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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
VYMI icon
201
Vanguard International High Dividend Yield ETF
VYMI
$20.4B
$73.2K 0.02%
+865
New +$71.7K
FNDF icon
202
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$72.7K 0.02%
+1,693
New +$70.4K
SMCI icon
203
Super Micro Computer
SMCI
$18.4B
$71.9K 0.02%
1,500
– –
SPGI icon
204
S&P Global
SPGI
$125B
$71.1K 0.02%
146
– –
ALC icon
205
Alcon
ALC
$33.7B
$70.8K 0.02%
950
-10
-1% -$835
TSM icon
206
TSMC
TSM
$2.03T
$69.8K 0.02%
250
– –
HR icon
207
Healthcare Realty
HR
$7.58B
$69.2K 0.02%
3,840
-350
-8% -$5.92K
CTAS icon
208
Cintas
CTAS
$86B
$65.8K 0.02%
320
– –
QCOM icon
209
Qualcomm
QCOM
$172B
$65.5K 0.02%
394
-166
-30% -$26.3K
VRSK icon
210
Verisk Analytics
VRSK
$27.8B
$62.9K 0.02%
250
– –
DASH icon
211
DoorDash
DASH
$85.2B
$61.2K 0.02%
225
– –
FLJP icon
212
Franklin FTSE Japan ETF
FLJP
$3.88B
$60.5K 0.02%
1,750
– –
VZ icon
213
Verizon
VZ
$201B
$57.7K 0.02%
1,312
-702
-35% -$30.4K
META icon
214
Meta Platforms (Facebook)
META
$1.51T
$56.7K 0.02%
77
– –
GS icon
215
Goldman Sachs
GS
$305B
$56.5K 0.02%
71
+37
+109% +$27.4K
TIP icon
216
iShares TIPS Bond ETF
TIP
$14.5B
$55.6K 0.02%
500
– –
SLF icon
217
Sun Life Financial
SLF
$46.6B
$55.5K 0.02%
925
– –
TLH icon
218
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$54.6K 0.02%
530
-610
-54% -$61.7K
SHOP icon
219
Shopify
SHOP
$169B
$54.1K 0.02%
364
– –
AMP icon
220
Ameriprise Financial
AMP
$48.3B
$54K 0.02%
110
– –
ESGV icon
221
Vanguard ESG US Stock ETF
ESGV
$13B
$53.9K 0.02%
+455
New +$51.8K
MAA icon
222
Mid-America Apartment Communities
MAA
$15.8B
$53.8K 0.02%
385
– –
SUSL icon
223
iShares ESG MSCI USA Leaders ETF
SUSL
$1.12B
$53.3K 0.02%
+455
New +$51.1K
CB icon
224
Chubb
CB
$141B
$52.8K 0.01%
187
– –
GEHC icon
225
GE HealthCare
GEHC
$29.2B
$52.7K 0.01%
702
– –
7 8
9
10 11

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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.