13F HOLDINGS REPORT
Arjuna Capital
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001398344-25-015226
Total Value
$379.4M
Positions
117
Other Managers
0
Confidential Omitted
No
Holdings (117)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46436E718 | 550,859 | $55.5M | 14.62% |
| 2 | MICROSOFT CORP | MSFT | 49,183 | $24.5M | 6.45% |
| 3 | APPLE INC | AAPL | 115,465 | $23.7M | 6.24% |
| 4 | NVIDIA CORPORATION | NVDA | 142,204 | $22.5M | 5.92% |
| 5 | ALPHABET INC | GOOG | 90,760 | $16.0M | 4.22% |
| 6 | SPDR SERIES TRUST | 78464A672 | 473,352 | $13.6M | 3.59% |
| 7 | AMAZON COM INC | AMZN | 43,952 | $9.6M | 2.54% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 32,021 | $9.3M | 2.45% |
| 9 | HOME DEPOT INC | HD | 19,274 | $7.1M | 1.86% |
| 10 | BROADCOM INC | AVGO | 23,965 | $6.6M | 1.74% |
| 11 | ACCENTURE PLC IRELAND | ACN | 20,764 | $6.2M | 1.64% |
| 12 | WASTE MGMT INC DEL | 94106L109 | 26,410 | $6.0M | 1.59% |
| 13 | AMERIPRISE FINL INC | 03076C106 | 11,003 | $5.9M | 1.55% |
| 14 | KROGER CO | KR | 81,168 | $5.8M | 1.53% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 5,031 | $5.0M | 1.31% |
| 16 | GRAINGER W W INC | 384802104 | 4,589 | $4.8M | 1.26% |
| 17 | TRAVELERS COMPANIES INC | TRV | 17,662 | $4.7M | 1.25% |
| 18 | NETFLIX INC | NFLX | 3,483 | $4.7M | 1.23% |
| 19 | GSK PLC | GLAXF | 117,161 | $4.5M | 1.19% |
| 20 | VISA INC | V | 11,918 | $4.2M | 1.12% |
| 21 | METLIFE INC | MET-PF | 51,745 | $4.2M | 1.10% |
| 22 | SPROUTS FMRS MKT INC | 85208M102 | 22,923 | $3.8M | 0.99% |
| 23 | MASTERCARD INCORPORATED | MA | 6,134 | $3.4M | 0.91% |
| 24 | PUBLIC STORAGE OPER CO | PSA-PS | 11,533 | $3.4M | 0.89% |
| 25 | COMCAST CORP NEW | CCZ | 93,785 | $3.3M | 0.88% |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 8,189 | $3.3M | 0.88% |
| 27 | TJX COS INC NEW | 872540109 | 25,842 | $3.2M | 0.84% |
| 28 | CISCO SYS INC | CSCO | 45,476 | $3.2M | 0.83% |
| 29 | INTERNATIONAL BUSINESS MACHS | INTR | 10,453 | $3.1M | 0.81% |
| 30 | ILLINOIS TOOL WKS INC | 452308109 | 12,271 | $3.0M | 0.80% |
| 31 | AMALGAMATED FINANCIAL CORP | AMAL | 95,502 | $3.0M | 0.79% |
| 32 | JOHNSON CTLS INTL PLC | G51502105 | 28,089 | $3.0M | 0.78% |
| 33 | CALIFORNIA WTR SVC GROUP | 130788102 | 63,259 | $2.9M | 0.76% |
| 34 | BROOKFIELD RENEWABLE CORP | BEPC | 87,583 | $2.9M | 0.76% |
| 35 | PROGRESSIVE CORP | 743315103 | 10,696 | $2.9M | 0.75% |
| 36 | MCKESSON CORP | MCK | 3,808 | $2.8M | 0.74% |
