Arjuna Capital
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Arjuna Capital reported 108 stock positions worth $408.2 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 11.7% of the portfolio, followed by Apple (AAPL, 7.3%) and Alphabet Class A (GOOGL, 7.0%). Compared with Q3 2025, it opened 19 new positions, sold out of 17, added to 53 and reduced 31. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale an exit from Ameriprise Financial (AMP).
- Most Recent 13F
- Q2 2026
- Location
- MANCHESTER, MA
- CIK
- 0001703208
- Portfolio Value
- $408.2M (Q4 2025)
- SEC Filing
- 0001398344-26-002300 ↗ filed Feb 5, 2026
Holdings Value
Holdings 108 stocks · $408.2M
| SGOV iShares 0-3 Month Treasury B | 11.69% | 475,316 | $47.7M | Reduce -8.0% |
| AAPL Apple Inc. | 7.30% | 109,663 | $29.8M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 6.97% | 90,935 | $28.5M | Add +1.2% |
| NVDA Nvidia Corp. | 6.79% | 148,496 | $27.7M | Add +1.6% |
| MSFT Microsoft Corp. | 5.96% | 50,269 | $24.3M | Add +1.0% |
| SPTI SS SPDR P Int Term TSY ETF | 3.32% | 469,413 | $13.5M | Reduce -5.4% |
| AMZN Amazon.com Inc. | 2.70% | 47,726 | $11.0M | Add +7.1% |
| JPM JPMorgan Chase & Co. | 2.51% | 31,773 | $10.2M | Reduce -1.3% |
| AVGO Broadcom Inc. | 2.33% | 27,511 | $9.5M | Add +2.5% |
| HD Home Depot Inc. | 1.61% | 19,153 | $6.6M | Add +0.6% |
| GSK GSK PLC-Spon ADR | 1.43% | 118,706 | $5.8M | Reduce -0.0% |
| KR Kroger Co. | 1.25% | 81,822 | $5.1M | Add +0.1% |
| TRV The Travelers Cos Inc. | 1.21% | 17,072 | $5.0M | Reduce -2.5% |
| MET Metlife Inc. | 1.19% | 61,647 | $4.9M | Add +16.9% |
| MFC Manulife Financial Corp. | 1.14% | 128,308 | $4.7M | Add +133.3% |
| LEA Lear Corp. | 1.13% | 40,282 | $4.6M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 1.12% | 4,264 | $4.6M | Reduce -5.2% |
| MSM MSC Industrial Direct Co. Class A | 1.11% | 54,105 | $4.6M | Add +16.6% |
| CSCO Cisco Systems Inc. | 1.10% | 58,040 | $4.5M | Add +1.0% |
| MCK McKesson Corp. | 1.07% | 5,334 | $4.4M | Add +40.5% |
| BEPC Brookfield Renewable Corp. | 0.96% | 101,987 | $3.9M | Reduce -7.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.96% | 25,427 | $3.9M | Reduce -1.1% |
| V Visa Inc. Class A | 0.94% | 10,994 | $3.9M | Reduce -11.4% |
| TMO Thermo Fisher Scientific Inc. | 0.93% | 6,583 | $3.8M | Add +64.5% |
| EXPD Expeditors Intl Wash Inc. | 0.87% | 23,940 | $3.6M | Add +37.0% |
| WM Waste Management Inc. | 0.87% | 16,150 | $3.5M | Reduce -40.2% |
| MA Mastercard Inc. Class A | 0.85% | 6,087 | $3.5M | Reduce -1.2% |
| NVS Novartis AG-Sponsored ADR | 0.83% | 24,705 | $3.4M | Reduce -0.6% |
| NFLX Netflix Inc. | 0.82% | 35,864 | $3.4M | Add +2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.81% | 11,209 | $3.3M | Reduce -18.4% |
| STT State Street Corp. | 0.79% | 25,139 | $3.2M | Add +0.4% |
| AMAL Amalgamated Financial Corp. | 0.78% | 98,768 | $3.2M | Reduce -1.0% |
| APH Amphenol Corp. Class A | 0.76% | 23,070 | $3.1M | Add +0.5% |
| ITW Illinois Tool Works | 0.74% | 12,200 | $3.0M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.73% | 3,462 | $3.0M | Reduce -32.5% |
| VMI Valmont Industries | 0.70% | 7,116 | $2.9M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.69% | 11,663 | $2.8M | Add +0.6% |
| SNY Sanofi-ADR | 0.67% | 56,027 | $2.7M | Add +3.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.65% | 22,931 | $2.7M | Add +0.1% |
