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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
SO icon
326
Southern Company
SO
$109B
$8.72K ﹤0.01%
100
– –
BP icon
327
BP
BP
$107B
$8.68K ﹤0.01%
250
– –
ARMK icon
328
Aramark
ARMK
$15.1B
$8.47K ﹤0.01%
230
+1
+0.4% +$38
HON icon
329
Honeywell
HON
$78.3B
$8.39K ﹤0.01%
43
-3
-7% -$587
OXY icon
330
Occidental Petroleum
OXY
$53.6B
$8.22K ﹤0.01%
200
– –
AMD icon
331
Advanced Micro Devices
AMD
$741B
$8.14K ﹤0.01%
38
-12
-24% -$2.69K
MSI icon
332
Motorola Solutions
MSI
$73.1B
$8.05K ﹤0.01%
21
– –
ETSY icon
333
Etsy
ETSY
$8.21B
$7.65K ﹤0.01%
138
– –
AEP icon
334
American Electric Power
AEP
$72.4B
$7.61K ﹤0.01%
66
– –
IBN icon
335
ICICI Bank
IBN
$109B
$7.27K ﹤0.01%
244
– –
JSTC icon
336
Adasina Social Justice All Cap Global ETF
JSTC
$299M
$6.78K ﹤0.01%
334
+3
+0.9% +$61
SBUX icon
337
Starbucks
SBUX
$118B
$6.74K ﹤0.01%
80
-32
-29% -$2.7K
RY icon
338
Royal Bank of Canada
RY
$295B
$6.65K ﹤0.01%
39
– –
CTSH icon
339
Cognizant
CTSH
$23.8B
$6.56K ﹤0.01%
79
– –
MASI
340
DELISTED
Masimo
MASI
$6.37K ﹤0.01%
49
– –
ORA icon
341
Ormat Technologies
ORA
$6.05B
$6.19K ﹤0.01%
56
– –
JCI icon
342
Johnson Controls International
JCI
$85.6B
$6.11K ﹤0.01%
51
– –
STNE icon
343
StoneCo
STNE
$2.71B
$6.06K ﹤0.01%
410
– –
WF icon
344
Woori Financial
WF
$15.9B
$5.88K ﹤0.01%
100
– –
SNN icon
345
Smith & Nephew
SNN
$13.7B
$5.74K ﹤0.01%
175
-430
-71% -$14.7K
ALL icon
346
Allstate
ALL
$70.1B
$5.41K ﹤0.01%
26
– –
IWR icon
347
iShares Russell Mid-Cap ETF
IWR
$56.5B
$5.39K ﹤0.01%
56
– –
MUFG icon
348
Mitsubishi UFJ Financial
MUFG
$253B
$5.38K ﹤0.01%
339
– –
DUK icon
349
Duke Energy
DUK
$101B
$4.92K ﹤0.01%
42
– –
SMFG icon
350
Sumitomo Mitsui Financial
SMFG
$163B
$4.83K ﹤0.01%
250
– –
12 13
14
15 16

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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.