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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
100
+3 vs. Q4 2023
Portfolio value
$352.7M
+$33.2M (+10.4%) vs. Q4 2023
Filed
May 13, 2024
SEC
Holdings of Arjuna Capital in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock70,139$29.5M8.4%+2,228+3.3%AddedHistory
AAPLApple Inc.Stock137,393$23.6M6.7%+3,321+2.5%AddedHistory
GOOGLAlphabet Inc.Stock100,994$15.2M4.3%+1,654+1.7%AddedHistory
NVDANVIDIA CorpStock15,934$14.4M4.1%+16+0.1%AddedHistory
SPDR Series Trust78464A672ST INTER ETF447,704$12.6M3.6%−10,157−2.2%Reduced–
AMZNAmazon Com IncStock55,342$9.98M2.8%+2,717+5.2%AddedHistory
HDHome Depot, Inc.Stock25,803$9.90M2.8%+1,022+4.1%AddedHistory
ACNAccenture plcStock24,585$8.52M2.4%+1,506+6.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock14,160$8.23M2.3%+592+4.4%AddedHistory
UNHUnitedHealth Group IncStock16,345$8.09M2.3%+3,104+23.4%AddedHistory
JPMJPMorgan Chase & CoStock38,610$7.73M2.2%+1,761+4.8%AddedHistory
CMCSAComcast CorpStock161,659$7.01M2.0%+11,933+8.0%AddedHistory
AMGNAmgen IncStock24,142$6.86M1.9%+8,893+58.3%AddedHistory
NVONovo Nordisk A SADR53,400$6.86M1.9%+10,696+25.0%AddedHistory
PFGPrincipal Financial Group IncCOM76,184$6.58M1.9%+54,042+244.1%AddedHistory
METAMeta Platforms, Inc.Stock13,106$6.36M1.8%+864+7.1%AddedHistory
NUENucor CorpCOM31,747$6.28M1.8%+1,339+4.4%AddedHistory
EXPDExpeditors International of Washington IncCOM50,138$6.10M1.7%+1,811+3.7%AddedHistory
MAMastercard IncStock11,349$5.47M1.5%−1,226−9.7%ReducedHistory
KRKroger CoStock94,684$5.41M1.5%+5,591+6.3%AddedHistory
GWWW.W. Grainger, Inc.Stock5,034$5.12M1.5%+329+7.0%AddedHistory
AMATApplied Materials IncStock23,651$4.88M1.4%+7,910+50.3%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY48,400$4.87M1.4%−71,010−59.5%Reduced–
LRCXLam Research CorpCOM4,918$4.78M1.4%+227+4.8%AddedHistory
LOWLowes Companies IncStock18,642$4.75M1.3%+780+4.4%AddedHistory
CVSCVS Health CorpStock59,271$4.73M1.3%+2,204+3.9%AddedHistory
COSTCostco Wholesale CorpStock6,417$4.70M1.3%+251+4.1%AddedHistory
AXPAmerican Express CoStock19,753$4.50M1.3%+12,102+158.2%AddedHistory
BNYBank of New York Mellon CorpStock74,146$4.27M1.2%+23,692+47.0%AddedHistory
RGAReinsurance Group of America IncCOM NEW22,062$4.26M1.2%−8,771−28.4%ReducedHistory
AMALAmalgamated Financial Corp.COM171,861$4.12M1.2%+3,867+2.3%AddedHistory
SFMSprouts Farmers Market, Inc.COM63,417$4.09M1.2%−605−0.9%ReducedHistory
CLColgate Palmolive CoStock37,690$3.39M1.0%+22,555+149.0%AddedHistory
CSCOCisco Systems, Inc.Stock67,510$3.37M1.0%+3,309+5.2%AddedHistory
AVGOBroadcom Inc.Stock2,486$3.29M0.9%+90+3.8%AddedHistory
VVisa Inc.Stock11,755$3.28M0.9%−9,526−44.8%ReducedHistory
WMWaste Management IncStock15,128$3.22M0.9%+2,231+17.3%AddedHistory
HMNHorace Mann Educators CorpCOM77,259$2.86M0.8%+77,259NewHistory
AMTAmerican Tower CorpREIT14,448$2.85M0.8%+814+6.0%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG114,251$2.81M0.8%+8,969+8.5%AddedHistory
AOSSmith A O CorpCOM28,116$2.52M0.7%+1,048+3.9%AddedHistory
VRTXVertex Pharmaceuticals IncStock5,957$2.49M0.7%+1,339+29.0%AddedHistory
BDXBecton Dickinson & CoStock9,757$2.41M0.7%+359+3.8%AddedHistory
APOGApogee Enterprises, Inc.COM40,335$2.39M0.7%+2,053+5.4%AddedHistory
TSLATesla, Inc.Stock12,594$2.21M0.6%−6,260−33.2%ReducedHistory
ADBEAdobe Inc.Stock4,334$2.19M0.6%−1,093−20.1%ReducedHistory
CAHCardinal Health IncStock18,364$2.05M0.6%+706+4.0%AddedHistory
LIILennox International IncCOM4,135$2.02M0.6%+92+2.3%AddedHistory
NFLXNetflix IncStock3,246$1.97M0.6%+175+5.7%AddedHistory
Vanguard World FD921910733ESG US STK ETF21,144$1.97M0.6%−759−3.5%Reduced–
SCSSteelcase IncCL A148,437$1.94M0.6%+8,147+5.8%AddedHistory
BBYBest Buy Co IncStock22,439$1.84M0.5%+1,144+5.4%AddedHistory
LECOLincoln Electric Holdings IncCOM6,532$1.67M0.5%+287+4.6%AddedHistory
