Arjuna Capital as of June 30, 2026
Portfolio Holdings for Arjuna Capital
Arjuna Capital holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 8.5 | $38M | 376k | 100.67 | |
| Apple (AAPL) | 7.1 | $32M | 109k | 289.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.6 | $29M | 82k | 357.37 | |
| NVIDIA Corporation (NVDA) | 6.5 | $29M | 145k | 200.09 | |
| Microsoft Corporation (MSFT) | 4.2 | $19M | 50k | 373.02 | |
| Spdr Series Trust St Inter Etf (SPTI) | 2.9 | $13M | 457k | 28.39 | |
| Amazon (AMZN) | 2.7 | $12M | 49k | 238.34 | |
| Broadcom (AVGO) | 2.4 | $11M | 29k | 377.75 | |
| Micron Technology (MU) | 2.0 | $8.9M | 7.7k | 1154.29 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $8.9M | 27k | 327.33 | |
| Cisco Systems (CSCO) | 1.7 | $7.5M | 63k | 117.46 | |
| Applied Materials (AMAT) | 1.6 | $7.2M | 9.9k | 723.00 | |
| GSK Sponsored Adr (GSK) | 1.6 | $7.1M | 136k | 52.42 | |
| Home Depot (HD) | 1.5 | $6.8M | 19k | 352.68 | |
| Intel Corporation (INTC) | 1.4 | $6.3M | 45k | 139.63 | |
| Travelers Companies (TRV) | 1.3 | $5.6M | 17k | 330.12 | |
| Lear Corp Com New (LEA) | 1.3 | $5.6M | 42k | 134.06 | |
| Eli Lilly & Co. (LLY) | 1.2 | $5.3M | 4.4k | 1199.43 | |
| Manulife Finl Corp (MFC) | 1.1 | $5.0M | 123k | 40.51 | |
| Amalgamated Financial Corp (AMAL) | 1.1 | $4.9M | 106k | 45.90 | |
| Illinois Tool Works (ITW) | 1.1 | $4.8M | 18k | 270.47 | |
| Novartis Sponsored Adr (NVS) | 1.0 | $4.5M | 29k | 156.72 | |
| Kroger (KR) | 1.0 | $4.5M | 82k | 55.53 | |
| Waste Management (WM) | 1.0 | $4.5M | 20k | 222.88 | |
| Dell Technologies CL C (DELL) | 1.0 | $4.5M | 10k | 431.46 | |
| State Street Corporation (STT) | 0.9 | $4.1M | 24k | 169.60 | |
| McKesson Corporation (MCK) | 0.9 | $4.1M | 5.4k | 755.60 | |
| Colgate-Palmolive Company (CL) | 0.9 | $4.0M | 44k | 91.68 | |
| Amphenol Corp Cl A (APH) | 0.9 | $4.0M | 23k | 176.32 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.9 | $4.0M | 109k | 37.12 | |
| Expeditors International of Washington (EXPD) | 0.9 | $4.0M | 24k | 162.98 | |
| TJX Companies (TJX) | 0.9 | $3.9M | 26k | 151.50 | |
| Visa Com Cl A (V) | 0.9 | $3.9M | 11k | 343.09 | |
| Host Hotels & Resorts (HST) | 0.9 | $3.8M | 162k | 23.71 | |
| Advanced Micro Devices (AMD) | 0.9 | $3.8M | 6.5k | 580.91 | |
| Donaldson Company (DCI) | 0.8 | $3.7M | 41k | 89.77 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $3.5M | 8.1k | 433.33 | |
| MetLife (MET) | 0.8 | $3.5M | 41k | 84.61 | |
| Jabil Circuit (JBL) | 0.8 | $3.4M | 8.9k | 385.48 | |
| Costco Wholesale Corporation (COST) | 0.8 | $3.4M | 3.6k | 935.47 | |
| Bank of New York Mellon Corporation (BNY) | 0.7 | $3.3M | 23k | 144.61 | |
| SYSCO Corporation (SYY) | 0.7 | $3.2M | 38k | 83.58 | |
| Reliance Steel & Aluminum (RS) | 0.7 | $3.2M | 8.5k | 373.60 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $3.2M | 6.2k | 513.60 | |
| Msc Indl Direct Cl A (MSM) | 0.7 | $3.1M | 26k | 118.95 | |
| Fastenal Company (FAST) | 0.7 | $2.9M | 61k | 48.03 | |
| Palo Alto Networks (PANW) | 0.6 | $2.7M | 8.0k | 341.02 | |
| Lowe's Companies (LOW) | 0.6 | $2.5M | 11k | 220.49 | |
| American Express Company (AXP) | 0.5 | $2.4M | 7.2k | 338.25 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.5 | $2.4M | 18k | 132.24 | |
| Cardinal Health (CAH) | 0.5 | $2.4M | 10k | 237.56 | |
| Hubbell (HUBB) | 0.5 | $2.4M | 4.6k | 523.20 | |
| BorgWarner (BWA) | 0.5 | $2.4M | 36k | 66.40 | |
| Citigroup Com New (C) | 0.5 | $2.3M | 17k | 139.96 | |
| Nucor Corporation (NUE) | 0.5 | $2.3M | 10k | 222.75 | |
| Amgen (AMGN) | 0.5 | $2.2M | 6.2k | 362.12 | |
| CVS Caremark Corporation (CVS) | 0.5 | $2.2M | 21k | 103.45 | |
