Arjuna Capital
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Arjuna Capital reported 99 stock positions worth $375.8 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Nvidia (NVDA, 6.3%). Compared with Q3 2024, it opened 9 new positions, sold out of 13, added to 32 and reduced 54. The biggest buy was a new position in Cisco Systems (CSCO) and the biggest sale an exit from Colgate-Palmolive (CL).
- Most Recent 13F
- Q2 2026
- Location
- MANCHESTER, MA
- CIK
- 0001703208
- Portfolio Value
- $375.8M (Q4 2024)
- SEC Filing
- 0001398344-25-002138 ↗ filed Feb 7, 2025
Holdings Value
Holdings 99 stocks · $375.8M
| AAPL Apple Inc. | 9.06% | 135,962 | $34.0M | Reduce -2.1% |
| MSFT Microsoft Corp. | 7.74% | 68,978 | $29.1M | Reduce -2.0% |
| NVDA Nvidia Corp. | 6.30% | 176,276 | $23.7M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 4.78% | 94,934 | $18.0M | Reduce -7.5% |
| AMZN Amazon.com Inc. | 3.11% | 53,234 | $11.7M | Reduce -2.7% |
| SPTI SS SPDR P Int Term TSY ETF | 3.10% | 417,202 | $11.6M | Add +0.6% |
| HD Home Depot Inc. | 2.64% | 25,537 | $9.9M | Add +17.0% |
| ACN Accenture PLC Class A | 2.45% | 26,162 | $9.2M | Add +7.2% |
| JPM JPMorgan Chase & Co. | 2.37% | 37,136 | $8.9M | Reduce -4.1% |
| TMO Thermo Fisher Scientific Inc. | 2.34% | 16,884 | $8.8M | Add +2.4% |
| META Meta Platforms Inc. Class A | 1.98% | 12,681 | $7.4M | Reduce -1.8% |
| AMP Ameriprise Financial Inc. | 1.82% | 12,880 | $6.9M | Reduce -4.5% |
| PFG Principal Financial Group | 1.68% | 81,532 | $6.3M | Reduce -5.0% |
| WM Waste Management Inc. | 1.58% | 29,433 | $5.9M | Add +1.0% |
| KR Kroger Co. | 1.53% | 94,334 | $5.8M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 1.49% | 6,118 | $5.6M | Reduce -1.7% |
| GSK GSK PLC-Spon ADR | 1.49% | 165,066 | $5.6M | Add +109.1% |
| AMGN Amgen Inc. | 1.47% | 21,244 | $5.5M | Reduce -4.8% |
| SGOV iShares 0-3 Month Treasury B | 1.46% | 54,564 | $5.5M | Reduce -7.6% |
| AMAL Amalgamated Financial Corp. | 1.45% | 163,339 | $5.5M | Reduce -3.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 1.42% | 5,064 | $5.3M | Reduce -1.9% |
| AVGO Broadcom Inc. | 1.36% | 22,040 | $5.1M | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 1.31% | 20,402 | $4.9M | Reduce -2.6% |
| AXP American Express Co. | 1.29% | 16,391 | $4.9M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 1.24% | 9,238 | $4.7M | Reduce -1.4% |
| APOG Apogee Enterprises Inc. | 1.18% | 62,252 | $4.4M | Reduce -0.8% |
| CMCSA Comcast Corp. Class A | 1.08% | 107,786 | $4.0M | Add +66.5% |
| SFM Sprouts Farmers Market Inc. | 1.06% | 31,252 | $4.0M | Reduce -14.6% |
| PSA Public Storage | 1.04% | 13,109 | $3.9M | Reduce -0.2% |
| CWT California Water Service Grp | 1.02% | 84,911 | $3.8M | Add +23.6% |
| MA Mastercard Inc. Class A | 1.01% | 7,175 | $3.8M | Reduce -2.6% |
| TSLA Tesla Inc. | 1.00% | 9,266 | $3.7M | Add +11.3% |
| V Visa Inc. Class A | 0.98% | 11,628 | $3.7M | Reduce -2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 29,734 | $3.6M | Add +101.8% |
| VZ Verizon Communications Inc. | 0.92% | 86,789 | $3.5M | Reduce -2.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.86% | 37,517 | $3.2M | Reduce -20.6% |
| LOW Lowe's Cos Inc. | 0.83% | 12,626 | $3.1M | Reduce -1.9% |
| RGA Reinsurance Group of America | 0.82% | 14,426 | $3.1M | Reduce -3.8% |