| 37 | LOWES COS INC | 548661107 | 11,870 | $2.6M | 0.69% |
| 38 | WILLIAMS SONOMA INC | WSM | 15,296 | $2.5M | 0.66% |
| 39 | UNITEDHEALTH GROUP INC | UNH | 7,904 | $2.5M | 0.65% |
| 40 | AUTOMATIC DATA PROCESSING IN | ADP | 7,781 | $2.4M | 0.63% |
| 41 | NOVO-NORDISK A S | NONOF | 34,443 | $2.4M | 0.63% |
| 42 | AMPHENOL CORP NEW | 032095101 | 23,135 | $2.3M | 0.60% |
| 43 | AMERICAN EXPRESS CO | AXP | 7,123 | $2.3M | 0.60% |
| 44 | ORACLE CORP | ORCL-PD | 9,854 | $2.2M | 0.57% |
| 45 | VERIZON COMMUNICATIONS INC | VZ | 49,713 | $2.2M | 0.57% |
| 46 | AMGEN INC | AMGN | 7,270 | $2.0M | 0.54% |
| 47 | EXPEDITORS INTL WASH INC | 302130109 | 17,496 | $2.0M | 0.53% |
| 48 | STARBUCKS CORP | SBUX | 19,814 | $1.8M | 0.48% |
| 49 | BECTON DICKINSON & CO | BDX | 10,475 | $1.8M | 0.48% |
| 50 | APPLIED MATLS INC | 038222105 | 9,371 | $1.7M | 0.45% |
| 51 | VANGUARD WORLD FD | 921910733 | 15,610 | $1.7M | 0.45% |
| 52 | CARDINAL HEALTH INC | CAH | 9,995 | $1.7M | 0.44% |
| 53 | TARGET CORP | TGT | 17,002 | $1.7M | 0.44% |
| 54 | BOOKING HOLDINGS INC | BKNG | 287 | $1.7M | 0.44% |
| 55 | SCHWAB CHARLES CORP | SCHW-PJ | 17,905 | $1.6M | 0.43% |
| 56 | QUEST DIAGNOSTICS INC | DGX | 8,644 | $1.6M | 0.41% |
| 57 | CHUBB LIMITED | CB | 5,289 | $1.5M | 0.40% |
| 58 | DISNEY WALT CO | 254687106 | 12,113 | $1.5M | 0.40% |
| 59 | HP INC | HPQ | 59,380 | $1.5M | 0.38% |
| 60 | NOVARTIS AG | NVSEF | 11,892 | $1.4M | 0.38% |
| 61 | CENCORA INC | COR | 4,758 | $1.4M | 0.38% |
| 62 | SANOFI | SNYNF | 29,161 | $1.4M | 0.37% |
| 63 | CITIGROUP INC | C-PR | 16,475 | $1.4M | 0.37% |
| 64 | BEST BUY INC | BBY | 20,714 | $1.4M | 0.37% |
| 65 | VERTEX PHARMACEUTICALS INC | VRTX | 3,110 | $1.4M | 0.36% |
| 66 | BANK NEW YORK MELLON CORP | 064058100 | 15,028 | $1.4M | 0.36% |
| 67 | NUCOR CORP | NUE | 10,490 | $1.4M | 0.36% |
| 68 | LINCOLN ELEC HLDGS INC | 533900106 | 6,351 | $1.3M | 0.35% |
| 69 | STATE STR CORP | STT-PG | 12,101 | $1.3M | 0.34% |
| 70 | REINSURANCE GRP OF AMERICA I | 759351604 | 6,475 | $1.3M | 0.34% |
| 71 | SYSCO CORP | SYY | 16,368 | $1.2M | 0.33% |
| 72 | PROCTER AND GAMBLE CO | 742718109 | 7,771 | $1.2M | 0.33% |
| 73 | VALMONT INDS INC | 920253101 | 3,710 | $1.2M | 0.32% |
| 74 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 15,140 | $1.2M | 0.31% |
| 75 | SALESFORCE INC | CRM | 4,300 | $1.2M | 0.31% |
| 76 | BXP INC | BXP | 17,352 | $1.2M | 0.31% |
| 77 | DAVITA INC | DVA | 7,985 | $1.1M | 0.30% |
