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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
+10.24%
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
$334M
AUM Growth
+$27.4M
Cap. Flow
+$4.75M
Cap. Flow %
1.42%
Top 10 Hldgs %
31.36%
Holding
456
New
7
Increased
31
Reduced
119
Closed
52

Top Buys

Rank Stock Value
1
PLD icon
Prologis
PLD
+$5.23M
2
SYK icon
Stryker
SYK
+$3.65M
3
HD icon
Home Depot
HD
+$3.02M
4
VMI icon
Valmont Industries
VMI
+$2.65M
5
BWA icon
BorgWarner
BWA
+$2.1M

Top Sells

Rank Stock Value
1
STAG icon
STAG Industrial
STAG
+$2.34M
2
SNN icon
Smith & Nephew
SNN
+$994K
3
SFM icon
Sprouts Farmers Market
SFM
+$847K
4
AAPL icon
Apple
AAPL
+$787K
5
HTO
H2O America
HTO
+$575K

Sector Composition

Rank Sector Weight
1 Technology 36.88%
2 Healthcare 14.71%
3 Consumer Staples 11.52%
4 Industrials 9.51%
5 Financials 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNC icon
201
PNC Financial Services
PNC
$100B
$74K 0.02%
397
– –
SMCI icon
202
Super Micro Computer
SMCI
$18.4B
$73.5K 0.02%
1,500
– –
VOT icon
203
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$72.2K 0.02%
254
– –
CTAS icon
204
Cintas
CTAS
$86B
$71.4K 0.02%
320
-108
-25% -$23.2K
MDY icon
205
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$70.2K 0.02%
124
+24
+24% +$12.9K
HR icon
206
Healthcare Realty
HR
$7.58B
$66.5K 0.02%
4,190
-6,170
-60% -$93.8K
HPE icon
207
Hewlett Packard
HPE
$60.4B
$65.4K 0.02%
3,200
-271
-8% -$4.54K
SLF icon
208
Sun Life Financial
SLF
$46.6B
$61.5K 0.02%
925
+249
+37% +$15.3K
WOR icon
209
Worthington Enterprises
WOR
$2.82B
$60.5K 0.02%
950
– –
AMP icon
210
Ameriprise Financial
AMP
$48.3B
$58.7K 0.02%
110
– –
MAA icon
211
Mid-America Apartment Communities
MAA
$15.8B
$57K 0.02%
385
– –
META icon
212
Meta Platforms (Facebook)
META
$1.51T
$57K 0.02%
77
-31
-29% -$19.2K
TSM icon
213
TSMC
TSM
$2.03T
$56.6K 0.02%
250
-66
-21% -$12.2K
EMN icon
214
Eastman Chemical
EMN
$7.79B
$56.4K 0.02%
755
– –
FLJP icon
215
Franklin FTSE Japan ETF
FLJP
$3.88B
$56.3K 0.02%
1,750
– –
DASH icon
216
DoorDash
DASH
$85.2B
$55.5K 0.02%
225
– –
TIP icon
217
iShares TIPS Bond ETF
TIP
$14.5B
$55K 0.02%
500
– –
CB icon
218
Chubb
CB
$141B
$54.2K 0.02%
187
– –
INTC icon
219
Intel
INTC
$435B
$53.5K 0.02%
2,389
+289
+14% +$5.99K
IHI icon
220
iShares US Medical Devices ETF
IHI
$3.14B
$52.6K 0.02%
840
– –
CNI icon
221
Canadian National Railway
CNI
$78.3B
$52K 0.02%
500
-50
-9% -$5.09K
GEHC icon
222
GE HealthCare
GEHC
$29.2B
$52K 0.02%
702
-145
-17% -$10.1K
PYPL icon
223
PayPal
PYPL
$51.4B
$50.6K 0.02%
681
– –
TWLO icon
224
Twilio
TWLO
$29.5B
$49.7K 0.01%
400
-58
-13% -$6.17K
NKE icon
225
Nike
NKE
$63.9B
$49.7K 0.01%
700
-64
-8% -$3.84K
7 8
9
10 11

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Clean Yield Group's Q2 2025 Portfolio in Review

As of Q2 2025, Clean Yield Group held 456 positions worth $334M, up 8.9% from $307M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Clean Yield Group's Q2 2025 filing shows 7 new, 31 increased, 119 reduced and 52 closed positions. Its largest new stake was Valmont Industries: 8,651 shares worth $2.83M. The largest sale was STAG Industrial, an estimated $2.34M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Staples.

  • Clean Yield Group's largest Q2 2025 buy was Valmont Industries: 8,651 shares worth $2.83M.
  • Clean Yield Group added most to Prologis in Q2 2025, an estimated $5.23M increase.
  • Clean Yield Group's biggest Q2 2025 reduction was STAG Industrial, cutting an estimated $2.34M.
  • Clean Yield Group fully exited Mercado Libre in Q2 2025, selling an estimated $140K.
  • Clean Yield Group's ten largest holdings make up 31% of its $334M portfolio in Q2 2025.
  • Clean Yield Group opened 7 new positions and closed 52 in Q2 2025.
  • Clean Yield Group's portfolio value rose 8.9% quarter-over-quarter to $334M.

Based on Clean Yield Group's 13F filing for Q2 2025, filed 17 Jul 2025.