Arjuna Capital
Latest statistics and disclosures from Arjuna Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, SPTI, SGOV, and represent 28.26% of Arjuna Capital's stock portfolio.
- Added to shares of these 10 stocks: ACN, PG, RGA, LRCX, AAPL, HD, LII, AMT, SCS, AMZN.
- Started 19 new stock positions in EUSB, DMXF, CB, EFA, USXF, LII, SUSA, DSI, HNI, TILE. GSK, REGN, IGE, INTC, VNO, CNC, LNC, LECO, INTU.
- Reduced shares in these 10 stocks: SGOV (-$5.6M), TXN, KMB, HPQ, BBY, ITW, AXP, DGX, JCI, JPM.
- Sold out of its positions in ADI, BIIB, BWA, CSX, HPQ, HOLX, IYR, SUB, MUB, UNP. JCI.
- Arjuna Capital was a net buyer of stock by $12M.
- Arjuna Capital has $320M in assets under management (AUM), dropping by 14.44%.
- Central Index Key (CIK): 0001703208
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Portfolio Holdings for Arjuna Capital
Arjuna Capital holds 97 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.1 | $26M | +8% | 134k | 192.53 |
|
| Microsoft Corporation (MSFT) | 8.0 | $26M | +4% | 68k | 376.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $14M | +6% | 99k | 139.69 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 4.1 | $13M | -5% | 458k | 28.56 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.7 | $12M | -31% | 119k | 100.27 |
|
| Home Depot (HD) | 2.7 | $8.6M | +28% | 25k | 346.55 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 2.5 | $8.1M | +90% | 23k | 350.91 |
|
| Amazon (AMZN) | 2.5 | $8.0M | +22% | 53k | 151.94 |
|
| NVIDIA Corporation (NVDA) | 2.5 | $7.9M | +6% | 16k | 495.22 |
|
| Thermo Fisher Scientific (TMO) | 2.3 | $7.2M | +5% | 14k | 530.79 |
|
| UnitedHealth (UNH) | 2.2 | $7.0M | +5% | 13k | 526.47 |
|
| Comcast Corp Cl A (CMCSA) | 2.1 | $6.6M | +4% | 150k | 43.85 |
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $6.3M | -19% | 37k | 170.10 |
|
| Expeditors International of Washington (EXPD) | 1.9 | $6.1M | +4% | 48k | 127.20 |
|
| Visa Com Cl A (V) | 1.7 | $5.5M | +6% | 21k | 260.35 |
|
| Mastercard Incorporated Cl A (MA) | 1.7 | $5.4M | +3% | 13k | 426.51 |
|
| Nucor Corporation (NUE) | 1.7 | $5.3M | +5% | 30k | 174.04 |
|
| Procter & Gamble Company (PG) | 1.6 | $5.1M | +111% | 35k | 146.54 |
|
| Reinsurance Grp Of America I Com New (RGA) | 1.6 | $5.0M | +82% | 31k | 161.78 |
|
| Tesla Motors (TSLA) | 1.5 | $4.7M | +12% | 19k | 248.48 |
|
| Amalgamated Financial Corp (AMAL) | 1.4 | $4.5M | +6% | 168k | 26.94 |
|
| CVS Caremark Corporation (CVS) | 1.4 | $4.5M | +41% | 57k | 78.96 |
|
| Novo-nordisk A S Adr (NVO) | 1.4 | $4.4M | +5% | 43k | 103.45 |
|
| Amgen (AMGN) | 1.4 | $4.4M | +13% | 15k | 288.02 |
|
| Meta Platforms Cl A (META) | 1.4 | $4.3M | +4% | 12k | 353.96 |
|
| Kroger (KR) | 1.3 | $4.1M | +6% | 89k | 45.71 |
|
| Costco Wholesale Corporation (COST) | 1.3 | $4.1M | +54% | 6.2k | 660.08 |
|
| Lowe's Companies (LOW) | 1.2 | $4.0M | +4% | 18k | 222.55 |
