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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
ACM icon
351
Aecom
ACM
$9.57B
$4.77K ﹤0.01%
50
– –
HCA icon
352
HCA Healthcare
HCA
$92.8B
$4.67K ﹤0.01%
10
– –
GDDY icon
353
GoDaddy
GDDY
$13.6B
$4.59K ﹤0.01%
37
– –
XYZ
354
Block Inc
XYZ
$49.5B
$4.56K ﹤0.01%
70
– –
INFY icon
355
Infosys
INFY
$50B
$4.53K ﹤0.01%
254
– –
SNOW icon
356
Snowflake
SNOW
$93.7B
$4.39K ﹤0.01%
20
– –
CDNS icon
357
Cadence Design Systems
CDNS
$95.1B
$4.38K ﹤0.01%
14
– –
THC icon
358
Tenet Healthcare
THC
$22.6B
$4.17K ﹤0.01%
21
– –
TEAM icon
359
Atlassian
TEAM
$25.4B
$4.05K ﹤0.01%
25
– –
WDAY icon
360
Workday
WDAY
$39.4B
$3.87K ﹤0.01%
18
– –
HSBC icon
361
HSBC
HSBC
$356B
$3.78K ﹤0.01%
48
– –
TPR icon
362
Tapestry
TPR
$30.5B
$3.71K ﹤0.01%
29
– –
IIPR icon
363
Innovative Industrial Properties
IIPR
$1.76B
$3.66K ﹤0.01%
77
-99
-56% -$5.13K
ASB icon
364
Associated Banc-Corp
ASB
$5.86B
$3.45K ﹤0.01%
134
– –
HWM icon
365
Howmet Aerospace
HWM
$114B
$3.28K ﹤0.01%
16
– –
PTC icon
366
PTC
PTC
$14.7B
$3.14K ﹤0.01%
18
– –
PDD icon
367
Pinduoduo
PDD
$122B
$2.95K ﹤0.01%
26
– –
RNG icon
368
RingCentral
RNG
$4.77B
$2.89K ﹤0.01%
100
– –
AER icon
369
AerCap
AER
$24.3B
$2.88K ﹤0.01%
20
– –
Q
370
Qnity Electronics Inc
Q
$26.8B
$2.86K ﹤0.01%
+35
New +$2.97K
DD icon
371
DuPont de Nemours
DD
$19B
$2.85K ﹤0.01%
24
-33
-58% -$3.71K
FSLY icon
372
Fastly Inc
FSLY
$3.26B
$2.54K ﹤0.01%
250
– –
LDOS icon
373
Leidos
LDOS
$14.9B
$2.53K ﹤0.01%
14
– –
MS icon
374
Morgan Stanley
MS
$333B
$2.48K ﹤0.01%
14
– –
FTV icon
375
Fortive
FTV
$19.5B
$2.48K ﹤0.01%
45
– –
13 14
15
16 17

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HC
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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 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.