Arjuna Capital
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Arjuna Capital reported 106 stock positions worth $402.3 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 12.9% of the portfolio, followed by Apple (AAPL, 7.0%) and Nvidia (NVDA, 6.8%). Compared with Q2 2025, it opened 12 new positions, sold out of 23, added to 57 and reduced 32. The biggest buy was a new position in MSC Industrial Direct Class A (MSM) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- MANCHESTER, MA
- CIK
- 0001703208
- Portfolio Value
- $402.3M (Q3 2025)
- SEC Filing
- 0001398344-25-020292 ↗ filed Nov 4, 2025
Holdings Value
Holdings 106 stocks · $402.3M
| SGOV iShares 0-3 Month Treasury B | 12.93% | 516,722 | $52.0M | Reduce -6.2% |
| AAPL Apple Inc. | 6.96% | 109,941 | $28.0M | Reduce -4.8% |
| NVDA Nvidia Corp. | 6.78% | 146,107 | $27.3M | Add +2.7% |
| MSFT Microsoft Corp. | 6.41% | 49,783 | $25.8M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 5.43% | 89,862 | $21.8M | Reduce -1.0% |
| SPTI SS SPDR P Int Term TSY ETF | 3.57% | 496,423 | $14.3M | Add +4.9% |
| JPM JPMorgan Chase & Co. | 2.52% | 32,197 | $10.2M | Add +0.6% |
| AMZN Amazon.com Inc. | 2.43% | 44,572 | $9.8M | Add +1.4% |
| AVGO Broadcom Inc. | 2.20% | 26,851 | $8.9M | Add +12.0% |
| HD Home Depot Inc. | 1.92% | 19,035 | $7.7M | Reduce -1.2% |
| AMP Ameriprise Financial Inc. | 1.54% | 12,613 | $6.2M | Add +14.6% |
| WM Waste Management Inc. | 1.48% | 26,995 | $6.0M | Add +2.2% |
| KR Kroger Co. | 1.37% | 81,774 | $5.5M | Add +0.8% |
| GSK GSK PLC-Spon ADR | 1.27% | 118,743 | $5.1M | Add +1.4% |
| TRV The Travelers Cos Inc. | 1.22% | 17,511 | $4.9M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.18% | 5,127 | $4.7M | Add +1.9% |
| MET Metlife Inc. | 1.08% | 52,718 | $4.3M | Add +1.9% |
| MSM MSC Industrial Direct Co. Class A | 1.06% | 46,388 | $4.3M | New |
| V Visa Inc. Class A | 1.05% | 12,409 | $4.2M | Add +4.1% |
| NFLX Netflix Inc. | 1.05% | 3,517 | $4.2M | Add +1.0% |
| LEA Lear Corp. | 1.01% | 40,388 | $4.1M | New |
| FAST Fastenal Co. | 0.99% | 81,543 | $4.0M | New |
| CSCO Cisco Systems Inc. | 0.98% | 57,488 | $3.9M | Add +26.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.96% | 13,743 | $3.9M | Add +31.5% |
| BEPC Brookfield Renewable Corp. | 0.94% | 110,448 | $3.8M | Add +26.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.92% | 25,711 | $3.7M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.87% | 6,163 | $3.5M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.85% | 4,496 | $3.4M | Add +637.0% |
| PSA Public Storage | 0.83% | 11,531 | $3.3M | Reduce -0.0% |
| JCI Johnson Controls Internation | 0.80% | 29,324 | $3.2M | Add +4.4% |
| ITW Illinois Tool Works | 0.79% | 12,262 | $3.2M | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.79% | 24,851 | $3.2M | Add +109.0% |
| CMCSA Comcast Corp. Class A | 0.74% | 94,963 | $3.0M | Add +1.3% |
| MCK McKesson Corp. | 0.73% | 3,797 | $2.9M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.72% | 11,595 | $2.9M | Reduce -2.3% |
| STT State Street Corp. | 0.72% | 25,044 | $2.9M | Add +107.0% |
| APH Amphenol Corp. Class A | 0.71% | 22,948 | $2.8M | Reduce -0.8% |
| VMI Valmont Industries | 0.68% | 7,073 | $2.7M | Add +90.7% |
| ORCL Oracle Corp. | 0.68% | 9,692 | $2.7M | Reduce -1.6% |
