Arjuna Capital

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Arjuna Capital reported 113 stock positions worth $361.3 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 13.5% of the portfolio, followed by Apple (AAPL, 7.4%) and Microsoft (MSFT, 5.4%). Compared with Q4 2024, it opened 25 new positions, sold out of 11, added to 13 and reduced 73. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +790%) and the biggest sale Microsoft (MSFT, shares −25%).

Most Recent 13F
Q2 2026
Location
MANCHESTER, MA
CIK
0001703208
Portfolio Value
$361.3M (Q1 2025)
SEC Filing
0001398344-25-009120 ↗ filed May 9, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $352.7M Q1 2024 Q2 2024: $371.7M Q2 2024 Q3 2024: $386.1M Q3 2024 Q4 2024: $375.8M Q4 2024 Q1 2025: $361.3M $361.3M Q1 2025 Q2 2025: $379.4M Q2 2025 Q3 2025: $402.3M Q3 2025 Q4 2025: $408.2M Q4 2025 Q1 2026: $393.3M Q1 2026 Q2 2026: $444.3M Q2 2026

Holdings 113 stocks · $361.3M
SGOV iShares 0-3 Month Treasury B 13.54% 485,800 $48.9M Add +790.3%
AAPL Apple Inc. 7.39% 120,273 $26.7M Reduce -11.5%
MSFT Microsoft Corp. 5.36% 51,588 $19.4M Reduce -25.2%
NVDA Nvidia Corp. 4.48% 149,264 $16.2M Reduce -15.3%
GOOGL Alphabet Inc. Class A 4.00% 93,431 $14.4M Reduce -1.6%
SPTI SS SPDR P Int Term TSY ETF 3.77% 476,043 $13.6M Add +14.1%
AMZN Amazon.com Inc. 2.42% 45,953 $8.7M Reduce -13.7%
JPM JPMorgan Chase & Co. 2.28% 33,539 $8.2M Reduce -9.7%
HD Home Depot Inc. 2.04% 20,110 $7.4M Reduce -21.3%
ACN Accenture PLC Class A 1.88% 21,752 $6.8M Reduce -16.9%
WM Waste Management Inc. 1.74% 27,219 $6.3M Reduce -7.5%
KR Kroger Co. 1.59% 84,623 $5.7M Reduce -10.3%
AMP Ameriprise Financial Inc. 1.55% 11,570 $5.6M Reduce -10.2%
TMO Thermo Fisher Scientific Inc. 1.43% 10,353 $5.2M Reduce -38.7%
COST Costco Wholesale Corp. 1.38% 5,257 $5.0M Reduce -14.1%
TRV The Travelers Cos Inc. 1.35% 18,467 $4.9M Reduce -9.5%
GSK GSK PLC-Spon ADR 1.32% 123,330 $4.8M Reduce -25.3%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.31% 4,799 $4.7M Reduce -5.2%
V Visa Inc. Class A 1.26% 13,010 $4.6M Add +11.9%
UNH Unitedhealth Group Inc. 1.20% 8,276 $4.3M Reduce -10.4%
AMAL Amalgamated Financial Corp. 1.18% 148,634 $4.3M Reduce -9.0%
SFM Sprouts Farmers Market Inc. 1.17% 27,670 $4.2M Reduce -11.5%
AVGO Broadcom Inc. 1.17% 25,148 $4.2M Add +14.1%
CMCSA Comcast Corp. Class A 1.01% 98,892 $3.6M Reduce -8.3%
PSA Public Storage 1.00% 12,100 $3.6M Reduce -7.7%
MA Mastercard Inc. Class A 0.98% 6,457 $3.5M Reduce -10.0%
NFLX Netflix Inc. 0.96% 3,701 $3.5M Add +21.1%
MET Metlife Inc. 0.94% 42,114 $3.4M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.91% 26,966 $3.3M Reduce -9.3%
CWT California Water Service Grp 0.89% 66,038 $3.2M Reduce -22.2%
ITW Illinois Tool Works 0.88% 12,833 $3.2M Add +123.1%
PGR Progressive Corp. 0.88% 11,184 $3.2M Reduce -9.7%
CSCO Cisco Systems Inc. 0.81% 47,690 $2.9M Reduce -6.9%
LOW Lowe's Cos Inc. 0.80% 12,397 $2.9M Reduce -1.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.76% 10,977 $2.7M Reduce -7.7%
MCK McKesson Corp. 0.74% 3,973 $2.7M New
BEPC Brookfield Renewable Corp. 0.71% 91,462 $2.6M Add +50.9%
BDX Becton Dickinson and Co. 0.69% 10,938 $2.5M Add +61.8%
ADP Automatic Data Processing 0.69% 8,119 $2.5M Add +59.4%