| AmerisourceBergen (COR) | 0.5 | $2.2M | 7.7k | 282.98 | |
| Paccar (PCAR) | 0.5 | $2.1M | 18k | 120.12 | |
| Verizon Communications (VZ) | 0.5 | $2.1M | 49k | 42.34 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.5 | $2.1M | 24k | 84.60 | |
| International Business Machines (IBM) | 0.4 | $1.9M | 6.6k | 281.21 | |
| Valmont Industries (VMI) | 0.4 | $1.8M | 3.1k | 577.60 | |
| Quest Diagnostics Incorporated (DGX) | 0.4 | $1.8M | 8.3k | 211.95 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $1.8M | 5.9k | 298.07 | |
| Lincoln Electric Holdings (LECO) | 0.4 | $1.8M | 6.6k | 265.51 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $1.7M | 19k | 92.27 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $1.7M | 3.4k | 501.36 | |
| Qualcomm (QCOM) | 0.4 | $1.7M | 9.3k | 184.79 | |
| Morgan Stanley Com New (MS) | 0.4 | $1.7M | 8.1k | 209.04 | |
| UnitedHealth (UNH) | 0.4 | $1.7M | 4.0k | 415.63 | |
| Arista Networks Com Shs (ANET) | 0.4 | $1.6M | 9.3k | 169.88 | |
| Prologis (PLD) | 0.4 | $1.6M | 12k | 135.47 | |
| Becton, Dickinson and (BDX) | 0.3 | $1.5M | 10k | 151.33 | |
| Trane Technologies SHS (TT) | 0.3 | $1.5M | 3.1k | 491.16 | |
| Oracle Corporation (ORCL) | 0.3 | $1.5M | 10k | 146.55 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $1.4M | 33k | 42.66 | |
| Booking Holdings (BKNG) | 0.3 | $1.4M | 8.0k | 178.24 | |
| California Water Service (CWT) | 0.3 | $1.4M | 28k | 48.65 | |
| Northern Trust Corporation (NTRS) | 0.3 | $1.4M | 7.8k | 173.84 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.4M | 55k | 24.55 | |
| FedEx Corporation (FDX) | 0.3 | $1.2M | 3.9k | 313.13 | |
| Walt Disney Company (DIS) | 0.3 | $1.2M | 12k | 96.25 | |
| United Natural Foods (UNFI) | 0.3 | $1.2M | 26k | 45.67 | |
| Procter & Gamble Company (PG) | 0.3 | $1.2M | 8.0k | 146.64 | |
| Sprouts Fmrs Mkt (SFM) | 0.3 | $1.1M | 13k | 84.58 | |
| Netflix (NFLX) | 0.2 | $1.1M | 15k | 71.40 | |
| Fifth Third Ban (FITB) | 0.2 | $1.1M | 19k | 56.37 | |
| Johnson Controls Internation SHS (JCI) | 0.2 | $904k | 6.2k | 146.11 | |
| Interface (TILE) | 0.2 | $836k | 23k | 35.84 | |
| Williams-Sonoma (WSM) | 0.2 | $763k | 3.3k | 233.10 | |
| Peak (DOC) | 0.2 | $719k | 34k | 21.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $693k | 2.0k | 353.33 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $633k | 847.00 | 746.77 | |
| Gap (GAP) | 0.1 | $606k | 32k | 18.68 | |
| Chubb (CB) | 0.1 | $405k | 1.2k | 340.74 | |
| Centene Corporation (CNC) | 0.1 | $378k | 5.9k | 64.19 | |
| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.1 | $362k | 23k | 16.03 | |
| Wabtec Corporation (WAB) | 0.1 | $362k | 1.3k | 269.60 | |
| CSX Corporation (CSX) | 0.1 | $361k | 7.6k | 47.53 | |
| Cadence Design Systems (CDNS) | 0.1 | $340k | 905.00 | 375.32 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $322k | 880.00 | 365.87 | |
| Unilever Spon Adr New (UL) | 0.1 | $291k | 4.8k | 60.12 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $282k | 1.9k | 151.00 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $264k | 375.00 | 703.34 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $243k | 1.0k | 236.62 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $214k | 1.7k | 124.14 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $202k | 5.2k | 38.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $201k | 544.00 | 370.04 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $192k | 640.00 | 300.45 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $167k | 223.00 | 748.89 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $45k | 430.00 | 103.88 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $3.7k | 17.00 | 217.94 |