| AMAL Amalgamated Financial Corp. | 0.67% | 99,782 | $2.7M | Add +4.5% |
| SNY Sanofi-ADR | 0.63% | 54,040 | $2.6M | Add +85.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.62% | 22,914 | $2.5M | Add +52.5% |
| AXP American Express Co. | 0.59% | 7,191 | $2.4M | Add +0.9% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.55% | 29,238 | $2.2M | Add +234.5% |
| VZ Verizon Communications Inc. | 0.55% | 50,192 | $2.2M | Add +1.0% |
| SEE Sealed Air Corp. | 0.54% | 61,705 | $2.2M | New |
| EXPD Expeditors Intl Wash Inc. | 0.53% | 17,469 | $2.1M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.52% | 7,423 | $2.1M | Add +2.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.49% | 35,652 | $2.0M | Add +3.5% |
| AMAT Applied Materials Inc. | 0.48% | 9,515 | $1.9M | Add +1.5% |
| ESGV Vanguard ESG US Stock ETF | 0.48% | 16,429 | $1.9M | Add +5.3% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 4,001 | $1.9M | Reduce -51.1% |
| JBL Jabil Inc. | 0.47% | 8,658 | $1.9M | New |
| DGX Quest Diagnostics Inc. | 0.43% | 9,135 | $1.7M | Add +5.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.43% | 1,809 | $1.7M | Reduce -60.6% |
| SCHW Schwab (charles) Corp. | 0.43% | 18,020 | $1.7M | Add +0.6% |
| MFC Manulife Financial Corp. | 0.43% | 54,994 | $1.7M | New |
| C Citigroup Inc. | 0.42% | 16,587 | $1.7M | Add +0.7% |
| CTSH Cognizant Tech Solutions-A | 0.41% | 24,622 | $1.7M | Add +62.6% |
| CDNS Cadence Design SYS Inc. | 0.41% | 4,639 | $1.6M | Add +404.8% |
| PANW Palo Alto Networks Inc. | 0.39% | 7,801 | $1.6M | New |
| BKNG Booking Holdings Inc. | 0.39% | 293 | $1.6M | Add +2.1% |
| CVS CVS Health Corp. | 0.39% | 20,936 | $1.6M | New |
| CAH Cardinal Health Inc. | 0.39% | 10,018 | $1.6M | Add +0.2% |
| BBY Best Buy Co. Inc. | 0.38% | 20,478 | $1.5M | Reduce -1.1% |
| TGT Target Corp. | 0.38% | 17,018 | $1.5M | Add +0.1% |
| BWA Borgwarner Inc. | 0.38% | 34,717 | $1.5M | New |
| LECO Lincoln Electric Holdings | 0.37% | 6,358 | $1.5M | Add +0.1% |
| COR Cencora Inc. | 0.37% | 4,785 | $1.5M | Add +0.6% |
| NUE Nucor Corp. | 0.35% | 10,533 | $1.4M | Add +0.4% |
| ACN Accenture PLC Class A | 0.35% | 5,781 | $1.4M | Reduce -72.2% |
| SFM Sprouts Farmers Market Inc. | 0.35% | 12,990 | $1.4M | Reduce -43.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 12,100 | $1.4M | Reduce -0.1% |
| SYY Sysco Corp. | 0.34% | 16,573 | $1.4M | Add +1.3% |
| NOW ServiceNow Inc. | 0.33% | 1,453 | $1.3M | New |
| CWT California Water Service Grp | 0.33% | 28,771 | $1.3M | Reduce -54.5% |
| TT Trane Technologies PLC | 0.32% | 3,073 | $1.3M | New |
| BXP BXP Inc. | 0.32% | 17,306 | $1.3M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.30% | 7,871 | $1.2M | Add +1.3% |
| DE Deere & Co. | 0.30% | 2,610 | $1.2M | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.29% | 2,978 | $1.2M | Reduce -4.2% |
| MWA Mueller Water Products Inc. Class A | 0.28% | 44,578 | $1.1M | Reduce -1.0% |
| NTRS Northern Trust Corp. | 0.26% | 7,665 | $1.0M | Add +1.4% |
| UL Unilever PLC | 0.22% | 14,923 | $885K | Reduce -18.1% |
| TAK Takeda Pharmaceutic-SP ADR | 0.22% | 59,806 | $876K | Add +8.3% |
| GAP The Gap Inc. | 0.21% | 39,795 | $851K | Add +4.3% |
| FITB Fifth Third Bancorp | 0.20% | 18,197 | $811K | Add +8.4% |
| WSM Williams-Sonoma Inc. | 0.17% | 3,507 | $685K | Reduce -77.1% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,779 | $677K | No change |
