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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
CHKP icon
26
Check Point Software Technologies
CHKP
$14.1B
$4.5M 1.25%
24,249
+205
+0.9% +$39.6K
HD icon
27
Home Depot
HD
$343B
$4.47M 1.24%
12,990
+129
+1% +$47.2K
CAC icon
28
Camden National
CAC
$979M
$4.45M 1.24%
102,695
+88
+0.1% +$3.55K
HUBB icon
29
Hubbell
HUBB
$25.6B
$4.39M 1.22%
9,883
+212
+2% +$92.9K
MCO icon
30
Moody's
MCO
$83.9B
$4.38M 1.22%
8,575
+305
+4% +$149K
HOLX
31
DELISTED
Hologic
HOLX
$4.31M 1.2%
57,913
-413
-0.7% -$30.2K
JNJ icon
32
Johnson & Johnson
JNJ
$643B
$4.22M 1.17%
20,400
– –
TAK icon
33
Takeda Pharmaceutical
TAK
$56B
$4.07M 1.13%
260,804
-5,234
-2% -$74.8K
SCHW
34
Charles Schwab
SCHW
$184B
$4.04M 1.12%
40,449
+13,100
+48% +$1.24M
NOW icon
35
ServiceNow
NOW
$114B
$3.91M 1.08%
25,513
+633
+3% +$109K
VMI icon
36
Valmont Industries
VMI
$9.33B
$3.84M 1.07%
9,546
+377
+4% +$153K
VOD icon
37
Vodafone
VOD
$37.7B
$3.75M 1.04%
283,978
-30,519
-10% -$369K
LLY icon
38
Eli Lilly
LLY
$1.09T
$3.4M 0.94%
3,165
-111
-3% -$106K
DOC icon
39
Healthpeak Properties
DOC
$15.7B
$3.37M 0.94%
209,858
-10,194
-5% -$180K
KAI icon
40
Kadant
KAI
$3.72B
$3.36M 0.93%
11,795
-1,791
-13% -$509K
BWA icon
41
BorgWarner
BWA
$13B
$3.26M 0.9%
72,247
+2,060
+3% +$90.2K
AMAL icon
42
Amalgamated Financial
AMAL
$1.49B
$2.96M 0.82%
92,521
-7,806
-8% -$227K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.08T
$2.73M 0.76%
8,728
– –
WAB icon
44
Wabtec
WAB
$51.7B
$2.71M 0.75%
12,675
+41
+0.3% +$8.42K
STT icon
45
State Street
STT
$50.2B
$2.48M 0.69%
19,199
+18,969
+8,247% +$2.27M
NOK icon
46
Nokia
NOK
$49.9B
$2.47M 0.69%
382,421
+49,766
+15% +$308K
PG icon
47
Procter & Gamble
PG
$347B
$2.41M 0.67%
16,783
-1,351
-7% -$199K
NFLX icon
48
Netflix
NFLX
$301B
$2.32M 0.64%
24,743
+1,413
+6% +$152K
TU icon
49
Telus
TU
$16.7B
$2.29M 0.64%
173,861
-14,345
-8% -$202K
EXPD icon
50
Expeditors International
EXPD
$22.4B
$2.2M 0.61%
14,755
-100
-0.7% -$13.6K
1
2
3 4 5

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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.