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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
+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
KEYS icon
101
Keysight
KEYS
$52.2B
$353K 0.11%
2,154
– –
SYY icon
102
Sysco
SYY
$40.7B
$352K 0.11%
4,650
-100
-2% -$7.26K
ORCL icon
103
Oracle
ORCL
$346B
$349K 0.1%
1,598
– –
MCD icon
104
McDonald's
MCD
$194B
$345K 0.1%
1,182
– –
CI icon
105
Cigna
CI
$79.6B
$321K 0.1%
971
– –
IRM icon
106
Iron Mountain
IRM
$37.4B
$310K 0.09%
3,022
– –
UNH icon
107
UnitedHealth
UNH
$389B
$290K 0.09%
931
-725
-44% -$277K
LOW icon
108
Lowe's Companies
LOW
$122B
$280K 0.08%
1,263
-336
-21% -$75K
AYI icon
109
Acuity Brands
AYI
$10.3B
$278K 0.08%
932
+232
+33% +$60.1K
MTD icon
110
Mettler-Toledo International
MTD
$28.1B
$265K 0.08%
226
-1
-0.4% -$1.12K
RNR icon
111
RenaissanceRe
RNR
$13.9B
$257K 0.08%
1,060
– –
MSEX icon
112
Middlesex Water
MSEX
$1.08B
$245K 0.07%
4,525
– –
CMCSA icon
113
Comcast
CMCSA
$85.8B
$243K 0.07%
6,800
– –
V icon
114
Visa
V
$697B
$241K 0.07%
679
– –
XLK icon
115
State Street Technology Select Sector SPDR ETF
XLK
$112B
$241K 0.07%
1,904
– –
CHD icon
116
Church & Dwight Co
CHD
$23.7B
$236K 0.07%
2,460
-48
-2% -$4.73K
ANSS
117
DELISTED
Ansys
ANSS
$233K 0.07%
663
– –
TGT icon
118
Target
TGT
$65.5B
$233K 0.07%
2,359
-115
-5% -$11K
GDX icon
119
VanEck Gold Miners ETF
GDX
$22.7B
$233K 0.07%
4,470
– –
WAT icon
120
Waters Corp
WAT
$37.7B
$232K 0.07%
665
-210
-24% -$72.2K
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$119B
$228K 0.07%
2,152
– –
LH icon
122
Labcorp
LH
$25.8B
$225K 0.07%
859
– –
VMBS icon
123
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$225K 0.07%
4,855
– –
PFE icon
124
Pfizer
PFE
$144B
$225K 0.07%
9,268
-970
-9% -$22.6K
GLD icon
125
SPDR Gold Trust
GLD
$131B
$224K 0.07%
735
-91
-11% -$27.6K
3 4
5
6 7

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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.