| TILE Interface Inc. | 0.16% | 22,141 | $641K | Add +6.1% |
| KD Kyndryl Holdings Inc. | 0.10% | 13,792 | $414K | Reduce -31.2% |
| CHGX Stance Sustainable Beta ETF | 0.09% | 12,951 | $354K | No change |
| BMI Badger Meter Inc. | 0.09% | 1,964 | $351K | Reduce -46.8% |
| NKE Nike Inc. Class B | 0.08% | 4,852 | $338K | Add +4.9% |
| ACI Albertsons Cos Inc. Class A | 0.08% | 19,061 | $334K | Add +7.5% |
| EBAY eBay Inc. | 0.07% | 3,110 | $283K | Reduce -44.1% |
| DOC Healthpeak Properties Inc. | 0.07% | 14,768 | $283K | Add +4.8% |
| VNO Vornado Realty Trust | 0.07% | 6,942 | $281K | Add +5.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 832 | $273K | Reduce -0.7% |
| ADBE Adobe Inc. | 0.06% | 697 | $246K | Add +6.7% |
Portfolio Sells Q2 2025 → Q3 2025
| SGOV iShares 0-3 Month Treasury B | Reduce -6.2% | 12.93% | −1.69 |
| ACN Accenture PLC Class A | Reduce -72.2% | 0.35% | −1.28 |
| GWW WW Grainger Inc. | Reduce -60.6% | 0.43% | −0.83 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.75 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.65 |
| SFM Sprouts Farmers Market Inc. | Reduce -43.3% | 0.35% | −0.64 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.63 |
| WSM Williams-Sonoma Inc. | Reduce -77.1% | 0.17% | −0.49 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.48 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.48 |
| CWT California Water Service Grp | Reduce -54.5% | 0.33% | −0.43 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.40 |
| TMO Thermo Fisher Scientific Inc. | Reduce -51.1% | 0.48% | −0.39 |
| HPQ HP Inc. | Sold out | 0.00% | −0.38 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.34 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.31 |
| DVA Davita Inc. | Sold out | 0.00% | −0.30 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.30 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.29 |
| DLX Deluxe Corp. | Sold out | 0.00% | −0.29 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.20 |
| BMI Badger Meter Inc. | Reduce -46.8% | 0.09% | −0.15 |
| WLY Wiley (john) & Sons Class A | Sold out | 0.00% | −0.15 |
| DOV Dover Corp. | Sold out | 0.00% | −0.12 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.12 |
| KD Kyndryl Holdings Inc. | Reduce -31.2% | 0.10% | −0.12 |
| WAT Waters Corp. | Sold out | 0.00% | −0.10 |
| SCS Steelcase Inc. Class A | Sold out | 0.00% | −0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -4.2% | 0.29% | −0.08 |
| UL Unilever PLC | Reduce -18.1% | 0.22% | −0.07 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.07 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.07 |
| PSA Public Storage | Reduce -0.0% | 0.83% | −0.06 |
| DIS The Walt Disney Co. | Reduce -0.1% | 0.34% | −0.05 |
| EBAY eBay Inc. | Reduce -44.1% | 0.07% | −0.04 |
| TRV The Travelers Cos Inc. | Reduce -0.8% | 1.22% | −0.03 |
| MCK McKesson Corp. | Reduce -0.3% | 0.73% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.1% | 0.79% | −0.01 |
| MWA Mueller Water Products Inc. Class A | Reduce -1.0% | 0.28% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -6.3% | 0.04% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.7% | 0.01% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.0% | 0.00% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.00 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | 0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.07% | +0.00 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.1% | 0.53% | +0.01 |
