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Arjuna Capital

CIK 1703208 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Arjuna Capital reported 113 US-listed holdings worth $444.3 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: iShares Trust (8.5%), Apple Inc. (7.1%) and Alphabet Inc. (6.6%). Against the quarter before, it opened 15 positions, added to 23, trimmed 65 and sold out of 11.

Reported holdings$444.3M+13.0% on Q1 2026
Positions113+4 on Q1 2026
The largest ten44.9%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
SGOV8.5%AAPL7.1%GOOGL6.6%NVDA6.5%MSFT4.2%SPTI2.9%AMZN2.7%AVGO2.4%MU2.0%JPM2.0%CSCO1.7%AMAT1.6%GSK1.6%99 more48.6%

The 14 largest of its 113 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $386.1 million in 103 positions$386MQ3 24Q4 2024: $375.8 million in 99 positions$376MQ4 24Q1 2025: $361.3 million in 113 positions$361MQ1 25Q2 2025: $379.4 million in 117 positions$379MQ2 25Q3 2025: $402.3 million in 106 positions$402MQ3 25Q4 2025: $408.2 million in 108 positions$408MQ4 25Q1 2026: $393.3 million in 109 positions$393MQ1 26Q2 2026: $444.3 million in 113 positions$444MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +20.4% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +20.4%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 15Added 23Held 10Trimmed 65Sold out 11
Opened: 15Added: 23Held: 10Trimmed: 65Sold out: 11

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 15

  1. Host Hotels & Resorts, Inc. HST$3.8 million
  2. Advanced Micro Devices Inc. AMD$3.8 million
  3. Texas Instruments Inc. TXN$1.8 million
  4. Morgan Stanley MS$1.7 million
  5. UnitedHealth Group Inc. UNH$1.7 million
  6. Arista Networks, Inc. ANET$1.6 million
  7. Prologis, Inc. PLD$1.6 million
  8. Becton Dickinson & Co. BDX$1.5 million

and 7 more in the table below

Added to 23

  1. Lam Research Corp. LRCX+6,677 shares · +462%
  2. Colgate-Palmolive Co. CL+30,213 shares · +217%
  3. Sysco Corp. SYY+21,188 shares · +126%
  4. Illinois Tool Works Inc. ITW+5,473 shares · +44%
  5. Waste Management Inc. WM+4,269 shares · +27%
  6. Cencora, Inc. COR+2,835 shares · +59%
  7. GSK plc GSK+12,309 shares · +10%
  8. Dell Technologies Inc. DELL+933 shares · +10%

and 15 more in the table below

Trimmed 65

  1. Alphabet Inc. GOOGL-11,148 shares · -12%
  2. iShares Trust SGOV-23,687 shares · -6%
  3. Valmont Industries Inc. VMI-4,102 shares · -57%
  4. JPMorgan Chase & Co. JPM-5,664 shares · -17%
  5. Metlife Inc. MET-21,178 shares · -34%
  6. Netflix Inc. NFLX-21,729 shares · -59%
  7. Thermo Fisher Scientific Inc. TMO-2,771 shares · -45%
  8. International Business Machines Corp. IBM-4,910 shares · -43%

