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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 11, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
98
−10 vs. Q3 2021
Portfolio value
$273.1M
+$27.0M (+11.0%) vs. Q3 2021
Filed
Feb 11, 2022
SEC
Holdings of Arjuna Capital in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock131,709$23.4M8.6%+682+0.5%AddedHistory
MSFTMicrosoft CorpStock61,997$20.9M7.6%+79+0.1%AddedHistory
GOOGLAlphabet Inc.Stock5,599$16.2M5.9%+138+2.5%AddedHistory
AMZNAmazon Com IncStock3,010$10.0M3.7%−73−2.4%ReducedHistory
ACNAccenture plcStock20,827$8.63M3.2%+736+3.7%AddedHistory
HDHome Depot, Inc.Stock20,325$8.44M3.1%+428+2.2%AddedHistory
UNHUnitedHealth Group IncStock16,419$8.24M3.0%−215−1.3%ReducedHistory
JPMJPMorgan Chase & CoStock50,175$7.95M2.9%+483+1.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock11,385$7.60M2.8%+565+5.2%AddedHistory
AMTAmerican Tower CorpREIT21,228$6.21M2.3%+5,658+36.3%AddedHistory
TXNTexas Instruments IncStock29,123$5.49M2.0%−33−0.1%ReducedHistory
NUENucor CorpCOM47,223$5.39M2.0%+3,274+7.4%AddedHistory
COSTCostco Wholesale CorpStock8,877$5.04M1.8%+499+6.0%AddedHistory
UPSUnited Parcel Service IncStock22,931$4.92M1.8%+9,025+64.9%AddedHistory
ITWIllinois Tool Works IncStock19,429$4.79M1.8%+139+0.7%AddedHistory
AMGNAmgen IncStock20,511$4.61M1.7%−64−0.3%ReducedHistory
METAMeta Platforms, Inc.Stock12,905$4.34M1.6%+113+0.9%AddedHistory
INTCIntel CorpStock83,646$4.31M1.6%−153−0.2%ReducedHistory
TSLATesla, Inc.Stock3,935$4.16M1.5%+303+8.3%AddedHistory
CVSCVS Health CorpStock39,806$4.11M1.5%+1,803+4.7%AddedHistory
ORCLOracle CorpStock45,840$4.00M1.5%+1,805+4.1%AddedHistory
EMREmerson Electric CoStock42,333$3.94M1.4%+673+1.6%AddedHistory
BACBank of America CorpStock85,196$3.79M1.4%−6,227−6.8%ReducedHistory
SYNASYNAPTICS IncStock12,666$3.67M1.3%+198+1.6%AddedHistory
LOWLowes Companies IncStock13,870$3.58M1.3%+843+6.5%AddedHistory
PFGPrincipal Financial Group IncCOM44,888$3.25M1.2%+1,324+3.0%AddedHistory
CMCSAComcast CorpStock62,706$3.16M1.2%−2,281−3.5%ReducedHistory
AMPAmeriprise Financial IncCOM9,755$2.94M1.1%+327+3.5%AddedHistory
EXPDExpeditors International of Washington IncCOM20,718$2.78M1.0%+600+3.0%AddedHistory
NVONovo Nordisk A SADR24,211$2.71M1.0%+2,923+13.7%AddedHistory
AWKAmerican Water Works Company, Inc.Stock13,992$2.64M1.0%+624+4.7%AddedHistory
ADBEAdobe Inc.Stock4,564$2.59M0.9%+9+0.2%AddedHistory
NKENIKE, Inc.Stock15,395$2.57M0.9%+1,425+10.2%AddedHistory
PGProcter & Gamble CoStock15,029$2.46M0.9%−113−0.7%ReducedHistory
VVisa Inc.Stock11,154$2.42M0.9%−20−0.2%ReducedHistory
ENPHEnphase Energy, Inc.Stock12,239$2.24M0.8%+674+5.8%AddedHistory
TGTTarget CorpStock9,667$2.24M0.8%+78+0.8%AddedHistory
CERNCERNER CorpCOM23,926$2.22M0.8%+2,254+10.4%AddedHistory
AMALAmalgamated Financial Corp.COM125,085$2.10M0.8%+7,120+6.0%AddedHistory
MAMastercard IncStock5,741$2.06M0.8%−205−3.4%ReducedHistory
STTState Street CorpCOM20,966$1.95M0.7%+2,329+12.5%AddedHistory
CMGChipotle Mexican Grill IncCOM1,097$1.92M0.7%+60+5.8%AddedHistory
VOYAVoya Financial, Inc.COM28,600$1.90M0.7%+655+2.3%AddedHistory
WATWaters CorpCOM4,884$1.82M0.7%+278+6.0%AddedHistory
SBUXStarbucks CorpStock15,551$1.82M0.7%+1,044+7.2%AddedHistory
GILGildan Activewear Inc.Stock41,664$1.77M0.6%+940+2.3%AddedHistory
MLKNMillerknoll, Inc.COM45,066$1.77M0.6%+1,133+2.6%AddedHistory
LHLabcorp Holdings Inc.COM NEW4,837$1.52M0.6%+381+8.6%AddedHistory
MANManpowerGroup Inc.COM15,496$1.51M0.6%+479+3.2%AddedHistory
AAgilent Technologies, Inc.COM9,364$1.50M0.5%−126−1.3%ReducedHistory
CSCOCisco Systems, Inc.Stock23,406$1.48M0.5%−604−2.5%ReducedHistory
DECKDeckers Outdoor CorpCOM3,823$1.40M0.5%−83−2.1%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A24,258$1.39M0.5%+1,722+7.6%AddedHistory
CBRECbre Group, Inc.CL A12,740$1.38M0.5%+442+3.6%AddedHistory