| CSCO Cisco Systems Inc. | 0.81% | 51,226 | $3.0M | New |
| BCO The Brink's Co. | 0.81% | 32,654 | $3.0M | Add +0.2% |
| PGR Progressive Corp. | 0.79% | 12,384 | $3.0M | Add +92.8% |
| NUE Nucor Corp. | 0.77% | 24,772 | $2.9M | Add +1.3% |
| NFLX Netflix Inc. | 0.73% | 3,057 | $2.7M | Reduce -4.0% |
| KMB Kimberly-Clark Corp. | 0.72% | 20,608 | $2.7M | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.70% | 11,892 | $2.6M | Add +55.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.59% | 5,541 | $2.2M | Add +1.2% |
| EXPD Expeditors Intl Wash Inc. | 0.58% | 19,632 | $2.2M | Reduce -2.0% |
| HPQ HP Inc. | 0.58% | 66,272 | $2.2M | Reduce -3.1% |
| ESGV Vanguard ESG US Stock ETF | 0.57% | 20,298 | $2.1M | Reduce -39.1% |
| CAH Cardinal Health Inc. | 0.56% | 17,712 | $2.1M | Reduce -3.1% |
| ORCL Oracle Corp. | 0.52% | 11,737 | $2.0M | Reduce -2.9% |
| APH Amphenol Corp. Class A | 0.51% | 27,636 | $1.9M | Reduce -2.0% |
| BBY Best Buy Co. Inc. | 0.51% | 22,284 | $1.9M | Reduce -3.0% |
| AMAT Applied Materials Inc. | 0.47% | 10,935 | $1.8M | Reduce -45.0% |
| SCS Steelcase Inc. Class A | 0.47% | 149,040 | $1.8M | Reduce -2.2% |
| CB Chubb Ltd. | 0.47% | 6,339 | $1.8M | Add +9.2% |
| HNI Hni Corp. | 0.45% | 33,840 | $1.7M | Reduce -3.1% |
| BEPC Brookfield Renewable Corp. | 0.45% | 60,611 | $1.7M | Reduce -0.3% |
| SNY Sanofi-ADR | 0.42% | 32,642 | $1.6M | Reduce -16.2% |
| SON Sonoco Products Co. | 0.42% | 32,209 | $1.6M | Reduce -1.6% |
| CRM Salesforce Inc. | 0.42% | 4,696 | $1.6M | New |
| BDX Becton Dickinson and Co. | 0.41% | 6,761 | $1.5M | New |
| DGX Quest Diagnostics Inc. | 0.41% | 10,114 | $1.5M | Reduce -59.4% |
| ADP Automatic Data Processing | 0.40% | 5,094 | $1.5M | New |
| PG The Procter & Gamble Co. | 0.39% | 8,798 | $1.5M | Reduce -1.5% |
| ITW Illinois Tool Works | 0.39% | 5,751 | $1.5M | New |
| BXP BXP Inc. | 0.38% | 19,436 | $1.4M | New |
| A Agilent Technologies Inc. | 0.38% | 10,661 | $1.4M | Reduce -1.4% |
| VOYA Voya Financial Inc. | 0.35% | 18,978 | $1.3M | Reduce -3.5% |
| NVS Novartis AG-Sponsored ADR | 0.34% | 13,106 | $1.3M | Reduce -1.5% |
| STT State Street Corp. | 0.33% | 12,517 | $1.2M | Add +64.7% |
| SBUX Starbucks Corp. | 0.31% | 12,772 | $1.2M | Add +4.9% |
| UL Unilever PLC | 0.28% | 18,474 | $1.0M | Reduce -20.7% |
| GAP The Gap Inc. | 0.24% | 38,578 | $912K | Add +232.7% |
| BMI Badger Meter Inc. | 0.21% | 3,787 | $803K | Reduce -0.2% |
| WLY Wiley (john) & Sons Class A | 0.20% | 17,505 | $765K | Reduce -68.3% |
| CNI Canadian Natl Railway Co. | 0.20% | 7,396 | $751K | Add +0.1% |
| FITB Fifth Third Bancorp | 0.20% | 17,387 | $735K | Add +102.2% |
| JLL Jones Lang Lasalle Inc. | 0.17% | 2,475 | $627K | Add +140.3% |
| GOOG Alphabet Inc. Class C | 0.15% | 2,976 | $567K | No change |
| NKE Nike Inc. Class B | 0.15% | 7,394 | $560K | Add +154.3% |
| ADBE Adobe Inc. | 0.15% | 1,244 | $553K | Reduce -74.3% |
| VNO Vornado Realty Trust | 0.15% | 13,060 | $549K | Add +84.0% |
| TILE Interface Inc. | 0.14% | 21,157 | $515K | Add +1.2% |
| UPS United Parcel Service Class B | 0.14% | 4,050 | $511K | Add +2.0% |
| DOV Dover Corp. | 0.13% | 2,671 | $501K | Add +0.7% |
| WAT Waters Corp. | 0.12% | 1,204 | $447K | New |
| DELL Dell Technologies -C | 0.11% | 3,502 | $404K | New |
| EBAY eBay Inc. | 0.10% | 5,832 | $361K | Reduce -0.3% |
