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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
-1.5%
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
$355M
AUM Growth
-$5.01M
Cap. Flow
+$8.14M
Cap. Flow %
2.29%
Top 10 Hldgs %
31.33%
Holding
419
New
10
Increased
45
Reduced
110
Closed
34

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$4.36M
2
PANW icon
Palo Alto Networks
PANW
+$2.72M
3
NOW icon
ServiceNow
NOW
+$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

Rank Stock Value
1
HOLX
Hologic
HOLX
+$3.45M
2
AVGO icon
Broadcom
AVGO
+$869K
3
VOD icon
Vodafone
VOD
+$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

Rank Sector Weight
1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
126
Vanguard Total Stock Market ETF
VTI
$656B
$237K 0.07%
738
-74
-9% -$24.8K
ORCL icon
127
Oracle
ORCL
$346B
$235K 0.07%
1,597
-1
-0.1% -$163
FDX icon
128
FedEx
FDX
$74B
$233K 0.07%
655
– –
LH icon
129
Labcorp
LH
$25.8B
$229K 0.06%
859
– –
APD icon
130
Air Products & Chemicals
APD
$65.2B
$229K 0.06%
787
– –
MSEX icon
131
Middlesex Water
MSEX
$1.08B
$226K 0.06%
4,350
-175
-4% -$9.21K
IWF icon
132
iShares Russell 1000 Growth ETF
IWF
$119B
$221K 0.06%
2,072
-80
-4% -$9.08K
MCK icon
133
McKesson
MCK
$104B
$213K 0.06%
246
– –
VMBS icon
134
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$210K 0.06%
4,482
– –
UNP icon
135
Union Pacific
UNP
$175B
$206K 0.06%
850
– –
HSY icon
136
Hershey
HSY
$37.2B
$197K 0.06%
950
-50
-5% -$10.5K
V icon
137
Visa
V
$697B
$196K 0.06%
650
-29
-4% -$9.32K
CMCSA icon
138
Comcast
CMCSA
$85.8B
$195K 0.06%
6,800
– –
PFE icon
139
Pfizer
PFE
$144B
$192K 0.05%
6,823
-2,033
-23% -$54.1K
CAT icon
140
Caterpillar
CAT
$387B
$191K 0.05%
270
– –
TRV icon
141
Travelers Companies
TRV
$82.9B
$190K 0.05%
650
-21
-3% -$6.15K
DHR icon
142
Danaher
DHR
$140B
$188K 0.05%
994
-10
-1% -$2.13K
CI icon
143
Cigna
CI
$79.6B
$188K 0.05%
705
-133
-16% -$36.8K
CHD icon
144
Church & Dwight Co
CHD
$23.7B
$183K 0.05%
1,957
-53
-3% -$5.09K
UTHR icon
145
United Therapeutics
UTHR
$26.1B
$178K 0.05%
300
– –
TJX icon
146
TJX Companies
TJX
$178B
$176K 0.05%
1,105
– –
SJNK icon
147
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
$174K 0.05%
+6,962
New +$176K
WM icon
148
Waste Management
WM
$96.1B
$173K 0.05%
751
-50
-6% -$11.5K
SPHY icon
149
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.5B
$172K 0.05%
+7,364
New +$174K
VO icon
150
Vanguard Mid-Cap ETF
VO
$107B
$163K 0.05%
2,272
– –
4 5
6
7 8

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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 Q1 2026 Portfolio in Review

As of Q1 2026, Clean Yield Group held 419 positions worth $355M, down 1.4% from $360M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q1 2026 filing shows 10 new, 45 increased, 110 reduced and 34 closed positions. Its largest new stake was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K. The largest sale was Hologic, an estimated $3.45M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 39% a quarter earlier, followed by Healthcare and Financials.

  • Clean Yield Group's largest Q1 2026 buy was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K.
  • Clean Yield Group added most to Costco in Q1 2026, an estimated $4.36M increase.
  • Clean Yield Group's biggest Q1 2026 reduction was Hologic, cutting an estimated $3.45M.
  • Clean Yield Group fully exited Vanguard International High Dividend Yield ETF in Q1 2026, selling an estimated $77.8K.
  • Clean Yield Group's ten largest holdings make up 31% of its $355M portfolio in Q1 2026.
  • Clean Yield Group opened 10 new positions and closed 34 in Q1 2026.
  • Clean Yield Group's portfolio value fell 1.4% quarter-over-quarter to $355M.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.