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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
ZTS icon
176
Zoetis
ZTS
$32.5B
$95.1K 0.03%
650
– –
MAR icon
177
Marriott International
MAR
$101B
$95.1K 0.03%
365
– –
BSV icon
178
Vanguard Short-Term Bond ETF
BSV
$44.7B
$93.8K 0.03%
1,189
– –
IDA icon
179
Idacorp
IDA
$8.24B
$92.5K 0.03%
700
– –
GWW icon
180
W.W. Grainger
GWW
$66B
$91.5K 0.03%
96
– –
NUW icon
181
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
$91.1K 0.03%
6,428
– –
VOOG icon
182
Vanguard S&P 500 Growth ETF
VOOG
$25.2B
$90.1K 0.03%
1,242
– –
HYMB icon
183
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$89.6K 0.03%
3,593
– –
INTC icon
184
Intel
INTC
$435B
$87.4K 0.02%
2,605
+216
+9% +$5.23K
HPQ icon
185
HP
HPQ
$25.9B
$87.1K 0.02%
3,200
– –
CVS icon
186
CVS Health
CVS
$140B
$85.9K 0.02%
1,140
– –
AGZ icon
187
iShares Agency Bond ETF
AGZ
$559M
$85.4K 0.02%
773
+27
+4% +$2.96K
CVX icon
188
Chevron
CVX
$374B
$84.3K 0.02%
543
– –
ETN icon
189
Eaton
ETN
$150B
$83.5K 0.02%
223
– –
KMX icon
190
CarMax
KMX
$8.36B
$81.8K 0.02%
1,822
– –
AVY icon
191
Avery Dennison
AVY
$12.9B
$81.7K 0.02%
504
– –
PNC icon
192
PNC Financial Services
PNC
$100B
$79.8K 0.02%
397
– –
ROP icon
193
Roper Technologies
ROP
$38.7B
$78.8K 0.02%
158
– –
HPE icon
194
Hewlett Packard
HPE
$60.4B
$78.6K 0.02%
3,200
– –
EW icon
195
Edwards Lifesciences
EW
$48.2B
$78.5K 0.02%
1,010
– –
VHT icon
196
Vanguard Health Care ETF
VHT
$18.6B
$77.9K 0.02%
300
– –
STAG icon
197
STAG Industrial
STAG
$7.79B
$77K 0.02%
2,183
-1,123
-34% -$40K
SPOT icon
198
Spotify
SPOT
$105B
$76.8K 0.02%
110
– –
VOT icon
199
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$74.6K 0.02%
254
– –
MDY icon
200
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$73.9K 0.02%
124
– –
6 7
8
9 10

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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.