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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
LVWR icon
351
LiveWire
LVWR
$399M
$3.49K ﹤0.01%
2,100
– –
ASB icon
352
Associated Banc-Corp
ASB
$5.86B
$3.46K ﹤0.01%
134
– –
INFY icon
353
Infosys
INFY
$50B
$3.43K ﹤0.01%
254
– –
DD icon
354
DuPont de Nemours
DD
$19B
$3.25K ﹤0.01%
24
– –
SNOW icon
355
Snowflake
SNOW
$93.7B
$3.02K ﹤0.01%
20
– –
DOW icon
356
Dow Inc
DOW
$20.8B
$3K ﹤0.01%
72
– –
ALL icon
357
Allstate
ALL
$70.1B
$2.69K ﹤0.01%
13
-13
-50% -$2.67K
PDD icon
358
Pinduoduo
PDD
$122B
$2.66K ﹤0.01%
26
– –
FTV icon
359
Fortive
FTV
$19.5B
$2.49K ﹤0.01%
45
– –
WDAY icon
360
Workday
WDAY
$39.4B
$2.34K ﹤0.01%
18
– –
MS icon
361
Morgan Stanley
MS
$333B
$2.3K ﹤0.01%
14
– –
LDOS icon
362
Leidos
LDOS
$14.9B
$2.18K ﹤0.01%
14
– –
WELL icon
363
Welltower
WELL
$172B
$2.17K ﹤0.01%
11
– –
FTNT icon
364
Fortinet
FTNT
$110B
$2.04K ﹤0.01%
25
– –
EDU icon
365
New Oriental
EDU
$8.08B
$2.04K ﹤0.01%
36
– –
UMC icon
366
United Microelectronic
UMC
$43.6B
$1.96K ﹤0.01%
218
– –
UNM icon
367
Unum
UNM
$14B
$1.9K ﹤0.01%
26
– –
CRTO icon
368
Criteo
CRTO
$1.06B
$1.79K ﹤0.01%
100
– –
TEAM icon
369
Atlassian
TEAM
$25.4B
$1.71K ﹤0.01%
25
– –
MET icon
370
MetLife
MET
$62.7B
$1.56K ﹤0.01%
22
– –
AGO icon
371
Assured Guaranty
AGO
$3.79B
$1.39K ﹤0.01%
17
– –
GM icon
372
General Motors
GM
$81.7B
$1.34K ﹤0.01%
18
– –
SYM icon
373
Symbotic
SYM
$5.39B
$1.06K ﹤0.01%
20
– –
VTRS icon
374
Viatris
VTRS
$20.8B
$932 ﹤0.01%
69
– –
VSTS icon
375
Vestis
VSTS
$2.03B
$885 ﹤0.01%
113
– –
13 14
15
16 17

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WKWM
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HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return
SWM
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LW
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PWAC
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SFP
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AWP
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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.