We are live on ! Find out more
CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
-1.5%
1 Year Est. Return
+19.69%
3 Year Est. Return
+44.81%
5 Year Est. Return
+53.26%
10 Year Est. Return
+215.07%
AUM
$355M
AUM Growth
-$5.01M
Cap. Flow
+$8.14M
Cap. Flow %
2.29%
Top 10 Hldgs %
31.33%
Holding
419
New
10
Increased
45
Reduced
110
Closed
34

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$4.36M
2
PANW icon
Palo Alto Networks
PANW
+$2.72M
3
NOW icon
ServiceNow
NOW
+$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

Rank Stock Value
1
HOLX
Hologic
HOLX
+$3.45M
2
AVGO icon
Broadcom
AVGO
+$869K
3
VOD icon
Vodafone
VOD
+$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

Rank Sector Weight
1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
251
Blackrock
BLK
$170B
$32.7K 0.01%
34
– –
FAST icon
252
Fastenal
FAST
$55.2B
$32.3K 0.01%
696
– –
MRSH
253
Marsh
MRSH
$91.7B
$32.3K 0.01%
186
-7
-4% -$1.26K
MAA icon
254
Mid-America Apartment Communities
MAA
$15.8B
$31.8K 0.01%
260
-125
-32% -$16.5K
TROW icon
255
T. Rowe Price
TROW
$26.1B
$31.6K 0.01%
351
– –
MDY icon
256
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$30.2K 0.01%
49
– –
HIG icon
257
Hartford Financial Services
HIG
$39.3B
$30.2K 0.01%
223
-116
-34% -$15.8K
LCTU icon
258
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$29.2K 0.01%
416
– –
PYPL icon
259
PayPal
PYPL
$51.4B
$29K 0.01%
642
+1
+0.2% +$48
GDXJ icon
260
VanEck Junior Gold Miners ETF
GDXJ
$6.99B
$28.8K 0.01%
240
– –
MDT icon
261
Medtronic
MDT
$111B
$28.2K 0.01%
326
-58
-15% -$5.56K
L icon
262
Loews
L
$24.6B
$28.1K 0.01%
263
– –
MIDD icon
263
Middleby
MIDD
$6.11B
$26.5K 0.01%
200
– –
KB icon
264
KB Financial Group
KB
$40.6B
$26.2K 0.01%
263
– –
KVUE icon
265
Kenvue
KVUE
$37.9B
$25.9K 0.01%
1,500
– –
WPM icon
266
Wheaton Precious Metals
WPM
$49.8B
$25.5K 0.01%
195
– –
KMB icon
267
Kimberly-Clark
KMB
$37.5B
$25.3K 0.01%
262
– –
ISRG icon
268
Intuitive Surgical
ISRG
$130B
$24.9K 0.01%
54
– –
AMP icon
269
Ameriprise Financial
AMP
$48.3B
$24.9K 0.01%
56
-54
-49% -$26K
SLF icon
270
Sun Life Financial
SLF
$46.6B
$23.8K 0.01%
380
-299
-44% -$19.1K
UBS icon
271
UBS Group
UBS
$171B
$23.1K 0.01%
591
– –
DELL icon
272
Dell
DELL
$253B
$21.2K 0.01%
129
-81
-39% -$10.8K
XLE icon
273
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$21.1K 0.01%
345
+2
+0.6% +$107
SMCI icon
274
Super Micro Computer
SMCI
$18.4B
$20.5K 0.01%
900
– –
NRG icon
275
NRG Energy
NRG
$26.9B
$20K 0.01%
137
– –
9 10
11
12 13

Similar funds

WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return
SWM
Seaside Wealth Management Carlsbad, California $356M AUM 18.53% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return

Clean Yield Group's Q1 2026 Portfolio in Review

As of Q1 2026, Clean Yield Group held 419 positions worth $355M, down 1.4% from $360M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q1 2026 filing shows 10 new, 45 increased, 110 reduced and 34 closed positions. Its largest new stake was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K. The largest sale was Hologic, an estimated $3.45M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 39% a quarter earlier, followed by Healthcare and Financials.

  • Clean Yield Group's largest Q1 2026 buy was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K.
  • Clean Yield Group added most to Costco in Q1 2026, an estimated $4.36M increase.
  • Clean Yield Group's biggest Q1 2026 reduction was Hologic, cutting an estimated $3.45M.
  • Clean Yield Group fully exited Vanguard International High Dividend Yield ETF in Q1 2026, selling an estimated $77.8K.
  • Clean Yield Group's ten largest holdings make up 31% of its $355M portfolio in Q1 2026.
  • Clean Yield Group opened 10 new positions and closed 34 in Q1 2026.
  • Clean Yield Group's portfolio value fell 1.4% quarter-over-quarter to $355M.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.