| INVESTMENT MANAGERS SER TR I | 0.08% | 8,325 | $316K | Add +0.7% |
| JCI Johnson Controls Internation | 0.08% | 3,601 | $284K | Add +1.9% |
| LII Lennox International Inc. | 0.07% | 437 | $266K | Reduce -2.5% |
| AKAM Akamai Technologies Inc. | 0.07% | 2,686 | $257K | Add +1.9% |
| CDNS Cadence Design SYS Inc. | 0.07% | 850 | $255K | New |
| STM Stmicroelectronics NV-NY SHS | 0.06% | 9,120 | $228K | Add +2.0% |
| AOS Smith (a.o.) Corp. | 0.06% | 3,230 | $220K | Reduce -3.9% |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 1,028 | $201K | No change |
| IWF iShares Russell 1000 Growth | 0.05% | 431 | $173K | No change |
| IWM iShares Russell 2000 ETF | 0.01% | 195 | $43K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −1.02 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.87 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.64 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -20.6% | 0.86% | −0.60 |
| DGX Quest Diagnostics Inc. | Reduce -59.4% | 0.41% | −0.60 |
| AMAT Applied Materials Inc. | Reduce -45.0% | 0.47% | −0.57 |
| CNC Centene Corp. | Sold out | 0.00% | −0.54 |
| ADBE Adobe Inc. | Reduce -74.3% | 0.15% | −0.50 |
| WLY Wiley (john) & Sons Class A | Reduce -68.3% | 0.20% | −0.49 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.42 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.41 |
| AMGN Amgen Inc. | Reduce -4.8% | 1.47% | −0.39 |
| DLX Deluxe Corp. | Sold out | 0.00% | −0.39 |
| ESGV Vanguard ESG US Stock ETF | Reduce -39.1% | 0.57% | −0.31 |
| URTH iShares MSCI World ETF | Sold out | 0.00% | −0.24 |
| PFG Principal Financial Group | Reduce -5.0% | 1.68% | −0.23 |
| PSA Public Storage | Reduce -0.2% | 1.04% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -1.4% | 1.24% | −0.18 |
| SNY Sanofi-ADR | Reduce -16.2% | 0.42% | −0.16 |
| UL Unilever PLC | Reduce -20.7% | 0.28% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 0.92% | −0.11 |
| MSFT Microsoft Corp. | Reduce -2.0% | 7.74% | −0.11 |
| BBY Best Buy Co. Inc. | Reduce -3.0% | 0.51% | −0.11 |
| EXPD Expeditors Intl Wash Inc. | Reduce -2.0% | 0.58% | −0.10 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.10 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −0.09 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −0.09 |
| SGOV iShares 0-3 Month Treasury B | Reduce -7.6% | 1.46% | −0.08 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -1.9% | 0.83% | −0.07 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.07 |
| BEPC Brookfield Renewable Corp. | Reduce -0.3% | 0.45% | −0.07 |
| SCS Steelcase Inc. Class A | Reduce -2.2% | 0.47% | −0.06 |
| HPQ HP Inc. | Reduce -3.1% | 0.58% | −0.06 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.5% | 0.34% | −0.06 |
| KMB Kimberly-Clark Corp. | Reduce -2.0% | 0.72% | −0.06 |
| VOYA Voya Financial Inc. | Reduce -3.5% | 0.35% | −0.06 |
| SON Sonoco Products Co. | Reduce -1.6% | 0.42% | −0.04 |
| A Agilent Technologies Inc. | Reduce -1.4% | 0.38% | −0.03 |
| HNI Hni Corp. | Reduce -3.1% | 0.45% | −0.03 |
| RGA Reinsurance Group of America | Reduce -3.8% | 0.82% | −0.03 |
| AOS Smith (a.o.) Corp. | Reduce -3.9% | 0.06% | −0.02 |
| ORCL Oracle Corp. | Reduce -2.9% | 0.52% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.5% | 0.39% | −0.01 |
| EBAY eBay Inc. | Reduce -0.3% | 0.10% | −0.00 |
