Arjuna Capital

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Arjuna Capital reported 117 stock positions worth $379.4 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 14.6% of the portfolio, followed by Microsoft (MSFT, 6.4%) and Apple (AAPL, 6.2%). Compared with Q1 2025, it opened 10 new positions, sold out of 6, added to 8 and reduced 91. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +13%) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
MANCHESTER, MA
CIK
0001703208
Portfolio Value
$379.4M (Q2 2025)
SEC Filing
0001398344-25-015226 ↗ filed Aug 13, 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 Q1 2025 Q2 2025: $379.4M $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 117 stocks · $379.4M
SGOV iShares 0-3 Month Treasury B 14.62% 550,859 $55.5M Add +13.4%
MSFT Microsoft Corp. 6.45% 49,183 $24.5M Reduce -4.7%
AAPL Apple Inc. 6.24% 115,465 $23.7M Reduce -4.0%
NVDA Nvidia Corp. 5.92% 142,204 $22.5M Reduce -4.7%
GOOGL Alphabet Inc. Class A 4.22% 90,760 $16.0M Reduce -2.9%
SPTI SS SPDR P Int Term TSY ETF 3.59% 473,352 $13.6M Reduce -0.6%
AMZN Amazon.com Inc. 2.54% 43,952 $9.6M Reduce -4.3%
JPM JPMorgan Chase & Co. 2.45% 32,021 $9.3M Reduce -4.5%
HD Home Depot Inc. 1.86% 19,274 $7.1M Reduce -4.2%
AVGO Broadcom Inc. 1.74% 23,965 $6.6M Reduce -4.7%
ACN Accenture PLC Class A 1.64% 20,764 $6.2M Reduce -4.5%
WM Waste Management Inc. 1.59% 26,410 $6.0M Reduce -3.0%
AMP Ameriprise Financial Inc. 1.55% 11,003 $5.9M Reduce -4.9%
KR Kroger Co. 1.53% 81,168 $5.8M Reduce -4.1%
COST Costco Wholesale Corp. 1.31% 5,031 $5.0M Reduce -4.3%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.26% 4,589 $4.8M Reduce -4.4%
TRV The Travelers Cos Inc. 1.25% 17,662 $4.7M Reduce -4.4%
NFLX Netflix Inc. 1.23% 3,483 $4.7M Reduce -5.9%
GSK GSK PLC-Spon ADR 1.19% 117,161 $4.5M Reduce -5.0%
V Visa Inc. Class A 1.12% 11,918 $4.2M Reduce -8.4%
MET Metlife Inc. 1.10% 51,745 $4.2M Add +22.9%
SFM Sprouts Farmers Market Inc. 0.99% 22,923 $3.8M Reduce -17.2%
MA Mastercard Inc. Class A 0.91% 6,134 $3.4M Reduce -5.0%
PSA Public Storage 0.89% 11,533 $3.4M Reduce -4.7%
CMCSA Comcast Corp. Class A 0.88% 93,785 $3.3M Reduce -5.2%
TMO Thermo Fisher Scientific Inc. 0.88% 8,189 $3.3M Reduce -20.9%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.84% 25,842 $3.2M Reduce -4.2%
CSCO Cisco Systems Inc. 0.83% 45,476 $3.2M Reduce -4.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.81% 10,453 $3.1M Reduce -4.8%
ITW Illinois Tool Works 0.80% 12,271 $3.0M Reduce -4.4%
AMAL Amalgamated Financial Corp. 0.79% 95,502 $3.0M Reduce -35.8%
JCI Johnson Controls Internation 0.78% 28,089 $3.0M Add +43.6%
CWT California Water Service Grp 0.76% 63,259 $2.9M Reduce -4.2%
BEPC Brookfield Renewable Corp. 0.76% 87,583 $2.9M Reduce -4.2%
PGR Progressive Corp. 0.75% 10,696 $2.9M Reduce -4.4%
MCK McKesson Corp. 0.74% 3,808 $2.8M Reduce -4.2%
LOW Lowe's Cos Inc. 0.69% 11,870 $2.6M Reduce -4.3%
WSM Williams-Sonoma Inc. 0.66% 15,296 $2.5M Add +19.1%
UNH Unitedhealth Group Inc. 0.65% 7,904 $2.5M Reduce -4.5%
ADP Automatic Data Processing 0.63% 7,781 $2.4M Reduce -4.2%
NVO Novo-Nordisk A/S-Spons ADR 0.63% 34,443 $2.4M Reduce -3.4%
APH Amphenol Corp. Class A 0.60% 23,135 $2.3M Reduce -5.6%