NVO Novo-Nordisk A/S-Spons ADR 0.69% 35,639 $2.5M Reduce -5.0%
SBUX Starbucks Corp. 0.67% 24,856 $2.4M Add +94.6%
VZ Verizon Communications Inc. 0.65% 52,078 $2.4M Reduce -40.0%
AMGN Amgen Inc. 0.65% 7,532 $2.3M Reduce -64.5%
EXPD Expeditors Intl Wash Inc. 0.61% 18,218 $2.2M Reduce -7.2%
WSM Williams-Sonoma Inc. 0.56% 12,846 $2.0M New
AXP American Express Co. 0.56% 7,513 $2.0M Reduce -54.2%
VRTX Vertex Pharmaceuticals Inc. 0.54% 4,000 $1.9M Reduce -27.8%
CB Chubb Ltd. 0.51% 6,151 $1.9M Reduce -3.0%
TGT Target Corp. 0.51% 17,677 $1.8M New
HPQ HP Inc. 0.47% 61,962 $1.7M Reduce -6.5%
SNY Sanofi-ADR 0.46% 30,248 $1.7M Reduce -7.3%
APH Amphenol Corp. Class A 0.44% 24,496 $1.6M Reduce -11.4%
BBY Best Buy Co. Inc. 0.44% 21,633 $1.6M Reduce -2.9%
ESGV Vanguard ESG US Stock ETF 0.44% 16,188 $1.6M Reduce -20.3%
DGX Quest Diagnostics Inc. 0.44% 9,331 $1.6M Reduce -7.7%
JCI Johnson Controls Internation 0.43% 19,561 $1.6M Add +443.2%
SCHW Schwab (charles) Corp. 0.41% 18,861 $1.5M New
ORCL Oracle Corp. 0.40% 10,336 $1.4M Reduce -11.9%
CAH Cardinal Health Inc. 0.40% 10,464 $1.4M Reduce -40.9%
AMAT Applied Materials Inc. 0.39% 9,797 $1.4M Reduce -10.4%
NVS Novartis AG-Sponsored ADR 0.38% 12,447 $1.4M Reduce -5.0%
COR Cencora Inc. 0.38% 4,978 $1.4M New
PG The Procter & Gamble Co. 0.38% 8,110 $1.4M Reduce -7.8%
BKNG Booking Holdings Inc. 0.38% 299 $1.4M New
RGA Reinsurance Group of America 0.37% 6,819 $1.3M Reduce -52.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.37% 15,826 $1.3M New
NUE Nucor Corp. 0.37% 10,993 $1.3M Reduce -55.6%
SYY Sysco Corp. 0.36% 17,141 $1.3M New
DVA Davita Inc. 0.35% 8,296 $1.3M New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.35% 12,775 $1.3M New
LECO Lincoln Electric Holdings 0.35% 6,664 $1.3M New
C Citigroup Inc. 0.34% 17,545 $1.2M New
BXP BXP Inc. 0.34% 18,290 $1.2M Reduce -5.9%
CTSH Cognizant Tech Solutions-A 0.34% 15,879 $1.2M New
CRM Salesforce Inc. 0.34% 4,511 $1.2M Reduce -3.9%
MWA Mueller Water Products Inc. Class A 0.33% 47,262 $1.2M New
EQIX Equinix Inc. 0.33% 1,468 $1.2M New
A Agilent Technologies Inc. 0.32% 9,901 $1.2M Reduce -7.1%
DLX Deluxe Corp. 0.31% 71,237 $1.1M New
VMI Valmont Industries 0.31% 3,881 $1.1M New
STT State Street Corp. 0.30% 12,184 $1.1M Reduce -2.7%
UL Unilever PLC 0.30% 17,975 $1.1M Reduce -2.7%
NTRS Northern Trust Corp. 0.22% 7,939 $783K New
GAP The Gap Inc. 0.22% 37,876 $781K Reduce -1.8%
WLY Wiley (john) & Sons Class A 0.21% 17,233 $768K Reduce -1.6%
BMI Badger Meter Inc. 0.20% 3,713 $706K Reduce -1.9%
APOG Apogee Enterprises Inc. 0.20% 15,244 $706K Reduce -75.5%
CNI Canadian Natl Railway Co. 0.19% 7,197 $701K Reduce -2.7%
FITB Fifth Third Bancorp 0.18% 17,000 $666K Reduce -2.2%
JLL Jones Lang Lasalle Inc. 0.16% 2,400 $595K Reduce -3.0%
VNO Vornado Realty Trust 0.13% 12,893 $477K Reduce -1.3%
DOV Dover Corp. 0.13% 2,579 $453K Reduce -3.4%
UPS United Parcel Service Class B 0.12% 3,980 $438K Reduce -1.7%
NKE Nike Inc. Class B 0.12% 6,870 $436K Reduce -7.1%
GOOG Alphabet Inc. Class C 0.12% 2,779 $434K Reduce -6.6%
WAT Waters Corp. 0.12% 1,167 $430K Reduce -3.1%
ADBE Adobe Inc. 0.12% 1,116 $428K Reduce -10.3%
TILE Interface Inc. 0.12% 21,328 $423K Add +0.8%
SCS Steelcase Inc. Class A 0.12% 38,175 $418K Reduce -74.4%
EBAY eBay Inc. 0.10% 5,572 $377K Reduce -4.5%

