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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
+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
BETA
126
Beta Technologies Inc
BETA
$4.24B
$235K 0.07%
+8,324
New +$248K
CI icon
127
Cigna
CI
$79.6B
$231K 0.06%
838
-99
-11% -$27.8K
DHR icon
128
Danaher
DHR
$140B
$230K 0.06%
1,004
– –
MSEX icon
129
Middlesex Water
MSEX
$1.08B
$228K 0.06%
4,525
– –
PFE icon
130
Pfizer
PFE
$144B
$221K 0.06%
8,856
-562
-6% -$14.2K
TGT icon
131
Target
TGT
$65.5B
$216K 0.06%
2,210
-61
-3% -$5.62K
GPC icon
132
Genuine Parts
GPC
$17.9B
$216K 0.06%
1,755
– –
LH icon
133
Labcorp
LH
$25.8B
$216K 0.06%
859
– –
VMBS icon
134
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$211K 0.06%
4,482
– –
CMCSA icon
135
Comcast
CMCSA
$85.8B
$203K 0.06%
6,800
– –
MCK icon
136
McKesson
MCK
$104B
$202K 0.06%
246
-40
-14% -$32.6K
UNP icon
137
Union Pacific
UNP
$175B
$197K 0.05%
850
– –
TRV icon
138
Travelers Companies
TRV
$82.9B
$195K 0.05%
671
– –
APD icon
139
Air Products & Chemicals
APD
$65.2B
$194K 0.05%
787
– –
CW icon
140
Curtiss-Wright
CW
$26.9B
$193K 0.05%
350
– –
FDX icon
141
FedEx
FDX
$74B
$189K 0.05%
655
– –
HSY icon
142
Hershey
HSY
$37.2B
$182K 0.05%
1,000
– –
WM icon
143
Waste Management
WM
$96.1B
$176K 0.05%
801
– –
T icon
144
AT&T
T
$169B
$175K 0.05%
7,056
– –
TJX icon
145
TJX Companies
TJX
$178B
$170K 0.05%
1,105
-13
-1% -$1.92K
COR icon
146
Cencora
COR
$62.2B
$169K 0.05%
500
– –
CHD icon
147
Church & Dwight Co
CHD
$23.7B
$169K 0.05%
2,010
-450
-18% -$38.4K
VUG icon
148
Vanguard Growth ETF
VUG
$216B
$167K 0.05%
2,058
-6
-0.3% -$487
VO icon
149
Vanguard Mid-Cap ETF
VO
$107B
$165K 0.05%
2,272
– –
FITB
150
Fifth Third Bancorp
FITB
$52.4B
$163K 0.05%
3,486
– –
4 5
6
7 8

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SWM
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SFP
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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.