AXP American Express Co. 0.60% 7,123 $2.3M Reduce -5.2%
ORCL Oracle Corp. 0.57% 9,854 $2.2M Reduce -4.7%
VZ Verizon Communications Inc. 0.57% 49,713 $2.2M Reduce -4.5%
AMGN Amgen Inc. 0.54% 7,270 $2.0M Reduce -3.5%
EXPD Expeditors Intl Wash Inc. 0.53% 17,496 $2.0M Reduce -4.0%
SBUX Starbucks Corp. 0.48% 19,814 $1.8M Reduce -20.3%
BDX Becton Dickinson and Co. 0.48% 10,475 $1.8M Reduce -4.2%
AMAT Applied Materials Inc. 0.45% 9,371 $1.7M Reduce -4.3%
ESGV Vanguard ESG US Stock ETF 0.45% 15,610 $1.7M Reduce -3.6%
CAH Cardinal Health Inc. 0.44% 9,995 $1.7M Reduce -4.5%
TGT Target Corp. 0.44% 17,002 $1.7M Reduce -3.8%
BKNG Booking Holdings Inc. 0.44% 287 $1.7M Reduce -4.0%
SCHW Schwab (charles) Corp. 0.43% 17,905 $1.6M Reduce -5.1%
DGX Quest Diagnostics Inc. 0.41% 8,644 $1.6M Reduce -7.4%
CB Chubb Ltd. 0.40% 5,289 $1.5M Reduce -14.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.40% 12,113 $1.5M Reduce -5.2%
HPQ HP Inc. 0.38% 59,380 $1.5M Reduce -4.2%
NVS Novartis AG-Sponsored ADR 0.38% 11,892 $1.4M Reduce -4.5%
COR Cencora Inc. 0.38% 4,758 $1.4M Reduce -4.4%
SNY Sanofi-ADR 0.37% 29,161 $1.4M Reduce -3.6%
C Citigroup Inc. 0.37% 16,475 $1.4M Reduce -6.1%
BBY Best Buy Co. Inc. 0.37% 20,714 $1.4M Reduce -4.3%
VRTX Vertex Pharmaceuticals Inc. 0.36% 3,110 $1.4M Reduce -22.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.36% 15,028 $1.4M Reduce -5.0%
NUE Nucor Corp. 0.36% 10,490 $1.4M Reduce -4.6%
LECO Lincoln Electric Holdings 0.35% 6,351 $1.3M Reduce -4.7%
STT State Street Corp. 0.34% 12,101 $1.3M Reduce -0.7%
RGA Reinsurance Group of America 0.34% 6,475 $1.3M Reduce -5.0%
SYY Sysco Corp. 0.33% 16,368 $1.2M Reduce -4.5%
PG The Procter & Gamble Co. 0.33% 7,771 $1.2M Reduce -4.2%
VMI Valmont Industries 0.32% 3,710 $1.2M Reduce -4.4%
CTSH Cognizant Tech Solutions-A 0.31% 15,140 $1.2M Reduce -4.7%
CRM Salesforce Inc. 0.31% 4,300 $1.2M Reduce -4.7%
BXP BXP Inc. 0.31% 17,352 $1.2M Reduce -5.1%
DVA Davita Inc. 0.30% 7,985 $1.1M Reduce -3.8%
EQIX Equinix Inc. 0.30% 1,413 $1.1M Reduce -3.8%
A Agilent Technologies Inc. 0.29% 9,484 $1.1M Reduce -4.2%
UL Unilever PLC 0.29% 18,211 $1.1M Add +1.3%
MWA Mueller Water Products Inc. Class A 0.29% 45,031 $1.1M Reduce -4.7%
DLX Deluxe Corp. 0.29% 67,985 $1.1M Reduce -4.6%
NTRS Northern Trust Corp. 0.25% 7,556 $958K Reduce -4.8%
BMI Badger Meter Inc. 0.24% 3,694 $905K Reduce -0.5%
TAK Takeda Pharmaceutic-SP ADR 0.23% 55,222 $854K New
KD Kyndryl Holdings Inc. 0.22% 20,040 $841K New
GAP The Gap Inc. 0.22% 38,161 $832K Add +0.8%
CNI Canadian Natl Railway Co. 0.20% 7,193 $748K Reduce -0.1%
FITB Fifth Third Bancorp 0.18% 16,785 $690K Reduce -1.3%
DMXF iShares ESG Advanc MSCI Eafe 0.17% 8,740 $651K New
WLY Wiley (john) & Sons Class A 0.15% 12,616 $563K Reduce -26.8%
GOOG Alphabet Inc. Class C 0.13% 2,779 $493K No change
LLY Eli Lilly & Co. 0.13% 610 $476K New
DOV Dover Corp. 0.12% 2,542 $466K Reduce -1.4%
AON Aon PLC Class A 0.12% 1,294 $462K New
TILE Interface Inc. 0.12% 20,861 $437K Reduce -2.2%
EBAY eBay Inc. 0.11% 5,564 $414K Reduce -0.1%
WAT Waters Corp. 0.10% 1,139 $398K Reduce -2.4%
SCS Steelcase Inc. Class A 0.10% 37,735 $394K Reduce -1.1%
ACI Albertsons Cos Inc. Class A 0.10% 17,738 $382K New

