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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
100
+3 vs. Q4 2022
Portfolio value
$254.9M
+$38.0M (+17.5%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Arjuna Capital in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock122,220$20.2M7.9%−15,539−11.3%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY200,289$20.1M7.9%+200,289New–
MSFTMicrosoft CorpStock65,456$18.9M7.4%−4,166−6.0%ReducedHistory
GOOGLAlphabet Inc.Stock99,130$10.3M4.0%−28,415−22.3%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock11,861$6.84M2.7%−478−3.9%ReducedHistory
JPMJPMorgan Chase & CoStock44,483$5.80M2.3%+812+1.9%AddedHistory
UNHUnitedHealth Group IncStock12,228$5.78M2.3%−4,048−24.9%ReducedHistory
HDHome Depot, Inc.Stock18,769$5.54M2.2%−2,777−12.9%ReducedHistory
AMGNAmgen IncStock22,239$5.38M2.1%+818+3.8%AddedHistory
AMZNAmazon Com IncStock45,030$4.65M1.8%−12,467−21.7%ReducedHistory
TXNTexas Instruments IncStock24,993$4.65M1.8%+43+0.2%AddedHistory
ITWIllinois Tool Works IncStock18,348$4.47M1.8%+12,362+206.5%AddedHistory
NUENucor CorpCOM28,374$4.38M1.7%−11,219−28.3%ReducedHistory
ACNAccenture plcStock14,815$4.23M1.7%−5,141−25.8%ReducedHistory
AMTAmerican Tower CorpREIT20,052$4.10M1.6%+2,302+13.0%AddedHistory
CMCSAComcast CorpStock99,293$3.76M1.5%+32,357+48.3%AddedHistory
SBUXStarbucks CorpStock34,252$3.57M1.4%+3,085+9.9%AddedHistory
NVONovo Nordisk A SADR20,578$3.27M1.3%−3,206−13.5%ReducedHistory
CWTCalifornia Water Service GroupCOM56,041$3.26M1.3%+29,799+113.6%AddedHistory
PGProcter & Gamble CoStock21,679$3.22M1.3%+7,148+49.2%AddedHistory
TRVTravelers Companies, Inc.Stock18,579$3.18M1.2%+614+3.4%AddedHistory
GWWW.W. Grainger, Inc.Stock4,395$3.03M1.2%−1,726−28.2%ReducedHistory
EXPDExpeditors International of Washington IncCOM27,195$2.99M1.2%+755+2.9%AddedHistory
KRKroger CoStock60,354$2.98M1.2%+2,078+3.6%AddedHistory
COSTCostco Wholesale CorpStock5,972$2.97M1.2%−3,786−38.8%ReducedHistory
ORCLOracle CorpStock30,948$2.88M1.1%+6,499+26.6%AddedHistory
MAMastercard IncStock7,840$2.85M1.1%+1,545+24.5%AddedHistory
TSLATesla, Inc.Stock13,641$2.83M1.1%+13,641NewHistory
BWABorgwarner IncCOM56,952$2.80M1.1%+20,586+56.6%AddedHistory
BNYBank of New York Mellon CorpStock60,673$2.76M1.1%+19,711+48.1%AddedHistory
VVisa Inc.Stock12,181$2.75M1.1%+826+7.3%AddedHistory
PFGPrincipal Financial Group IncCOM34,763$2.58M1.0%+2,076+6.4%AddedHistory
AMALAmalgamated Financial Corp.COM143,604$2.54M1.0%+12,886+9.9%AddedHistory
APDAir Products & Chemicals, Inc.Stock8,712$2.50M1.0%+8,712NewHistory
VZVerizon Communications IncStock61,914$2.41M0.9%+36,697+145.5%AddedHistory
LECOLincoln Electric Holdings IncCOM13,595$2.30M0.9%+340+2.6%AddedHistory
NKENIKE, Inc.Stock17,678$2.17M0.9%+276+1.6%AddedHistory