| 78 | EQUINIX INC | EQIX | 1,413 | $1.1M | 0.30% |
| 79 | AGILENT TECHNOLOGIES INC | A | 9,484 | $1.1M | 0.30% |
| 80 | UNILEVER PLC | UNLYF | 18,211 | $1.1M | 0.29% |
| 81 | MUELLER WTR PRODS INC | 624758108 | 45,031 | $1.1M | 0.29% |
| 82 | DELUXE CORP | DLX | 67,985 | $1.1M | 0.29% |
| 83 | NORTHERN TR CORP | NTRSO | 7,556 | $958,026 | 0.25% |
| 84 | BADGER METER INC | BMI | 3,694 | $904,846 | 0.24% |
| 85 | TAKEDA PHARMACEUTICAL CO LTD | TKPHF | 55,222 | $853,733 | 0.23% |
| 86 | KYNDRYL HLDGS INC | KD | 20,040 | $840,879 | 0.22% |
| 87 | GAP INC | GAP | 38,161 | $832,292 | 0.22% |
| 88 | CANADIAN NATL RY CO | 136375102 | 7,193 | $748,360 | 0.20% |
| 89 | FIFTH THIRD BANCORP | FITBM | 16,785 | $690,368 | 0.18% |
| 90 | ISHARES TR | 46436E759 | 8,740 | $650,606 | 0.17% |
| 91 | WILEY JOHN & SONS INC | 968223206 | 12,616 | $563,053 | 0.15% |
| 92 | ALPHABET INC | GOOG | 2,779 | $492,967 | 0.13% |
| 93 | ELI LILLY & CO | LLY | 610 | $475,514 | 0.13% |
| 94 | DOVER CORP | DOV | 2,542 | $465,771 | 0.12% |
| 95 | AON PLC | AON | 1,294 | $461,648 | 0.12% |
| 96 | INTERFACE INC | TILE | 20,861 | $436,621 | 0.12% |
| 97 | EBAY INC. | EBAY | 5,564 | $414,296 | 0.11% |
| 98 | WATERS CORP | 941848103 | 1,139 | $397,557 | 0.10% |
| 99 | STEELCASE INC | 858155203 | 37,735 | $393,577 | 0.10% |
| 100 | ALBERTSONS COS INC | 013091103 | 17,738 | $381,545 | 0.10% |
| 101 | EA SERIES TRUST | 02072L151 | 12,951 | $337,633 | 0.09% |
| 102 | NIKE INC | NKE | 4,627 | $328,703 | 0.09% |
| 103 | CADENCE DESIGN SYSTEM INC | CDNS | 919 | $283,190 | 0.07% |
| 104 | VANGUARD INDEX FDS | 922908769 | 838 | $254,694 | 0.07% |
| 105 | UNION PAC CORP | UNP | 1,104 | $254,009 | 0.07% |
| 106 | ADOBE INC | ADBE | 653 | $252,633 | 0.07% |
| 107 | VORNADO RLTY TR | 929042109 | 6,584 | $251,773 | 0.07% |
| 108 | LENNOX INTL INC | 526107107 | 432 | $247,640 | 0.07% |
| 109 | HEALTHPEAK PROPERTIES INC | DOC | 14,089 | $246,699 | 0.07% |
| 110 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,028 | $210,401 | 0.06% |
| 111 | ISHARES TR | 464287614 | 431 | $182,824 | 0.05% |
| 112 | ISHARES TR | 464287200 | 254 | $157,709 | 0.04% |
| 113 | ISHARES TR | 464287655 | 195 | $42,080 | 0.01% |
| 114 | VANGUARD INDEX FDS | 922908629 | 138 | $38,617 | 0.01% |
| 115 | VANGUARD INDEX FDS | 922908744 | 98 | $17,321 | 0.00% |
| 116 | VANGUARD INDEX FDS | 922908751 | 2 | $474 | 0.00% |
| 117 | VANGUARD INDEX FDS | 922908553 | 1 | $90 | 0.00% |