and 57 more in the table below

Sold out of 11

  1. Vornado Realty Trust VNO$1.8 million last quarter
  2. Best Buy Co., Inc. BBY$1.4 million last quarter
  3. Voya Financial, Inc. VOYA$1.4 million last quarter
  4. CBRE Group, Inc. CBRE$1.3 million last quarter
  5. Pentair plc PNR$1.2 million last quarter
  6. Agilent Technologies, Inc. A$1.1 million last quarter
  7. Accenture plc ACN$1.1 million last quarter
  8. Sealed Air Corp. New SEE$791,213 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Trust SGOV376.0K$37.9 million8.52%-23.7K
Apple Inc. AAPL109.0K$31.5 million7.10%-3.9K
Alphabet Inc. GOOGL81.9K$29.3 million6.59%-11.1K
NVIDIA Corp. NVDA145.3K$29.1 million6.54%-4.8K
Microsoft Corp. MSFT49.9K$18.6 million4.19%-493
SPDR Ser Trust SPTI457.3K$13.0 million2.92%-7.2K
Amazon.com Inc. AMZN49.4K$11.8 million2.65%+113
Broadcom Inc. AVGO28.8K$10.9 million2.45%+811
Micron Technology Inc. MU7.7K$8.9 million2.00%-163
JPMorgan Chase & Co. JPM27.0K$8.9 million1.99%-5.7K
Cisco Systems, Inc. CSCO63.4K$7.5 million1.68%+631
Applied Materials Inc. AMAT9.9K$7.2 million1.62%+179
GSK plc GSK135.5K$7.1 million1.60%+12.3K
Home Depot, Inc. HD19.3K$6.8 million1.53%-63
Intel Corp. INTC45.0K$6.3 million1.42%-3.1K
Travelers Companies, Inc. TRV17.0K$5.6 million1.27%-531
Lear Corp. LEA41.7K$5.6 million1.26%+243
Eli Lilly & Co. LLY4.4K$5.3 million1.20%-39
Manulife Financial Corporation MFC122.8K$5.0 million1.12%-7.4K
Amalgamated Financial Corp. AMAL106.3K$4.9 million1.10%+5.8K
Illinois Tool Works Inc. ITW17.9K$4.8 million1.09%+5.5K
Novartis AG NVS29.0K$4.5 million1.02%+2.0K
Kroger Co. KR81.5K$4.5 million1.02%-1.2K
Waste Management Inc. WM20.1K$4.5 million1.01%+4.3K
Dell Technologies Inc. DELL10.4K$4.5 million1.01%+933
State Street Corp. STT24.3K$4.1 million0.93%-1.4K
McKesson Corp. MCK5.4K$4.1 million0.91%-104
Colgate-Palmolive Co. CL44.1K$4.0 million0.91%+30.2K
Amphenol Corp. APH22.9K$4.0 million0.91%+262
Brookfield Renewable Corp. Class A Ex Sub VTG BEPC108.7K$4.0 million0.91%-819
Expeditors International of Washington Inc. EXPD24.4K$4.0 million0.90%-315
TJX Companies Inc. TJX25.8K$3.9 million0.88%-575
Visa Inc. V11.2K$3.9 million0.87%-185
Host Hotels & Resorts, Inc. HST161.6K$3.8 million0.86%new
Advanced Micro Devices Inc. AMD6.5K$3.8 million0.85%new
Donaldson Co. Inc. DCI41.2K$3.7 million0.83%-424
Lam Research Corp. LRCX8.1K$3.5 million0.79%+6.7K
Metlife Inc. MET41.2K$3.5 million0.78%-21.2K
Jabil Inc. JBL8.9K$3.4 million0.77%-36
Costco Wholesale Corp. COST3.6K$3.4 million0.75%+1
Bank of New York Mellon Corp. BNY22.9K$3.3 million0.75%-309
Sysco Corp. SYY38.1K$3.2 million0.72%+21.2K
Reliance, Inc. RS8.5K$3.2 million0.71%-172
Mastercard Inc. MA6.2K$3.2 million0.71%-101
MSC Industrial Direct Co. Inc. MSM25.7K$3.1 million0.69%-11.3K
Fastenal Co. FAST61.2K$2.9 million0.66%+7.0K
Palo Alto Networks Inc. PANW8.0K$2.7 million0.61%-140
Lowe's Companies Inc. LOW11.3K$2.5 million0.56%-495
American Express Co. AXP7.2K$2.4 million0.55%-127
Vanguard World FD ESGV18.1K$2.4 million0.54%+643
Cardinal Health Inc. CAH10.1K$2.4 million0.54%-208
