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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
ABT icon
76
Abbott
ABT
$187B
$835K 0.24%
6,236
-64
-1% -$8.4K
GIS icon
77
General Mills
GIS
$20.1B
$769K 0.22%
15,247
-2,612
-15% -$131K
MA icon
78
Mastercard
MA
$497B
$687K 0.19%
1,207
+20
+2% +$11.5K
AFL icon
79
Aflac
AFL
$65.9B
$657K 0.19%
5,882
– –
COST icon
80
Costco
COST
$429B
$653K 0.18%
705
– –
JPM icon
81
JPMorgan Chase
JPM
$950B
$650K 0.18%
2,060
+106
+5% +$31.5K
DIS icon
82
Walt Disney
DIS
$172B
$590K 0.17%
5,150
– –
NEE icon
83
NextEra Energy
NEE
$186B
$571K 0.16%
7,558
+562
+8% +$41.1K
TXN icon
84
Texas Instruments
TXN
$253B
$565K 0.16%
3,073
+125
+4% +$24.4K
A icon
85
Agilent Technologies
A
$39.7B
$563K 0.16%
4,387
– –
QQQ icon
86
Invesco QQQ Trust
QQQ
$445B
$539K 0.15%
898
+63
+8% +$36.1K
PAYX icon
87
Paychex
PAYX
$42.3B
$527K 0.15%
4,160
– –
CWT icon
88
California Water Service
CWT
$3.14B
$516K 0.15%
11,235
-250
-2% -$11.5K
AMZN icon
89
Amazon
AMZN
$2.48T
$509K 0.14%
2,319
– –
WTRG icon
90
Essential Utilities
WTRG
$11.5B
$508K 0.14%
12,729
– –
TSCO icon
91
Tractor Supply
TSCO
$16.5B
$490K 0.14%
8,620
– –
SJM icon
92
J.M. Smucker
SJM
$13.2B
$488K 0.14%
4,493
– –
APH icon
93
Amphenol
APH
$177B
$481K 0.14%
3,888
– –
HIFS icon
94
Hingham Institution for Saving
HIFS
$634M
$477K 0.13%
1,810
– –
XOM icon
95
ExxonMobil
XOM
$634B
$472K 0.13%
4,185
+142
+4% +$15.8K
MMM icon
96
3M
MMM
$94.1B
$465K 0.13%
2,995
– –
AZN icon
97
AstraZeneca
AZN
$267B
$453K 0.13%
2,950
– –
ORCL icon
98
Oracle
ORCL
$346B
$449K 0.13%
1,598
– –
GDX icon
99
VanEck Gold Miners ETF
GDX
$22.7B
$446K 0.13%
5,835
+1,365
+31% +$82.2K
WTS icon
100
Watts Water Technologies
WTS
$11.6B
$446K 0.13%
1,596
– –
2 3
4
5 6

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SWM
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PWAC
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SFP
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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.