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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
SMCI icon
276
Super Micro Computer
SMCI
$18.4B
$26.3K 0.01%
900
-600
-40% -$24.7K
KVUE icon
277
Kenvue
KVUE
$37.9B
$25.9K 0.01%
1,500
– –
DTE icon
278
DTE Energy
DTE
$30.4B
$25.4K 0.01%
197
– –
IWS icon
279
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$25.1K 0.01%
178
– –
BILS icon
280
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$24.8K 0.01%
250
– –
WPM icon
281
Wheaton Precious Metals
WPM
$49.8B
$22.9K 0.01%
195
-124
-39% -$13.3K
CME icon
282
CME Group
CME
$93.5B
$22.7K 0.01%
83
-1
-1% -$272
KB icon
283
KB Financial Group
KB
$40.6B
$22.6K 0.01%
263
– –
NRG icon
284
NRG Energy
NRG
$26.9B
$21.8K 0.01%
137
– –
CBRE icon
285
CBRE Group
CBRE
$43.1B
$21.5K 0.01%
134
– –
CEG icon
286
Constellation Energy
CEG
$92.8B
$20.5K 0.01%
58
– –
NI icon
287
NiSource
NI
$21.9B
$20.3K 0.01%
485
– –
SCHG icon
288
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$19.8K 0.01%
608
– –
RSG icon
289
Republic Services
RSG
$66.6B
$19.1K 0.01%
90
– –
DE icon
290
Deere & Co
DE
$173B
$17.2K ﹤0.01%
37
– –
NMR icon
291
Nomura Holdings
NMR
$28.1B
$16.9K ﹤0.01%
2,019
– –
CWI icon
292
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.73B
$16.6K ﹤0.01%
+462
New +$16.4K
EBC icon
293
Eastern Bankshares
EBC
$5.39B
$16.6K ﹤0.01%
900
– –
IYR icon
294
iShares US Real Estate ETF
IYR
$4.76B
$16.4K ﹤0.01%
175
– –
PGR icon
295
Progressive
PGR
$128B
$16.4K ﹤0.01%
72
– –
DTM icon
296
DT Midstream
DTM
$14.1B
$16.3K ﹤0.01%
136
– –
LHX icon
297
L3Harris
LHX
$56.9B
$16.1K ﹤0.01%
55
– –
DLR icon
298
Digital Realty Trust
DLR
$71.5B
$15.6K ﹤0.01%
101
– –
XLE icon
299
State Street Energy Select Sector SPDR ETF
XLE
$38.3B
$15.3K ﹤0.01%
343
+3
+0.9% +$134
ICLN icon
300
iShares Global Clean Energy ETF
ICLN
$2.27B
$14.8K ﹤0.01%
900
+817
+984% +$13.6K
10 11
12
13 14

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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.