Arjuna Capital as of June 30, 2025
Portfolio Holdings for Arjuna Capital
Arjuna Capital holds 117 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 14.6 | $56M | 551k | 100.69 | |
| Microsoft Corporation (MSFT) | 6.4 | $25M | 49k | 497.41 | |
| Apple (AAPL) | 6.2 | $24M | 116k | 205.17 | |
| NVIDIA Corporation (NVDA) | 5.9 | $23M | 142k | 157.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $16M | 91k | 176.23 | |
| Spdr Series Trust Portfli Intrmdit (SPTI) | 3.6 | $14M | 473k | 28.77 | |
| Amazon (AMZN) | 2.5 | $9.6M | 44k | 219.39 | |
| JPMorgan Chase & Co. (JPM) | 2.4 | $9.3M | 32k | 289.91 | |
| Home Depot (HD) | 1.9 | $7.1M | 19k | 366.64 | |
| Broadcom (AVGO) | 1.7 | $6.6M | 24k | 275.65 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $6.2M | 21k | 298.89 | |
| Waste Management (WM) | 1.6 | $6.0M | 26k | 228.82 | |
| Ameriprise Financial (AMP) | 1.5 | $5.9M | 11k | 533.73 | |
| Kroger (KR) | 1.5 | $5.8M | 81k | 71.73 | |
| Costco Wholesale Corporation (COST) | 1.3 | $5.0M | 5.0k | 989.94 | |
| W.W. Grainger (GWW) | 1.3 | $4.8M | 4.6k | 1040.24 | |
| Travelers Companies (TRV) | 1.2 | $4.7M | 18k | 267.54 | |
| Netflix (NFLX) | 1.2 | $4.7M | 3.5k | 1339.13 | |
| GSK Sponsored Adr (GSK) | 1.2 | $4.5M | 117k | 38.40 | |
| Visa Com Cl A (V) | 1.1 | $4.2M | 12k | 355.05 | |
| MetLife (MET) | 1.1 | $4.2M | 52k | 80.42 | |
| Sprouts Fmrs Mkt (SFM) | 1.0 | $3.8M | 23k | 164.64 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $3.4M | 6.1k | 561.95 | |
| Public Storage (PSA) | 0.9 | $3.4M | 12k | 293.42 | |
| Comcast Corp Cl A (CMCSA) | 0.9 | $3.3M | 94k | 35.69 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $3.3M | 8.2k | 405.46 | |
| TJX Companies (TJX) | 0.8 | $3.2M | 26k | 123.49 | |
| Cisco Systems (CSCO) | 0.8 | $3.2M | 46k | 69.38 | |
| International Business Machines (IBM) | 0.8 | $3.1M | 11k | 294.78 | |
| Illinois Tool Works (ITW) | 0.8 | $3.0M | 12k | 247.25 | |
| Amalgamated Financial Corp (AMAL) | 0.8 | $3.0M | 96k | 31.20 | |
| Johnson Ctls Intl SHS (JCI) | 0.8 | $3.0M | 28k | 105.62 | |
| California Water Service (CWT) | 0.8 | $2.9M | 63k | 45.48 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.8 | $2.9M | 88k | 32.78 | |
| Progressive Corporation (PGR) | 0.8 | $2.9M | 11k | 266.86 | |
| McKesson Corporation (MCK) | 0.7 | $2.8M | 3.8k | 732.78 | |
| Lowe's Companies (LOW) | 0.7 | $2.6M | 12k | 221.87 | |
| Williams-Sonoma (WSM) | 0.7 | $2.5M | 15k | 163.37 | |
| UnitedHealth (UNH) | 0.6 | $2.5M | 7.9k | 311.97 | |
| Automatic Data Processing (ADP) | 0.6 | $2.4M | 7.8k | 308.40 | |
| Novo-nordisk A S Adr (NVO) | 0.6 | $2.4M | 34k | 69.02 | |
| Amphenol Corp Cl A (APH) | 0.6 | $2.3M | 23k | 98.75 | |
| American Express Company (AXP) | 0.6 | $2.3M | 7.1k | 318.98 | |
| Oracle Corporation (ORCL) | 0.6 | $2.2M | 9.9k | 218.63 | |
| Verizon Communications (VZ) | 0.6 | $2.2M | 50k | 43.27 | |
| Amgen (AMGN) | 0.5 | $2.0M | 7.3k | 279.21 | |
| Expeditors International of Washington (EXPD) | 0.5 | $2.0M | 18k | 114.25 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.8M | 20k | 91.63 | |
| Becton, Dickinson and (BDX) | 0.5 | $1.8M | 11k | 172.25 | |
| Applied Materials (AMAT) | 0.5 | $1.7M | 9.4k | 183.07 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $1.7M | 16k | 109.64 | |
| Cardinal Health (CAH) | 0.4 | $1.7M | 10k | 168.00 | |
| Target Corporation (TGT) | 0.4 | $1.7M | 17k | 98.65 | |
| Booking Holdings (BKNG) | 0.4 | $1.7M | 287.00 | 5789.24 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $1.6M | 18k | 91.24 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $1.6M | 8.6k | 179.63 | |
| Chubb (CB) | 0.4 | $1.5M | 5.3k | 289.72 | |
| Walt Disney Company (DIS) | 0.4 | $1.5M | 12k | 124.01 | |
| Hp (HPQ) | 0.4 | $1.5M | 59k | 24.46 | |
