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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
+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
INTC icon
176
Intel
INTC
$419B
$96.1K 0.03%
2,605
– –
MAS icon
177
Masco
MAS
$14.7B
$95.2K 0.03%
1,500
– –
NXP icon
178
Nuveen Select Tax-Free Income Portfolio
NXP
$899M
$93.8K 0.03%
6,653
– –
EBAY icon
179
eBay
EBAY
$51.4B
$93.7K 0.03%
1,076
– –
NUW icon
180
Nuveen AMT-Free Municipal Value Fund
NUW
$252M
$92K 0.03%
6,428
– –
AVY icon
181
Avery Dennison
AVY
$12.8B
$91.7K 0.03%
504
– –
WEC icon
182
WEC Energy
WEC
$36.5B
$91.4K 0.03%
867
– –
AGZ icon
183
iShares Agency Bond ETF
AGZ
$559M
$90.9K 0.03%
824
+51
+7% +$5.63K
CVS icon
184
CVS Health
CVS
$137B
$90.5K 0.03%
1,140
– –
HYMB icon
185
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
$89.6K 0.02%
3,593
– –
IDA icon
186
Idacorp
IDA
$8.1B
$88.6K 0.02%
700
– –
VHT icon
187
Vanguard Health Care ETF
VHT
$18.6B
$86.4K 0.02%
300
– –
EW icon
188
Edwards Lifesciences
EW
$49.1B
$86.1K 0.02%
1,010
– –
UBER icon
189
Uber
UBER
$144B
$85.2K 0.02%
1,043
– –
BSV icon
190
Vanguard Short-Term Bond ETF
BSV
$44.6B
$83.9K 0.02%
1,064
-125
-11% -$9.86K
PNC icon
191
PNC Financial Services
PNC
$99.4B
$82.9K 0.02%
397
– –
CVX icon
192
Chevron
CVX
$383B
$82.8K 0.02%
543
– –
VIXY icon
193
ProShares VIX Short-Term Futures ETF
VIXY
$215M
$82K 0.02%
3,200
– –
ZTS icon
194
Zoetis
ZTS
$32.9B
$81.8K 0.02%
650
– –
VYMI icon
195
Vanguard International High Dividend Yield ETF
VYMI
$20.3B
$77.8K 0.02%
865
– –
HPE icon
196
Hewlett Packard
HPE
$59.6B
$76.9K 0.02%
3,200
– –
STAG icon
197
STAG Industrial
STAG
$7.45B
$76.8K 0.02%
2,089
-94
-4% -$3.57K
FNDF icon
198
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$76.5K 0.02%
1,693
– –
SPGI icon
199
S&P Global
SPGI
$124B
$76.3K 0.02%
146
– –
ALC icon
200
Alcon
ALC
$33.9B
$74.9K 0.02%
950
– –
6 7
8
9 10

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WAM
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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.