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Livermore
Livermore
ZHEN

Arjuna Capital

SEC CIK
0001703208
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
117
+4 vs. Q1 2025
Portfolio value
$379.4M
+$18.1M (+5.0%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Arjuna Capital in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46436E7180-3 MTH TREASURY550,859$55.5M14.6%+65,059+13.4%Added–
MSFTMicrosoft CorpStock49,183$24.5M6.4%−2,405−4.7%ReducedHistory
AAPLApple Inc.Stock115,465$23.7M6.2%−4,808−4.0%ReducedHistory
NVDANVIDIA CorpStock142,204$22.5M5.9%−7,060−4.7%ReducedHistory
GOOGLAlphabet Inc.Stock90,760$16.0M4.2%−2,671−2.9%ReducedHistory
SPDR Series Trust78464A672ST INTER ETF473,352$13.6M3.6%−2,691−0.6%Reduced–
AMZNAmazon Com IncStock43,952$9.64M2.5%−2,001−4.4%ReducedHistory
JPMJPMorgan Chase & CoStock32,021$9.28M2.4%−1,518−4.5%ReducedHistory
HDHome Depot, Inc.Stock19,274$7.07M1.9%−836−4.2%ReducedHistory
AVGOBroadcom Inc.Stock23,965$6.61M1.7%−1,183−4.7%ReducedHistory
ACNAccenture plcStock20,764$6.21M1.6%−988−4.5%ReducedHistory
WMWaste Management IncStock26,410$6.04M1.6%−809−3.0%ReducedHistory
AMPAmeriprise Financial IncCOM11,003$5.87M1.5%−567−4.9%ReducedHistory
KRKroger CoStock81,168$5.82M1.5%−3,455−4.1%ReducedHistory
COSTCostco Wholesale CorpStock5,031$4.98M1.3%−226−4.3%ReducedHistory
GWWW.W. Grainger, Inc.Stock4,589$4.77M1.3%−210−4.4%ReducedHistory
TRVTravelers Companies, Inc.Stock17,662$4.73M1.2%−805−4.4%ReducedHistory
NFLXNetflix IncStock3,483$4.66M1.2%−218−5.9%ReducedHistory
GSKGSK plcADR117,161$4.50M1.2%−6,169−5.0%ReducedHistory
VVisa Inc.Stock11,918$4.23M1.1%−1,092−8.4%ReducedHistory
METMetlife IncStock51,745$4.16M1.1%+9,631+22.9%AddedHistory
SFMSprouts Farmers Market, Inc.COM22,923$3.77M1.0%−4,747−17.2%ReducedHistory
MAMastercard IncStock6,134$3.45M0.9%−323−5.0%ReducedHistory
PSAPublic StorageCOM11,533$3.38M0.9%−567−4.7%ReducedHistory
CMCSAComcast CorpStock93,785$3.35M0.9%−5,107−5.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock8,189$3.32M0.9%−2,164−20.9%ReducedHistory
TJXTJX Companies IncStock25,842$3.19M0.8%−1,124−4.2%ReducedHistory
CSCOCisco Systems, Inc.Stock45,476$3.16M0.8%−2,214−4.6%ReducedHistory
IBMInternational Business Machines CorpStock10,453$3.08M0.8%−524−4.8%ReducedHistory
ITWIllinois Tool Works IncStock12,271$3.03M0.8%−562−4.4%ReducedHistory
AMALAmalgamated Financial Corp.COM95,502$2.98M0.8%−53,132−35.7%ReducedHistory
JCIJohnson Controls International plcStock28,089$2.97M0.8%+8,528+43.6%AddedHistory
CWTCalifornia Water Service GroupCOM63,259$2.88M0.8%−2,779−4.2%ReducedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG87,583$2.87M0.8%−3,879−4.2%ReducedHistory
PGRProgressive CorpStock10,696$2.85M0.8%−488−4.4%ReducedHistory
MCKMcKesson CorpStock3,808$2.79M0.7%−165−4.2%ReducedHistory
LOWLowes Companies IncStock11,870$2.63M0.7%−527−4.3%ReducedHistory
WSMWilliams Sonoma IncCOM15,296$2.50M0.7%+2,450+19.1%AddedHistory
UNHUnitedHealth Group IncStock7,904$2.47M0.6%−372−4.5%ReducedHistory
ADPAutomatic Data Processing IncStock7,781$2.40M0.6%−338−4.2%ReducedHistory
NVONovo Nordisk A SADR34,443$2.38M0.6%−1,196−3.4%ReducedHistory
APHAmphenol CorpCL A23,135$2.28M0.6%−1,361−5.6%ReducedHistory
AXPAmerican Express CoStock7,123$2.27M0.6%−390−5.2%ReducedHistory
ORCLOracle CorpStock9,854$2.15M0.6%−482−4.7%ReducedHistory
VZVerizon Communications IncStock49,713$2.15M0.6%−2,365−4.5%ReducedHistory
AMGNAmgen IncStock7,270$2.03M0.5%−262−3.5%ReducedHistory
EXPDExpeditors International of Washington IncCOM17,496$2.00M0.5%−722−4.0%ReducedHistory
SBUXStarbucks CorpStock19,814$1.82M0.5%−5,042−20.3%ReducedHistory
BDXBecton Dickinson & CoStock10,475$1.80M0.5%−463−4.2%ReducedHistory
