We are live on ! Find out more
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
VIA
401
Via Transportation Inc
VIA
$1.67B
$290 ﹤0.01%
10
– –
IRWD icon
402
Ironwood Pharmaceuticals
IRWD
$626M
$286 ﹤0.01%
85
– –
TLRY icon
403
Tilray
TLRY
$498M
$271 ﹤0.01%
30
– –
SEDG icon
404
SolarEdge
SEDG
$2.44B
$144 ﹤0.01%
5
– –
BYND icon
405
Beyond Meat
BYND
$279M
$25 ﹤0.01%
30
– –
RYN icon
406
Rayonier
RYN
$6.64B
$22 ﹤0.01%
+1
New +$23
WKHS icon
407
Workhorse Group
WKHS
$32.4M
$5 ﹤0.01%
+1
New +$10
LVWR.WS icon
408
LiveWire Group Warrants
LVWR.WS
$9.57M
$3 ﹤0.01%
50
– –
IJH icon
409
iShares Core S&P Mid-Cap ETF
IJH
$123B
– –
0
– –
STEW
410
SRH Total Return Fund
STEW
$1.79B
– –
0
– –
AMT icon
411
American Tower
AMT
$79.9B
– –
-1
Closed -$181
CLX icon
412
Clorox
CLX
$12.1B
– –
-50
Closed -$6.17K
EMLP icon
413
First Trust North American Energy Infrastructure Fund
EMLP
$4.14B
– –
-429
Closed -$16.4K
FISV
414
Fiserv Inc
FISV
$28.9B
– –
-214
Closed -$27.6K
HAS icon
415
Hasbro
HAS
$13.6B
– –
-1
Closed -$74
K
416
DELISTED
Kellanova
K
– –
-59
Closed -$4.84K
KMPR icon
417
Kemper
KMPR
$1.82B
– –
-675
Closed -$34.8K
LNW
418
DELISTED
Light & Wonder
LNW
– –
-36
Closed -$3.02K
MLPA icon
419
Global X MLP ETF
MLPA
$2.27B
– –
-539
Closed -$26.1K
NVS icon
420
Novartis
NVS
$304B
– –
-57
Closed -$7.31K
OGN icon
421
Organon & Co
OGN
$3.55B
– –
-255
Closed -$2.72K
OLED icon
422
Universal Display
OLED
$3.85B
– –
-1
Closed -$92
PLTR icon
423
Palantir
PLTR
$296B
– –
-1,100
Closed -$201K
PRU icon
424
Prudential Financial
PRU
$43B
– –
-11
Closed -$1.14K
QFIN icon
425
Qfin Holdings
QFIN
$1.66B
– –
-33
Closed -$950
14 15 16
17
18

Similar funds

WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return
SWM
Seaside Wealth Management Carlsbad, California $356M AUM 18.53% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return

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.