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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
ABBV icon
76
AbbVie
ABBV
$465B
$887K 0.25%
3,880
-300
-7% -$68.3K
ORLY icon
77
O'Reilly Automotive
ORLY
$75.6B
$813K 0.23%
8,910
– –
ABT icon
78
Abbott
ABT
$187B
$781K 0.22%
6,236
– –
JPM icon
79
JPMorgan Chase
JPM
$950B
$711K 0.2%
2,208
+148
+7% +$45.8K
MA icon
80
Mastercard
MA
$497B
$689K 0.19%
1,207
– –
GIS icon
81
General Mills
GIS
$20.1B
$679K 0.19%
14,597
-650
-4% -$30.9K
AFL icon
82
Aflac
AFL
$65.9B
$649K 0.18%
5,882
– –
NEE icon
83
NextEra Energy
NEE
$186B
$607K 0.17%
7,558
– –
COST icon
84
Costco
COST
$429B
$598K 0.17%
693
-12
-2% -$10.9K
A icon
85
Agilent Technologies
A
$39.7B
$597K 0.17%
4,387
– –
AMZN icon
86
Amazon
AMZN
$2.48T
$589K 0.16%
2,552
+233
+10% +$53.3K
DIS icon
87
Walt Disney
DIS
$172B
$586K 0.16%
5,147
-3
-0.1% -$330
QQQ icon
88
Invesco QQQ Trust
QQQ
$445B
$552K 0.15%
898
– –
AZN icon
89
AstraZeneca
AZN
$267B
$542K 0.15%
2,950
– –
APH icon
90
Amphenol
APH
$177B
$539K 0.15%
3,992
+104
+3% +$13.9K
TXN icon
91
Texas Instruments
TXN
$253B
$533K 0.15%
3,073
– –
VOOG icon
92
Vanguard S&P 500 Growth ETF
VOOG
$25.2B
$530K 0.15%
7,152
+5,910
+476% +$435K
HIFS icon
93
Hingham Institution for Saving
HIFS
$634M
$514K 0.14%
1,810
– –
GDX icon
94
VanEck Gold Miners ETF
GDX
$22.7B
$500K 0.14%
5,835
– –
WTRG icon
95
Essential Utilities
WTRG
$11.5B
$488K 0.14%
12,729
– –
MMM icon
96
3M
MMM
$94.1B
$480K 0.13%
2,995
– –
CWT icon
97
California Water Service
CWT
$3.14B
$474K 0.13%
10,935
-300
-3% -$13.7K
XOM icon
98
ExxonMobil
XOM
$634B
$472K 0.13%
3,921
-264
-6% -$30.6K
PAYX icon
99
Paychex
PAYX
$42.3B
$467K 0.13%
4,160
– –
WMT icon
100
Walmart Inc
WMT
$900B
$457K 0.13%
4,101
– –
2 3
4
5 6

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PWAC
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SFP
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AWP
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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.