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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
INTU icon
51
Intuit
INTU
$85.6B
$2.18M 0.61%
3,296
+25
+0.8% +$16.5K
COLB icon
52
Columbia Banking Systems
COLB
$8.84B
$2.17M 0.6%
77,762
+9,909
+15% +$268K
HTO
53
H2O America
HTO
$2.69B
$2.09M 0.58%
42,706
-7,979
-16% -$383K
VITL icon
54
Vital Farms
VITL
$592M
$2.09M 0.58%
65,406
+596
+0.9% +$21K
ITW icon
55
Illinois Tool Works
ITW
$84.9B
$2.09M 0.58%
8,479
-25
-0.3% -$6.23K
SPY icon
56
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$2.02M 0.56%
2,958
– –
LULU icon
57
lululemon athletica
LULU
$13.7B
$1.97M 0.55%
9,457
-3,743
-28% -$678K
CMG icon
58
Chipotle Mexican Grill
CMG
$43B
$1.95M 0.54%
52,732
-21,595
-29% -$781K
AMRC icon
59
Ameresco
AMRC
$1.04B
$1.84M 0.51%
62,742
-12,485
-17% -$438K
GOOG icon
60
Alphabet (Google) Class C
GOOG
$4.07T
$1.8M 0.5%
5,745
-17
-0.3% -$4.87K
AMGN icon
61
Amgen
AMGN
$212B
$1.58M 0.44%
4,816
– –
PEP icon
62
PepsiCo
PEP
$195B
$1.57M 0.44%
10,934
– –
NVO
63
Novo Nordisk
NVO
$225B
$1.53M 0.43%
30,141
– –
TMO icon
64
Thermo Fisher Scientific
TMO
$214B
$1.52M 0.42%
2,630
-50
-2% -$28.3K
UPS icon
65
United Parcel Service
UPS
$89.7B
$1.31M 0.36%
13,173
-1,285
-9% -$120K
BRK.B icon
66
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.21M 0.34%
2,408
-36
-1% -$17.9K
USB icon
67
US Bancorp
USB
$100B
$1.17M 0.32%
21,896
– –
AXP icon
68
American Express
AXP
$227B
$1.14M 0.32%
3,095
– –
MRK icon
69
Merck
MRK
$326B
$1.14M 0.32%
10,822
+220
+2% +$20.7K
CL icon
70
Colgate-Palmolive
CL
$74.2B
$1.09M 0.3%
13,785
-798
-5% -$62.6K
TRMB icon
71
Trimble
TRMB
$13.6B
$1.05M 0.29%
13,411
-504
-4% -$40.2K
BDX icon
72
Becton Dickinson
BDX
$45.8B
$974K 0.27%
5,017
-376
-7% -$71.6K
GE icon
73
GE Aerospace
GE
$377B
$924K 0.26%
3,000
-113
-4% -$34K
GRNB icon
74
VanEck Green Bond ETF
GRNB
$185M
$923K 0.26%
37,946
-347
-0.9% -$8.47K
SOFI icon
75
SoFi Technologies
SOFI
$21.5B
$906K 0.25%
+34,616
New +$965K
1 2
3
4 5

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SWM
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PWAC
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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.