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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
123
+24 vs. Q1 2021
Portfolio value
$231.4M
+$28.0M (+13.8%) vs. Q1 2021
Filed
Aug 11, 2021
SEC
Holdings of Arjuna Capital in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock126,740$17.4M7.5%+5,788+4.8%AddedHistory
MSFTMicrosoft CorpStock58,157$15.8M6.8%+1,139+2.0%AddedHistory
GOOGLAlphabet Inc.Stock5,201$12.7M5.5%+234+4.7%AddedHistory
AMZNAmazon Com IncStock2,923$10.1M4.3%−58−1.9%ReducedHistory
JPMJPMorgan Chase & CoStock47,432$7.38M3.2%+781+1.7%AddedHistory
UNHUnitedHealth Group IncStock15,801$6.33M2.7%+207+1.3%AddedHistory
HDHome Depot, Inc.Stock18,443$5.88M2.5%+407+2.3%AddedHistory
BACBank of America CorpStock139,867$5.77M2.5%+11,691+9.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock10,350$5.22M2.3%+740+7.7%AddedHistory
AMGNAmgen IncStock19,459$4.74M2.1%+1,015+5.5%AddedHistory
INTCIntel CorpStock78,427$4.40M1.9%+4,146+5.6%AddedHistory
METAMeta Platforms, Inc.Stock12,303$4.28M1.8%−4,801−28.1%ReducedHistory
ITWIllinois Tool Works IncStock18,418$4.12M1.8%+382+2.1%AddedHistory
TXNTexas Instruments IncStock20,995$4.04M1.7%−34−0.2%ReducedHistory
NUENucor CorpCOM41,576$3.99M1.7%+829+2.0%AddedHistory
AMTAmerican Tower CorpREIT14,745$3.98M1.7%+9,112+161.8%AddedHistory
EMREmerson Electric CoStock39,135$3.77M1.6%+793+2.1%AddedHistory
ACNAccenture plcStock12,360$3.64M1.6%+2,186+21.5%AddedHistory
SONSonoco Products CoCOM53,668$3.59M1.6%+17,635+48.9%AddedHistory
CMCSAComcast CorpStock61,980$3.53M1.5%+1,738+2.9%AddedHistory
MAMastercard IncStock8,385$3.06M1.3%−540−6.1%ReducedHistory
COSTCostco Wholesale CorpStock7,271$2.88M1.2%+197+2.8%AddedHistory
PFGPrincipal Financial Group IncCOM41,541$2.63M1.1%+528+1.3%AddedHistory
VZVerizon Communications IncStock45,979$2.58M1.1%+960+2.1%AddedHistory
EXPDExpeditors International of Washington IncCOM19,403$2.46M1.1%+43+0.2%AddedHistory
VVisa Inc.Stock10,363$2.42M1.0%+430+4.3%AddedHistory
LOWLowes Companies IncStock12,362$2.40M1.0%+2,968+31.6%AddedHistory
ADBEAdobe Inc.Stock4,075$2.39M1.0%−2,311−36.2%ReducedHistory
TSLATesla, Inc.Stock3,425$2.33M1.0%+72+2.1%AddedHistory
AMALAmalgamated Financial Corp.COM146,716$2.29M1.0%−759−0.5%ReducedHistory
CVSCVS Health CorpStock27,221$2.27M1.0%+3,678+15.6%AddedHistory
AMPAmeriprise Financial IncCOM9,054$2.25M1.0%+208+2.4%AddedHistory
ORCLOracle CorpStock28,601$2.23M1.0%+391+1.4%AddedHistory
TGTTarget CorpStock9,161$2.21M1.0%+4,209+85.0%AddedHistory
MMM3M CoStock10,273$2.04M0.9%+5,110+99.0%AddedHistory
ENPHEnphase Energy, Inc.Stock11,036$2.03M0.9%+259+2.4%AddedHistory
MLKNMillerknoll, Inc.COM42,502$2.00M0.9%+745+1.8%AddedHistory
PGProcter & Gamble CoStock14,514$1.96M0.8%−12,246−45.8%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock12,595$1.94M0.8%+583+4.9%AddedHistory
NKENIKE, Inc.Stock12,428$1.92M0.8%+2,046+19.7%AddedHistory
SYNASYNAPTICS IncStock11,972$1.86M0.8%−7,621−38.9%ReducedHistory
MANManpowerGroup Inc.COM14,398$1.71M0.7%+337+2.4%AddedHistory
CAHCardinal Health IncStock29,533$1.69M0.7%+387+1.3%AddedHistory
CMGChipotle Mexican Grill IncCOM1,061$1.65M0.7%−279−20.8%ReducedHistory
SJMJ M SMUCKER CoStock12,641$1.64M0.7%+12,641NewHistory
VOYAVoya Financial, Inc.COM26,499$1.63M0.7%+429+1.6%AddedHistory
UPSUnited Parcel Service IncStock7,670$1.59M0.7%+2,146+38.8%AddedHistory
NVONovo Nordisk A SADR18,824$1.58M0.7%+2,994+18.9%AddedHistory
WATWaters CorpCOM4,333$1.50M0.6%+228+5.6%AddedHistory
DECKDeckers Outdoor CorpCOM3,754$1.44M0.6%+42+1.1%AddedHistory
GILGildan Activewear Inc.Stock38,853$1.43M0.6%−26,918−40.9%ReducedHistory
TTECTTEC Holdings, Inc.COM13,868$1.43M0.6%+327+2.4%AddedHistory
SBUXStarbucks CorpStock12,747$1.43M0.6%+2,235+21.3%AddedHistory
STTState Street CorpCOM16,973$1.40M0.6%+2,330+15.9%AddedHistory