|
| W.W. Grainger (GWW) | 1.2 | $3.9M | +4% | 4.7k | 828.69 |
|
| Lam Research Corporation (LRCX) | 1.2 | $3.7M | +135% | 4.7k | 783.26 |
|
| Ameriprise Financial (AMP) | 1.0 | $3.3M | +3% | 8.6k | 379.83 |
|
| Cisco Systems (CSCO) | 1.0 | $3.2M | +7% | 64k | 50.52 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $3.2M | 5.4k | 596.60 |
|
|
| Sprouts Fmrs Mkt (SFM) | 1.0 | $3.1M | +7% | 64k | 48.11 |
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.9 | $3.0M | +9% | 105k | 28.79 |
|
| American Tower Reit (AMT) | 0.9 | $2.9M | +103% | 14k | 215.88 |
|
| Canadian Natl Ry (CNI) | 0.8 | $2.7M | +7% | 21k | 125.63 |
|
| Broadcom (AVGO) | 0.8 | $2.7M | +8% | 2.4k | 1116.25 |
|
| Bank of New York Mellon Corporation (BK) | 0.8 | $2.6M | +4% | 51k | 52.05 |
|
| Applied Materials (AMAT) | 0.8 | $2.6M | +10% | 16k | 162.07 |
|
| Starbucks Corporation (SBUX) | 0.7 | $2.4M | +7% | 25k | 96.01 |
|
| Novartis Sponsored Adr (NVS) | 0.7 | $2.3M | +4% | 23k | 100.97 |
|
| Waste Management (WM) | 0.7 | $2.3M | +13% | 13k | 179.10 |
|
| Becton, Dickinson and (BDX) | 0.7 | $2.3M | +6% | 9.4k | 243.83 |
|
| Oracle Corporation (ORCL) | 0.7 | $2.2M | +5% | 21k | 105.43 |
|
| A. O. Smith Corporation (AOS) | 0.7 | $2.2M | +6% | 27k | 82.44 |
|
| Apogee Enterprises (APOG) | 0.6 | $2.0M | +18% | 38k | 53.41 |
|
| Kimberly-Clark Corporation (KMB) | 0.6 | $2.0M | -51% | 16k | 121.51 |
|
| Haemonetics Corporation (HAE) | 0.6 | $1.9M | +7% | 23k | 85.51 |
|
| Steelcase Cl A (SCS) | 0.6 | $1.9M | +344% | 140k | 13.52 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $1.9M | +5% | 4.6k | 406.89 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.6 | $1.9M | +24% | 22k | 85.06 |
|
| Lennox International (LII) | 0.6 | $1.8M | NEW | 4.0k | 447.52 |
|
| Cardinal Health (CAH) | 0.6 | $1.8M | +5% | 18k | 100.80 |
|
| Principal Financial (PFG) | 0.5 | $1.7M | +4% | 22k | 78.67 |
|
| Best Buy (BBY) | 0.5 | $1.7M | -51% | 21k | 78.28 |
|
| Netflix (NFLX) | 0.5 | $1.5M | +7% | 3.1k | 486.88 |
|
| American Express Company (AXP) | 0.4 | $1.4M | -52% | 7.7k | 187.34 |
|
| Intuit (INTU) | 0.4 | $1.4M | NEW | 2.3k | 625.03 |
|
| Brink's Company (BCO) | 0.4 | $1.4M | +4% | 16k | 87.95 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $1.4M | -69% | 8.0k | 170.46 |
|
| HNI Corporation (HNI) | 0.4 | $1.4M | NEW | 33k | 41.83 |
|
| Lincoln Electric Holdings (LECO) | 0.4 | $1.4M | NEW | 6.2k | 217.46 |
|
| Lincoln National Corporation (LNC) | 0.4 | $1.3M | NEW | 49k | 26.97 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $1.3M | +4% | 13k | 99.13 |
|
| TJX Companies (TJX) | 0.4 | $1.3M | +6% | 14k | 93.81 |
|
| Illinois Tool Works (ITW) | 0.4 | $1.3M | -55% | 4.9k | 261.94 |
|
| FedEx Corporation (FDX) | 0.4 | $1.3M | +3% | 4.9k | 252.97 |
|
| Equinix (EQIX) | 0.4 | $1.2M | +5% | 1.5k | 805.39 |
|
