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CYG

Clean Yield Group Portfolio holdings

AUM $355M
1-Year Est. Return 19.69%
This Fund
S&P 500
This Quarter Est. Return
+3.08%
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
$360M
AUM Growth
+$6.43M
Cap. Flow
+$892K
Cap. Flow %
0.25%
Top 10 Hldgs %
31.95%
Holding
429
New
12
Increased
47
Reduced
80
Closed
19

Top Buys

Rank Stock Value
1
STT icon
State Street
STT
+$2.27M
2
SCHW
Charles Schwab
SCHW
+$1.24M
3
SOFI icon
SoFi Technologies
SOFI
+$965K
4
ASML icon
ASML
ASML
+$642K
5
VOOG icon
Vanguard S&P 500 Growth ETF
VOOG
+$435K

Top Sells

Rank Stock Value
1
FSLR icon
First Solar
FSLR
+$824K
2
CMG icon
Chipotle Mexican Grill
CMG
+$781K
3
LULU icon
lululemon athletica
LULU
+$678K
4
AWK icon
American Water Works
AWK
+$518K
5
KAI icon
Kadant
KAI
+$509K

Sector Composition

Rank Sector Weight
1 Technology 38.52%
2 Healthcare 14.32%
3 Financials 9.85%
4 Industrials 9.36%
5 Consumer Staples 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACN icon
251
Accenture
ACN
$101B
$37.3K 0.01%
139
– –
MDT icon
252
Medtronic
MDT
$111B
$36.9K 0.01%
384
– –
DVY icon
253
iShares Select Dividend ETF
DVY
$24.1B
$36.7K 0.01%
260
– –
BLK icon
254
Blackrock
BLK
$170B
$36.4K 0.01%
34
– –
CGNX icon
255
Cognex
CGNX
$10B
$36K 0.01%
1,000
-30
-3% -$1.21K
TROW icon
256
T. Rowe Price
TROW
$26.1B
$35.9K 0.01%
351
– –
TT icon
257
Trane Technologies
TT
$104B
$35.8K 0.01%
92
– –
MRSH
258
Marsh
MRSH
$91.7B
$35.8K 0.01%
193
– –
DBEF icon
259
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.16B
$35.5K 0.01%
738
– –
ZBH icon
260
Zimmer Biomet
ZBH
$18.5B
$34.5K 0.01%
384
– –
WSM icon
261
Williams-Sonoma
WSM
$27.8B
$34.3K 0.01%
192
– –
CSX icon
262
CSX Corp
CSX
$94.2B
$31.9K 0.01%
879
-1
-0.1% -$36
IWP icon
263
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$31.6K 0.01%
231
– –
LCTU icon
264
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$30.8K 0.01%
+416
New +$30.6K
ISRG icon
265
Intuitive Surgical
ISRG
$130B
$30.6K 0.01%
54
– –
MIDD icon
266
Middleby
MIDD
$6.11B
$29.7K 0.01%
200
– –
MDY icon
267
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$29.6K 0.01%
49
-75
-60% -$44.9K
TRI icon
268
Thomson Reuters
TRI
$45.1B
$28.5K 0.01%
213
-15
-7% -$2.17K
FAST icon
269
Fastenal
FAST
$55.2B
$27.9K 0.01%
696
– –
L icon
270
Loews
L
$24.6B
$27.7K 0.01%
263
– –
IFF icon
271
International Flavors & Fragrances
IFF
$20.2B
$27.6K 0.01%
410
– –
UBS icon
272
UBS Group
UBS
$171B
$27.4K 0.01%
591
– –
GDXJ icon
273
VanEck Junior Gold Miners ETF
GDXJ
$6.99B
$27.3K 0.01%
240
– –
DELL icon
274
Dell
DELL
$253B
$26.4K 0.01%
210
– –
KMB icon
275
Kimberly-Clark
KMB
$37.5B
$26.4K 0.01%
262
– –
9 10
11
12 13

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PWAC
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SFP
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AWP
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Clean Yield Group's Q4 2025 Portfolio in Review

As of Q4 2025, Clean Yield Group held 429 positions worth $360M, up 1.8% from $354M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Clean Yield Group's Q4 2025 filing shows 12 new, 47 increased, 80 reduced and 19 closed positions. Its largest new stake was SoFi Technologies: 34,616 shares worth $906K. The largest sale was First Solar, an estimated $824K.

By sector, the portfolio is most concentrated in Technology at 39% of assets, up from 38% a quarter earlier, followed by Healthcare and Financials.

  • Clean Yield Group's largest Q4 2025 buy was SoFi Technologies: 34,616 shares worth $906K.
  • Clean Yield Group added most to State Street in Q4 2025, an estimated $2.27M increase.
  • Clean Yield Group's biggest Q4 2025 reduction was First Solar, cutting an estimated $824K.
  • Clean Yield Group fully exited Palantir in Q4 2025, selling an estimated $201K.
  • Clean Yield Group's ten largest holdings make up 32% of its $360M portfolio in Q4 2025.
  • Clean Yield Group opened 12 new positions and closed 19 in Q4 2025.
  • Clean Yield Group's portfolio value rose 1.8% quarter-over-quarter to $360M.

Based on Clean Yield Group's 13F filing for Q4 2025, filed 26 Jan 2026.