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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
-1.5%
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
$355M
AUM Growth
-$5.01M
Cap. Flow
+$8.14M
Cap. Flow %
2.29%
Top 10 Hldgs %
31.33%
Holding
419
New
10
Increased
45
Reduced
110
Closed
34

Top Buys

Rank Stock Value
1
COST icon
Costco
COST
+$4.36M
2
PANW icon
Palo Alto Networks
PANW
+$2.72M
3
NOW icon
ServiceNow
NOW
+$1.59M
4
NFLX icon
Netflix
NFLX
+$1.51M
5
SOFI icon
SoFi Technologies
SOFI
+$1.35M

Top Sells

Rank Stock Value
1
HOLX
Hologic
HOLX
+$3.45M
2
AVGO icon
Broadcom
AVGO
+$869K
3
VOD icon
Vodafone
VOD
+$823K
4
AWK icon
American Water Works
AWK
+$743K
5
AMAL icon
Amalgamated Financial
AMAL
+$719K

Sector Composition

Rank Sector Weight
1 Technology 36.57%
2 Healthcare 13.53%
3 Financials 10.68%
4 Industrials 9.91%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIXY icon
176
ProShares VIX Short-Term Futures ETF
VIXY
$208M
$110K 0.03%
3,200
– –
BNY
177
Bank of New York Mellon
BNY
$106B
$109K 0.03%
916
-136
-13% -$16.2K
GWW icon
178
W.W. Grainger
GWW
$66B
$105K 0.03%
96
– –
IDA icon
179
Idacorp
IDA
$8.24B
$100K 0.03%
700
– –
VTEB icon
180
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$98.5K 0.03%
1,974
– –
EBAY icon
181
eBay
EBAY
$52.1B
$97.9K 0.03%
1,076
– –
AJG icon
182
Arthur J. Gallagher & Co
AJG
$68.2B
$97.7K 0.03%
451
– –
NXP icon
183
Nuveen Select Tax-Free Income Portfolio
NXP
$899M
$95.5K 0.03%
6,653
– –
TNC icon
184
Tennant Co
TNC
$1.5B
$94K 0.03%
1,415
– –
INTC icon
185
Intel
INTC
$435B
$92.9K 0.03%
2,105
-500
-19% -$22.9K
NUW icon
186
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
$92.1K 0.03%
6,428
– –
BINC icon
187
BlackRock Flexible Income ETF
BINC
$16.1B
$91.5K 0.03%
1,763
+1,729
+5,085% +$91.2K
MAS icon
188
Masco
MAS
$16.5B
$90.6K 0.03%
1,500
– –
HYMB icon
189
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$89.1K 0.03%
3,593
– –
AVY icon
190
Avery Dennison
AVY
$12.9B
$87K 0.02%
504
– –
SNPS icon
191
Synopsys
SNPS
$73.5B
$84.8K 0.02%
214
– –
BSV icon
192
Vanguard Short-Term Bond ETF
BSV
$44.7B
$83.4K 0.02%
1,064
– –
PNC icon
193
PNC Financial Services
PNC
$100B
$82.6K 0.02%
397
– –
CVS icon
194
CVS Health
CVS
$140B
$81.9K 0.02%
1,140
– –
VHT icon
195
Vanguard Health Care ETF
VHT
$18.6B
$81.7K 0.02%
300
– –
TSM icon
196
TSMC
TSM
$2.03T
$80.1K 0.02%
237
– –
EW icon
197
Edwards Lifesciences
EW
$48.2B
$80.1K 0.02%
1,000
-10
-1% -$824
ESGE icon
198
iShares ESG Aware MSCI EM ETF
ESGE
$6.41B
$77.6K 0.02%
+1,708
New +$80.8K
XYL icon
199
Xylem
XYL
$29.7B
$77K 0.02%
644
-110
-15% -$14.4K
ZTS icon
200
Zoetis
ZTS
$32.5B
$76.8K 0.02%
650
– –
6 7
8
9 10

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Clean Yield Group's Q1 2026 Portfolio in Review

As of Q1 2026, Clean Yield Group held 419 positions worth $355M, down 1.4% from $360M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q1 2026 filing shows 10 new, 45 increased, 110 reduced and 34 closed positions. Its largest new stake was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K. The largest sale was Hologic, an estimated $3.45M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 39% a quarter earlier, followed by Healthcare and Financials.

  • Clean Yield Group's largest Q1 2026 buy was iShares ESG Aware MSCI USA ETF: 2,474 shares worth $350K.
  • Clean Yield Group added most to Costco in Q1 2026, an estimated $4.36M increase.
  • Clean Yield Group's biggest Q1 2026 reduction was Hologic, cutting an estimated $3.45M.
  • Clean Yield Group fully exited Vanguard International High Dividend Yield ETF in Q1 2026, selling an estimated $77.8K.
  • Clean Yield Group's ten largest holdings make up 31% of its $355M portfolio in Q1 2026.
  • Clean Yield Group opened 10 new positions and closed 34 in Q1 2026.
  • Clean Yield Group's portfolio value fell 1.4% quarter-over-quarter to $355M.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.