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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 9, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
113
+14 vs. Q4 2024
Portfolio value
$361.3M
−$14.5M (−3.9%) vs. Q4 2024
Filed
May 9, 2025
SEC
Holdings of Arjuna Capital in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46436E7180-3 MTH TREASURY485,800$48.9M13.5%+431,236+790.3%Added–
AAPLApple Inc.Stock120,273$26.7M7.4%−15,689−11.5%ReducedHistory
MSFTMicrosoft CorpStock51,588$19.4M5.4%−17,390−25.2%ReducedHistory
NVDANVIDIA CorpStock149,264$16.2M4.5%−27,012−15.3%ReducedHistory
GOOGLAlphabet Inc.Stock93,431$14.4M4.0%−1,503−1.6%ReducedHistory
SPDR Series Trust78464A672ST INTER ETF476,043$13.6M3.8%+58,841+14.1%Added–
AMZNAmazon Com IncStock45,953$8.74M2.4%−7,281−13.7%ReducedHistory
JPMJPMorgan Chase & CoStock33,539$8.23M2.3%−3,597−9.7%ReducedHistory
HDHome Depot, Inc.Stock20,110$7.37M2.0%−5,427−21.3%ReducedHistory
ACNAccenture plcStock21,752$6.79M1.9%−4,410−16.9%ReducedHistory
WMWaste Management IncStock27,219$6.30M1.7%−2,214−7.5%ReducedHistory
KRKroger CoStock84,623$5.73M1.6%−9,711−10.3%ReducedHistory
AMPAmeriprise Financial IncCOM11,570$5.60M1.6%−1,310−10.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock10,353$5.15M1.4%−6,531−38.7%ReducedHistory
COSTCostco Wholesale CorpStock5,257$4.97M1.4%−861−14.1%ReducedHistory
TRVTravelers Companies, Inc.Stock18,467$4.88M1.4%−1,935−9.5%ReducedHistory
GSKGSK plcADR123,330$4.78M1.3%−41,736−25.3%ReducedHistory
GWWW.W. Grainger, Inc.Stock4,799$4.74M1.3%−265−5.2%ReducedHistory
VVisa Inc.Stock13,010$4.56M1.3%+1,382+11.9%AddedHistory
UNHUnitedHealth Group IncStock8,276$4.33M1.2%−962−10.4%ReducedHistory
AMALAmalgamated Financial Corp.COM148,634$4.27M1.2%−14,705−9.0%ReducedHistory
SFMSprouts Farmers Market, Inc.COM27,670$4.22M1.2%−3,582−11.5%ReducedHistory
AVGOBroadcom Inc.Stock25,148$4.21M1.2%+3,108+14.1%AddedHistory
CMCSAComcast CorpStock98,892$3.65M1.0%−8,894−8.3%ReducedHistory
PSAPublic StorageCOM12,100$3.62M1.0%−1,009−7.7%ReducedHistory
MAMastercard IncStock6,457$3.54M1.0%−718−10.0%ReducedHistory
NFLXNetflix IncStock3,701$3.45M1.0%+644+21.1%AddedHistory
METMetlife IncStock42,114$3.38M0.9%+42,114NewHistory
TJXTJX Companies IncStock26,966$3.28M0.9%−2,768−9.3%ReducedHistory
CWTCalifornia Water Service GroupCOM66,038$3.20M0.9%−18,873−22.2%ReducedHistory
ITWIllinois Tool Works IncStock12,833$3.18M0.9%+7,082+123.1%AddedHistory
PGRProgressive CorpStock11,184$3.17M0.9%−1,200−9.7%ReducedHistory
CSCOCisco Systems, Inc.Stock47,690$2.94M0.8%−3,536−6.9%ReducedHistory
LOWLowes Companies IncStock12,397$2.89M0.8%−229−1.8%ReducedHistory
IBMInternational Business Machines CorpStock10,977$2.73M0.8%−915−7.7%ReducedHistory
MCKMcKesson CorpStock3,973$2.67M0.7%+3,973NewHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG91,462$2.55M0.7%+30,851+50.9%AddedHistory
BDXBecton Dickinson & CoStock10,938$2.51M0.7%+4,177+61.8%AddedHistory
ADPAutomatic Data Processing IncStock8,119$2.48M0.7%+3,025+59.4%AddedHistory
NVONovo Nordisk A SADR35,639$2.47M0.7%−1,878−5.0%ReducedHistory
SBUXStarbucks CorpStock24,856$2.44M0.7%+12,084+94.6%AddedHistory
VZVerizon Communications IncStock52,078$2.36M0.7%−34,711−40.0%ReducedHistory
AMGNAmgen IncStock7,532$2.35M0.6%−13,712−64.5%ReducedHistory
EXPDExpeditors International of Washington IncCOM18,218$2.19M0.6%−1,414−7.2%ReducedHistory
WSMWilliams Sonoma IncCOM12,846$2.03M0.6%+12,846NewHistory
AXPAmerican Express CoStock7,513$2.02M0.6%−8,878−54.2%ReducedHistory
VRTXVertex Pharmaceuticals IncStock4,000$1.94M0.5%−1,541−27.8%ReducedHistory
CBChubb LtdStock6,151$1.86M0.5%−188−3.0%ReducedHistory
TGTTarget CorpStock17,677$1.84M0.5%+17,677NewHistory
HPQHP IncStock61,962$1.72M0.5%−4,310−6.5%ReducedHistory
SNYSanofiSPONSORED ADR30,248$1.68M0.5%−2,394−7.3%ReducedHistory
APHAmphenol CorpCL A24,496$1.61M0.4%−3,140−11.4%ReducedHistory