Show all 113 holdings

Portfolio Sells Q4 2024 → Q1 2025
MSFT Microsoft Corp. Reduce -25.2% 5.36% −2.38
META Meta Platforms Inc. Class A Sold out 0.00% −1.98
NVDA Nvidia Corp. Reduce -15.3% 4.48% −1.82
PFG Principal Financial Group Sold out 0.00% −1.68
AAPL Apple Inc. Reduce -11.5% 7.39% −1.67
TSLA Tesla Inc. Sold out 0.00% −1.00
APOG Apogee Enterprises Inc. Reduce -75.5% 0.20% −0.99
TMO Thermo Fisher Scientific Inc. Reduce -38.7% 1.43% −0.91
AMGN Amgen Inc. Reduce -64.5% 0.65% −0.82
BCO The Brink's Co. Sold out 0.00% −0.81
GOOGL Alphabet Inc. Class A Reduce -1.6% 4.00% −0.78
AXP American Express Co. Reduce -54.2% 0.56% −0.73
KMB Kimberly-Clark Corp. Sold out 0.00% −0.72
AMZN Amazon.com Inc. Reduce -13.7% 2.42% −0.69
HD Home Depot Inc. Reduce -21.3% 2.04% −0.60
ACN Accenture PLC Class A Reduce -16.9% 1.88% −0.57
HNI Hni Corp. Sold out 0.00% −0.45
RGA Reinsurance Group of America Reduce -52.7% 0.37% −0.45
SON Sonoco Products Co. Sold out 0.00% −0.42
NUE Nucor Corp. Reduce -55.6% 0.37% −0.40
SCS Steelcase Inc. Class A Reduce -74.4% 0.12% −0.35
VOYA Voya Financial Inc. Sold out 0.00% −0.35
AMP Ameriprise Financial Inc. Reduce -10.2% 1.55% −0.27
AMAL Amalgamated Financial Corp. Reduce -9.0% 1.18% −0.27
VZ Verizon Communications Inc. Reduce -40.0% 0.65% −0.27
NVO Novo-Nordisk A/S-Spons ADR Reduce -5.0% 0.69% −0.17
GSK GSK PLC-Spon ADR Reduce -25.3% 1.32% −0.16
CAH Cardinal Health Inc. Reduce -40.9% 0.40% −0.16
CWT California Water Service Grp Reduce -22.2% 0.89% −0.14
ESGV Vanguard ESG US Stock ETF Reduce -20.3% 0.44% −0.13
ORCL Oracle Corp. Reduce -11.9% 0.40% −0.12
COST Costco Wholesale Corp. Reduce -14.1% 1.38% −0.12
GWW WW Grainger Inc. Reduce -5.2% 1.31% −0.11
HPQ HP Inc. Reduce -6.5% 0.47% −0.10
JPM JPMorgan Chase & Co. Reduce -9.7% 2.28% −0.09
INVESTMENT MANAGERS SER TR I Sold out 0.00% −0.08
CRM Salesforce Inc. Reduce -3.9% 0.34% −0.08
AMAT Applied Materials Inc. Reduce -10.4% 0.39% −0.08
BBY Best Buy Co. Inc. Reduce -2.9% 0.44% −0.07
CMCSA Comcast Corp. Class A Reduce -8.3% 1.01% −0.07
APH Amphenol Corp. Class A Reduce -11.4% 0.44% −0.07
STM Stmicroelectronics NV-NY SHS Sold out 0.00% −0.06
A Agilent Technologies Inc. Reduce -7.1% 0.32% −0.06
VRTX Vertex Pharmaceuticals Inc. Reduce -27.8% 0.54% −0.06
VIG Vanguard Dividend Apprec ETF Sold out 0.00% −0.05
TJX TJX Companies Inc. Reduce -9.3% 0.91% −0.05
BXP BXP Inc. Reduce -5.9% 0.34% −0.04
UNH Unitedhealth Group Inc. Reduce -10.4% 1.20% −0.04
PSA Public Storage Reduce -7.7% 1.00% −0.04
GOOG Alphabet Inc. Class C Reduce -6.6% 0.12% −0.03

