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Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
+10.24%
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
$334M
AUM Growth
+$27.4M
Cap. Flow
+$4.75M
Cap. Flow %
1.42%
Top 10 Hldgs %
31.36%
Holding
456
New
7
Increased
31
Reduced
119
Closed
52

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$5.23M
2
SYK icon
Stryker
SYK
+$3.65M
3
HD icon
Home Depot
HD
+$3.02M
4
VMI icon
Valmont Industries
VMI
+$2.65M
5
BWA icon
BorgWarner
BWA
+$2.1M

Top Sells

Rank Stock Value
1
STAG icon
STAG Industrial
STAG
+$2.34M
2
SNN icon
Smith & Nephew
SNN
+$994K
3
SFM icon
Sprouts Farmers Market
SFM
+$847K
4
AAPL icon
Apple
AAPL
+$787K
5
HTO
H2O America
HTO
+$575K

Sector Composition

Rank Sector Weight
1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGNX icon
251
Cognex
CGNX
$10B
$32.7K 0.01%
1,030
-156
-13% -$4.47K
HMN icon
252
Horace Mann Educators
HMN
$2.12B
$32.7K 0.01%
760
– –
TSLA icon
253
Tesla
TSLA
$1.21T
$32.4K 0.01%
102
– –
DBEF icon
254
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.16B
$32.3K 0.01%
+738
New +$32K
WSM icon
255
Williams-Sonoma
WSM
$27.8B
$31.4K 0.01%
192
– –
IFF icon
256
International Flavors & Fragrances
IFF
$20.2B
$30.2K 0.01%
410
-17
-4% -$1.28K
AMAT icon
257
Applied Materials
AMAT
$378B
$29.5K 0.01%
161
– –
ISRG icon
258
Intuitive Surgical
ISRG
$130B
$29.3K 0.01%
54
-27
-33% -$14.1K
FAST icon
259
Fastenal
FAST
$55.2B
$29.2K 0.01%
696
– –
MIDD icon
260
Middleby
MIDD
$6.11B
$28.8K 0.01%
200
– –
WPM icon
261
Wheaton Precious Metals
WPM
$49.8B
$28.6K 0.01%
319
– –
DELL icon
262
Dell
DELL
$253B
$25.7K 0.01%
210
– –
LCID icon
263
Lucid Motors
LCID
$3.08B
$24.5K 0.01%
1,161
– –
STT icon
264
State Street
STT
$50.2B
$24.5K 0.01%
230
– –
KB icon
265
KB Financial Group
KB
$40.6B
$24.2K 0.01%
293
– –
L icon
266
Loews
L
$24.6B
$24.1K 0.01%
263
– –
GS icon
267
Goldman Sachs
GS
$305B
$24.1K 0.01%
+34
New +$19.7K
DE icon
268
Deere & Co
DE
$173B
$23.4K 0.01%
46
– –
ACN icon
269
Accenture
ACN
$101B
$22.7K 0.01%
76
– –
RSG icon
270
Republic Services
RSG
$66.6B
$22.2K 0.01%
90
– –
NRG icon
271
NRG Energy
NRG
$26.9B
$22K 0.01%
+137
New +$18.1K
ADBE icon
272
Adobe
ADBE
$99B
$20.1K 0.01%
52
-26
-33% -$10K
UBS icon
273
UBS Group
UBS
$171B
$20K 0.01%
591
– –
PGR icon
274
Progressive
PGR
$128B
$19.2K 0.01%
72
– –
CBRE icon
275
CBRE Group
CBRE
$43.1B
$18.8K 0.01%
134
– –
9 10
11
12 13

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Clean Yield Group's Q2 2025 Portfolio in Review

As of Q2 2025, Clean Yield Group held 456 positions worth $334M, up 8.9% from $307M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q2 2025 filing shows 7 new, 31 increased, 119 reduced and 52 closed positions. Its largest new stake was Valmont Industries: 8,651 shares worth $2.83M. The largest sale was STAG Industrial, an estimated $2.34M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Clean Yield Group's largest Q2 2025 buy was Valmont Industries: 8,651 shares worth $2.83M.
  • Clean Yield Group added most to Prologis in Q2 2025, an estimated $5.23M increase.
  • Clean Yield Group's biggest Q2 2025 reduction was STAG Industrial, cutting an estimated $2.34M.
  • Clean Yield Group fully exited Mercado Libre in Q2 2025, selling an estimated $140K.
  • Clean Yield Group's ten largest holdings make up 31% of its $334M portfolio in Q2 2025.
  • Clean Yield Group opened 7 new positions and closed 52 in Q2 2025.
  • Clean Yield Group's portfolio value rose 8.9% quarter-over-quarter to $334M.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.