| Colgate-Palmolive Company (CL) | 0.4 | $1.2M | -48% | 15k | 79.71 |
|
| Unilever Spon Adr New (UL) | 0.4 | $1.2M | +13% | 24k | 48.48 |
|
| GSK Sponsored Adr (GSK) | 0.4 | $1.2M | NEW | 31k | 37.06 |
|
| Nike CL B (NKE) | 0.3 | $1.1M | +15% | 10k | 108.57 |
|
| Sanofi Sponsored Adr (SNY) | 0.2 | $758k | +13% | 15k | 49.73 |
|
| Chubb (CB) | 0.2 | $739k | NEW | 3.3k | 226.00 |
|
| Investment Managers Ser Tr I Axs Change Finan (CHGX) | 0.2 | $577k | +76% | 17k | 33.22 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $549k | +32% | 2.4k | 227.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $507k | 3.6k | 140.93 |
|
|
| Badger Meter (BMI) | 0.1 | $390k | +11% | 2.5k | 154.37 |
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.1 | $353k | NEW | 13k | 28.25 |
|
| State Street Corporation (STT) | 0.1 | $325k | -67% | 4.2k | 77.46 |
|
| Wiley John & Sons Cl A (WLY) | 0.1 | $299k | -36% | 9.4k | 31.74 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $299k | NEW | 3.0k | 100.51 |
|
| Intel Corporation (INTC) | 0.1 | $282k | NEW | 5.6k | 50.25 |
|
| Banco Santander Adr (SAN) | 0.1 | $272k | -60% | 66k | 4.14 |
|
| Interface (TILE) | 0.1 | $257k | NEW | 20k | 12.62 |
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $232k | -87% | 1.7k | 137.88 |
|
| Centene Corporation (CNC) | 0.1 | $230k | NEW | 3.1k | 74.21 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $229k | NEW | 261.00 | 878.29 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $160k | NEW | 1.8k | 91.05 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $131k | -68% | 431.00 | 302.89 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $39k | 195.00 | 200.71 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $26k | NEW | 347.00 | 75.35 |
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $16k | NEW | 380.00 | 40.72 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.0 | $12k | NEW | 301.00 | 39.82 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.0 | $8.0k | NEW | 186.00 | 43.26 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $6.8k | NEW | 107.00 | 63.89 |
|
Past Filings by Arjuna Capital
SEC 13F filings are viewable for Arjuna Capital going back to 2017
- Arjuna Capital 2023 Q4 filed Feb. 8, 2024
- Arjuna Capital 2023 Q3 filed Nov. 9, 2023
- Arjuna Capital 2023 Q2 filed Aug. 9, 2023
- Arjuna Capital 2023 Q1 filed May 15, 2023
- Arjuna Capital 2022 Q4 filed Feb. 6, 2023
- Arjuna Capital 2022 Q3 filed Nov. 1, 2022
- Arjuna Capital 2022 Q2 filed July 22, 2022
- Arjuna Capital 2022 Q1 filed May 12, 2022
- Arjuna Capital 2021 Q4 filed Feb. 11, 2022
- Arjuna Capital 2021 Q3 filed Nov. 8, 2021
- Arjuna Capital 2021 Q2 filed Aug. 11, 2021
- Arjuna Capital 2021 Q1 filed May 11, 2021
- Arjuna Capital 2020 Q4 filed Feb. 9, 2021
- Arjuna Capital 2020 Q3 filed Nov. 5, 2020
- Arjuna Capital 2020 Q2 filed Aug. 13, 2020
- Arjuna Capital 2020 Q1 filed May 11, 2020