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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
97
+8 vs. Q3 2023
Portfolio value
$319.5M
+$40.3M (+14.4%) vs. Q3 2023
Filed
Feb 8, 2024
SEC
Holdings of Arjuna Capital in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock134,072$25.8M8.1%+10,422+8.4%AddedHistory
MSFTMicrosoft CorpStock67,911$25.5M8.0%+3,116+4.8%AddedHistory
GOOGLAlphabet Inc.Stock99,340$13.9M4.3%+5,672+6.1%AddedHistory
SPDR Series Trust78464A672ST INTER ETF457,861$13.1M4.1%−28,709−5.9%Reduced–
iShares Tr46436E7180-3 MTH TREASURY119,410$12.0M3.7%−55,360−31.7%Reduced–
HDHome Depot, Inc.Stock24,781$8.59M2.7%+5,498+28.5%AddedHistory
ACNAccenture plcStock23,079$8.10M2.5%+10,968+90.6%AddedHistory
AMZNAmazon Com IncStock52,625$8.00M2.5%+9,580+22.3%AddedHistory
NVDANVIDIA CorpStock15,918$7.88M2.5%+959+6.4%AddedHistory
TMOThermo Fisher Scientific Inc.Stock13,568$7.20M2.3%+732+5.7%AddedHistory
UNHUnitedHealth Group IncStock13,241$6.97M2.2%+749+6.0%AddedHistory
CMCSAComcast CorpStock149,726$6.57M2.1%+6,185+4.3%AddedHistory
JPMJPMorgan Chase & CoStock36,849$6.27M2.0%−8,866−19.4%ReducedHistory
EXPDExpeditors International of Washington IncCOM48,327$6.15M1.9%+2,061+4.5%AddedHistory
VVisa Inc.Stock21,281$5.54M1.7%+1,377+6.9%AddedHistory
MAMastercard IncStock12,575$5.36M1.7%+483+4.0%AddedHistory
NUENucor CorpCOM30,408$5.29M1.7%+1,483+5.1%AddedHistory
PGProcter & Gamble CoStock34,817$5.10M1.6%+18,332+111.2%AddedHistory
RGAReinsurance Group of America IncCOM NEW30,833$4.99M1.6%+13,897+82.1%AddedHistory
TSLATesla, Inc.Stock18,854$4.68M1.5%+2,141+12.8%AddedHistory
AMALAmalgamated Financial Corp.COM167,994$4.53M1.4%+10,448+6.6%AddedHistory
CVSCVS Health CorpStock57,067$4.51M1.4%+16,683+41.3%AddedHistory
NVONovo Nordisk A SADR42,704$4.42M1.4%+2,106+5.2%AddedHistory
AMGNAmgen IncStock15,249$4.39M1.4%+1,871+14.0%AddedHistory
METAMeta Platforms, Inc.Stock12,242$4.33M1.4%+545+4.7%AddedHistory
KRKroger CoStock89,093$4.07M1.3%+5,167+6.2%AddedHistory
COSTCostco Wholesale CorpStock6,166$4.07M1.3%+2,184+54.8%AddedHistory
LOWLowes Companies IncStock17,862$3.98M1.2%+734+4.3%AddedHistory
GWWW.W. Grainger, Inc.Stock4,705$3.90M1.2%+184+4.1%AddedHistory
LRCXLam Research CorpCOM4,691$3.67M1.2%+2,695+135.0%AddedHistory
AMPAmeriprise Financial IncCOM8,640$3.28M1.0%+285+3.4%AddedHistory
CSCOCisco Systems, Inc.Stock64,201$3.24M1.0%+4,308+7.2%AddedHistory
ADBEAdobe Inc.Stock5,427$3.24M1.0%+85+1.6%AddedHistory
SFMSprouts Farmers Market, Inc.COM64,022$3.08M1.0%+4,426+7.4%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG105,282$3.03M0.9%+9,493+9.9%AddedHistory
AMTAmerican Tower CorpREIT13,634$2.94M0.9%+6,928+103.3%AddedHistory
CNICanadian National Railway CoStock21,437$2.69M0.8%+1,546+7.8%AddedHistory
AVGOBroadcom Inc.Stock2,396$2.67M0.8%+182+8.2%AddedHistory
BNYBank of New York Mellon CorpStock50,454$2.63M0.8%+2,008+4.1%AddedHistory
AMATApplied Materials IncStock15,741$2.55M0.8%+1,433+10.0%AddedHistory
SBUXStarbucks CorpStock24,924$2.39M0.7%+1,826+7.9%AddedHistory
NVSNovartis AGADR23,131$2.34M0.7%+1,068+4.8%AddedHistory
WMWaste Management IncStock12,897$2.31M0.7%+1,542+13.6%AddedHistory
BDXBecton Dickinson & CoStock9,398$2.29M0.7%+559+6.3%AddedHistory
ORCLOracle CorpStock21,241$2.24M0.7%+1,193+6.0%AddedHistory
AOSSmith A O CorpCOM27,068$2.23M0.7%+1,757+6.9%AddedHistory
APOGApogee Enterprises, Inc.COM38,282$2.04M0.6%+6,041+18.7%AddedHistory
KMBKimberly Clark CorpStock16,392$1.99M0.6%−17,092−51.0%ReducedHistory
HAEHaemonetics CorpCOM22,642$1.94M0.6%+1,638+7.8%AddedHistory
SCSSteelcase IncCL A140,290$1.90M0.6%+108,698+344.1%AddedHistory
