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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
+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
WMT icon
101
Walmart Inc
WMT
$900B
$423K 0.12%
4,101
– –
GEV icon
102
GE Vernova
GEV
$251B
$412K 0.12%
670
– –
SYY icon
103
Sysco
SYY
$40.7B
$383K 0.11%
4,650
– –
KO icon
104
Coca-Cola
KO
$380B
$377K 0.11%
5,688
-250
-4% -$17.2K
KEYS icon
105
Keysight
KEYS
$52.2B
$377K 0.11%
2,154
– –
MCD icon
106
McDonald's
MCD
$194B
$359K 0.1%
1,182
– –
LOW icon
107
Lowe's Companies
LOW
$122B
$357K 0.1%
1,419
+156
+12% +$38.3K
HLIO icon
108
Helios Technologies
HLIO
$2.56B
$337K 0.1%
6,457
– –
AYI icon
109
Acuity Brands
AYI
$10.3B
$319K 0.09%
925
-7
-0.8% -$2.23K
UNH icon
110
UnitedHealth
UNH
$389B
$312K 0.09%
904
-27
-3% -$8.17K
IRM icon
111
Iron Mountain
IRM
$37.4B
$308K 0.09%
3,022
– –
MTD icon
112
Mettler-Toledo International
MTD
$28.1B
$277K 0.08%
226
– –
CI icon
113
Cigna
CI
$79.6B
$270K 0.08%
937
-34
-4% -$10.1K
RTX icon
114
RTX Corp
RTX
$295B
$270K 0.08%
1,611
+187
+13% +$29K
RNR icon
115
RenaissanceRe
RNR
$13.9B
$269K 0.08%
1,060
– –
XLK icon
116
State Street Technology Select Sector SPDR ETF
XLK
$112B
$268K 0.08%
1,904
– –
GLD icon
117
SPDR Gold Trust
GLD
$131B
$261K 0.07%
735
– –
IWF icon
118
iShares Russell 1000 Growth ETF
IWF
$119B
$252K 0.07%
2,152
– –
LH icon
119
Labcorp
LH
$25.8B
$247K 0.07%
859
– –
MSEX icon
120
Middlesex Water
MSEX
$1.08B
$245K 0.07%
4,525
– –
GPC icon
121
Genuine Parts
GPC
$17.9B
$243K 0.07%
1,755
– –
PFE icon
122
Pfizer
PFE
$144B
$240K 0.07%
9,418
+150
+2% +$3.7K
V icon
123
Visa
V
$697B
$232K 0.07%
679
– –
GLW icon
124
Corning
GLW
$108B
$227K 0.06%
2,763
– –
MCK icon
125
McKesson
MCK
$104B
$221K 0.06%
286
– –
3 4
5
6 7

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WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return
SWM
Seaside Wealth Management Carlsbad, California $356M AUM 18.53% 1-Year Est. Return
LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $356M AUM 14.3% 1-Year Est. Return

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.