| DCI Donaldson Co. Inc. | 0.65% | 29,945 | $2.7M | New |
| AXP American Express Co. | 0.65% | 7,156 | $2.6M | Reduce -0.5% |
| AMGN Amgen Inc. | 0.60% | 7,478 | $2.4M | Add +0.7% |
| AMAT Applied Materials Inc. | 0.60% | 9,524 | $2.4M | Add +0.1% |
| VNO Vornado Realty Trust | 0.55% | 67,017 | $2.2M | Add +865.4% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.54% | 29,238 | $2.2M | No change |
| MU Micron Technology Inc. | 0.52% | 7,501 | $2.1M | New |
| FAST Fastenal Co. | 0.52% | 52,483 | $2.1M | Reduce -35.6% |
| ESGV Vanguard ESG US Stock ETF | 0.51% | 17,355 | $2.1M | Add +5.6% |
| CTSH Cognizant Tech Solutions-A | 0.51% | 25,055 | $2.1M | Add +1.8% |
| VZ Verizon Communications Inc. | 0.50% | 50,320 | $2.0M | Add +0.3% |
| CAH Cardinal Health Inc. | 0.50% | 9,883 | $2.0M | Reduce -1.4% |
| JBL Jabil Inc. | 0.49% | 8,838 | $2.0M | Add +2.1% |
| ORCL Oracle Corp. | 0.49% | 10,314 | $2.0M | Add +6.4% |
| HUBB Hubbell Inc. | 0.49% | 4,517 | $2.0M | New |
| C Citigroup Inc. | 0.47% | 16,616 | $1.9M | Add +0.2% |
| PCAR Paccar Inc. | 0.45% | 16,846 | $1.8M | New |
| RS Reliance Inc. | 0.45% | 6,363 | $1.8M | New |
| SCHW Schwab (charles) Corp. | 0.44% | 18,162 | $1.8M | Add +0.8% |
| NUE Nucor Corp. | 0.43% | 10,662 | $1.7M | Add +1.2% |
| INTC Intel Corp. | 0.41% | 45,715 | $1.7M | New |
| CVS CVS Health Corp. | 0.41% | 20,852 | $1.7M | Reduce -0.4% |
| DGX Quest Diagnostics Inc. | 0.40% | 9,463 | $1.6M | Add +3.6% |
| QCOM Qualcomm Inc. | 0.40% | 9,488 | $1.6M | New |
| COR Cencora Inc. | 0.39% | 4,753 | $1.6M | Reduce -0.7% |
| BKNG Booking Holdings Inc. | 0.39% | 298 | $1.6M | Add +1.7% |
| BWA Borgwarner Inc. | 0.39% | 34,932 | $1.6M | Add +0.6% |
| ACN Accenture PLC Class A | 0.38% | 5,813 | $1.6M | Add +0.6% |
| LECO Lincoln Electric Holdings | 0.38% | 6,494 | $1.6M | Add +2.1% |
| CBRE CBRE Group Inc. Class A | 0.38% | 9,621 | $1.5M | New |
| PANW Palo Alto Networks Inc. | 0.36% | 8,085 | $1.5M | Add +3.6% |
| VOYA Voya Financial Inc. | 0.36% | 19,846 | $1.5M | New |
| PNR Pentair PLC | 0.35% | 13,577 | $1.4M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 12,190 | $1.4M | Add +0.7% |
| BBY Best Buy Co. Inc. | 0.34% | 20,673 | $1.4M | Add +0.9% |
| A Agilent Technologies Inc. | 0.33% | 9,894 | $1.3M | New |
| SYY Sysco Corp. | 0.30% | 16,748 | $1.2M | Add +1.1% |
| TT Trane Technologies PLC | 0.30% | 3,126 | $1.2M | Add +1.7% |
| CWT California Water Service Grp | 0.30% | 28,052 | $1.2M | Reduce -2.5% |
| DELL Dell Technologies -C | 0.29% | 9,482 | $1.2M | New |
| CDNS Cadence Design SYS Inc. | 0.29% | 3,737 | $1.2M | Reduce -19.4% |
| NOW ServiceNow Inc. | 0.28% | 7,470 | $1.1M | Add +2.8% |
| PG The Procter & Gamble Co. | 0.28% | 7,968 | $1.1M | Add +1.2% |
| GAP The Gap Inc. | 0.26% | 41,034 | $1.1M | Add +3.1% |
| NTRS Northern Trust Corp. | 0.26% | 7,690 | $1.1M | Add +0.3% |
| SFM Sprouts Farmers Market Inc. | 0.25% | 12,864 | $1.0M | Reduce -1.0% |
| TAK Takeda Pharmaceutic-SP ADR | 0.23% | 60,997 | $951K | Add +2.0% |
| UL Unilever PLC-Sponsored ADR | 0.22% | 14,019 | $917K | Add +5.7% |
| FITB Fifth Third Bancorp | 0.22% | 18,753 | $878K | Add +3.1% |
| SEE Sealed Air Corp. | 0.18% | 18,172 | $753K | Reduce -70.5% |
| JCI Johnson Controls Internation | 0.18% | 6,061 | $726K | Reduce -79.3% |
| UNFI United Natural Foods Inc. | 0.16% | 19,468 | $655K | New |