VRTXVertex Pharmaceuticals IncStock4,618$1.88M0.6%+243+5.6%AddedHistory
Vanguard World FD921910733ESG US STK ETF21,903$1.86M0.6%+4,295+24.4%Added–
LIILennox International IncCOM4,043$1.81M0.6%+4,043NewHistory
CAHCardinal Health IncStock17,658$1.78M0.6%+956+5.7%AddedHistory
PFGPrincipal Financial Group IncCOM22,142$1.74M0.5%+1,000+4.7%AddedHistory
BBYBest Buy Co IncStock21,295$1.67M0.5%−22,714−51.6%ReducedHistory
NFLXNetflix IncStock3,071$1.50M0.5%+208+7.3%AddedHistory
AXPAmerican Express CoStock7,651$1.43M0.4%−8,464−52.5%ReducedHistory
INTUIntuit Inc.Stock2,262$1.41M0.4%+2,262NewHistory
BCOBrinks CoCOM16,064$1.41M0.4%+651+4.2%AddedHistory
TXNTexas Instruments IncStock8,013$1.37M0.4%−18,117−69.3%ReducedHistory
HNIHni CorpStock32,506$1.36M0.4%+32,506NewHistory
LECOLincoln Electric Holdings IncCOM6,245$1.36M0.4%+6,245NewHistory
LNCLincoln National CorpCOM49,365$1.33M0.4%+49,365NewHistory
APHAmphenol CorpCL A13,418$1.33M0.4%+620+4.8%AddedHistory
TJXTJX Companies IncStock14,074$1.32M0.4%+837+6.3%AddedHistory
ITWIllinois Tool Works IncStock4,921$1.29M0.4%−6,137−55.5%ReducedHistory
FDXFedEx CorpStock4,944$1.25M0.4%+177+3.7%AddedHistory
EQIXEquinix IncCOM1,506$1.21M0.4%+81+5.7%AddedHistory
CLColgate Palmolive CoStock15,135$1.21M0.4%−14,425−48.8%ReducedHistory
ULUnilever PLCSPON ADR NEW24,187$1.17M0.4%+2,876+13.5%AddedHistory
GSKGSK plcADR31,253$1.16M0.4%+31,253NewHistory
NKENIKE, Inc.Stock9,968$1.08M0.3%+1,318+15.2%AddedHistory
SNYSanofiSPONSORED ADR15,234$757.6K0.2%+1,843+13.8%AddedHistory
CBChubb LtdStock3,269$738.8K0.2%+3,269NewHistory
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN17,357$576.6K0.2%+7,543+76.9%Added–
LHLabcorp Holdings Inc.COM NEW2,414$548.7K0.2%+595+32.7%AddedHistory
GOOGAlphabet Inc.Stock3,596$506.8K0.2%−22−0.6%ReducedHistory
BMIBadger Meter IncCOM2,524$389.6K0.1%+252+11.1%AddedHistory
VNOVornado Realty TrustSH BEN INT12,491$352.9K0.1%+12,491NewHistory
STTState Street CorpCOM4,201$325.4K0.1%−8,675−67.4%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A9,409$298.6K0.1%−5,376−36.4%ReducedHistory
iShares Tr464288802ESG OPTIMIZED2,970$298.5K0.1%+2,970New–
INTCIntel CorpStock5,614$282.1K0.1%+5,614NewHistory
SANBanco Santander, S.A.ADR65,777$272.3K0.1%−102,329−60.9%ReducedHistory
TILEInterface IncCOM20,376$257.1K0.1%+20,376NewHistory
DGXQuest Diagnostics IncCOM1,682$231.9K0.1%−11,381−87.1%ReducedHistory
CNCCentene CorpStock3,094$229.6K0.1%+3,094NewHistory
REGNRegeneron Pharmaceuticals, Inc.COM261$229.2K0.1%+261NewHistory
iShares Tr464288570ESG MSCI KLD ETF1,759$160.2K0.1%+1,759New–
iShares Russell 1000 Growth ETF464287614ETF431$130.5K<0.1%−922−68.1%Reduced–
iShares Russell 2000 ETF464287655ETF195$39.1K<0.1%00.0%Unchanged–
iShares MSCI Eafe ETF464287465ETF347$26.1K<0.1%+347New–
iShares Tr464287374NORTH AMERN NAT380$15.5K<0.1%+380New–
iShares Tr46436E767ESG MSCI USA ETF301$12.0K<0.1%+301New–
iShares Tr46436E619ESG ADVAN ETF186$8.05K<0.1%+186New–
iShares Tr46436E759ESG EAFE ETF107$6.84K<0.1%+107New–

Sold out since Q3 2023 (11)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Arjuna Capital sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
HPQHP IncStock79,979$2.06M0.7%History
JCIJohnson Controls International plcStock28,678$1.53M0.5%History
UNPUnion Pacific CorpStock7,271$1.48M0.5%History
HOLXHologic IncCOM18,371$1.27M0.5%History
CSXCSX CorpStock34,479$1.06M0.4%History
BIIBBiogen Inc.COM3,772$969.4K0.3%History
BWABorgwarner IncCOM23,753$958.9K0.3%History
ADIAnalog Devices IncStock5,394$944.4K0.3%History
iShares Tr464288158SHRT NAT MUN ETF2,672$274.8K0.1%–
iShares Tr464288414NATIONAL MUN ETF1,935$198.4K0.1%–
iShares Tr464287739U.S. REAL ES ETF1,860$145.3K0.1%–