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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
-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
HPE icon
201
Hewlett Packard
HPE
$60.4B
$76.2K 0.02%
3,200
– –
UBER icon
202
Uber
UBER
$144B
$75K 0.02%
1,043
– –
KMX icon
203
CarMax
KMX
$8.36B
$74.9K 0.02%
1,802
-20
-1% -$876
ALC icon
204
Alcon
ALC
$33.7B
$71.6K 0.02%
950
– –
WEC icon
205
WEC Energy
WEC
$37B
$71.4K 0.02%
617
-250
-29% -$28.1K
SUSA icon
206
iShares ESG Optimized MSCI USA ETF
SUSA
$4B
$71.2K 0.02%
+539
New +$74.7K
STAG icon
207
STAG Industrial
STAG
$7.79B
$65.6K 0.02%
1,820
-269
-13% -$10.2K
VOT icon
208
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$65.4K 0.02%
254
– –
HR icon
209
Healthcare Realty
HR
$7.58B
$65.2K 0.02%
3,840
– –
VTV icon
210
Vanguard Value ETF
VTV
$190B
$64.5K 0.02%
329
– –
FLJP icon
211
Franklin FTSE Japan ETF
FLJP
$3.88B
$63.3K 0.02%
1,750
– –
ADI icon
212
Analog Devices
ADI
$178B
$62.4K 0.02%
196
– –
IWM icon
213
iShares Russell 2000 ETF
IWM
$80.4B
$62K 0.02%
250
– –
HPQ icon
214
HP
HPQ
$25.9B
$61.5K 0.02%
3,200
– –
CB icon
215
Chubb
CB
$141B
$60.9K 0.02%
187
– –
GS icon
216
Goldman Sachs
GS
$305B
$60.1K 0.02%
71
– –
SPGI icon
217
S&P Global
SPGI
$126B
$56.6K 0.02%
133
-13
-9% -$6.04K
TIP icon
218
iShares TIPS Bond ETF
TIP
$14.5B
$55.2K 0.02%
500
– –
ROP icon
219
Roper Technologies
ROP
$38.7B
$54.1K 0.02%
153
-5
-3% -$1.84K
CTAS icon
220
Cintas
CTAS
$86B
$54.1K 0.02%
320
– –
TLH icon
221
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$53.4K 0.02%
530
– –
SPOT icon
222
Spotify
SPOT
$105B
$53.3K 0.02%
110
– –
CNI icon
223
Canadian National Railway
CNI
$78.3B
$51.4K 0.01%
500
– –
TWLO icon
224
Twilio
TWLO
$29.5B
$50.3K 0.01%
400
– –
GEHC icon
225
GE HealthCare
GEHC
$29.2B
$50K 0.01%
702
– –
7 8
9
10 11

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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.