRONG SUST INFR CAP COM 1.5%
Value ($000) $3,088 Shares 172,877 Est. Cost $9.17 Unrealized +21.8%
PG PROCTER & GAMBLE CO COM 1.4%
Value ($000) $2,991 Shares 39,091 Est. Cost $56.92 Unrealized -1.0%
HAIN HAIN CELESTIAL GROUP INC COM 1.4%
Value ($000) $2,979 Shares 58,678 Est. Cost $42.74 Unrealized +48.1%
SYMANTEC CORP COM 1.4%
Value ($000) $2,945 Shares 142,970 Est. Cost $22.35 Unrealized
PATTERSON COMPANIES INC COM 1.4%
Value ($000) $2,879 Shares 61,435 Est. Cost $38.01 Unrealized
CENTURY BANCORP INC MASS CL A NON VTG 1.4%
Value ($000) $2,869 Shares 64,554 Est. Cost $42.11 Unrealized
UNILEVER N V N Y SHS NEW 1.3%
Value ($000) $2,839 Shares 62,832 Est. Cost $42.26 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 1.3%
Value ($000) $2,779 Shares 59,793 Est. Cost $27.62 Unrealized -2.2%
KAI KADANT INC COM 1.3%
Value ($000) $2,772 Shares 64,852 Est. Cost $40.18 Unrealized +0.3%
EXACTECH INC COM 1.3%
Value ($000) $2,766 Shares 152,703 Est. Cost $23.70 Unrealized
AMGN AMGEN INC COM 1.3%
Value ($000) $2,758 Shares 16,957 Est. Cost $81.00 Unrealized +43.5%
MLKN MILLER HERMAN INC COM 1.2%
Value ($000) $2,575 Shares 78,783 Est. Cost $21.37 Unrealized +2.1%
UNFI UNITED NAT FOODS INC COM 1.2%
Value ($000) $2,557 Shares 49,456 Est. Cost $51.86 Unrealized -0.9%
HY HYSTER YALE MATLS HANDLING INC CL A 1.2%
Value ($000) $2,491 Shares 38,447 Est. Cost $53.01 Unrealized -7.7%
BDX BECTON DICKINSON & CO COM 1.1%
Value ($000) $2,407 Shares 16,955 Est. Cost $78.45 Unrealized +52.0%
MRK MERCK & CO INC NEW COM 1.1%
Value ($000) $2,393 Shares 43,439 Est. Cost $40.30 Unrealized -4.7%
TNC TENNANT CO COM 1.1%
Value ($000) $2,314 Shares 39,990 Est. Cost $41.34 Unrealized +25.2%
AWK AMERICAN WTR WKS CO INC NEW COM 1.1%
Value ($000) $2,300 Shares 39,846 Est. Cost $35.28 Unrealized +21.1%
SYK STRYKER CORP COM 1.0%
Value ($000) $2,108 Shares 22,010 Est. Cost $56.92 Unrealized +54.4%
MSFT MICROSOFT CORP COM 1.0%
Value ($000) $2,105 Shares 39,041 Est. Cost $29.16 Unrealized +33.5%
NVO NOVO-NORDISK A S ADR 1.0%
Value ($000) $2,045 Shares 35,951 Est. Cost $68.91 Unrealized
UTMD UTAH MED PRODS INC COM 0.9%
Value ($000) $1,956 Shares 33,698 Est. Cost $54.20 Unrealized +0.6%
SUN HYDRAULICS CORP COM 0.9%
Value ($000) $1,947 Shares 64,010 Est. Cost $31.28 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.9%
Value ($000) $1,927 Shares 18,772 Est. Cost $61.82 Unrealized +9.7%
PFE PFIZER INC COM 0.9%
Value ($000) $1,858 Shares 52,398 Est. Cost $16.61 Unrealized +24.0%
PEP PEPSICO INC COM 0.9%
Value ($000) $1,814 Shares 17,658 Est. Cost $56.78 Unrealized +22.4%
CAC CAMDEN NATL CORP COM 0.8%
Value ($000) $1,634 Shares 40,457 Est. Cost $15.41 Unrealized +19.9%
TXN TEXAS INSTRS INC COM 0.8%
Value ($000) $1,607 Shares 27,390 Est. Cost $31.84 Unrealized +15.3%
MERCHANTS BANCSHARES COM 0.8%
Value ($000) $1,604 Shares 51,453 Est. Cost $33.29 Unrealized
KEURIG GREEN MTN INC COM 0.7%
Value ($000) $1,570 Shares 29,679 Est. Cost $111.75 Unrealized
BAXALTA INC COM 0.7%
Value ($000) $1,497 Shares 41,642 Est. Cost $35.95 Unrealized
WAB WABTEC CORP COM 0.7%
Value ($000) $1,464 Shares 17,872 Est. Cost $49.35 Unrealized +82.1%
ALPHABET INC CAP STK CL A 0.7%
Value ($000) $1,437 Shares 1,950 Est. Cost $736.92 Unrealized
MCD MCDONALDS CORP COM 0.6%
Value ($000) $1,310 Shares 11,599 Est. Cost $71.88 Unrealized +4.8%
