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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 29, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
101
+1 vs. Q1 2024
Portfolio value
$371.7M
+$19.0M (+5.4%) vs. Q1 2024
Filed
Jul 29, 2024
SEC
Holdings of Arjuna Capital in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock71,287$31.9M8.6%+1,148+1.6%AddedHistory
AAPLApple Inc.Stock140,783$29.7M8.0%+3,390+2.5%AddedHistory
NVDANVIDIA CorpStock183,469$22.7M6.1%+24,129+15.1%AddedConverted for a 10-for-1 splitHistory
GOOGLAlphabet Inc.Stock101,868$18.6M5.0%+874+0.9%AddedHistory
SPDR Series Trust78464A672ST INTER ETF445,848$12.5M3.4%−1,856−0.4%Reduced–
AMZNAmazon Com IncStock55,619$10.7M2.9%+277+0.5%AddedHistory
TMOThermo Fisher Scientific Inc.Stock16,617$9.19M2.5%+2,457+17.4%AddedHistory
HDHome Depot, Inc.Stock26,323$9.06M2.4%+520+2.0%AddedHistory
JPMJPMorgan Chase & CoStock39,170$7.92M2.1%+560+1.5%AddedHistory
AMGNAmgen IncStock25,129$7.85M2.1%+987+4.1%AddedHistory
NVONovo Nordisk A SADR53,383$7.62M2.1%−170.0%ReducedHistory
ACNAccenture plcStock24,850$7.54M2.0%+265+1.1%AddedHistory
PFGPrincipal Financial Group IncCOM86,484$6.78M1.8%+10,300+13.5%AddedHistory
AMATApplied Materials IncStock28,284$6.67M1.8%+4,633+19.6%AddedHistory
METAMeta Platforms, Inc.Stock12,964$6.54M1.8%−142−1.1%ReducedHistory
WMWaste Management IncStock29,089$6.21M1.7%+13,961+92.3%AddedHistory
AXPAmerican Express CoStock23,392$5.42M1.5%+3,639+18.4%AddedHistory
iShares Tr46436E7180-3 MTH TREASURY53,576$5.40M1.5%+5,176+10.7%Added–
COSTCostco Wholesale CorpStock6,335$5.38M1.4%−82−1.3%ReducedHistory
SFMSprouts Farmers Market, Inc.COM63,959$5.35M1.4%+542+0.9%AddedHistory
UNHUnitedHealth Group IncStock9,556$4.87M1.3%−6,789−41.5%ReducedHistory
AMALAmalgamated Financial Corp.COM176,180$4.83M1.3%+4,319+2.5%AddedHistory
KRKroger CoStock96,428$4.81M1.3%+1,744+1.8%AddedHistory
RGAReinsurance Group of America IncCOM NEW22,408$4.60M1.2%+346+1.6%AddedHistory
GWWW.W. Grainger, Inc.Stock5,088$4.59M1.2%+54+1.1%AddedHistory
AMPAmeriprise Financial IncCOM10,056$4.30M1.2%+10,056NewHistory
LOWLowes Companies IncStock18,933$4.17M1.1%+291+1.6%AddedHistory
AVGOBroadcom Inc.Stock2,511$4.03M1.1%+25+1.0%AddedHistory
APOGApogee Enterprises, Inc.COM62,912$3.95M1.1%+22,577+56.0%AddedHistory
NUENucor CorpCOM24,132$3.81M1.0%−7,615−24.0%ReducedHistory
CLColgate Palmolive CoStock38,004$3.69M1.0%+314+0.8%AddedHistory
CVSCVS Health CorpStock60,414$3.57M1.0%+1,143+1.9%AddedHistory
HPQHP IncStock100,165$3.51M0.9%+100,165NewHistory
BCOBrinks CoCOM32,711$3.35M0.9%+15,739+92.7%AddedHistory
MAMastercard IncStock7,578$3.34M0.9%−3,771−33.2%ReducedHistory
LRCXLam Research CorpCOM3,042$3.24M0.9%−1,876−38.1%ReducedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG111,573$3.17M0.9%−2,678−2.3%ReducedHistory
VVisa Inc.Stock11,851$3.11M0.8%+96+0.8%AddedHistory
AMTAmerican Tower CorpREIT14,598$2.84M0.8%+150+1.0%AddedHistory
VRTXVertex Pharmaceuticals IncStock6,007$2.82M0.8%+50+0.8%AddedHistory
SONSonoco Products CoCOM52,886$2.68M0.7%+52,886NewHistory
AAgilent Technologies, Inc.COM20,044$2.60M0.7%+9,868+97.0%AddedHistory
HMNHorace Mann Educators CorpCOM78,465$2.56M0.7%+1,206+1.6%AddedHistory
CMCSAComcast CorpStock65,058$2.55M0.7%−96,601−59.8%ReducedHistory
EXPDExpeditors International of Washington IncCOM20,113$2.51M0.7%−30,025−59.9%ReducedHistory
ADBEAdobe Inc.Stock4,383$2.43M0.7%+49+1.1%AddedHistory
BDXBecton Dickinson & CoStock9,874$2.31M0.6%+117+1.2%AddedHistory
WLYJohn Wiley & Sons, Inc.CL A54,378$2.21M0.6%+37,019+213.3%AddedHistory
NFLXNetflix IncStock3,175$2.14M0.6%−71−2.2%ReducedHistory
KMBKimberly Clark CorpStock14,558$2.01M0.5%+14,558NewHistory
Vanguard World FD921910733ESG US STK ETF20,752$2.01M0.5%−392−1.9%Reduced–
SCSSteelcase IncCL A150,726$1.95M0.5%+2,289+1.5%AddedHistory
