We are live on ! Find out more
CYG

Clean Yield Group Portfolio holdings

AUM $403M
1-Year Est. Return 24.32%
This Fund
S&P 500
This Quarter Est. Return
+3.08%
1 Year Est. Return
+24.32%
3 Year Est. Return
+64.98%
5 Year Est. Return
+65.38%
10 Year Est. Return
+239.38%
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
TSM icon
201
TSMC
TSM
$2.17T
$72K 0.02%
237
-13
-5% -$3.81K
HPQ icon
202
HP
HPQ
$30.7B
$71.3K 0.02%
3,200
– –
VOT icon
203
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19B
$70.9K 0.02%
254
– –
KMX icon
204
CarMax
KMX
$8.75B
$70.4K 0.02%
1,822
– –
ROP icon
205
Roper Technologies
ROP
$39B
$70.3K 0.02%
158
– –
QCOM icon
206
Qualcomm
QCOM
$192B
$67.4K 0.02%
394
– –
HR icon
207
Healthcare Realty
HR
$6.49B
$65.1K 0.02%
3,840
– –
SPOT icon
208
Spotify
SPOT
$114B
$63.9K 0.02%
110
– –
VTV icon
209
Vanguard Morningstar Value ETF
VTV
$191B
$62.8K 0.02%
329
-246
-43% -$46.3K
GS icon
210
Goldman Sachs
GS
$288B
$62.4K 0.02%
71
– –
IWM icon
211
iShares Russell 2000 ETF
IWM
$77.6B
$61.5K 0.02%
250
-250
-50% -$61.5K
FLJP icon
212
Franklin FTSE Japan ETF
FLJP
$4.16B
$60.3K 0.02%
1,750
– –
CTAS icon
213
Cintas
CTAS
$80.4B
$60.2K 0.02%
320
– –
SHOP icon
214
Shopify
SHOP
$172B
$58.6K 0.02%
364
– –
CB icon
215
Chubb
CB
$132B
$58.4K 0.02%
187
– –
GEHC icon
216
GE HealthCare
GEHC
$29B
$57.6K 0.02%
702
– –
TWLO icon
217
Twilio
TWLO
$35.6B
$56.9K 0.02%
400
– –
SUSL icon
218
iShares ESG MSCI USA Leaders ETF
SUSL
$1.21B
$55.2K 0.02%
455
– –
ESGV icon
219
Vanguard ESG US Stock ETF
ESGV
$13.4B
$55K 0.02%
455
– –
TIP icon
220
iShares TIPS Bond ETF
TIP
$14.7B
$55K 0.02%
500
– –
AMP icon
221
Ameriprise Financial
AMP
$49.3B
$53.9K 0.02%
110
– –
TLH icon
222
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$53.9K 0.02%
530
– –
MAA icon
223
Mid-America Apartment Communities
MAA
$14.6B
$53.5K 0.01%
385
– –
VZ icon
224
Verizon
VZ
$213B
$53.4K 0.01%
1,312
– –
ADI icon
225
Analog Devices
ADI
$175B
$53.2K 0.01%
196
– –
7 8
9
10 11

Similar funds

OFP
OLIO Financial Planning Mclean, Virginia $403M AUM 20.12% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return
BHBT
Burke & Herbert Bank & Trust Alexandria, Virginia $403M AUM 26.8% 1-Year Est. Return
GAM
Grandview Asset Management Harrisburg, Pennsylvania $403M AUM 38.49% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
ACM
Arcataur Capital Management Milwaukee, Wisconsin $403M AUM 23.9% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return

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.