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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
TJX icon
151
TJX Companies
TJX
$178B
$138K 0.04%
1,118
+57
+5% +$7.23K
BMY icon
152
Bristol-Myers Squibb
BMY
$130B
$135K 0.04%
2,921
-26
-0.9% -$1.28K
KMX icon
153
CarMax
KMX
$8.36B
$122K 0.04%
1,822
– –
MCHP icon
154
Microchip Technology
MCHP
$41.1B
$122K 0.04%
1,727
– –
NSC icon
155
Norfolk Southern
NSC
$76.1B
$121K 0.04%
474
– –
STAG icon
156
STAG Industrial
STAG
$7.79B
$120K 0.04%
3,306
-67,705
-95% -$2.34M
NEA icon
157
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$120K 0.04%
10,971
– –
DOV icon
158
Dover
DOV
$27.4B
$116K 0.03%
633
– –
TLH icon
159
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$116K 0.03%
1,140
– –
NOMD icon
160
Nomad Foods
NOMD
$1.7B
$113K 0.03%
6,665
-1,607
-19% -$29.5K
TNC icon
161
Tennant Co
TNC
$1.5B
$110K 0.03%
1,416
– –
YUM icon
162
Yum! Brands
YUM
$41.4B
$109K 0.03%
738
+58
+9% +$8.47K
PANW icon
163
Palo Alto Networks
PANW
$260B
$109K 0.03%
534
– –
IWM icon
164
iShares Russell 2000 ETF
IWM
$80.4B
$108K 0.03%
500
– –
WFC icon
165
Wells Fargo
WFC
$263B
$102K 0.03%
1,275
– –
VTV icon
166
Vanguard Value ETF
VTV
$190B
$102K 0.03%
575
– –
ZTS icon
167
Zoetis
ZTS
$32.5B
$101K 0.03%
650
– –
GWW icon
168
W.W. Grainger
GWW
$66B
$99.9K 0.03%
96
-4
-4% -$4.16K
MAR icon
169
Marriott International
MAR
$101B
$99.7K 0.03%
365
– –
XLU icon
170
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$98K 0.03%
2,400
– –
UBER icon
171
Uber
UBER
$144B
$97.3K 0.03%
1,043
-59
-5% -$4.86K
MAS icon
172
Masco
MAS
$16.5B
$96.5K 0.03%
1,500
– –
BNY
173
Bank of New York Mellon
BNY
$106B
$95.8K 0.03%
1,052
– –
BSV icon
174
Vanguard Short-Term Bond ETF
BSV
$44.7B
$93.6K 0.03%
1,189
– –
NXP icon
175
Nuveen Select Tax-Free Income Portfolio
NXP
$899M
$93.5K 0.03%
6,653
– –
5 6
7
8 9

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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.