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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
99
−4 vs. Q3 2024
Portfolio value
$375.8M
−$10.3M (−2.7%) vs. Q3 2024
Filed
Feb 7, 2025
SEC
Holdings of Arjuna Capital in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock135,962$34.0M9.1%−2,868−2.1%ReducedHistory
MSFTMicrosoft CorpStock68,978$29.1M7.7%−1,409−2.0%ReducedHistory
NVDANVIDIA CorpStock176,276$23.7M6.3%+1,358+0.8%AddedHistory
GOOGLAlphabet Inc.Stock94,934$18.0M4.8%−7,640−7.4%ReducedHistory
AMZNAmazon Com IncStock53,234$11.7M3.1%−1,498−2.7%ReducedHistory
SPDR Series Trust78464A672ST INTER ETF417,202$11.6M3.1%+2,340+0.6%Added–
HDHome Depot, Inc.Stock25,537$9.93M2.6%+3,717+17.0%AddedHistory
ACNAccenture plcStock26,162$9.20M2.4%+1,748+7.2%AddedHistory
JPMJPMorgan Chase & CoStock37,136$8.90M2.4%−1,586−4.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock16,884$8.78M2.3%+392+2.4%AddedHistory
METAMeta Platforms, Inc.Stock12,681$7.42M2.0%−227−1.8%ReducedHistory
AMPAmeriprise Financial IncCOM12,880$6.86M1.8%−610−4.5%ReducedHistory
PFGPrincipal Financial Group IncCOM81,532$6.31M1.7%−4,253−5.0%ReducedHistory
WMWaste Management IncStock29,433$5.94M1.6%+294+1.0%AddedHistory
KRKroger CoStock94,334$5.77M1.5%−2,210−2.3%ReducedHistory
COSTCostco Wholesale CorpStock6,118$5.61M1.5%−103−1.7%ReducedHistory
GSKGSK plcADR165,066$5.58M1.5%+86,132+109.1%AddedHistory
AMGNAmgen IncStock21,244$5.54M1.5%−1,069−4.8%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY54,564$5.47M1.5%−4,509−7.6%Reduced–
AMALAmalgamated Financial Corp.COM163,339$5.47M1.5%−5,879−3.5%ReducedHistory
GWWW.W. Grainger, Inc.Stock5,064$5.34M1.4%−100−1.9%ReducedHistory
AVGOBroadcom Inc.Stock22,040$5.11M1.4%−110.0%ReducedHistory
TRVTravelers Companies, Inc.Stock20,402$4.91M1.3%−543−2.6%ReducedHistory
AXPAmerican Express CoStock16,391$4.86M1.3%−488−2.9%ReducedHistory
UNHUnitedHealth Group IncStock9,238$4.67M1.2%−136−1.5%ReducedHistory
APOGApogee Enterprises, Inc.COM62,252$4.45M1.2%−469−0.7%ReducedHistory
CMCSAComcast CorpStock107,786$4.05M1.1%+43,030+66.4%AddedHistory
SFMSprouts Farmers Market, Inc.COM31,252$3.97M1.1%−5,339−14.6%ReducedHistory
PSAPublic StorageCOM13,109$3.93M1.0%−29−0.2%ReducedHistory
CWTCalifornia Water Service GroupCOM84,911$3.85M1.0%+16,235+23.6%AddedHistory
MAMastercard IncStock7,175$3.78M1.0%−190−2.6%ReducedHistory
TSLATesla, Inc.Stock9,266$3.74M1.0%+943+11.3%AddedHistory
VVisa Inc.Stock11,628$3.67M1.0%−246−2.1%ReducedHistory
TJXTJX Companies IncStock29,734$3.59M1.0%+14,999+101.8%AddedHistory
VZVerizon Communications IncStock86,789$3.47M0.9%−2,167−2.4%ReducedHistory
NVONovo Nordisk A SADR37,517$3.23M0.9%−9,750−20.6%ReducedHistory
LOWLowes Companies IncStock12,626$3.12M0.8%−250−1.9%ReducedHistory
RGAReinsurance Group of America IncCOM NEW14,426$3.08M0.8%−571−3.8%ReducedHistory
CSCOCisco Systems, Inc.Stock51,226$3.03M0.8%+51,226NewHistory
BCOBrinks CoCOM32,654$3.03M0.8%+74+0.2%AddedHistory
PGRProgressive CorpStock12,384$2.97M0.8%+5,959+92.7%AddedHistory
NUENucor CorpCOM24,772$2.89M0.8%+312+1.3%AddedHistory
NFLXNetflix IncStock3,057$2.72M0.7%−128−4.0%ReducedHistory
KMBKimberly Clark CorpStock20,608$2.70M0.7%−416−2.0%ReducedHistory
IBMInternational Business Machines CorpStock11,892$2.61M0.7%+4,257+55.8%AddedHistory
VRTXVertex Pharmaceuticals IncStock5,541$2.23M0.6%+68+1.2%AddedHistory
EXPDExpeditors International of Washington IncCOM19,632$2.17M0.6%−393−2.0%ReducedHistory
HPQHP IncStock66,272$2.16M0.6%−2,092−3.1%ReducedHistory
Vanguard World FD921910733ESG US STK ETF20,298$2.13M0.6%−13,056−39.1%Reduced–
CAHCardinal Health IncStock17,712$2.09M0.6%−572−3.1%ReducedHistory
ORCLOracle CorpStock11,737$1.96M0.5%−350−2.9%ReducedHistory
APHAmphenol CorpCL A27,636$1.92M0.5%−558−2.0%ReducedHistory
BBYBest Buy Co IncStock22,284$1.91M0.5%−685−3.0%ReducedHistory
