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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
ITW icon
51
Illinois Tool Works
ITW
$84.9B
$2.11M 0.63%
8,524
-60
-0.7% -$14.5K
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$1.82M 0.55%
2,953
– –
EXPD icon
53
Expeditors International
EXPD
$22.4B
$1.81M 0.54%
15,830
-265
-2% -$29.7K
NOK icon
54
Nokia
NOK
$49.9B
$1.8M 0.54%
347,972
-51,061
-13% -$263K
AMRC icon
55
Ameresco
AMRC
$1.04B
$1.78M 0.53%
116,906
+4,160
+4% +$54.4K
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$4.08T
$1.53M 0.46%
8,690
-343
-4% -$56.1K
PEP icon
57
PepsiCo
PEP
$195B
$1.46M 0.44%
11,034
-5
-0% -$674
UPS icon
58
United Parcel Service
UPS
$89.7B
$1.45M 0.43%
14,396
+206
+1% +$20.3K
AMGN icon
59
Amgen
AMGN
$212B
$1.43M 0.43%
5,139
-260
-5% -$73.7K
CL icon
60
Colgate-Palmolive
CL
$74.2B
$1.39M 0.41%
15,258
-2,180
-13% -$199K
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.16M 0.35%
2,392
-1,045
-30% -$531K
TMO icon
62
Thermo Fisher Scientific
TMO
$214B
$1.12M 0.33%
2,756
– –
TRMB icon
63
Trimble
TRMB
$13.6B
$1.06M 0.32%
13,915
– –
GOOG icon
64
Alphabet (Google) Class C
GOOG
$4.07T
$1.02M 0.31%
5,762
+87
+2% +$14.4K
BDX icon
65
Becton Dickinson
BDX
$45.8B
$1.02M 0.3%
5,903
– –
USB icon
66
US Bancorp
USB
$100B
$998K 0.3%
22,048
-500
-2% -$21K
AXP icon
67
American Express
AXP
$227B
$987K 0.3%
3,095
– –
GRNB icon
68
VanEck Green Bond ETF
GRNB
$185M
$941K 0.28%
38,817
-744
-2% -$17.8K
COLB icon
69
Columbia Banking Systems
COLB
$8.84B
$931K 0.28%
39,832
+1,618
+4% +$37.5K
GIS icon
70
General Mills
GIS
$20.1B
$925K 0.28%
17,859
-2,982
-14% -$165K
SCHW
71
Charles Schwab
SCHW
$184B
$883K 0.26%
9,673
– –
ABT icon
72
Abbott
ABT
$187B
$857K 0.26%
6,300
– –
MRK icon
73
Merck
MRK
$326B
$842K 0.25%
10,640
-397
-4% -$31.6K
ORLY icon
74
O'Reilly Automotive
ORLY
$75.6B
$803K 0.24%
8,910
– –
GE icon
75
GE Aerospace
GE
$377B
$801K 0.24%
3,113
– –
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.