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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
+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
CEG icon
276
Constellation Energy
CEG
$92.8B
$18.7K 0.01%
58
– –
SNN icon
277
Smith & Nephew
SNN
$13.7B
$18.5K 0.01%
605
-35,241
-98% -$994K
SCHG icon
278
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$17.8K 0.01%
608
– –
DLR icon
279
Digital Realty Trust
DLR
$71.5B
$17.6K 0.01%
101
-40
-28% -$6.54K
IUSG icon
280
iShares Core S&P US Growth ETF
IUSG
$31B
$17.6K 0.01%
117
– –
GDXJ icon
281
VanEck Junior Gold Miners ETF
GDXJ
$6.99B
$16.2K ﹤0.01%
240
– –
OTIS icon
282
Otis Worldwide
OTIS
$28B
$15.9K ﹤0.01%
161
– –
HON icon
283
Honeywell
HON
$78.3B
$14.7K ﹤0.01%
67
– –
NVS icon
284
Novartis
NVS
$304B
$14.5K ﹤0.01%
120
– –
XLE icon
285
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$14.3K ﹤0.01%
338
+4
+1% +$167
COIN icon
286
Coinbase
COIN
$44.2B
$14K ﹤0.01%
40
– –
LHX icon
287
L3Harris
LHX
$56.9B
$13.8K ﹤0.01%
55
– –
EBC icon
288
Eastern Bankshares
EBC
$5.39B
$13.7K ﹤0.01%
900
– –
ECL icon
289
Ecolab
ECL
$79.6B
$13.7K ﹤0.01%
51
– –
MDLZ icon
290
Mondelez International
MDLZ
$80.2B
$13.5K ﹤0.01%
200
– –
NMR icon
291
Nomura Holdings
NMR
$28.1B
$13.3K ﹤0.01%
2,019
– –
NDAQ icon
292
Nasdaq
NDAQ
$53.6B
$13.1K ﹤0.01%
146
– –
ABNB icon
293
Airbnb
ABNB
$90.9B
$12.7K ﹤0.01%
96
-35
-27% -$4.43K
UNB icon
294
Union Bankshares
UNB
$108M
$12K ﹤0.01%
450
– –
SONY icon
295
Sony
SONY
$133B
$10.4K ﹤0.01%
400
– –
HLN icon
296
Haleon
HLN
$45.2B
$10.4K ﹤0.01%
1,000
– –
SBUX icon
297
Starbucks
SBUX
$118B
$10.2K ﹤0.01%
112
-232
-67% -$20.1K
ADSK icon
298
Autodesk
ADSK
$50.1B
$9.91K ﹤0.01%
32
– –
ALK icon
299
Alaska Air
ALK
$5.42B
$9.9K ﹤0.01%
200
– –
LVWR icon
300
LiveWire
LVWR
$399M
$9.66K ﹤0.01%
2,100
– –
10 11
12
13 14

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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.