AMATApplied Materials IncStock9,371$1.72M0.5%−426−4.3%ReducedHistory
Vanguard World FD921910733ESG US STK ETF15,610$1.71M0.5%−578−3.6%Reduced–
CAHCardinal Health IncStock9,995$1.68M0.4%−469−4.5%ReducedHistory
TGTTarget CorpStock17,002$1.68M0.4%−675−3.8%ReducedHistory
BKNGBooking Holdings Inc.Stock287$1.66M0.4%−12−4.0%ReducedHistory
SCHWSchwab Charles CorpStock17,905$1.63M0.4%−956−5.1%ReducedHistory
DGXQuest Diagnostics IncCOM8,644$1.55M0.4%−687−7.4%ReducedHistory
CBChubb LtdStock5,289$1.53M0.4%−862−14.0%ReducedHistory
DISWalt Disney CoStock12,113$1.50M0.4%−662−5.2%ReducedHistory
HPQHP IncStock59,380$1.45M0.4%−2,582−4.2%ReducedHistory
NVSNovartis AGADR11,892$1.44M0.4%−555−4.5%ReducedHistory
CORCencora, Inc.Stock4,758$1.43M0.4%−220−4.4%ReducedHistory
SNYSanofiSPONSORED ADR29,161$1.41M0.4%−1,087−3.6%ReducedHistory
CCitigroup IncStock16,475$1.40M0.4%−1,070−6.1%ReducedHistory
BBYBest Buy Co IncStock20,714$1.39M0.4%−919−4.2%ReducedHistory
VRTXVertex Pharmaceuticals IncStock3,110$1.38M0.4%−890−22.3%ReducedHistory
BNYBank of New York Mellon CorpStock15,028$1.37M0.4%−798−5.0%ReducedHistory
NUENucor CorpCOM10,490$1.36M0.4%−503−4.6%ReducedHistory
LECOLincoln Electric Holdings IncCOM6,351$1.32M0.3%−313−4.7%ReducedHistory
STTState Street CorpCOM12,101$1.29M0.3%−83−0.7%ReducedHistory
RGAReinsurance Group of America IncCOM NEW6,475$1.28M0.3%−344−5.0%ReducedHistory
SYYSysco CorpStock16,368$1.24M0.3%−773−4.5%ReducedHistory
PGProcter & Gamble CoStock7,771$1.24M0.3%−339−4.2%ReducedHistory
VMIValmont Industries IncCOM3,710$1.21M0.3%−171−4.4%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A15,140$1.18M0.3%−739−4.7%ReducedHistory
CRMSalesforce, Inc.Stock4,300$1.17M0.3%−211−4.7%ReducedHistory
BXPBXP, Inc.COM17,352$1.17M0.3%−938−5.1%ReducedHistory
DVADavita Inc.COM7,985$1.14M0.3%−311−3.7%ReducedHistory
EQIXEquinix IncCOM1,413$1.12M0.3%−55−3.7%ReducedHistory
AAgilent Technologies, Inc.COM9,484$1.12M0.3%−417−4.2%ReducedHistory
ULUnilever PLCSPON ADR NEW18,211$1.11M0.3%+236+1.3%AddedHistory
MWAMueller Water Products, Inc.COM SER A45,031$1.08M0.3%−2,231−4.7%ReducedHistory
DLXDeluxe CorpCOM67,985$1.08M0.3%−3,252−4.6%ReducedHistory
NTRSNorthern Trust CorpCOM7,556$958.0K0.3%−383−4.8%ReducedHistory
BMIBadger Meter IncCOM3,694$904.8K0.2%−19−0.5%ReducedHistory
TAKTakeda Pharmaceutical Co LtdADR55,222$853.7K0.2%+55,222NewHistory
KDKyndryl Holdings, Inc.Stock20,040$840.9K0.2%+20,040NewHistory
GAPGap IncCOM38,161$832.3K0.2%+285+0.8%AddedHistory
CNICanadian National Railway CoStock7,193$748.4K0.2%−4−0.1%ReducedHistory
FITBFifth Third BancorpCOM16,785$690.4K0.2%−215−1.3%ReducedHistory
iShares Tr46436E759ESG EAFE ETF8,740$650.6K0.2%+8,740New–
WLYJohn Wiley & Sons, Inc.CL A12,616$563.1K0.1%−4,617−26.8%ReducedHistory
GOOGAlphabet Inc.Stock2,779$493.0K0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock610$475.5K0.1%+610NewHistory
DOVDOVER CorpCOM2,542$465.8K0.1%−37−1.4%ReducedHistory
AONAon plcCL A1,294$461.6K0.1%+1,294NewHistory
TILEInterface IncCOM20,861$436.6K0.1%−467−2.2%ReducedHistory
EBAYeBay IncCOM5,564$414.3K0.1%−8−0.1%ReducedHistory
WATWaters CorpCOM1,139$397.6K0.1%−28−2.4%ReducedHistory
SCSSteelcase IncCL A37,735$393.6K0.1%−440−1.2%ReducedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK17,738$381.5K0.1%+17,738NewHistory

Sold out since Q1 2025 (6)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Arjuna Capital sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
APOGApogee Enterprises, Inc.COM15,244$706.3K0.2%History
JLLJones Lang Lasalle IncCOM2,400$595.0K0.2%History
UPSUnited Parcel Service IncStock3,980$437.8K0.1%History
DELLDell Technologies Inc.Stock3,432$312.8K0.1%History
AKAMAkamai Technologies IncCOM2,689$216.5K0.1%History
AOSSmith A O CorpCOM3,168$207.1K0.1%History