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CIK: 0001703208
Total reported value
$444.3M
$444.3M
103 檔
25.4%
As reported in its official Q3 2024 Form 13F filing, Arjuna Capital's tracked investment portfolio stood at $444.3M with 103 total positions.
During Q3 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 AAPL, MSFT, NVDA) accounted for 25.4% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.38% | -0.18% | -1.39% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.84% | -0.55% | -1.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.50% | -0.11% | -4.66% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.41% | -0.21% | +0.69% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.12% | -0.46% | -6.95% | |
| 6 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.64% | -0.39% | -0.75% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.64% | +0.04% | -1.59% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.29% | -0.09% | -17.11% | |
| 9 | ACN | Accenture plc | Stock-Tech | 2.24% | -0.28% | EXIT | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | -0.46% | -1.14% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | — | -0.43% | |
| 12 | PFG | Principal Financial Group | Stock-Financials | 1.91% | — | -0.81% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.86% | -0.21% | -11.21% | |
| 14 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.64% | — | +34.15% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 1.57% | +0.08% | +0.17% | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.54% | -1.71% | +10.26% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.46% | — | -11.46% | |
| 18 | KR | Kroger Co | Stock-Consumer Staples | 1.43% | -0.50% | +0.12% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.43% | -0.16% | -1.80% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.42% | +0.38% | NEW | |
| 21 | GWW | Ww Grainger Inc | Stock-Industrials | 1.39% | — | +1.49% | |
| 22 | AMAL | Amalgamated Financial CORP | Stock-Other | 1.37% | +0.11% | -3.95% | |
| 23 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.27% | -0.03% | — | |
| 24 | PSA | Public Storage | Stock-Real Estate | 1.24% | — | — | |
| 25 | AXP | American Express Co | Stock-Financials | 1.19% | -0.01% | -27.84% | |
| 26 | APOG | Apogee Enterprises Inc | Stock-Other | 1.14% | — | -0.30% | |
| 27 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.05% | -0.01% | -42.79% | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 1.04% | +0.77% | -29.68% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.03% | -0.17% | — | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.02% | +0.61% | -0.27% | |
| 31 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 1.00% | -0.02% | +1294.96% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.25% | +778.18% | |
| 33 | BCO | Brink's Co/the | Stock-Industrials | 0.98% | — | -0.40% | |
| 34 | CWT | California Water Service Grp | Stock-Utilities | 0.96% | -0.02% | — | |
| 35 | NUE | Nucor CORP | Stock-Materials | 0.95% | +0.05% | +1.36% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.94% | -0.09% | -2.81% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.90% | -0.15% | -31.99% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.88% | +0.04% | +60.73% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.87% | — | -1.52% | |
| 40 | RGA | Reinsurance Group Of America | Stock-Financials | 0.85% | — | -33.07% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.01% | +0.19% | |
| 42 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.84% | -0.13% | +144.28% | |
| 43 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.77% | — | +44.42% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | +0.30% | NEW | |
| 45 | WLY | Wiley (john) & Sons-class A | Stock-Other | 0.69% | — | +1.53% | |
| 46 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.68% | — | -0.44% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.66% | — | -8.89% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.65% | — | +10.61% | |
| 49 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.64% | — | -1.08% | |
| 50 | HPQ | Hp Inc | Stock-Tech | 0.64% | — | -31.75% |
According to official SEC Form 13F filings, Arjuna Capital reported a total U.S. public equity portfolio value of $444.3M across 103 disclosed positions in Q3 2024.
During Q3 2024, Arjuna Capital's top holdings by market value included AAPL (8.4%)、MSFT (7.8%)、NVDA (5.5%). The largest single position, AAPL, represented 8.4% of total portfolio value.
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In Q3 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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