JOHNSON CTLS INC COM 0.6%
Value ($000) $1,250 Shares 27,780 Est. Cost $36.45 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.6%
Value ($000) $1,210 Shares 39,140 Est. Cost $15.92 Unrealized +77.3%
HD HOME DEPOT INC COM 0.6%
Value ($000) $1,210 Shares 9,774 Est. Cost $57.57 Unrealized +57.1%
POWERSHARES GLOBAL CLEAN ENERGY PORTFOLIO 0.5%
Value ($000) $1,105 Shares 95,850 Est. Cost $12.51 Unrealized
MSEX MIDDLESEX WATER CO COM 0.5%
Value ($000) $1,092 Shares 41,964 Est. Cost $22.95 Unrealized 0.0%
SYY SYSCO CORP COM 0.5%
Value ($000) $1,071 Shares 25,773 Est. Cost $24.40 Unrealized +19.1%
WGL HLDGS INC COM 0.5%
Value ($000) $1,055 Shares 17,215 Est. Cost $56.40 Unrealized
EXPRESS SCRIPTS HLDG CO COM 0.5%
Value ($000) $1,051 Shares 12,284 Est. Cost $86.74 Unrealized
CWT CALIFORNIA WTR SVC GROUP COM 0.5%
Value ($000) $1,020 Shares 41,875 Est. Cost $16.53 Unrealized +6.8%
IBM INTERNATIONAL BUSINESS MACHS COM 0.5%
Value ($000) $1,016 Shares 7,211 Est. Cost $118.94 Unrealized -19.8%
ALPHABET INC CAP STK CL C 0.5%
Value ($000) $998 Shares 1,400 Est. Cost $712.86 Unrealized
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $988 Shares 9,148 Est. Cost $77.50 Unrealized 0.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.5%
Value ($000) $956 Shares 8,929 Est. Cost $107.05 Unrealized
AQUA AMERICA INC COM 0.4%
Value ($000) $948 Shares 33,153 Est. Cost $26.36 Unrealized
CLARCOR INC COM 0.4%
Value ($000) $947 Shares 18,724 Est. Cost $52.22 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.4%
Value ($000) $884 Shares 6,843 Est. Cost $79.93 Unrealized +58.1%
CITRIX SYS INC COM 0.4%
Value ($000) $877 Shares 10,425 Est. Cost $62.03 Unrealized
HUBBELL INC CL B 0.4%
Value ($000) $847 Shares 8,800 Est. Cost $99.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.4%
Value ($000) $833 Shares 1,272 Est. Cost $7.17 Unrealized +98.2%
DISCOVERY COMMUNICATNS NEW COM SER A 0.3%
Value ($000) $731 Shares 24,761 Est. Cost $30.76 Unrealized
GENERAL ELECTRIC CO COM 0.3%
Value ($000) $670 Shares 22,807 Est. Cost $25.07 Unrealized
EQT EQT CORP COM 0.3%
Value ($000) $660 Shares 10,275 Est. Cost $38.93 Unrealized -3.7%
T AT&T INC COM 0.3%
Value ($000) $650 Shares 19,463 Est. Cost $11.79 Unrealized +4.0%
SON SONOCO PRODS CO COM 0.3%
Value ($000) $645 Shares 15,305 Est. Cost $28.71 Unrealized 0.0%
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $595 Shares 5,206 Est. Cost $56.62 Unrealized +76.1%
HIFS HINGHAM INSTN SVGS MASS COM 0.3%
Value ($000) $584 Shares 4,588 Est. Cost $102.47 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $542 Shares 6,590 Est. Cost $55.57 Unrealized -11.7%
SPY SPDR S&P 500 TRUST 0.3%
Value ($000) $532 Shares 2,544 Est. Cost $206.37 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $530 Shares 7,211 Est. Cost $58.10 Unrealized -1.9%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $483 Shares 9,306 Est. Cost $34.80 Unrealized 0.0%
WAT WATERS CORP COM 0.2%
Value ($000) $479 Shares 3,707 Est. Cost $95.76 Unrealized +32.1%
MCGRAW HILL FINL INC COM 0.2%
Value ($000) $474 Shares 5,050 Est. Cost $53.20 Unrealized
INTC INTEL CORP COM 0.2%
Value ($000) $464 Shares 13,354 Est. Cost $21.69 Unrealized +4.3%
CECO CECO ENVIRONMENTAL CORP COM 0.2%
Value ($000) $464 Shares 50,250 Est. Cost $11.88 Unrealized -26.5%