| CSX CSX Corp. | 0.16% | 17,972 | $651K | New |
| WSM Williams-Sonoma Inc. | 0.16% | 3,564 | $636K | Add +1.6% |
| TILE Interface Inc. | 0.15% | 22,650 | $632K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.15% | 1,906 | $598K | Reduce -31.4% |
| KTB Kontoor Brands Inc. | 0.14% | 9,097 | $556K | New |
| REGN Regeneron Pharmaceuticals | 0.08% | 443 | $342K | New |
| UTHR United Therapeutics Corp. | 0.08% | 644 | $314K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 832 | $279K | No change |
| EBAY eBay Inc. | 0.07% | 3,165 | $276K | Add +1.8% |
| DOC Healthpeak Properties Inc. | 0.06% | 15,606 | $251K | Add +5.7% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,028 | $226K | No change |
| IWF iShares Russell 1000 Growth | 0.05% | 431 | $204K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 223 | $153K | Reduce -6.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.03% | 266 | $130K | New |
| IWM iShares Russell 2000 ETF | 0.01% | 195 | $48K | No change |
| IJH iShares Core S&P Midcap ETF | 0.01% | 630 | $42K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 17 | $3K | Reduce -82.5% |
Portfolio Sells Q3 2025 → Q4 2025
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −1.54 |
| SGOV iShares 0-3 Month Treasury B | Reduce -8.0% | 11.69% | −1.24 |
| PSA Public Storage | Sold out | 0.00% | −0.83 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.74 |
| JCI Johnson Controls Internation | Reduce -79.3% | 0.18% | −0.62 |
| WM Waste Management Inc. | Reduce -40.2% | 0.87% | −0.61 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.49 |
| FAST Fastenal Co. | Reduce -35.6% | 0.52% | −0.48 |
| COST Costco Wholesale Corp. | Reduce -32.5% | 0.73% | −0.45 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −0.43 |
| TGT Target Corp. | Sold out | 0.00% | −0.38 |
| SEE Sealed Air Corp. | Reduce -70.5% | 0.18% | −0.36 |
| BXP BXP Inc. | Sold out | 0.00% | −0.32 |
| DE Deere & Co. | Sold out | 0.00% | −0.30 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.29 |
| MWA Mueller Water Products Inc. Class A | Sold out | 0.00% | −0.28 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -5.4% | 3.32% | −0.25 |
| IBM Intl Business Machines Corp. | Reduce -18.4% | 0.81% | −0.15 |
| CDNS Cadence Design SYS Inc. | Reduce -19.4% | 0.29% | −0.12 |
| V Visa Inc. Class A | Reduce -11.4% | 0.94% | −0.11 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.10 |
| SFM Sprouts Farmers Market Inc. | Reduce -1.0% | 0.25% | −0.10 |
| CHGX Stance Sustainable Beta ETF | Sold out | 0.00% | −0.09 |
| BMI Badger Meter Inc. | Sold out | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.08 |
| ACI Albertsons Cos Inc. Class A | Sold out | 0.00% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| ITW Illinois Tool Works | Reduce -0.5% | 0.74% | −0.06 |
| CWT California Water Service Grp | Reduce -2.5% | 0.30% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -31.4% | 0.15% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -1.2% | 0.85% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 2.51% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -82.5% | 0.00% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -6.3% | 0.04% | −0.00 |
| TRV The Travelers Cos Inc. | Reduce -2.5% | 1.21% | −0.00 |
| BEPC Brookfield Renewable Corp. | Reduce -7.7% | 0.96% | +0.01 |
| CVS CVS Health Corp. | Reduce -0.4% | 0.41% | +0.01 |
