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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
+10.24%
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
$334M
AUM Growth
+$27.4M
Cap. Flow
+$4.75M
Cap. Flow %
1.42%
Top 10 Hldgs %
31.36%
Holding
456
New
7
Increased
31
Reduced
119
Closed
52

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$5.23M
2
SYK icon
Stryker
SYK
+$3.65M
3
HD icon
Home Depot
HD
+$3.02M
4
VMI icon
Valmont Industries
VMI
+$2.65M
5
BWA icon
BorgWarner
BWA
+$2.1M

Top Sells

Rank Stock Value
1
STAG icon
STAG Industrial
STAG
+$2.34M
2
SNN icon
Smith & Nephew
SNN
+$994K
3
SFM icon
Sprouts Farmers Market
SFM
+$847K
4
AAPL icon
Apple
AAPL
+$787K
5
HTO
H2O America
HTO
+$575K

Sector Composition

Rank Sector Weight
1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$343B
$4.62M 1.38%
12,593
+8,354
+197% +$3.02M
KAI icon
27
Kadant
KAI
$3.72B
$4.32M 1.29%
13,600
+953
+8% +$298K
TAK icon
28
Takeda Pharmaceutical
TAK
$56B
$4.25M 1.27%
275,016
-11,540
-4% -$171K
DOC icon
29
Healthpeak Properties
DOC
$15.7B
$4.15M 1.24%
237,208
-17,116
-7% -$304K
CAC icon
30
Camden National
CAC
$979M
$4.12M 1.23%
101,409
-2,213
-2% -$86.7K
HUBB icon
31
Hubbell
HUBB
$25.6B
$3.99M 1.19%
9,774
-251
-3% -$93K
CMG icon
32
Chipotle Mexican Grill
CMG
$43B
$3.89M 1.16%
69,219
-2,601
-4% -$132K
MCO icon
33
Moody's
MCO
$83.9B
$3.83M 1.15%
7,645
+3,492
+84% +$1.62M
HOLX
34
DELISTED
Hologic
HOLX
$3.81M 1.14%
58,462
+5,553
+10% +$333K
ROST icon
35
Ross Stores
ROST
$80.5B
$3.61M 1.08%
28,332
-114
-0.4% -$15.8K
VOD icon
36
Vodafone
VOD
$37.7B
$3.58M 1.07%
335,976
-16,031
-5% -$155K
AMAL icon
37
Amalgamated Financial
AMAL
$1.49B
$3.24M 0.97%
103,894
-10,426
-9% -$305K
TU icon
38
Telus
TU
$16.7B
$3.16M 0.95%
196,813
-10,910
-5% -$169K
NFLX icon
39
Netflix
NFLX
$301B
$3.13M 0.94%
23,350
-660
-3% -$74.6K
JNJ icon
40
Johnson & Johnson
JNJ
$643B
$3.09M 0.92%
20,227
-277
-1% -$42.6K
PG icon
41
Procter & Gamble
PG
$347B
$2.89M 0.86%
18,133
-432
-2% -$70.5K
VMI icon
42
Valmont Industries
VMI
$9.33B
$2.83M 0.85%
+8,651
New +$2.65M
HTO
43
H2O America
HTO
$2.69B
$2.78M 0.83%
53,398
-10,822
-17% -$575K
LULU icon
44
lululemon athletica
LULU
$13.7B
$2.68M 0.8%
11,295
+419
+4% +$115K
LLY icon
45
Eli Lilly
LLY
$1.09T
$2.64M 0.79%
3,391
-3
-0.1% -$2.33K
INTU icon
46
Intuit
INTU
$85.6B
$2.59M 0.77%
3,286
– –
VITL icon
47
Vital Farms
VITL
$592M
$2.53M 0.76%
65,696
-1,645
-2% -$55.5K
WAB icon
48
Wabtec
WAB
$51.7B
$2.46M 0.74%
11,767
-433
-4% -$83.3K
BWA icon
49
BorgWarner
BWA
$13B
$2.29M 0.69%
+68,425
New +$2.1M
NVO
50
Novo Nordisk
NVO
$225B
$2.18M 0.65%
31,531
-1,545
-5% -$105K
1
2
3 4 5

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Clean Yield Group's Q2 2025 Portfolio in Review

As of Q2 2025, Clean Yield Group held 456 positions worth $334M, up 8.9% from $307M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q2 2025 filing shows 7 new, 31 increased, 119 reduced and 52 closed positions. Its largest new stake was Valmont Industries: 8,651 shares worth $2.83M. The largest sale was STAG Industrial, an estimated $2.34M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Clean Yield Group's largest Q2 2025 buy was Valmont Industries: 8,651 shares worth $2.83M.
  • Clean Yield Group added most to Prologis in Q2 2025, an estimated $5.23M increase.
  • Clean Yield Group's biggest Q2 2025 reduction was STAG Industrial, cutting an estimated $2.34M.
  • Clean Yield Group fully exited Mercado Libre in Q2 2025, selling an estimated $140K.
  • Clean Yield Group's ten largest holdings make up 31% of its $334M portfolio in Q2 2025.
  • Clean Yield Group opened 7 new positions and closed 52 in Q2 2025.
  • Clean Yield Group's portfolio value rose 8.9% quarter-over-quarter to $334M.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.