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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
NDAQ icon
301
Nasdaq
NDAQ
$53.6B
$14.2K ﹤0.01%
146
– –
SLYG icon
302
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.08B
$13.2K ﹤0.01%
+140
New +$13.2K
ABNB icon
303
Airbnb
ABNB
$90.9B
$13K ﹤0.01%
96
– –
LCID icon
304
Lucid Motors
LCID
$3.08B
$12.3K ﹤0.01%
1,160
– –
OTIS icon
305
Otis Worldwide
OTIS
$28B
$11.7K ﹤0.01%
134
-27
-17% -$2.42K
MDLZ icon
306
Mondelez International
MDLZ
$80.2B
$10.8K ﹤0.01%
200
– –
UNB icon
307
Union Bankshares
UNB
$108M
$10.7K ﹤0.01%
450
– –
ADBE icon
308
Adobe
ADBE
$99B
$10.5K ﹤0.01%
30
– –
IJR icon
309
iShares Core S&P Small-Cap ETF
IJR
$110B
$10.5K ﹤0.01%
87
– –
GILD icon
310
Gilead Sciences
GILD
$167B
$10.3K ﹤0.01%
84
– –
LRCX icon
311
Lam Research
LRCX
$337B
$10.3K ﹤0.01%
60
– –
SONY icon
312
Sony
SONY
$133B
$10.2K ﹤0.01%
400
– –
HLN icon
313
Haleon
HLN
$45.2B
$10.1K ﹤0.01%
1,000
– –
ALK icon
314
Alaska Air
ALK
$5.42B
$10.1K ﹤0.01%
200
– –
RIVN icon
315
Rivian
RIVN
$24.2B
$9.86K ﹤0.01%
500
– –
LECO icon
316
Lincoln Electric
LECO
$14.6B
$9.82K ﹤0.01%
41
– –
PXH icon
317
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.9B
$9.73K ﹤0.01%
+377
New +$9.72K
AEG icon
318
Aegon
AEG
$13.6B
$9.71K ﹤0.01%
1,259
– –
RUN icon
319
Sunrun
RUN
$2.3B
$9.35K ﹤0.01%
+508
New +$9.74K
LVWR icon
320
LiveWire
LVWR
$399M
$9.28K ﹤0.01%
2,100
– –
ALLY icon
321
Ally Financial
ALLY
$13.4B
$9.06K ﹤0.01%
200
– –
COIN icon
322
Coinbase
COIN
$44.2B
$9.05K ﹤0.01%
40
– –
SGOV icon
323
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.3B
$9.03K ﹤0.01%
90
– –
NOMD icon
324
Nomad Foods
NOMD
$1.7B
$8.87K ﹤0.01%
709
-1,047
-60% -$12.8K
IDXX icon
325
Idexx Laboratories
IDXX
$44.9B
$8.79K ﹤0.01%
13
– –
11 12
13
14 15

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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.