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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
ABBV icon
76
AbbVie
ABBV
$465B
$790K 0.24%
4,254
-211
-5% -$39.2K
COST icon
77
Costco
COST
$429B
$698K 0.21%
705
-6
-0.8% -$5.96K
MA icon
78
Mastercard
MA
$497B
$667K 0.2%
1,187
– –
DIS icon
79
Walt Disney
DIS
$172B
$639K 0.19%
5,150
-389
-7% -$40.4K
AFL icon
80
Aflac
AFL
$65.9B
$620K 0.19%
5,882
-43
-0.7% -$4.52K
TXN icon
81
Texas Instruments
TXN
$253B
$612K 0.18%
2,948
-10
-0.3% -$1.77K
PAYX icon
82
Paychex
PAYX
$42.3B
$605K 0.18%
4,160
– –
JPM icon
83
JPMorgan Chase
JPM
$950B
$566K 0.17%
1,954
– –
CWT icon
84
California Water Service
CWT
$3.14B
$522K 0.16%
11,485
– –
A icon
85
Agilent Technologies
A
$39.7B
$518K 0.15%
4,387
+60
+1% +$6.65K
AMZN icon
86
Amazon
AMZN
$2.48T
$509K 0.15%
2,319
+38
+2% +$7.52K
NEE icon
87
NextEra Energy
NEE
$186B
$486K 0.15%
6,996
– –
WTRG icon
88
Essential Utilities
WTRG
$11.5B
$473K 0.14%
12,729
– –
QQQ icon
89
Invesco QQQ Trust
QQQ
$445B
$461K 0.14%
835
– –
MMM icon
90
3M
MMM
$94.1B
$456K 0.14%
2,995
+53
+2% +$7.58K
TSCO icon
91
Tractor Supply
TSCO
$16.5B
$455K 0.14%
8,620
-1,025
-11% -$52.4K
HIFS icon
92
Hingham Institution for Saving
HIFS
$634M
$450K 0.13%
1,810
-170
-9% -$41.1K
SJM icon
93
J.M. Smucker
SJM
$13.2B
$441K 0.13%
4,493
-447
-9% -$49.1K
XOM icon
94
ExxonMobil
XOM
$634B
$436K 0.13%
4,043
+122
+3% +$13K
KO icon
95
Coca-Cola
KO
$380B
$420K 0.13%
5,938
+161
+3% +$11.5K
AZN icon
96
AstraZeneca
AZN
$267B
$412K 0.12%
2,950
– –
WMT icon
97
Walmart Inc
WMT
$900B
$401K 0.12%
4,101
– –
WTS icon
98
Watts Water Technologies
WTS
$11.6B
$392K 0.12%
1,596
– –
APH icon
99
Amphenol
APH
$177B
$384K 0.11%
3,888
– –
GEV icon
100
GE Vernova
GEV
$251B
$355K 0.11%
670
– –
2 3
4
5 6

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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.