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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
+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
GEV icon
101
GE Vernova
GEV
$251B
$448K 0.12%
685
+15
+2% +$9.14K
WTS icon
102
Watts Water Technologies
WTS
$11.6B
$441K 0.12%
1,596
– –
SJM icon
103
J.M. Smucker
SJM
$13.2B
$439K 0.12%
4,493
– –
TSCO icon
104
Tractor Supply
TSCO
$16.5B
$431K 0.12%
8,620
– –
KEYS icon
105
Keysight
KEYS
$52.2B
$423K 0.12%
2,081
-73
-3% -$13.5K
MICC
106
The Magnum Ice Cream Company N.V.
MICC
$11.3B
$405K 0.11%
+25,567
New +$401K
KO icon
107
Coca-Cola
KO
$380B
$398K 0.11%
5,688
– –
MCD icon
108
McDonald's
MCD
$194B
$361K 0.1%
1,182
– –
HLIO icon
109
Helios Technologies
HLIO
$2.56B
$345K 0.1%
6,457
– –
SYY icon
110
Sysco
SYY
$40.7B
$343K 0.1%
4,650
– –
LOW icon
111
Lowe's Companies
LOW
$122B
$342K 0.1%
1,419
– –
AYI icon
112
Acuity Brands
AYI
$10.3B
$333K 0.09%
925
– –
MTD icon
113
Mettler-Toledo International
MTD
$28.1B
$315K 0.09%
226
– –
ORCL icon
114
Oracle
ORCL
$346B
$311K 0.09%
1,598
– –
UNH icon
115
UnitedHealth
UNH
$389B
$298K 0.08%
904
– –
RNR icon
116
RenaissanceRe
RNR
$13.9B
$298K 0.08%
1,060
– –
RTX icon
117
RTX Corp
RTX
$295B
$295K 0.08%
1,611
– –
GLD icon
118
SPDR Gold Trust
GLD
$131B
$291K 0.08%
735
– –
XLK icon
119
State Street Technology Select Sector SPDR ETF
XLK
$112B
$274K 0.08%
1,904
– –
VTI icon
120
Vanguard Total Stock Market ETF
VTI
$656B
$272K 0.08%
812
+811
+81,100% +$270K
IWF icon
121
iShares Russell 1000 Growth ETF
IWF
$119B
$255K 0.07%
2,152
– –
IRM icon
122
Iron Mountain
IRM
$37.4B
$249K 0.07%
3,000
-22
-0.7% -$2.06K
WAT icon
123
Waters Corp
WAT
$37.7B
$247K 0.07%
650
– –
GLW icon
124
Corning
GLW
$108B
$242K 0.07%
2,763
– –
V icon
125
Visa
V
$697B
$238K 0.07%
679
– –
3 4
5
6 7

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WKWM
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HC
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SWM
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LW
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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.