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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
-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
RSG icon
276
Republic Services
RSG
$66.6B
$19.7K 0.01%
90
– –
LHX icon
277
L3Harris
LHX
$56.9B
$19K 0.01%
55
– –
CME icon
278
CME Group
CME
$93.5B
$18.6K 0.01%
63
-20
-24% -$5.94K
DE icon
279
Deere & Co
DE
$173B
$18.6K 0.01%
33
-4
-11% -$2.26K
MICC
280
The Magnum Ice Cream Company N.V.
MICC
$11.3B
$18.3K 0.01%
1,225
-24,342
-95% -$394K
CBRE icon
281
CBRE Group
CBRE
$43.1B
$18.2K 0.01%
134
– –
AGZ icon
282
iShares Agency Bond ETF
AGZ
$559M
$17.7K 0.01%
161
-663
-80% -$73K
EBC icon
283
Eastern Bankshares
EBC
$5.39B
$17.6K 0.01%
900
– –
CWI icon
284
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.73B
$16.9K ﹤0.01%
462
– –
ICLN icon
285
iShares Global Clean Energy ETF
ICLN
$2.27B
$16.5K ﹤0.01%
900
– –
CEG icon
286
Constellation Energy
CEG
$92.8B
$16.2K ﹤0.01%
58
– –
WSM icon
287
Williams-Sonoma
WSM
$27.8B
$16K ﹤0.01%
88
-104
-54% -$20.8K
DLR icon
288
Digital Realty Trust
DLR
$71.5B
$14.4K ﹤0.01%
80
-21
-21% -$3.59K
SLYG icon
289
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$13.5K ﹤0.01%
140
– –
OXY icon
290
Occidental Petroleum
OXY
$53.6B
$13K ﹤0.01%
200
– –
PGR icon
291
Progressive
PGR
$128B
$12.9K ﹤0.01%
65
-7
-10% -$1.45K
LRCX icon
292
Lam Research
LRCX
$337B
$12.8K ﹤0.01%
60
– –
NMR icon
293
Nomura Holdings
NMR
$28.1B
$12.3K ﹤0.01%
1,559
-460
-23% -$3.96K
BP icon
294
BP
BP
$107B
$11.8K ﹤0.01%
250
– –
GILD icon
295
Gilead Sciences
GILD
$167B
$11.7K ﹤0.01%
84
– –
LCID icon
296
Lucid Motors
LCID
$3.08B
$11.1K ﹤0.01%
1,160
– –
UNB icon
297
Union Bankshares
UNB
$108M
$10.9K ﹤0.01%
450
– –
OTIS icon
298
Otis Worldwide
OTIS
$28B
$10.3K ﹤0.01%
134
– –
LECO icon
299
Lincoln Electric
LECO
$14.6B
$10.2K ﹤0.01%
41
– –
PXH icon
300
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$10.1K ﹤0.01%
377
– –
10 11
12
13 14

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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.