Show all 117 holdings

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -4.0% 6.24% −1.15
TMO Thermo Fisher Scientific Inc. Reduce -20.9% 0.88% −0.55
UNH Unitedhealth Group Inc. Reduce -4.5% 0.65% −0.55
AMAL Amalgamated Financial Corp. Reduce -35.8% 0.79% −0.40
ACN Accenture PLC Class A Reduce -4.5% 1.64% −0.24
BDX Becton Dickinson and Co. Reduce -4.2% 0.48% −0.22
SBUX Starbucks Corp. Reduce -20.3% 0.48% −0.20
APOG Apogee Enterprises Inc. Sold out 0.00% −0.20
HD Home Depot Inc. Reduce -4.2% 1.86% −0.18
SPTI SS SPDR P Int Term TSY ETF Reduce -0.6% 3.59% −0.18
SFM Sprouts Farmers Market Inc. Reduce -17.2% 0.99% −0.17
VRTX Vertex Pharmaceuticals Inc. Reduce -22.3% 0.36% −0.17
JLL Jones Lang Lasalle Inc. Sold out 0.00% −0.16
WM Waste Management Inc. Reduce -3.0% 1.59% −0.15
V Visa Inc. Class A Reduce -8.4% 1.12% −0.15
GSK GSK PLC-Spon ADR Reduce -5.0% 1.19% −0.14
CMCSA Comcast Corp. Class A Reduce -5.2% 0.88% −0.13
CWT California Water Service Grp Reduce -4.2% 0.76% −0.13
PGR Progressive Corp. Reduce -4.4% 0.75% −0.12
UPS United Parcel Service Class B Sold out 0.00% −0.12
AMGN Amgen Inc. Reduce -3.5% 0.54% −0.11
PSA Public Storage Reduce -4.7% 0.89% −0.11
CB Chubb Ltd. Reduce -14.0% 0.40% −0.11
TRV The Travelers Cos Inc. Reduce -4.4% 1.25% −0.11
LOW Lowe's Cos Inc. Reduce -4.3% 0.69% −0.11
SNY Sanofi-ADR Reduce -3.6% 0.37% −0.09
HPQ HP Inc. Reduce -4.2% 0.38% −0.09
VZ Verizon Communications Inc. Reduce -4.5% 0.57% −0.09
DELL Dell Technologies -C Sold out 0.00% −0.09
ITW Illinois Tool Works Reduce -4.4% 0.80% −0.08
EXPD Expeditors Intl Wash Inc. Reduce -4.0% 0.53% −0.08
BBY Best Buy Co. Inc. Reduce -4.3% 0.37% −0.07
MA Mastercard Inc. Class A Reduce -5.0% 0.91% −0.07
TGT Target Corp. Reduce -3.8% 0.44% −0.07
TJX TJX Companies Inc. Reduce -4.2% 0.84% −0.07
VNO Vornado Realty Trust Reduce -48.9% 0.07% −0.07
WLY Wiley (john) & Sons Class A Reduce -26.8% 0.15% −0.06
COST Costco Wholesale Corp. Reduce -4.3% 1.31% −0.06
AKAM Akamai Technologies Inc. Sold out 0.00% −0.06
NVO Novo-Nordisk A/S-Spons ADR Reduce -3.4% 0.63% −0.06
AOS Smith (a.o.) Corp. Sold out 0.00% −0.06
PG The Procter & Gamble Co. Reduce -4.2% 0.33% −0.06
ADP Automatic Data Processing Reduce -4.2% 0.63% −0.05
GWW WW Grainger Inc. Reduce -4.4% 1.26% −0.05
ADBE Adobe Inc. Reduce -41.5% 0.07% −0.05
DVA Davita Inc. Reduce -3.8% 0.30% −0.05
KR Kroger Co. Reduce -4.1% 1.53% −0.05
MWA Mueller Water Products Inc. Class A Reduce -4.7% 0.29% −0.05
EQIX Equinix Inc. Reduce -3.8% 0.30% −0.04
NKE Nike Inc. Class B Reduce -32.6% 0.09% −0.03

Portfolio Buys Q1 2025 → Q2 2025
SGOV iShares 0-3 Month Treasury B Add +13.4% 14.62% +1.08
JCI Johnson Controls Internation Add +43.6% 0.78% +0.35
TAK Takeda Pharmaceutic-SP ADR New 0.23% +0.23
KD Kyndryl Holdings Inc. New 0.22% +0.22
DMXF iShares ESG Advanc MSCI Eafe New 0.17% +0.17
MET Metlife Inc. Add +22.9% 1.10% +0.16
LLY Eli Lilly & Co. New 0.13% +0.13
AON Aon PLC Class A New 0.12% +0.12
ACI Albertsons Cos Inc. Class A New 0.10% +0.10
WSM Williams-Sonoma Inc. Add +19.1% 0.66% +0.10
CHGX Stance Sustainable Beta ETF New 0.09% +0.09
UNP Union Pacific Corp. New 0.07% +0.07
DOC Healthpeak Properties Inc. New 0.07% +0.07
VIG Vanguard Dividend Apprec ETF New 0.06% +0.06
CDNS Cadence Design SYS Inc. Add +8.4% 0.07% +0.01
GAP The Gap Inc. Add +0.8% 0.22% +0.00
LII Lennox International Inc. Add +0.5% 0.07% −0.00
UL Unilever PLC Add +1.3% 0.29% −0.00

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