Hubbell Inc. HUBB4.6K$2.4 million0.54%-30
Borgwarner Inc. BWA35.5K$2.4 million0.53%+559
Citigroup Inc. C16.7K$2.3 million0.53%-252
Nucor Corp. NUE10.4K$2.3 million0.52%-383
Amgen Inc. AMGN6.2K$2.2 million0.50%-1.7K
CVS Health Corp. CVS21.0K$2.2 million0.49%-471
Cencora, Inc. COR7.7K$2.2 million0.49%+2.8K
Paccar Inc. PCAR17.6K$2.1 million0.47%+467
Verizon Communications Inc. VZ49.4K$2.1 million0.47%-1.1K
iShares Trust DMXF24.3K$2.1 million0.46%-6.8K
International Business Machines Corp. IBM6.6K$1.9 million0.42%-4.9K
Valmont Industries Inc. VMI3.1K$1.8 million0.40%-4.1K
Quest Diagnostics Inc. DGX8.3K$1.8 million0.40%-31
Texas Instruments Inc. TXN5.9K$1.8 million0.40%new
Lincoln Electric Holdings Inc. LECO6.6K$1.8 million0.39%-74
Charles Schwab Corp. SCHW18.9K$1.7 million0.39%-431
Thermo Fisher Scientific Inc. TMO3.4K$1.7 million0.39%-2.8K
Qualcomm Inc. QCOM9.3K$1.7 million0.39%-406
Morgan Stanley MS8.1K$1.7 million0.38%new
UnitedHealth Group Inc. UNH4.0K$1.7 million0.38%new
Arista Networks, Inc. ANET9.3K$1.6 million0.35%new
Prologis, Inc. PLD11.6K$1.6 million0.35%new
Becton Dickinson & Co. BDX10.2K$1.5 million0.35%new
Trane Technologies plc TT3.1K$1.5 million0.34%-33
Oracle Corp. ORCL10.0K$1.5 million0.33%-208
Sanofi SNY33.2K$1.4 million0.32%-23.8K
Booking Holdings Inc. BKNG8.0K$1.4 million0.32%+254
California Water Service Group CWT28.3K$1.4 million0.31%-380
Northern Trust Corp. NTRS7.8K$1.4 million0.30%-127
Comcast Corp. CMCSA55.0K$1.4 million0.30%new
FedEx Corp. FDX3.9K$1.2 million0.28%new
Walt Disney Co. DIS12.2K$1.2 million0.26%-579
United Natural Foods Inc. UNFI25.7K$1.2 million0.26%+4.7K
Procter & Gamble Co. PG8.0K$1.2 million0.26%-183
Sprouts Farmers Market, Inc. SFM13.2K$1.1 million0.25%-126
Netflix Inc. NFLX15.3K$1.1 million0.25%-21.7K
Fifth Third Bancorp FITB19.2K$1.1 million0.24%-15
Johnson Controls International plc JCI6.2K$904,4210.20%-30
Interface Inc. TILE23.3K$835,5380.19%-264
Williams Sonoma Inc. WSM3.3K$762,9370.17%-249
Healthpeak Properties, Inc. DOC33.6K$719,3400.16%-301
Alphabet Inc. GOOG2.0K$693,2340.16%-44
SPDR S&P 500 SPY847$632,5150.14%no change
Gap Inc. GAP32.4K$605,8490.14%-9.5K
Chubb Ltd. CB1.2K$404,8000.09%+7
Centene Corp. CNC5.9K$378,0150.09%new
Takeda Pharmaceutical Company Limited TAK22.6K$361,9100.08%-39.6K
Westinghouse Air Brake Technologies Corp. WAB1.3K$361,8040.08%new
CSX Corp. CSX7.6K$361,4190.08%-10.8K
Cadence Design Systems Inc. CDNS905$339,6650.08%-2.7K
iShares Trust OEF880$321,9660.07%no change
Unilever plc UL4.8K$291,2820.07%-1
Fedex Fght Hldg Co. Inc. Common Stock FDXF1.9K$282,0680.06%new
SPDR S&P MidCap 400 ETF MDY375$263,7530.06%no change
Vanguard Specialized Funds VIG1.0K$243,2460.05%no change
iShares Trust IWF1.7K$213,7710.05%-2
Cognizant Technology Solutions Corp. CTSH5.2K$201,7060.05%-15.8K
VG Totl STK Vprs VTI544$201,3020.05%new
iShares Russell 2000 ETF IWM640$192,2880.04%no change
iShares Core S&P 500 ETF IVV223$167,0030.04%no change
iShares Trust EFA430$44,6690.01%no change
Vanguard Value ETF VTV17$3,7050.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 11 it sold out of are in the box above.