SFMSprouts Farmers Market, Inc.COM61,800$2.16M0.8%+26,690+76.0%AddedHistory
UPSUnited Parcel Service IncStock11,119$2.16M0.8%−10,179−47.8%ReducedHistory
ADBEAdobe Inc.Stock5,551$2.14M0.8%−246−4.2%ReducedHistory
KMBKimberly Clark CorpStock15,361$2.06M0.8%+15,361NewHistory
CSCOCisco Systems, Inc.Stock37,296$1.95M0.8%+10,512+39.2%AddedHistory
STTState Street CorpCOM25,068$1.90M0.7%+1,669+7.1%AddedHistory
METAMeta Platforms, Inc.Stock8,382$1.78M0.7%+8,382NewHistory
DGXQuest Diagnostics IncCOM11,940$1.69M0.7%+9,337+358.7%AddedHistory
ENPHEnphase Energy, Inc.Stock7,999$1.68M0.7%−3,926−32.9%ReducedHistory
HAEHaemonetics CorpCOM20,321$1.68M0.7%−6,452−24.1%ReducedHistory
AMATApplied Materials IncStock13,360$1.64M0.6%+8,421+170.5%AddedHistory
AVGOBroadcom Inc.Stock2,328$1.49M0.6%+1,870+408.3%AddedHistory
HIGHartford Insurance Group, Inc.Stock21,362$1.49M0.6%+254+1.2%AddedHistory
CVSCVS Health CorpStock18,939$1.41M0.6%−25,910−57.8%ReducedHistory
CSIQCanadian Solar Inc.COM35,138$1.40M0.5%+3,416+10.8%AddedHistory
VRTXVertex Pharmaceuticals IncStock4,368$1.38M0.5%−3,069−41.3%ReducedHistory
HOLXHologic IncCOM16,906$1.36M0.5%+247+1.5%AddedHistory
JCIJohnson Controls International plcStock22,622$1.36M0.5%+22,622NewHistory
SJMJ M SMUCKER CoStock8,625$1.36M0.5%−12,485−59.1%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,540$1.27M0.5%+281+22.3%AddedHistory
CAHCardinal Health IncStock16,237$1.23M0.5%+1,173+7.8%AddedHistory
Vanguard World FD921910733ESG US STK ETF16,973$1.22M0.5%+16,973New–
LOWLowes Companies IncStock5,824$1.16M0.5%+208+3.7%AddedHistory
SEDGSolaredge Technologies, Inc.COM3,718$1.13M0.4%−99−2.6%ReducedHistory
RGAReinsurance Group of America IncCOM NEW8,481$1.13M0.4%+235+2.8%AddedHistory
BDXBecton Dickinson & CoStock4,543$1.12M0.4%−104−2.2%ReducedHistory
PGRProgressive CorpStock7,568$1.08M0.4%−15−0.2%ReducedHistory
SPDR Series Trust78464A672ST INTER ETF35,695$1.03M0.4%+35,695New–
CLColgate Palmolive CoStock13,325$1.00M0.4%+13,325NewHistory
LRCXLam Research CorpCOM1,844$977.5K0.4%+1,844NewHistory
ADIAnalog Devices IncStock4,954$977.0K0.4%+4,954NewHistory
BBYBest Buy Co IncStock12,466$975.7K0.4%+12,466NewHistory
APHAmphenol CorpCL A11,909$973.2K0.4%+11,909NewHistory
ABBNYABB LtdSPONSORED ADR28,353$972.5K0.4%+1,562+5.8%AddedHistory
BIIBBiogen Inc.COM3,452$959.8K0.4%+3,452NewHistory
NFLXNetflix IncStock2,778$959.7K0.4%+2,778NewHistory
AAgilent Technologies, Inc.COM6,788$939.1K0.4%+6,788NewHistory
AMPAmeriprise Financial IncCOM3,025$927.2K0.4%+117+4.0%AddedHistory
CMICummins IncStock3,820$912.5K0.4%+3,820NewHistory
MANManpowerGroup Inc.COM10,973$905.6K0.4%+10,973NewHistory
AXPAmerican Express CoStock5,403$891.2K0.3%+5,403NewHistory
MMM3M CoStock8,474$890.7K0.3%+8,474NewHistory