Portfolio Buys Q4 2024 → Q1 2025
SGOV iShares 0-3 Month Treasury B Add +790.3% 13.54% +12.08
MET Metlife Inc. New 0.94% +0.94
MCK McKesson Corp. New 0.74% +0.74
SPTI SS SPDR P Int Term TSY ETF Add +14.1% 3.77% +0.67
WSM Williams-Sonoma Inc. New 0.56% +0.56
TGT Target Corp. New 0.51% +0.51
ITW Illinois Tool Works Add +123.1% 0.88% +0.49
SCHW Schwab (charles) Corp. New 0.41% +0.41
COR Cencora Inc. New 0.38% +0.38
BKNG Booking Holdings Inc. New 0.38% +0.38
BNY Bank of New York Mellon Corp. New 0.37% +0.37
SBUX Starbucks Corp. Add +94.6% 0.67% +0.36
JCI Johnson Controls Internation Add +443.2% 0.43% +0.36
SYY Sysco Corp. New 0.36% +0.36
DVA Davita Inc. New 0.35% +0.35
DIS The Walt Disney Co. New 0.35% +0.35
LECO Lincoln Electric Holdings New 0.35% +0.35
C Citigroup Inc. New 0.34% +0.34
CTSH Cognizant Tech Solutions-A New 0.34% +0.34
MWA Mueller Water Products Inc. Class A New 0.33% +0.33
EQIX Equinix Inc. New 0.33% +0.33
DLX Deluxe Corp. New 0.31% +0.31
VMI Valmont Industries New 0.31% +0.31
ADP Automatic Data Processing Add +59.4% 0.69% +0.29
BDX Becton Dickinson and Co. Add +61.8% 0.69% +0.29
V Visa Inc. Class A Add +11.9% 1.26% +0.28
BEPC Brookfield Renewable Corp. Add +50.9% 0.71% +0.26
NFLX Netflix Inc. Add +21.1% 0.96% +0.23
NTRS Northern Trust Corp. New 0.22% +0.22
VTI VG Morningstar TS MKT ETF-US New 0.06% +0.06
IVV iShares Core S&P 500 ETF New 0.04% +0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd New 0.01% +0.01
VTV Vanguard Mrngstr Val ETF-Aui New 0.00% +0.00
VNQ Vanguard Real Estate ETF New 0.00% 0.00
AKAM Akamai Technologies Inc. Add +0.1% 0.06% −0.01
TILE Interface Inc. Add +0.8% 0.12% −0.02
AVGO Broadcom Inc. Add +14.1% 1.17% −0.19

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 113$444.3MSGOV, AAPL, GOOGL, NVDA, MSFT
Q1 2026 109$393.3MSGOV, AAPL, GOOGL, NVDA, MSFT
Q4 2025 108$408.2MSGOV, AAPL, GOOGL, NVDA, MSFT
Q3 2025 106$402.3MSGOV, AAPL, NVDA, MSFT, GOOGL
Q2 2025 117$379.4MSGOV, MSFT, AAPL, NVDA, GOOGL
Q1 2025 113$361.3MSGOV, AAPL, MSFT, NVDA, GOOGL
Q4 2024 99$375.8MAAPL, MSFT, NVDA, GOOGL, AMZN
Q3 2024 103$386.1MAAPL, MSFT, NVDA, GOOGL, SPTI
Q2 2024 101$371.7MMSFT, AAPL, NVDA, GOOGL, SPTI
Q1 2024 100$352.7MMSFT, AAPL, GOOGL, NVDA, SPTI