| Novartis Sponsored Adr (NVS) | 0.4 | $1.4M | 12k | 121.01 | |
| AmerisourceBergen (COR) | 0.4 | $1.4M | 4.8k | 299.85 | |
| Sanofi Sponsored Adr (SNY) | 0.4 | $1.4M | 29k | 48.31 | |
| Citigroup Com New (C) | 0.4 | $1.4M | 17k | 85.12 | |
| Best Buy (BBY) | 0.4 | $1.4M | 21k | 67.13 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.4M | 3.1k | 445.20 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $1.4M | 15k | 91.11 | |
| Nucor Corporation (NUE) | 0.4 | $1.4M | 11k | 129.54 | |
| Lincoln Electric Holdings (LECO) | 0.3 | $1.3M | 6.4k | 207.32 | |
| State Street Corporation (STT) | 0.3 | $1.3M | 12k | 106.34 | |
| Reinsurance Grp Of America I Com New (RGA) | 0.3 | $1.3M | 6.5k | 198.36 | |
| SYSCO Corporation (SYY) | 0.3 | $1.2M | 16k | 75.74 | |
| Procter & Gamble Company (PG) | 0.3 | $1.2M | 7.8k | 159.32 | |
| Valmont Industries (VMI) | 0.3 | $1.2M | 3.7k | 326.57 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $1.2M | 15k | 78.03 | |
| salesforce (CRM) | 0.3 | $1.2M | 4.3k | 272.69 | |
| Boston Properties (BXP) | 0.3 | $1.2M | 17k | 67.47 | |
| DaVita (DVA) | 0.3 | $1.1M | 8.0k | 142.45 | |
| Equinix (EQIX) | 0.3 | $1.1M | 1.4k | 795.47 | |
| Agilent Technologies Inc C ommon (A) | 0.3 | $1.1M | 9.5k | 118.01 | |
| Unilever Spon Adr New (UL) | 0.3 | $1.1M | 18k | 61.17 | |
| Mueller Wtr Prods Com Ser A (MWA) | 0.3 | $1.1M | 45k | 24.04 | |
| Deluxe Corporation (DLX) | 0.3 | $1.1M | 68k | 15.91 | |
| Northern Trust Corporation (NTRS) | 0.3 | $958k | 7.6k | 126.79 | |
| Badger Meter (BMI) | 0.2 | $905k | 3.7k | 244.95 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.2 | $854k | 55k | 15.46 | |
| Kyndryl Hldgs Common Stock (KD) | 0.2 | $841k | 20k | 41.96 | |
| Gap (GAP) | 0.2 | $832k | 38k | 21.81 | |
| Canadian Natl Ry (CNI) | 0.2 | $748k | 7.2k | 104.04 | |
| Fifth Third Ban (FITB) | 0.2 | $690k | 17k | 41.13 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.2 | $651k | 8.7k | 74.44 | |
| Wiley John & Sons Cl A (WLY) | 0.1 | $563k | 13k | 44.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $493k | 2.8k | 177.39 | |
| Eli Lilly & Co. (LLY) | 0.1 | $476k | 610.00 | 779.53 | |
| Dover Corporation (DOV) | 0.1 | $466k | 2.5k | 183.23 | |
| Aon Shs Cl A (AON) | 0.1 | $462k | 1.3k | 356.76 | |
| Interface (TILE) | 0.1 | $437k | 21k | 20.93 | |
| eBay (EBAY) | 0.1 | $414k | 5.6k | 74.46 | |
| Waters Corporation (WAT) | 0.1 | $398k | 1.1k | 349.04 | |
| Steelcase Cl A (SCS) | 0.1 | $394k | 38k | 10.43 | |
| Albertsons Cos Common Stock (ACI) | 0.1 | $382k | 18k | 21.51 | |
| Ea Series Trust Stance Sustainab (CHGX) | 0.1 | $338k | 13k | 26.07 | |
| Nike CL B (NKE) | 0.1 | $329k | 4.6k | 71.04 | |
| Cadence Design Systems (CDNS) | 0.1 | $283k | 919.00 | 308.15 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $255k | 838.00 | 303.93 | |
| Union Pacific Corporation (UNP) | 0.1 | $254k | 1.1k | 230.08 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $253k | 653.00 | 386.88 | |
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.1 | $252k | 6.6k | 38.24 | |
| Lennox International (LII) | 0.1 | $248k | 432.00 | 573.24 | |
| Peak (DOC) | 0.1 | $247k | 14k | 17.51 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $210k | 1.0k | 204.67 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $183k | 431.00 | 424.19 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $158k | 254.00 | 620.90 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $42k | 195.00 | 215.79 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $39k | 138.00 | 279.83 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $17k | 98.00 | 176.74 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $474.000000 | 2.00 | 237.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $90.000000 | 1.00 | 90.00 |