| BMI Badger Meter Inc. | Reduce -0.2% | 0.21% | −0.00 |
| LII Lennox International Inc. | Reduce -2.5% | 0.07% | +0.00 |
| SFM Sprouts Farmers Market Inc. | Reduce -14.6% | 1.06% | +0.01 |
| GWW WW Grainger Inc. | Reduce -1.9% | 1.42% | +0.03 |
| CAH Cardinal Health Inc. | Reduce -3.1% | 0.56% | +0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| CSCO Cisco Systems Inc. | New | 0.81% | +0.81 |
| NVDA Nvidia Corp. | Add +0.8% | 6.30% | +0.80 |
| GSK GSK PLC-Spon ADR | Add +109.1% | 1.49% | +0.65 |
| TJX TJX Companies Inc. | Add +101.8% | 0.96% | +0.51 |
| TSLA Tesla Inc. | Add +11.3% | 1.00% | +0.43 |
| CRM Salesforce Inc. | New | 0.42% | +0.42 |
| BDX Becton Dickinson and Co. | New | 0.41% | +0.41 |
| ADP Automatic Data Processing | New | 0.40% | +0.40 |
| ITW Illinois Tool Works | New | 0.39% | +0.39 |
| BXP BXP Inc. | New | 0.38% | +0.38 |
| CMCSA Comcast Corp. Class A | Add +66.5% | 1.08% | +0.38 |
| PGR Progressive Corp. | Add +92.8% | 0.79% | +0.37 |
| HD Home Depot Inc. | Add +17.0% | 2.64% | +0.35 |
| IBM Intl Business Machines Corp. | Add +55.8% | 0.70% | +0.26 |
| ACN Accenture PLC Class A | Add +7.2% | 2.45% | +0.21 |
| GAP The Gap Inc. | Add +232.7% | 0.24% | +0.18 |
| STT State Street Corp. | Add +64.7% | 0.33% | +0.15 |
| WAT Waters Corp. | New | 0.12% | +0.12 |
| DELL Dell Technologies -C | New | 0.11% | +0.11 |
| FITB Fifth Third Bancorp | Add +102.2% | 0.20% | +0.10 |
| JLL Jones Lang Lasalle Inc. | Add +140.3% | 0.17% | +0.09 |
| NKE Nike Inc. Class B | Add +154.3% | 0.15% | +0.08 |
| VNO Vornado Realty Trust | Add +84.0% | 0.15% | +0.07 |
| CDNS Cadence Design SYS Inc. | New | 0.07% | +0.07 |
| CWT California Water Service Grp | Add +23.6% | 1.02% | +0.06 |
| TILE Interface Inc. | Add +1.2% | 0.14% | +0.03 |
| CB Chubb Ltd. | Add +9.2% | 0.47% | +0.03 |
| WM Waste Management Inc. | Add +1.0% | 1.58% | +0.01 |
| JCI Johnson Controls Internation | Add +1.9% | 0.08% | +0.00 |
| SBUX Starbucks Corp. | Add +4.9% | 0.31% | +0.00 |
| INVESTMENT MANAGERS SER TR I | Add +0.7% | 0.08% | +0.00 |
| DOV Dover Corp. | Add +0.7% | 0.13% | +0.00 |
| AKAM Akamai Technologies Inc. | Add +1.9% | 0.07% | −0.00 |
| UPS United Parcel Service Class B | Add +2.0% | 0.14% | −0.00 |
| STM Stmicroelectronics NV-NY SHS | Add +2.0% | 0.06% | −0.01 |
| CNI Canadian Natl Railway Co. | Add +0.1% | 0.20% | −0.02 |
| SPTI SS SPDR P Int Term TSY ETF | Add +0.6% | 3.10% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.2% | 0.59% | −0.07 |
| BCO The Brink's Co. | Add +0.2% | 0.81% | −0.17 |
| NUE Nucor Corp. | Add +1.3% | 0.77% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Add +2.4% | 2.34% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 113 | $444.3M | SGOV, AAPL, GOOGL, NVDA, MSFT |
| Q1 2026 | 109 | $393.3M | SGOV, AAPL, GOOGL, NVDA, MSFT |
| Q4 2025 | 108 | $408.2M | SGOV, AAPL, GOOGL, NVDA, MSFT |
| Q3 2025 | 106 | $402.3M | SGOV, AAPL, NVDA, MSFT, GOOGL |
| Q2 2025 | 117 | $379.4M | SGOV, MSFT, AAPL, NVDA, GOOGL |
| Q1 2025 | 113 | $361.3M | SGOV, AAPL, MSFT, NVDA, GOOGL |
| Q4 2024 | 99 | $375.8M | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q3 2024 | 103 | $386.1M | AAPL, MSFT, NVDA, GOOGL, SPTI |
| Q2 2024 | 101 | $371.7M | MSFT, AAPL, NVDA, GOOGL, SPTI |
| Q1 2024 | 100 | $352.7M | MSFT, AAPL, GOOGL, NVDA, SPTI |