ST JUDE MED INC COM 0.2%
Value ($000) $463 Shares 7,368 Est. Cost $45.92 Unrealized
AMRC AMERESCO INC CL A 0.2%
Value ($000) $457 Shares 70,355 Est. Cost $6.53 Unrealized -2.4%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.2%
Value ($000) $441 Shares 9,597 Est. Cost $48.54 Unrealized
WFC WELLS FARGO & CO NEW COM 0.2%
Value ($000) $437 Shares 7,877 Est. Cost $29.77 Unrealized +38.0%
FDX FEDEX CORP COM 0.2%
Value ($000) $422 Shares 2,719 Est. Cost $147.88 Unrealized -7.8%
ABBV ABBVIE INC COM 0.2%
Value ($000) $410 Shares 7,700 Est. Cost $38.85 Unrealized +9.5%
BAX BAXTER INTL INC COM 0.2%
Value ($000) $382 Shares 10,255 Est. Cost $30.83 Unrealized +4.0%
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $374 Shares 4,400 Est. Cost $76.26 Unrealized
MOCON INC COM 0.2%
Value ($000) $355 Shares 25,457 Est. Cost $13.54 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $351 Shares 7,848 Est. Cost $29.60 Unrealized +31.1%
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.2%
Value ($000) $340 Shares 3,500 Est. Cost $101.43 Unrealized
BMI BADGER METER INC COM 0.2%
Value ($000) $329 Shares 5,480 Est. Cost $20.08 Unrealized +33.6%
AMERIGAS PARTNERS L P UNIT L P INT 0.2%
Value ($000) $324 Shares 7,875 Est. Cost $49.24 Unrealized
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $323 Shares 6,810 Est. Cost $43.36 Unrealized -13.9%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $317 Shares 3,411 Est. Cost $49.75 Unrealized +36.0%
IDA IDACORP INC COM 0.1%
Value ($000) $313 Shares 4,600 Est. Cost $48.08 Unrealized +25.4%
NKE NIKE INC CL B 0.1%
Value ($000) $310 Shares 2,360 Est. Cost $34.38 Unrealized +44.2%
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $290 Shares 3,172 Est. Cost $9.99 Unrealized +52.7%
PEOPLES UNITED FINANCIAL INC COM 0.1%
Value ($000) $288 Shares 17,144 Est. Cost $14.90 Unrealized
WOR WORTHINGTON INDS INC COM 0.1%
Value ($000) $275 Shares 8,800 Est. Cost $20.24 Unrealized -19.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $275 Shares 1,987 Est. Cost $127.61 Unrealized +7.4%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $271 Shares 5,037 Est. Cost $14.08 Unrealized +39.8%
CERNER CORP COM 0.1%
Value ($000) $263 Shares 3,900 Est. Cost $51.54 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $262 Shares 6,142 Est. Cost $29.61 Unrealized -2.6%
BND VANGUARD BD INDEX FD INC TOTAL BND MRKT 0.1%
Value ($000) $240 Shares 2,927 Est. Cost $81.20 Unrealized
HSY HERSHEY CO COM 0.1%
Value ($000) $234 Shares 2,650 Est. Cost $67.73 Unrealized +4.9%
NEW YORK CMNTY BANCORP INC COM 0.1%
Value ($000) $232 Shares 12,125 Est. Cost $14.02 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $228 Shares 3,318 Est. Cost $51.23 Unrealized +0.1%
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $226 Shares 3,163 Est. Cost $46.59 Unrealized -3.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $224 Shares 3,012 Est. Cost $63.97 Unrealized +3.6%
CIGNA CORPORATION COM 0.1%
Value ($000) $224 Shares 1,647 Est. Cost $129.33 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $213 Shares 3,256 Est. Cost $44.28 Unrealized +12.1%
FSLR FIRST SOLAR INC COM 0.1%
Value ($000) $211 Shares 4,156 Est. Cost $46.26 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $210 Shares 4,880 Est. Cost $27.41 Unrealized +8.7%