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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
CHD icon
126
Church & Dwight Co
CHD
$23.7B
$216K 0.06%
2,460
– –
APD icon
127
Air Products & Chemicals
APD
$65.2B
$215K 0.06%
787
– –
CMCSA icon
128
Comcast
CMCSA
$85.8B
$214K 0.06%
6,800
– –
VMBS icon
129
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$210K 0.06%
4,482
-373
-8% -$17.3K
TGT icon
130
Target
TGT
$65.5B
$204K 0.06%
2,271
-88
-4% -$8.66K
UNP icon
131
Union Pacific
UNP
$175B
$201K 0.06%
850
– –
PLTR icon
132
Palantir
PLTR
$296B
$201K 0.06%
1,100
– –
T icon
133
AT&T
T
$169B
$199K 0.06%
7,056
+963
+16% +$27.3K
DHR icon
134
Danaher
DHR
$140B
$199K 0.06%
1,004
– –
WAT icon
135
Waters Corp
WAT
$37.7B
$195K 0.06%
650
-15
-2% -$4.53K
CW icon
136
Curtiss-Wright
CW
$26.9B
$190K 0.05%
350
– –
TRV icon
137
Travelers Companies
TRV
$82.9B
$187K 0.05%
671
– –
HSY icon
138
Hershey
HSY
$37.2B
$187K 0.05%
1,000
– –
WM icon
139
Waste Management
WM
$96.1B
$177K 0.05%
801
+50
+7% +$11.3K
VO icon
140
Vanguard Mid-Cap ETF
VO
$107B
$167K 0.05%
2,272
– –
VUG icon
141
Vanguard Growth ETF
VUG
$216B
$165K 0.05%
2,064
-360
-15% -$27.5K
SHW icon
142
Sherwin-Williams
SHW
$87.4B
$164K 0.05%
473
– –
TJX icon
143
TJX Companies
TJX
$178B
$162K 0.05%
1,118
– –
COR icon
144
Cencora
COR
$62.2B
$156K 0.04%
500
– –
FITB
145
Fifth Third Bancorp
FITB
$52.4B
$155K 0.04%
3,486
– –
FDX icon
146
FedEx
FDX
$74B
$154K 0.04%
655
– –
EMR icon
147
Emerson Electric
EMR
$85B
$153K 0.04%
1,168
– –
NSC icon
148
Norfolk Southern
NSC
$76.1B
$142K 0.04%
474
– –
AJG icon
149
Arthur J. Gallagher & Co
AJG
$68.2B
$140K 0.04%
451
-3
-0.7% -$904
MSCI icon
150
MSCI
MSCI
$42.1B
$139K 0.04%
245
– –
4 5
6
7 8

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HC
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SWM
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LW
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SFP
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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.