BBYBest Buy Co IncStock21,633$1.59M0.4%−651−2.9%ReducedHistory
Vanguard World FD921910733ESG US STK ETF16,188$1.59M0.4%−4,110−20.2%Reduced–
DGXQuest Diagnostics IncCOM9,331$1.58M0.4%−783−7.7%ReducedHistory
JCIJohnson Controls International plcStock19,561$1.57M0.4%+15,960+443.2%AddedHistory
SCHWSchwab Charles CorpStock18,861$1.48M0.4%+18,861NewHistory
ORCLOracle CorpStock10,336$1.45M0.4%−1,401−11.9%ReducedHistory
CAHCardinal Health IncStock10,464$1.44M0.4%−7,248−40.9%ReducedHistory
AMATApplied Materials IncStock9,797$1.42M0.4%−1,138−10.4%ReducedHistory
NVSNovartis AGADR12,447$1.39M0.4%−659−5.0%ReducedHistory
CORCencora, Inc.Stock4,978$1.38M0.4%+4,978NewHistory
PGProcter & Gamble CoStock8,110$1.38M0.4%−688−7.8%ReducedHistory
BKNGBooking Holdings Inc.Stock299$1.38M0.4%+299NewHistory
RGAReinsurance Group of America IncCOM NEW6,819$1.34M0.4%−7,607−52.7%ReducedHistory
BNYBank of New York Mellon CorpStock15,826$1.33M0.4%+15,826NewHistory
NUENucor CorpCOM10,993$1.32M0.4%−13,779−55.6%ReducedHistory
SYYSysco CorpStock17,141$1.29M0.4%+17,141NewHistory
DVADavita Inc.COM8,296$1.27M0.4%+8,296NewHistory
DISWalt Disney CoStock12,775$1.26M0.3%+12,775NewHistory
LECOLincoln Electric Holdings IncCOM6,664$1.26M0.3%+6,664NewHistory
CCitigroup IncStock17,545$1.25M0.3%+17,545NewHistory
BXPBXP, Inc.COM18,290$1.23M0.3%−1,146−5.9%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A15,879$1.21M0.3%+15,879NewHistory
CRMSalesforce, Inc.Stock4,511$1.21M0.3%−185−3.9%ReducedHistory
MWAMueller Water Products, Inc.COM SER A47,262$1.20M0.3%+47,262NewHistory
EQIXEquinix IncCOM1,468$1.20M0.3%+1,468NewHistory
AAgilent Technologies, Inc.COM9,901$1.16M0.3%−760−7.1%ReducedHistory
DLXDeluxe CorpCOM71,237$1.13M0.3%+71,237NewHistory
VMIValmont Industries IncCOM3,881$1.11M0.3%+3,881NewHistory
STTState Street CorpCOM12,184$1.09M0.3%−333−2.7%ReducedHistory
ULUnilever PLCSPON ADR NEW17,975$1.07M0.3%−499−2.7%ReducedHistory
NTRSNorthern Trust CorpCOM7,939$783.2K0.2%+7,939NewHistory
GAPGap IncCOM37,876$780.6K0.2%−702−1.8%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A17,233$767.9K0.2%−272−1.6%ReducedHistory
BMIBadger Meter IncCOM3,713$706.4K0.2%−74−2.0%ReducedHistory
APOGApogee Enterprises, Inc.COM15,244$706.3K0.2%−47,008−75.5%ReducedHistory
CNICanadian National Railway CoStock7,197$701.4K0.2%−199−2.7%ReducedHistory
FITBFifth Third BancorpCOM17,000$666.4K0.2%−387−2.2%ReducedHistory
JLLJones Lang Lasalle IncCOM2,400$595.0K0.2%−75−3.0%ReducedHistory
VNOVornado Realty TrustSH BEN INT12,893$476.9K0.1%−167−1.3%ReducedHistory
DOVDOVER CorpCOM2,579$453.1K0.1%−92−3.4%ReducedHistory
UPSUnited Parcel Service IncStock3,980$437.8K0.1%−70−1.7%ReducedHistory
NKENIKE, Inc.Stock6,870$436.1K0.1%−524−7.1%ReducedHistory
GOOGAlphabet Inc.Stock2,779$434.2K0.1%−197−6.6%ReducedHistory
WATWaters CorpCOM1,167$430.1K0.1%−37−3.1%ReducedHistory
ADBEAdobe Inc.Stock1,116$428.0K0.1%−128−10.3%ReducedHistory
TILEInterface IncCOM21,328$423.1K0.1%+171+0.8%AddedHistory
SCSSteelcase IncCL A38,175$418.4K0.1%−110,865−74.4%ReducedHistory
EBAYeBay IncCOM5,572$377.4K0.1%−260−4.5%ReducedHistory

Sold out since Q4 2024 (11)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Arjuna Capital sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
METAMeta Platforms, Inc.Stock12,681$7.42M2.0%History
PFGPrincipal Financial Group IncCOM81,532$6.31M1.7%History
TSLATesla, Inc.Stock9,266$3.74M1.0%History
BCOBrinks CoCOM32,654$3.03M0.8%History
KMBKimberly Clark CorpStock20,608$2.70M0.7%History
HNIHni CorpStock33,840$1.70M0.5%History
SONSonoco Products CoCOM32,209$1.57M0.4%History
VOYAVoya Financial, Inc.COM18,978$1.31M0.3%History
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN8,325$316.1K0.1%–
STMSTMicroelectronics N.V.NY REGISTRY9,120$227.7K0.1%History
Vanguard Dividend Appreciation ETF921908844ETF1,028$201.3K0.1%–