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CIK: 0001703208
Total reported value
$444.3M
$444.3M
113 檔
28.3%
As reported in its official Q1 2025 Form 13F filing, Arjuna Capital's tracked investment portfolio stood at $444.3M with 113 total positions.
In Q1 2025, Arjuna Capital displayed an active expansion posture, initiating 113 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, AAPL, MSFT) accounted for 28.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SGOV
市值: $48.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 13.54% | -1.71% | +790.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.39% | -0.18% | -11.54% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.36% | -0.55% | -25.21% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.48% | -0.11% | -15.32% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.00% | -0.21% | -1.58% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.77% | -0.46% | +14.10% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.42% | +0.04% | -13.68% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.28% | -0.46% | -9.69% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.04% | -0.09% | -21.25% | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.88% | -0.28% | EXIT | |
| 11 | WM | Waste Management Inc | Stock-Industrials | 1.74% | +0.08% | -7.52% | |
| 12 | KR | Kroger Co | Stock-Consumer Staples | 1.59% | -0.50% | -10.29% | |
| 13 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.55% | — | -10.17% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.43% | -0.39% | -38.68% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.16% | -14.07% | |
| 16 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.35% | -0.03% | -9.48% | |
| 17 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.32% | -0.13% | -25.28% | |
| 18 | GWW | Ww Grainger Inc | Stock-Industrials | 1.31% | — | -5.23% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | -0.01% | +11.89% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | +0.38% | NEW | |
| 21 | AMAL | Amalgamated Financial CORP | Stock-Other | 1.18% | +0.11% | -9.00% | |
| 22 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 1.17% | -0.01% | -11.46% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.17% | +0.25% | +14.10% | |
| 24 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.01% | +0.30% | NEW | |
| 25 | PSA | Public Storage | Stock-Real Estate | 1.00% | — | -7.70% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.98% | -0.09% | -10.01% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.96% | -0.65% | +21.07% | |
| 28 | MET | Metlife Inc | Stock-Financials | 0.94% | -0.34% | — | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | -0.19% | -9.31% | |
| 30 | CWT | California Water Service Grp | Stock-Utilities | 0.89% | -0.02% | -22.23% | |
| 31 | ITW | Illinois Tool Works | Stock-Industrials | 0.88% | +0.27% | +123.14% | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.88% | — | -9.69% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.44% | -6.90% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.80% | -0.15% | -1.81% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | -0.29% | -7.69% | |
| 36 | MCK | Mckesson CORP | Stock-Healthcare | 0.74% | -0.30% | — | |
| 37 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.71% | -0.20% | +50.90% | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.69% | +0.35% | NEW | |
| 39 | ADP | Automatic Data Processing | Stock-Tech | 0.69% | — | +59.38% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.68% | — | -5.01% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | — | +94.61% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.65% | -0.17% | -39.99% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.21% | -64.55% | |
| 44 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.61% | — | -7.20% | |
| 45 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.56% | +0.01% | — | |
| 46 | AXP | American Express Co | Stock-Financials | 0.56% | -0.01% | -54.16% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.54% | — | -27.81% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.51% | -0.01% | -2.97% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 0.51% | — | — | |
| 50 | HPQ | Hp Inc | Stock-Tech | 0.47% | — | -6.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | HD | Home Depot Inc | — | NEW | New buy |
| 10 | ACN | Accenture plc | — | NEW | New buy |
| 11 | WM | Waste Management Inc | — | NEW | New buy |
| 12 | KR | Kroger Co | — | NEW | New buy |
| 13 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 16 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 17 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 18 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 19 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | AMAL | Amalgamated Financial CORP | — | NEW | New buy |
| 22 | SFM | Sprouts Farmers Market Inc | — | NEW | New buy |
| 23 | AVGO | Broadcom Inc | — | NEW | New buy |
| 24 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 25 | PSA | Public Storage | — | NEW | New buy |
| 26 | MA | Mastercard Inc - A | — | NEW | New buy |
| 27 | NFLX | Netflix Inc | — | NEW | New buy |
| 28 | MET | Metlife Inc | — | NEW | New buy |
| 29 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 30 | CWT | California Water Service Grp | — | NEW | New buy |
| 31 | ITW | Illinois Tool Works | — | NEW | New buy |
| 32 | PGR | Progressive CORP | — | NEW | New buy |
| 33 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 34 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 35 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 36 | MCK | Mckesson CORP | — | NEW | New buy |
| 37 | BEPC | Brookfield Renewable CORP | — | NEW | New buy |
| 38 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 39 | ADP | Automatic Data Processing | — | NEW | New buy |
| 40 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 41 | SBUX | Starbucks CORP | — | NEW | New buy |
| 42 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 43 | AMGN | Amgen Inc | — | NEW | New buy |
| 44 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 45 | WSM | Williams-sonoma Inc | — | NEW | New buy |
| 46 | AXP | American Express Co | — | NEW | New buy |
| 47 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 48 | CB | Chubb Limited | — | NEW | New buy |
| 49 | TGT | Target CORP | — | NEW | New buy |
| 50 | HPQ | Hp Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Arjuna Capital reported a total U.S. public equity portfolio value of $444.3M across 113 disclosed positions in Q1 2025.
During Q1 2025, Arjuna Capital's top holdings by market value included SGOV (13.5%)、AAPL (7.4%)、MSFT (5.4%). The largest single position, SGOV, represented 13.5% of total portfolio value.
In Q1 2025, Arjuna Capital made 113 total portfolio adjustments, initiating 113 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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