| BXP BXP Inc. | Reduce -0.3% | 0.32% | +0.01 |
| BBY Best Buy Co. Inc. | Reduce -1.1% | 0.38% | +0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.3% | 0.72% | +0.03 |
| HD Home Depot Inc. | Reduce -1.2% | 1.92% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| MSM MSC Industrial Direct Co. Class A | New | 1.06% | +1.06 |
| LEA Lear Corp. | New | 1.01% | +1.01 |
| FAST Fastenal Co. | New | 0.99% | +0.99 |
| NVDA Nvidia Corp. | Add +2.7% | 6.78% | +0.85 |
| LLY Eli Lilly & Co. | Add +637.0% | 0.85% | +0.73 |
| SEE Sealed Air Corp. | New | 0.54% | +0.54 |
| JBL Jabil Inc. | New | 0.47% | +0.47 |
| AVGO Broadcom Inc. | Add +12.0% | 2.20% | +0.46 |
| MFC Manulife Financial Corp. | New | 0.43% | +0.43 |
| NVS Novartis AG-Sponsored ADR | Add +109.0% | 0.79% | +0.41 |
| PANW Palo Alto Networks Inc. | New | 0.39% | +0.39 |
| CVS CVS Health Corp. | New | 0.39% | +0.39 |
| STT State Street Corp. | Add +107.0% | 0.72% | +0.38 |
| BWA Borgwarner Inc. | New | 0.38% | +0.38 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +234.5% | 0.55% | +0.38 |
| VMI Valmont Industries | Add +90.7% | 0.68% | +0.36 |
| NOW ServiceNow Inc. | New | 0.33% | +0.33 |
| CDNS Cadence Design SYS Inc. | Add +404.8% | 0.41% | +0.33 |
| TT Trane Technologies PLC | New | 0.32% | +0.32 |
| DE Deere & Co. | New | 0.30% | +0.30 |
| SNY Sanofi-ADR | Add +85.3% | 0.63% | +0.26 |
| BNY Bank of New York Mellon Corp. | Add +52.5% | 0.62% | +0.26 |
| BEPC Brookfield Renewable Corp. | Add +26.1% | 0.94% | +0.19 |
| IBM Intl Business Machines Corp. | Add +31.5% | 0.96% | +0.15 |
| CSCO Cisco Systems Inc. | Add +26.4% | 0.98% | +0.15 |
| CTSH Cognizant Tech Solutions-A | Add +62.6% | 0.41% | +0.10 |
| GSK GSK PLC-Spon ADR | Add +1.4% | 1.27% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 2.52% | +0.08 |
| C Citigroup Inc. | Add +0.7% | 0.42% | +0.05 |
| TILE Interface Inc. | Add +6.1% | 0.16% | +0.04 |
| ESGV Vanguard ESG US Stock ETF | Add +5.3% | 0.48% | +0.03 |
| AMAT Applied Materials Inc. | Add +1.5% | 0.48% | +0.03 |
| LECO Lincoln Electric Holdings | Add +0.1% | 0.37% | +0.03 |
| DGX Quest Diagnostics Inc. | Add +5.7% | 0.43% | +0.02 |
| FITB Fifth Third Bancorp | Add +8.4% | 0.20% | +0.02 |
| JCI Johnson Controls Internation | Add +4.4% | 0.80% | +0.02 |
| SYY Sysco Corp. | Add +1.3% | 0.34% | +0.01 |
| DOC Healthpeak Properties Inc. | Add +4.8% | 0.07% | +0.01 |
| NTRS Northern Trust Corp. | Add +1.4% | 0.26% | +0.00 |
| VNO Vornado Realty Trust | Add +5.4% | 0.07% | +0.00 |
| NKE Nike Inc. Class B | Add +4.9% | 0.08% | −0.00 |
| SCHW Schwab (charles) Corp. | Add +0.6% | 0.43% | −0.00 |
| NUE Nucor Corp. | Add +0.4% | 0.35% | −0.00 |
| COR Cencora Inc. | Add +0.6% | 0.37% | −0.00 |
| AXP American Express Co. | Add +0.9% | 0.59% | −0.01 |
| ADBE Adobe Inc. | Add +6.7% | 0.06% | −0.01 |
| TAK Takeda Pharmaceutic-SP ADR | Add +8.3% | 0.22% | −0.01 |
| GAP The Gap Inc. | Add +4.3% | 0.21% | −0.01 |
| AMP Ameriprise Financial Inc. | Add +14.6% | 1.54% | −0.01 |
| AMGN Amgen Inc. | Add +2.1% | 0.52% | −0.01 |
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 |