| COR Cencora Inc. | Reduce -0.7% | 0.39% | +0.02 |
| TJX TJX Companies Inc. | Reduce -1.1% | 0.96% | +0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.6% | 0.83% | +0.04 |
| AXP American Express Co. | Reduce -0.5% | 0.65% | +0.05 |
| AMAL Amalgamated Financial Corp. | Reduce -1.0% | 0.78% | +0.10 |
| CAH Cardinal Health Inc. | Reduce -1.4% | 0.50% | +0.11 |
| LEA Lear Corp. | Reduce -0.3% | 1.13% | +0.12 |
| GSK GSK PLC-Spon ADR | Reduce -0.0% | 1.43% | +0.15 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 1.12% | +0.27 |
| AAPL Apple Inc. | Reduce -0.3% | 7.30% | +0.35 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +1.2% | 6.97% | +1.54 |
| MFC Manulife Financial Corp. | Add +133.3% | 1.14% | +0.71 |
| DCI Donaldson Co. Inc. | New | 0.65% | +0.65 |
| MU Micron Technology Inc. | New | 0.52% | +0.52 |
| HUBB Hubbell Inc. | New | 0.49% | +0.49 |
| VNO Vornado Realty Trust | Add +865.4% | 0.55% | +0.48 |
| TMO Thermo Fisher Scientific Inc. | Add +64.5% | 0.93% | +0.45 |
| PCAR Paccar Inc. | New | 0.45% | +0.45 |
| RS Reliance Inc. | New | 0.45% | +0.45 |
| INTC Intel Corp. | New | 0.41% | +0.41 |
| QCOM Qualcomm Inc. | New | 0.40% | +0.40 |
| CBRE CBRE Group Inc. Class A | New | 0.38% | +0.38 |
| VOYA Voya Financial Inc. | New | 0.36% | +0.36 |
| PNR Pentair PLC | New | 0.35% | +0.35 |
| MCK McKesson Corp. | Add +40.5% | 1.07% | +0.34 |
| EXPD Expeditors Intl Wash Inc. | Add +37.0% | 0.87% | +0.34 |
| A Agilent Technologies Inc. | New | 0.33% | +0.33 |
| DELL Dell Technologies -C | New | 0.29% | +0.29 |
| AMZN Amazon.com Inc. | Add +7.1% | 2.70% | +0.27 |
| UNFI United Natural Foods Inc. | New | 0.16% | +0.16 |
| CSX CSX Corp. | New | 0.16% | +0.16 |
| KTB Kontoor Brands Inc. | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +2.5% | 2.33% | +0.13 |
| CSCO Cisco Systems Inc. | Add +1.0% | 1.10% | +0.12 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.60% | +0.12 |
| MET Metlife Inc. | Add +16.9% | 1.19% | +0.11 |
| CTSH Cognizant Tech Solutions-A | Add +1.8% | 0.51% | +0.10 |
| REGN Regeneron Pharmaceuticals | New | 0.08% | +0.08 |
| AMGN Amgen Inc. | Add +0.7% | 0.60% | +0.08 |
| UTHR United Therapeutics Corp. | New | 0.08% | +0.08 |
| STT State Street Corp. | Add +0.4% | 0.79% | +0.07 |
| NUE Nucor Corp. | Add +1.2% | 0.43% | +0.07 |
| APH Amphenol Corp. Class A | Add +0.5% | 0.76% | +0.06 |
| C Citigroup Inc. | Add +0.2% | 0.47% | +0.06 |
| MSM MSC Industrial Direct Co. Class A | Add +16.6% | 1.11% | +0.05 |
| GAP The Gap Inc. | Add +3.1% | 0.26% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.03% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +0.1% | 0.65% | +0.03 |
| SNY Sanofi-ADR | Add +3.7% | 0.67% | +0.03 |
| ESGV Vanguard ESG US Stock ETF | Add +5.6% | 0.51% | +0.03 |
| ACN Accenture PLC Class A | Add +0.6% | 0.38% | +0.03 |
| JBL Jabil Inc. | Add +2.1% | 0.49% | +0.03 |
| VMI Valmont Industries | Add +0.6% | 0.70% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +0.8% | 0.44% | +0.02 |
| TAK Takeda Pharmaceutic-SP ADR | Add +2.0% | 0.23% | +0.02 |
| FITB Fifth Third Bancorp | Add +3.1% | 0.22% | +0.01 |
| IJH iShares Core S&P Midcap ETF | New | 0.01% | +0.01 |
| NVDA Nvidia Corp. | Add +1.6% | 6.79% | +0.01 |
| LECO Lincoln Electric Holdings | Add +2.1% | 0.38% | +0.01 |
| BWA Borgwarner Inc. | Add +0.6% | 0.39% | +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 |