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CIK: 0001703208
Total reported value
$444.3M
$444.3M
101 檔
25.9%
At the close of Q2 2024, Arjuna Capital disclosed equity holdings valued at approximately $444.3M, spread across 101 reported holdings.
During Q2 2024, Arjuna Capital's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 25.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.57% | -0.55% | +1.64% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.98% | -0.18% | +2.47% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.10% | -0.11% | +1051.43% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.99% | -0.21% | +0.87% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.36% | -0.46% | -0.41% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.89% | +0.04% | +0.50% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.47% | -0.39% | +17.35% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.44% | -0.09% | +2.02% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.13% | -0.46% | +1.45% | |
| 10 | AMGN | Amgen Inc | Stock-Healthcare | 2.11% | -0.21% | +4.09% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.05% | — | -0.03% | |
| 12 | ACN | Accenture plc | Stock-Tech | 2.03% | -0.28% | EXIT | |
| 13 | PFG | Principal Financial Group | Stock-Financials | 1.83% | — | +13.52% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.80% | +0.77% | +19.59% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | — | -1.08% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.67% | +0.08% | +92.29% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.46% | -0.01% | +18.42% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.45% | -1.71% | +10.69% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.45% | -0.16% | -1.28% | |
| 20 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.44% | -0.01% | +0.85% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.31% | +0.38% | NEW | |
| 22 | AMAL | Amalgamated Financial CORP | Stock-Other | 1.30% | +0.11% | +2.51% | |
| 23 | KR | Kroger Co | Stock-Consumer Staples | 1.30% | -0.50% | +1.84% | |
| 24 | RGA | Reinsurance Group Of America | Stock-Financials | 1.24% | — | +1.57% | |
| 25 | GWW | Ww Grainger Inc | Stock-Industrials | 1.24% | — | +1.07% | |
| 26 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.16% | — | — | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.15% | +1.56% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.25% | +1.01% | |
| 29 | APOG | Apogee Enterprises Inc | Stock-Other | 1.06% | — | +55.97% | |
| 30 | NUE | Nucor CORP | Stock-Materials | 1.03% | +0.05% | -23.99% | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.99% | +0.61% | +0.83% | |
| 32 | CVS | Cvs Health CORP | Stock-Healthcare | 0.96% | +0.10% | +1.93% | |
| 33 | HPQ | Hp Inc | Stock-Tech | 0.94% | — | — | |
| 34 | BCO | Brink's Co/the | Stock-Industrials | 0.90% | — | +92.74% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.90% | -0.09% | -33.23% | |
| 36 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.87% | — | -38.15% | |
| 37 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.85% | — | -2.34% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.01% | +0.82% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.76% | — | +1.04% | |
| 40 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.76% | — | +0.84% | |
| 41 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.72% | — | — | |
| 42 | A | Agilent Technologies Inc | Stock-Healthcare | 0.70% | -0.29% | EXIT | |
| 43 | HMN | Horace Mann Educators | Stock-Other | 0.69% | — | +1.56% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.69% | +0.30% | NEW | |
| 45 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.68% | — | -59.88% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.66% | — | +1.13% | |
| 47 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.62% | +0.35% | NEW | |
| 48 | WLY | Wiley (john) & Sons-class A | Stock-Other | 0.60% | — | +213.26% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.65% | -2.19% | |
| 50 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.54% | — | — |
According to official SEC Form 13F filings, Arjuna Capital reported a total U.S. public equity portfolio value of $444.3M across 101 disclosed positions in Q2 2024.
During Q2 2024, Arjuna Capital's top holdings by market value included MSFT (8.6%)、AAPL (8.0%)、NVDA (6.1%). The largest single position, MSFT, represented 8.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2024, Arjuna Capital made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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