AMATApplied Materials IncStock10,935$1.78M0.5%−8,953−45.0%ReducedHistory
SCSSteelcase IncCL A149,040$1.76M0.5%−3,360−2.2%ReducedHistory
CBChubb LtdStock6,339$1.75M0.5%+533+9.2%AddedHistory
HNIHni CorpStock33,840$1.70M0.5%−1,071−3.1%ReducedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG60,611$1.68M0.4%−149−0.2%ReducedHistory
SNYSanofiSPONSORED ADR32,642$1.57M0.4%−6,310−16.2%ReducedHistory
SONSonoco Products CoCOM32,209$1.57M0.4%−526−1.6%ReducedHistory
CRMSalesforce, Inc.Stock4,696$1.57M0.4%+4,696NewHistory
BDXBecton Dickinson & CoStock6,761$1.53M0.4%+6,761NewHistory
DGXQuest Diagnostics IncCOM10,114$1.53M0.4%−14,800−59.4%ReducedHistory
ADPAutomatic Data Processing IncStock5,094$1.49M0.4%+5,094NewHistory
PGProcter & Gamble CoStock8,798$1.47M0.4%−132−1.5%ReducedHistory
ITWIllinois Tool Works IncStock5,751$1.46M0.4%+5,751NewHistory
BXPBXP, Inc.COM19,436$1.45M0.4%+19,436NewHistory
AAgilent Technologies, Inc.COM10,661$1.43M0.4%−152−1.4%ReducedHistory
VOYAVoya Financial, Inc.COM18,978$1.31M0.3%−699−3.6%ReducedHistory
NVSNovartis AGADR13,106$1.28M0.3%−198−1.5%ReducedHistory
STTState Street CorpCOM12,517$1.23M0.3%+4,916+64.7%AddedHistory
SBUXStarbucks CorpStock12,772$1.17M0.3%+600+4.9%AddedHistory
ULUnilever PLCSPON ADR NEW18,474$1.05M0.3%−4,825−20.7%ReducedHistory
GAPGap IncCOM38,578$911.6K0.2%+26,982+232.7%AddedHistory
BMIBadger Meter IncCOM3,787$803.3K0.2%−7−0.2%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A17,505$765.1K0.2%−37,703−68.3%ReducedHistory
CNICanadian National Railway CoStock7,396$750.8K0.2%+9+0.1%AddedHistory
FITBFifth Third BancorpCOM17,387$735.1K0.2%+8,786+102.2%AddedHistory
JLLJones Lang Lasalle IncCOM2,475$626.5K0.2%+1,445+140.3%AddedHistory
GOOGAlphabet Inc.Stock2,976$566.8K0.2%00.0%UnchangedHistory
NKENIKE, Inc.Stock7,394$559.5K0.1%+4,486+154.3%AddedHistory
ADBEAdobe Inc.Stock1,244$553.2K0.1%−3,604−74.3%ReducedHistory
VNOVornado Realty TrustSH BEN INT13,060$549.0K0.1%+5,962+84.0%AddedHistory
TILEInterface IncCOM21,157$515.2K0.1%+245+1.2%AddedHistory
UPSUnited Parcel Service IncStock4,050$510.7K0.1%+81+2.0%AddedHistory
DOVDOVER CorpCOM2,671$501.1K0.1%+19+0.7%AddedHistory
WATWaters CorpCOM1,204$446.7K0.1%+1,204NewHistory
DELLDell Technologies Inc.Stock3,502$403.6K0.1%+3,502NewHistory
EBAYeBay IncCOM5,832$361.3K0.1%−19−0.3%ReducedHistory
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN8,325$316.1K0.1%+59+0.7%Added–
JCIJohnson Controls International plcStock3,601$284.2K0.1%+67+1.9%AddedHistory
LIILennox International IncCOM437$266.3K0.1%−11−2.5%ReducedHistory
AKAMAkamai Technologies IncCOM2,686$256.9K0.1%+51+1.9%AddedHistory
CDNSCadence Design Systems IncStock850$255.4K0.1%+850NewHistory
STMSTMicroelectronics N.V.NY REGISTRY9,120$227.7K0.1%+183+2.0%AddedHistory
AOSSmith A O CorpCOM3,230$220.3K0.1%−131−3.9%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF1,028$201.3K0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF431$172.9K<0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF195$43.1K<0.1%00.0%Unchanged–

Sold out since Q3 2024 (13)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Arjuna Capital sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
CLColgate Palmolive CoStock37,901$3.93M1.0%History
AMTAmerican Tower CorpREIT14,376$3.34M0.9%History
LRCXLam Research CorpCOM3,009$2.46M0.6%History
CNCCentene CorpStock27,900$2.10M0.5%History
QCOMQualcomm IncStock9,607$1.63M0.4%History
FDXFedEx CorpStock5,740$1.57M0.4%History
DLXDeluxe CorpCOM76,469$1.49M0.4%History
iShares Inc464286392MSCI WORLD ETF5,913$927.8K0.2%–
CVSCVS Health CorpStock6,206$390.2K0.1%History
SANBanco Santander, S.A.ADR68,645$350.1K0.1%History
Fidelity MSCI Information Technology Index ETF316092808ETF1,974$344.5K0.1%–
REGNRegeneron Pharmaceuticals, Inc.COM282$296.4K0.1%History
DOCHealthpeak Properties, Inc.COM12,133$277.5K0.1%History