AAgilent Technologies, Inc.COM9,101$1.34M0.6%+169+1.9%AddedHistory
SFMSprouts Farmers Market, Inc.COM49,642$1.23M0.5%+49,642NewHistory
CSCOCisco Systems, Inc.Stock23,137$1.23M0.5%+350+1.5%AddedHistory
WLYJohn Wiley & Sons, Inc.CL A18,989$1.14M0.5%+1,396+7.9%AddedHistory
FDXFedEx CorpStock3,772$1.13M0.5%+3,772NewHistory
ELEstee Lauder Companies IncCL A3,455$1.10M0.5%+96+2.9%AddedHistory
AXPAmerican Express CoStock6,597$1.09M0.5%+6,597NewHistory
HIGHartford Insurance Group, Inc.Stock17,231$1.07M0.5%+6,603+62.1%AddedHistory
LHLabcorp Holdings Inc.COM NEW3,846$1.06M0.5%+3,846NewHistory
BNYBank of New York Mellon CorpStock19,973$1.02M0.4%+19,973NewHistory
KRKroger CoStock26,406$1.01M0.4%+654+2.5%AddedHistory
CBRECbre Group, Inc.CL A11,694$1.00M0.4%+323+2.8%AddedHistory
SPGIS&P Global Inc.Stock2,414$991.0K0.4%+37+1.6%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG23,227$974.0K0.4%+1,238+5.6%AddedHistory
BAXBaxter International IncStock11,895$958.0K0.4%+217+1.9%AddedHistory
BBYBest Buy Co IncStock8,179$940.0K0.4%+3,892+90.8%AddedHistory
BDXBecton Dickinson & CoStock3,856$938.0K0.4%+45+1.2%AddedHistory
CMICummins IncStock3,795$925.0K0.4%−43−1.1%ReducedHistory
CATCaterpillar IncStock4,246$924.0K0.4%+85+2.0%AddedHistory
BXPBXP, Inc.COM7,972$914.0K0.4%+7,972NewHistory
NVSNovartis AGADR9,952$908.0K0.4%+222+2.3%AddedHistory
TJXTJX Companies IncStock11,883$801.0K0.3%+346+3.0%AddedHistory
CSIQCanadian Solar Inc.COM16,914$758.0K0.3%−8,273−32.8%ReducedHistory
ETF Ser Solutions26922A560CHANG FIN US LRG22,621$746.0K0.3%+22,621New–
CCitigroup IncStock10,330$730.0K0.3%+156+1.5%AddedHistory
SIVBSVB Financial GroupCOM1,189$662.0K0.3%+483+68.4%AddedHistory
SPDR Series Trust78468R796ST STR SP500FF6,160$654.0K0.3%−1,785−22.5%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,510$646.0K0.3%−67−4.2%ReducedHistory
ABBNYABB LtdSPONSORED ADR15,017$510.0K0.2%+6,273+71.7%AddedHistory
SNYSanofiSPONSORED ADR6,504$343.0K0.1%+2,027+45.3%AddedHistory
TFXTeleflex IncCOM736$296.0K0.1%00.0%UnchangedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,837$284.0K0.1%+192+11.7%Added–
BRK.BBerkshire Hathaway IncStock1,020$283.0K0.1%00.0%UnchangedHistory
CPRTCopart IncCOM2,000$264.0K0.1%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock97$243.0K0.1%+9+10.2%AddedHistory
CNICanadian National Railway CoStock2,148$227.0K0.1%+2,148NewHistory
Vanguard Morningstar Value ETF922908744ETF1,578$217.0K0.1%+1,578New–
JLLJones Lang Lasalle IncCOM1,110$217.0K0.1%+1,110NewHistory
FITBFifth Third BancorpCOM5,649$216.0K0.1%+5,649NewHistory
iShares Tr46435G516ESG AW MSCI EAFE2,679$212.0K0.1%−152−5.4%Reduced–
JNJJohnson & JohnsonStock1,269$209.0K0.1%−70−5.2%ReducedHistory
ULUnilever PLCSPON ADR NEW3,471$203.0K0.1%+3,471NewHistory
Vanguard Morningstar Growth ETF922908736ETF701$201.0K0.1%+701New–
iShares Inc46434G863ESG AWR MSCI EM4,438$200.0K0.1%+4,438New–
BBDBank BradescoSP ADR PFD NEW35,617$183.0K0.1%+15,608+78.0%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF1,520$158.0K0.1%+1,520New–

Sold out since Q1 2021 (12)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Arjuna Capital sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
MDRXVeradigm Inc.COM84,697$1.27M0.6%History
UNPUnion Pacific CorpStock4,819$1.06M0.5%History
AVGOBroadcom Inc.Stock2,268$1.05M0.5%History
NFLXNetflix IncStock1,733$904.0K0.4%History
CERNCERNER CorpCOM11,550$830.0K0.4%History
BFAMBright Horizons Family Solutions Inc.COM3,120$535.0K0.3%History
MCDMcDonalds CorpStock1,301$292.0K0.1%History
SCSSteelcase IncCL A16,426$236.0K0.1%History
Vanguard S&P 500 ETF922908363ETF145$53.0K<0.1%–
Vanguard Index FDS922908652EXTEND MKT ETF300$53.0K<0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF250$52.0K<0.1%–
Vanguard Real Estate ETF922908553ETF465$43.0K<0.1%–