LNCLincoln National CorpCOM52,113$1.66M0.5%+2,748+5.6%AddedHistory
TGTTarget CorpStock9,326$1.65M0.5%+9,326NewHistory
APHAmphenol CorpCL A14,093$1.63M0.5%+675+5.0%AddedHistory
QCOMQualcomm IncStock9,458$1.60M0.5%+9,458NewHistory
BCOBrinks CoCOM16,972$1.57M0.4%+908+5.7%AddedHistory
HNIHni CorpStock34,317$1.55M0.4%+1,811+5.6%AddedHistory
INTUIntuit Inc.Stock2,353$1.53M0.4%+91+4.0%AddedHistory
ORCLOracle CorpStock12,129$1.52M0.4%−9,112−42.9%ReducedHistory
TJXTJX Companies IncStock14,770$1.50M0.4%+696+4.9%AddedHistory
CBChubb LtdStock5,724$1.48M0.4%+2,455+75.1%AddedHistory
AAgilent Technologies, Inc.COM10,176$1.48M0.4%+10,176NewHistory
VOYAVoya Financial, Inc.COM19,524$1.44M0.4%+19,524NewHistory
IBMInternational Business Machines CorpStock7,545$1.44M0.4%+7,545NewHistory
PGProcter & Gamble CoStock8,806$1.43M0.4%−26,011−74.7%ReducedHistory
ITWIllinois Tool Works IncStock5,144$1.38M0.4%+223+4.5%AddedHistory
GSKGSK plcADR32,078$1.38M0.4%+825+2.6%AddedHistory
EQIXEquinix IncCOM1,557$1.29M0.4%+51+3.4%AddedHistory
NVSNovartis AGADR13,204$1.28M0.4%−9,927−42.9%ReducedHistory
ULUnilever PLCSPON ADR NEW25,117$1.26M0.4%+930+3.8%AddedHistory
SBUXStarbucks CorpStock13,724$1.25M0.4%−11,200−44.9%ReducedHistory
NKENIKE, Inc.Stock10,449$982.0K0.3%+481+4.8%AddedHistory
CNICanadian National Railway CoStock7,377$971.6K0.3%−14,060−65.6%ReducedHistory
LHLabcorp Holdings Inc.COM NEW3,347$731.2K0.2%+933+38.6%AddedHistory
CNCCentene CorpStock9,136$717.0K0.2%+6,042+195.3%AddedHistory
WLYJohn Wiley & Sons, Inc.CL A17,359$661.9K0.2%+7,950+84.5%AddedHistory
STTState Street CorpCOM7,697$595.1K0.2%+3,496+83.2%AddedHistory
GOOGAlphabet Inc.Stock3,596$547.5K0.2%00.0%UnchangedHistory
Tidal ETF Tr886364603RPAR RISK PARI25,829$497.6K0.1%+25,829New–
GAPGap IncCOM17,770$489.6K0.1%+17,770NewHistory
DOVDOVER CorpCOM2,663$471.9K0.1%+2,663NewHistory
BMIBadger Meter IncCOM2,636$426.5K0.1%+112+4.4%AddedHistory
iShares S&P 100 ETF464287101ETF1,655$409.5K0.1%+1,655New–
LKQLKQ CorpCOM6,711$358.4K0.1%+6,711NewHistory
TILEInterface IncCOM20,645$347.2K0.1%+269+1.3%AddedHistory
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN9,258$339.6K0.1%−8,099−46.7%Reduced–
SANBanco Santander, S.A.ADR68,635$332.2K0.1%+2,858+4.3%AddedHistory
EBAYeBay IncCOM5,835$308.0K0.1%+5,835NewHistory
Fidelity MSCI Information Technology Index ETF316092808ETF1,974$307.6K0.1%+1,974New–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,080$280.7K0.1%+1,080New–
iShares Tr464288257MSCI ACWI ETF2,461$271.0K0.1%+2,461New–
REGNRegeneron Pharmaceuticals, Inc.COM279$268.5K0.1%+18+6.9%AddedHistory
DGXQuest Diagnostics IncCOM1,770$235.6K0.1%+88+5.2%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF431$145.1K<0.1%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF946$92.7K<0.1%+946New–
iShares Russell 2000 ETF464287655ETF195$41.0K<0.1%00.0%Unchanged–
iShares Tips Bond ETF464287176ETF182$19.5K<0.1%+182New–
iShares Tr46428743220 YR TR BD ETF145$13.7K<0.1%+145New–

Sold out since Q4 2023 (15)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Arjuna Capital sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
AMPAmeriprise Financial IncCOM8,640$3.28M1.0%History
KMBKimberly Clark CorpStock16,392$1.99M0.6%History
HAEHaemonetics CorpCOM22,642$1.94M0.6%History
TXNTexas Instruments IncStock8,013$1.37M0.4%History
FDXFedEx CorpStock4,944$1.25M0.4%History
SNYSanofiSPONSORED ADR15,234$757.6K0.2%History
VNOVornado Realty TrustSH BEN INT12,491$352.9K0.1%History
iShares Tr464288802ESG OPTIMIZED2,970$298.5K0.1%–
INTCIntel CorpStock5,614$282.1K0.1%History
iShares Tr464288570ESG MSCI KLD ETF1,759$160.2K0.1%–
iShares MSCI Eafe ETF464287465ETF347$26.1K<0.1%–
iShares Tr464287374NORTH AMERN NAT380$15.5K<0.1%–
iShares Tr46436E767ESG MSCI USA ETF301$12.0K<0.1%–
iShares Tr46436E619ESG ADVAN ETF186$8.05K<0.1%–
iShares Tr46436E759ESG EAFE ETF107$6.84K<0.1%–