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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
+6.93%
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
$354M
AUM Growth
+$19.5M
Cap. Flow
+$5.28M
Cap. Flow %
1.49%
Top 10 Hldgs %
31.81%
Holding
434
New
26
Increased
51
Reduced
75
Closed
9

Top Buys

Rank Stock Value
1
ECL icon
Ecolab
ECL
+$4.59M
2
SCHW
Charles Schwab
SCHW
+$1.68M
3
COLB icon
Columbia Banking Systems
COLB
+$712K
4
CRM icon
Salesforce
CRM
+$482K
5
LULU icon
lululemon athletica
LULU
+$382K

Top Sells

Rank Stock Value
1
AMRC icon
Ameresco
AMRC
+$953K
2
AVGO icon
Broadcom
AVGO
+$466K
3
DOC icon
Healthpeak Properties
DOC
+$308K
4
VOD icon
Vodafone
VOD
+$245K
5
ANSS
Ansys
ANSS
+$233K

Sector Composition

Rank Sector Weight
1 Technology 38.01%
2 Healthcare 14.23%
3 Industrials 9.54%
4 Consumer Staples 9.29%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LULU icon
51
lululemon athletica
LULU
$13.7B
$2.35M 0.66%
13,200
+1,905
+17% +$382K
INTU icon
52
Intuit
INTU
$85.6B
$2.23M 0.63%
3,271
-15
-0.5% -$10.8K
ITW icon
53
Illinois Tool Works
ITW
$84.9B
$2.22M 0.63%
8,504
-20
-0.2% -$5.21K
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.08T
$2.12M 0.6%
8,728
+38
+0.4% +$7.96K
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$1.97M 0.56%
2,958
+5
+0.2% +$3.21K
EXPD icon
56
Expeditors International
EXPD
$22.4B
$1.82M 0.51%
14,855
-975
-6% -$116K
COLB icon
57
Columbia Banking Systems
COLB
$8.84B
$1.75M 0.49%
67,853
+28,021
+70% +$712K
NVO
58
Novo Nordisk
NVO
$225B
$1.67M 0.47%
30,141
-1,390
-4% -$81.4K
NOK icon
59
Nokia
NOK
$49.9B
$1.6M 0.45%
332,655
-15,317
-4% -$69.2K
PEP icon
60
PepsiCo
PEP
$195B
$1.54M 0.43%
10,934
-100
-0.9% -$14.3K
GOOG icon
61
Alphabet (Google) Class C
GOOG
$4.07T
$1.4M 0.4%
5,762
– –
AMGN icon
62
Amgen
AMGN
$212B
$1.36M 0.38%
4,816
-323
-6% -$93.7K
TMO icon
63
Thermo Fisher Scientific
TMO
$214B
$1.3M 0.37%
2,680
-76
-3% -$35.4K
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.23M 0.35%
2,444
+52
+2% +$25.2K
UPS icon
65
United Parcel Service
UPS
$89.7B
$1.21M 0.34%
14,458
+62
+0.4% +$5.62K
CL icon
66
Colgate-Palmolive
CL
$74.2B
$1.17M 0.33%
14,583
-675
-4% -$57.6K
TRMB icon
67
Trimble
TRMB
$13.6B
$1.14M 0.32%
13,915
– –
USB icon
68
US Bancorp
USB
$100B
$1.06M 0.3%
21,896
-152
-0.7% -$7.19K
AXP icon
69
American Express
AXP
$227B
$1.03M 0.29%
3,095
– –
BDX icon
70
Becton Dickinson
BDX
$45.8B
$1.01M 0.29%
5,393
-510
-9% -$94.8K
ABBV icon
71
AbbVie
ABBV
$465B
$968K 0.27%
4,180
-74
-2% -$15.1K
ORLY icon
72
O'Reilly Automotive
ORLY
$75.6B
$961K 0.27%
8,910
– –
GE icon
73
GE Aerospace
GE
$377B
$936K 0.26%
3,113
– –
GRNB icon
74
VanEck Green Bond ETF
GRNB
$185M
$936K 0.26%
38,293
-524
-1% -$12.7K
MRK icon
75
Merck
MRK
$326B
$890K 0.25%
10,602
-38
-0.4% -$3.13K
1 2
3
4 5

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WKWM
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Clean Yield Group held 434 positions worth $354M, up 5.8% from $334M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Clean Yield Group's Q3 2025 filing shows 26 new, 51 increased, 75 reduced and 9 closed positions. Its largest new stake was ProShares VIX Short-Term Futures ETF: 3,200 shares worth $103K. The largest sale was Ameresco, an estimated $953K.

By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

  • Clean Yield Group's largest Q3 2025 buy was ProShares VIX Short-Term Futures ETF: 3,200 shares worth $103K.
  • Clean Yield Group added most to Ecolab in Q3 2025, an estimated $4.59M increase.
  • Clean Yield Group's biggest Q3 2025 reduction was Ameresco, cutting an estimated $953K.
  • Clean Yield Group fully exited Ansys in Q3 2025, selling an estimated $233K.
  • Clean Yield Group's ten largest holdings make up 32% of its $354M portfolio in Q3 2025.
  • Clean Yield Group opened 26 new positions and closed 9 in Q3 2025.
  • Clean Yield Group's portfolio value rose 5.8% quarter-over-quarter to $354M.

Based on Clean Yield Group's 13F filing for Q3 2025, filed 23 Oct 2025.