TTECTTEC Holdings, Inc.COM15,183$1.38M0.5%+699+4.8%AddedHistory
VZVerizon Communications IncStock25,305$1.31M0.5%−626−2.4%ReducedHistory
KRKroger CoStock28,424$1.29M0.5%+865+3.1%AddedHistory
HIGHartford Insurance Group, Inc.Stock18,182$1.25M0.5%−14−0.1%ReducedHistory
ELEstee Lauder Companies IncCL A3,359$1.24M0.5%−212−5.9%ReducedHistory
SPGIS&P Global Inc.Stock2,626$1.24M0.5%+114+4.5%AddedHistory
BNYBank of New York Mellon CorpStock20,946$1.22M0.4%+46+0.2%AddedHistory
GSKGSK plcSPONSORED ADR24,763$1.09M0.4%+24,763NewHistory
BAXBaxter International IncStock11,986$1.03M0.4%−436−3.5%ReducedHistory
BCSBarclays PLCADR97,493$1.01M0.4%+6,008+6.6%AddedHistory
BDXBecton Dickinson & CoStock3,975$1.00M0.4%−231−5.5%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG26,156$963.0K0.4%+1,663+6.8%AddedHistory
SIVBSVB Financial GroupCOM1,321$896.0K0.3%+297+29.0%AddedHistory
SFMSprouts Farmers Market, Inc.COM29,740$883.0K0.3%+9,677+48.2%AddedHistory
BBYBest Buy Co IncStock8,608$875.0K0.3%−41−0.5%ReducedHistory
ABBNYABB LtdSPONSORED ADR22,691$866.0K0.3%+4,873+27.3%AddedHistory
ETF Ser Solutions26922A560CHANG FIN US LRG22,680$795.0K0.3%+59+0.3%Added–
SPDR Series Trust78468R796ST STR SP500FF6,186$728.0K0.3%−209−3.3%Reduced–
SPYSPDR S&P 500 ETF TrustETF1,453$690.0K0.3%+87+6.4%AddedHistory
AMATApplied Materials IncStock4,146$652.0K0.2%+877+26.8%AddedHistory
CSIQCanadian Solar Inc.COM20,688$647.0K0.2%+1,706+9.0%AddedHistory
SANBanco Santander, S.A.ADR190,441$627.0K0.2%+43,052+29.2%AddedHistory
UNFIUnited Natural Foods IncCOM10,300$506.0K0.2%+5,093+97.8%AddedHistory
SNYSanofiSPONSORED ADR9,665$484.0K0.2%+2,047+26.9%AddedHistory
GOOGAlphabet Inc.Stock162$469.0K0.2%−1−0.6%ReducedHistory
JLLJones Lang Lasalle IncCOM1,699$458.0K0.2%+373+28.1%AddedHistory
CBChubb LtdStock2,198$425.0K0.2%+358+19.5%AddedHistory
CNICanadian National Railway CoStock3,351$412.0K0.2%+298+9.8%AddedHistory
PLDPrologis, Inc.REIT2,439$411.0K0.2%−196−7.4%ReducedHistory
HUBBHubbell IncCOM1,490$310.0K0.1%+336+29.1%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,477$304.0K0.1%+42+0.4%Added–
ULUnilever PLCSPON ADR NEW5,290$285.0K0.1%+1,187+28.9%AddedHistory
TMPTompkins Financial CorpCOM3,316$277.0K0.1%+752+29.3%AddedHistory
AVGOBroadcom Inc.Stock401$267.0K0.1%+401NewHistory
Vanguard Dividend Appreciation ETF921908844ETF1,548$266.0K0.1%00.0%Unchanged–
TFXTeleflex IncCOM736$242.0K0.1%00.0%UnchangedHistory
LKQLKQ CorpCOM3,993$240.0K0.1%+3,993NewHistory
NSCNorfolk Southern CorpStock733$218.0K0.1%+733NewHistory
MTDMettler Toledo International IncCOM125$212.0K0.1%+125NewHistory
VODVodafone Group Public Ltd CoADR13,243$198.0K0.1%+2,989+29.1%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,641$130.0K<0.1%−250−13.2%Reduced–
iShares Tr46435G532MSCI GBL SUS DEV879$79.0K<0.1%00.0%Unchanged–
iShares Tr46435G425ESG AWR MSCI USA532$57.0K<0.1%00.0%Unchanged–
SPDR Series Trust78468R747ST STR MSCI GEN46$5.00K<0.1%00.0%Unchanged–

Sold out since Q3 2021 (15)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Arjuna Capital sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
SONSonoco Products CoCOM55,172$3.29M1.3%History
MMM3M CoStock10,334$1.81M0.7%History
CAHCardinal Health IncStock30,299$1.50M0.6%History
AXPAmerican Express CoStock6,948$1.16M0.5%History
TAT&T Inc.Stock41,738$1.13M0.5%History
BXPBXP, Inc.COM8,537$925.0K0.4%History
NVSNovartis AGADR9,782$800.0K0.3%History
CCitigroup IncStock10,811$758.0K0.3%History
MDYSPDR S&P Midcap 400 ETF TrustETF1,333$641.0K0.3%History
BRK.BBerkshire Hathaway IncStock1,403$383.0K0.2%History
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL6,666$340.0K0.1%–
WMTWalmart Inc.Stock1,618$226.0K0.1%History
JNJJohnson & JohnsonStock1,269$205.0K0.1%History
IFFInternational Flavors & Fragrances IncCOM1,496$200.0K0.1%History
ETF Ser Solutions26922A297US VEGAN CLIMA10$00.0%–