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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
APD icon
126
Air Products & Chemicals
APD
$65.2B
$222K 0.07%
787
-175
-18% -$47.9K
HLIO icon
127
Helios Technologies
HLIO
$2.56B
$215K 0.06%
6,457
-3,200
-33% -$96.4K
GPC icon
128
Genuine Parts
GPC
$17.9B
$213K 0.06%
1,755
– –
MCK icon
129
McKesson
MCK
$104B
$210K 0.06%
286
– –
RTX icon
130
RTX Corp
RTX
$295B
$208K 0.06%
1,424
– –
DHR icon
131
Danaher
DHR
$140B
$198K 0.06%
1,004
+72
+8% +$14K
UNP icon
132
Union Pacific
UNP
$175B
$196K 0.06%
850
-100
-11% -$22.2K
TRV icon
133
Travelers Companies
TRV
$82.9B
$180K 0.05%
671
– –
VUG icon
134
Vanguard Growth ETF
VUG
$216B
$177K 0.05%
2,424
– –
T icon
135
AT&T
T
$169B
$176K 0.05%
6,093
– –
WM icon
136
Waste Management
WM
$96.1B
$172K 0.05%
751
– –
CW icon
137
Curtiss-Wright
CW
$26.9B
$171K 0.05%
350
– –
HSY icon
138
Hershey
HSY
$37.2B
$166K 0.05%
1,000
– –
SHW icon
139
Sherwin-Williams
SHW
$87.4B
$162K 0.05%
473
– –
VO icon
140
Vanguard Mid-Cap ETF
VO
$107B
$159K 0.05%
2,272
– –
EMR icon
141
Emerson Electric
EMR
$85B
$156K 0.05%
1,168
-118
-9% -$13.5K
PLTR icon
142
Palantir
PLTR
$296B
$150K 0.04%
1,100
– –
COR icon
143
Cencora
COR
$62.2B
$150K 0.04%
500
– –
FDX icon
144
FedEx
FDX
$74B
$149K 0.04%
655
– –
AJG icon
145
Arthur J. Gallagher & Co
AJG
$68.2B
$145K 0.04%
454
– –
GLW icon
146
Corning
GLW
$108B
$145K 0.04%
2,763
– –
CARR icon
147
Carrier Global
CARR
$52.5B
$144K 0.04%
1,962
-12
-0.6% -$814
FITB
148
Fifth Third Bancorp
FITB
$52.4B
$143K 0.04%
3,486
-30
-0.9% -$1.13K
VRTX icon
149
Vertex Pharmaceuticals
VRTX
$124B
$143K 0.04%
322
-4
-1% -$1.84K
MSCI icon
150
MSCI
MSCI
$42.1B
$141K 0.04%
245
– –
4 5
6
7 8

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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.