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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
WFC icon
151
Wells Fargo
WFC
$263B
$133K 0.04%
1,591
+316
+25% +$25.6K
CAT icon
152
Caterpillar
CAT
$387B
$133K 0.04%
278
+60
+28% +$25.6K
BMY icon
153
Bristol-Myers Squibb
BMY
$130B
$132K 0.04%
2,921
– –
VRTX icon
154
Vertex Pharmaceuticals
VRTX
$124B
$126K 0.04%
322
– –
UTHR icon
155
United Therapeutics
UTHR
$26.1B
$126K 0.04%
300
– –
NEA icon
156
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$125K 0.04%
10,971
– –
MCHP icon
157
Microchip Technology
MCHP
$41.1B
$121K 0.03%
1,890
+163
+9% +$11K
IWM icon
158
iShares Russell 2000 ETF
IWM
$80.4B
$121K 0.03%
500
– –
CARR icon
159
Carrier Global
CARR
$52.5B
$117K 0.03%
1,962
– –
TNC icon
160
Tennant Co
TNC
$1.5B
$115K 0.03%
1,416
– –
BNY
161
Bank of New York Mellon
BNY
$106B
$115K 0.03%
1,052
– –
YUM icon
162
Yum! Brands
YUM
$41.4B
$112K 0.03%
738
– –
SNPS icon
163
Synopsys
SNPS
$73.5B
$110K 0.03%
222
+218
+5,450% +$123K
PANW icon
164
Palo Alto Networks
PANW
$260B
$109K 0.03%
534
– –
VTV icon
165
Vanguard Value ETF
VTV
$190B
$107K 0.03%
575
– –
DOV icon
166
Dover
DOV
$27.4B
$106K 0.03%
633
– –
MAS icon
167
Masco
MAS
$16.5B
$106K 0.03%
1,500
– –
XLU icon
168
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$105K 0.03%
2,400
– –
VIXY icon
169
ProShares VIX Short-Term Futures ETF
VIXY
$208M
$103K 0.03%
+3,200
New +$123K
XYL icon
170
Xylem
XYL
$29.7B
$102K 0.03%
694
– –
UBER icon
171
Uber
UBER
$144B
$102K 0.03%
1,043
– –
WEC icon
172
WEC Energy
WEC
$37B
$99.3K 0.03%
867
– –
VTEB icon
173
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$98.8K 0.03%
+1,974
New +$97K
EBAY icon
174
eBay
EBAY
$52.1B
$97.9K 0.03%
1,076
-11
-1% -$973
NXP icon
175
Nuveen Select Tax-Free Income Portfolio
NXP
$899M
$96.2K 0.03%
6,653
– –
5 6
7
8 9

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WKWM
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HC
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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 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.