ULUnilever PLCSPON ADR NEW16,942$879.8K0.3%+8,910+110.9%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG24,207$846.0K0.3%+339+1.4%AddedHistory
BACBank of America CorpStock27,788$794.7K0.3%−803−2.8%ReducedHistory
MDRXVeradigm Inc.COM55,719$727.1K0.3%+55,719NewHistory
SNYSanofiSPONSORED ADR12,414$675.6K0.3%−2,530−16.9%ReducedHistory
FITBFifth Third BancorpCOM23,178$617.5K0.2%+7,707+49.8%AddedHistory
CBChubb LtdStock3,065$595.2K0.2%+930+43.6%AddedHistory
SANBanco Santander, S.A.ADR156,899$579.0K0.2%+11,030+7.6%AddedHistory
LKQLKQ CorpCOM9,523$540.5K0.2%+709+8.0%AddedHistory
AOSSmith A O CorpCOM7,275$503.1K0.2%+7,275NewHistory
CNICanadian National Railway CoStock4,261$502.7K0.2%+317+8.0%AddedHistory
WLYJohn Wiley & Sons, Inc.CL A12,952$502.1K0.2%+3,068+31.0%AddedHistory
JLLJones Lang Lasalle IncCOM3,302$480.4K0.2%+1,298+64.8%AddedHistory
GOOGAlphabet Inc.Stock3,813$396.6K0.2%+710+22.9%AddedHistory
LHLabcorp Holdings Inc.COM NEW1,701$390.2K0.2%+146+9.4%AddedHistory
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN10,463$302.1K0.1%−11,322−52.0%Reduced–
UNPUnion Pacific CorpStock1,456$293.0K0.1%+445+44.0%AddedHistory
APOGApogee Enterprises, Inc.COM6,591$285.1K0.1%−30,476−82.2%ReducedHistory
VITLVital Farms, Inc.COM13,696$209.5K0.1%+13,696NewHistory
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL2,666$135.4K0.1%+2,666New–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,284$64.6K<0.1%+1,284New–

Sold out since Q4 2022 (22)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Arjuna Capital sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
GISGeneral Mills IncStock36,618$3.07M1.4%History
AWKAmerican Water Works Company, Inc.Stock16,991$2.59M1.2%History
EMREmerson Electric CoStock26,757$2.57M1.2%History
SPDR Series Trust78468R796ST STR SP500FF13,768$1.29M0.6%–
GILGildan Activewear Inc.Stock46,016$1.26M0.6%History
NOVASunnova Energy International Inc.COM58,164$1.05M0.5%History
UNFIUnited Natural Foods IncCOM16,503$638.8K0.3%History
ISUNIsun, Inc.COM469,394$629.0K0.3%History
CNCCentene CorpStock6,216$509.8K0.2%History
HUBBHubbell IncCOM1,787$419.4K0.2%History
BRK.BBerkshire Hathaway IncStock1,020$315.1K0.1%History
PLDPrologis, Inc.REIT2,711$305.6K0.1%History
NGVCNatural Grocers by Vitamin Cottage, Inc.COM29,110$266.1K0.1%History
Vanguard S&P 500 ETF922908363ETF207$72.7K<0.1%–
Vanguard Morningstar Growth ETF922908736ETF272$58.0K<0.1%–
Vanguard Morningstar Value ETF922908744ETF233$32.7K<0.1%–
Vanguard Morningstar Small-Cap ETF922908751ETF107$19.6K<0.1%–
Vanguard Morningstar Mid-Cap ETF922908629ETF85$17.3K<0.1%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF114$15.4K<0.1%–
Vanguard Real Estate ETF922908553ETF100$8.25K<0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF87$7.83K<0.1%–
SPDR Series Trust78468R747ST STR MSCI GEN46$3.62K<0.1%–