BBYBest Buy Co IncStock22,941$1.93M0.5%+502+2.2%AddedHistory
QCOMQualcomm IncStock9,624$1.92M0.5%+166+1.8%AddedHistory
APHAmphenol CorpCL A28,353$1.91M0.5%+167+0.6%AddedConverted for a 2-for-1 splitHistory
CNCCentene CorpStock27,873$1.85M0.5%+18,737+205.1%AddedHistory
CAHCardinal Health IncStock18,528$1.82M0.5%+164+0.9%AddedHistory
ORCLOracle CorpStock12,258$1.73M0.5%+129+1.1%AddedHistory
TSLATesla, Inc.Stock8,328$1.65M0.4%−4,266−33.9%ReducedHistory
TJXTJX Companies IncStock14,761$1.63M0.4%−9−0.1%ReducedHistory
HNIHni CorpStock34,851$1.57M0.4%+534+1.6%AddedHistory
JWNNordstrom IncStock71,515$1.52M0.4%+71,515NewHistory
CBChubb LtdStock5,776$1.47M0.4%+52+0.9%AddedHistory
PGProcter & Gamble CoStock8,897$1.47M0.4%+91+1.0%AddedHistory
NVSNovartis AGADR13,235$1.41M0.4%+31+0.2%AddedHistory
VOYAVoya Financial, Inc.COM19,685$1.40M0.4%+161+0.8%AddedHistory
ULUnilever PLCSPON ADR NEW25,347$1.39M0.4%+230+0.9%AddedHistory
TGTTarget CorpStock9,392$1.39M0.4%+66+0.7%AddedHistory
SYYSysco CorpStock18,729$1.34M0.4%+18,729NewHistory
IBMInternational Business Machines CorpStock7,650$1.32M0.4%+105+1.4%AddedHistory
GSKGSK plcADR32,313$1.24M0.3%+235+0.7%AddedHistory
ITWIllinois Tool Works IncStock5,221$1.24M0.3%+77+1.5%AddedHistory
LECOLincoln Electric Holdings IncCOM6,555$1.24M0.3%+23+0.4%AddedHistory
SBUXStarbucks CorpStock13,825$1.08M0.3%+101+0.7%AddedHistory
AOSSmith A O CorpCOM12,393$1.01M0.3%−15,723−55.9%ReducedHistory
CNICanadian National Railway CoStock7,422$876.8K0.2%+45+0.6%AddedHistory
NKENIKE, Inc.Stock10,538$794.3K0.2%+89+0.9%AddedHistory
LHLabcorp Holdings Inc.Stock3,375$686.8K0.2%+28+0.8%AddedHistory
GOOGAlphabet Inc.Stock3,596$659.6K0.2%00.0%UnchangedHistory
LIILennox International IncCOM1,115$596.5K0.2%−3,020−73.0%ReducedHistory
STTState Street CorpCOM7,768$574.8K0.2%+71+0.9%AddedHistory
BMIBadger Meter IncCOM2,660$495.7K0.1%+24+0.9%AddedHistory
DOVDOVER CorpCOM2,688$485.1K0.1%+25+0.9%AddedHistory
GAPGap IncCOM17,940$428.6K0.1%+170+1.0%AddedHistory
Schwab International Equity ETF808524805ETF8,976$344.9K0.1%+8,976New–
Fidelity MSCI Information Technology Index ETF316092808ETF1,974$338.6K0.1%00.0%Unchanged–
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN8,909$322.1K0.1%−349−3.8%Reduced–
SANBanco Santander, S.A.ADR69,269$320.7K0.1%+634+0.9%AddedHistory
EBAYeBay IncCOM5,889$316.4K0.1%+54+0.9%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF6,391$311.5K0.1%+6,391New–
TILEInterface IncCOM20,831$305.8K0.1%+186+0.9%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM281$295.3K0.1%+2+0.7%AddedHistory
LKQLKQ CorpCOM6,774$281.7K0.1%+63+0.9%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT5,325$273.0K0.1%+5,325New–
DGXQuest Diagnostics IncCOM1,786$244.5K0.1%+16+0.9%AddedHistory
SPDR Series Trust78464A383ST STR BACKE ETF11,287$243.5K0.1%+11,287New–
iShares Russell 1000 Growth ETF464287614ETF431$157.0K<0.1%00.0%Unchanged–
SPDR Series Trust78464A664ST LON TREAS ETF4,202$114.4K<0.1%+4,202New–
iShares Core S&P Small Cap ETF464287804ETF826$88.1K<0.1%+826New–
Schwab U.S. REIT ETF808524847ETF4,368$87.2K<0.1%+4,368New–

Sold out since Q1 2024 (12)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Arjuna Capital sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
BNYBank of New York Mellon CorpStock74,146$4.27M1.2%History
CSCOCisco Systems, Inc.Stock67,510$3.37M1.0%History
LNCLincoln National CorpCOM52,113$1.66M0.5%History
INTUIntuit Inc.Stock2,353$1.53M0.4%History
EQIXEquinix IncCOM1,557$1.29M0.4%History
Tidal ETF Tr886364603RPAR RISK PARI25,829$497.6K0.1%–
iShares S&P 100 ETF464287101ETF1,655$409.5K0.1%–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,080$280.7K0.1%–
iShares Tr464288257MSCI ACWI ETF2,461$271.0K0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF946$92.7K<0.1%–
iShares Tips Bond ETF464287176ETF182$19.5K<0.1%–
iShares Tr46428743220 YR TR BD ETF145$13.7K<0.1%–