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CIK: 0001703208
Total reported value
$444.3M
$444.3M
106 檔
34.9%
At the close of Q3 2025, Arjuna Capital disclosed equity holdings valued at approximately $444.3M, spread across 106 reported holdings.
In Q3 2025, Arjuna Capital adopted a defensive or profit-taking posture, trimming 62 positions and completely liquidating 27 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, AAPL, NVDA) accounted for 34.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 12.93% | -1.71% | -6.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.96% | -0.18% | -4.78% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 6.78% | -0.11% | +2.74% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.41% | -0.55% | +1.22% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.43% | -0.21% | -0.99% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.57% | -0.46% | +4.87% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | -0.46% | +0.55% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.04% | +1.41% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | +0.25% | +12.04% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.92% | -0.09% | -1.24% | |
| 11 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.54% | — | +14.63% | |
| 12 | WM | Waste Management Inc | Stock-Industrials | 1.48% | +0.08% | +2.22% | |
| 13 | KR | Kroger Co | Stock-Consumer Staples | 1.37% | -0.50% | +0.75% | |
| 14 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.27% | -0.13% | +1.35% | |
| 15 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.22% | -0.03% | -0.85% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.18% | -0.16% | +1.91% | |
| 17 | MET | Metlife Inc | Stock-Financials | 1.08% | -0.34% | +1.88% | |
| 18 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.06% | -0.18% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | -0.01% | +4.12% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.05% | -0.65% | +0.98% | |
| 21 | LEA | Lear CORP | Stock-Consumer Disc | 1.01% | -0.02% | — | |
| 22 | FAST | Fastenal Co | Stock-Industrials | 0.99% | +0.02% | — | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.98% | +0.44% | +26.41% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | -0.29% | +31.47% | |
| 25 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.94% | -0.20% | +26.11% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.92% | -0.19% | -0.51% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.87% | -0.09% | +0.47% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.15% | +637.05% | |
| 29 | PSA | Public Storage | Stock-Real Estate | 0.83% | — | -0.02% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.01% | +4.40% | |
| 31 | ITW | Illinois Tool Works | Stock-Industrials | 0.79% | +0.27% | -0.07% | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.79% | -0.03% | +108.97% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | +0.30% | NEW | |
| 34 | MCK | Mckesson CORP | Stock-Healthcare | 0.73% | -0.30% | -0.29% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.15% | -2.32% | |
| 36 | STT | State Street CORP | Stock-Financials | 0.72% | +0.10% | +106.96% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.71% | +0.18% | -0.81% | |
| 38 | VMI | Valmont Industries | Stock-Industrials | 0.68% | -0.33% | +90.65% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.05% | -1.64% | |
| 40 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.67% | +0.11% | +4.48% | |
| 41 | SNY | Sanofi-adr | Stock-Healthcare | 0.63% | -0.38% | +85.32% | |
| 42 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.62% | +0.05% | +52.48% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.59% | -0.01% | +0.95% | |
| 44 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.55% | -0.14% | +234.53% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | -0.17% | +0.96% | |
| 46 | SDA | Sealed Air CORP | Stock-Consumer Disc | 0.54% | -0.20% | EXIT | |
| 47 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.53% | — | -0.15% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.52% | -0.21% | +2.10% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.49% | — | +3.51% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.77% | +1.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.3% | +2.74% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | -0.99% | Trim |
| 3 | MSFT | Microsoft CORP | +1.1% | +1.22% | Trim |
| 4 | AVGO | Broadcom Inc | +1% | +12.04% | Add |
| 5 | STT | State Street CORP | +0.4% | +106.96% | Add |
| 6 | NVS | Novartis Ag-sponsored Adr | +0.4% | +108.97% | Add |
| 7 | JNJ | Johnson & Johnson | +0.4% | +4.40% | Add |
| 8 | VMI | Valmont Industries | +0.4% | +90.65% | Add |
| 9 | CDNS | Cadence Design Sys Inc | +0.3% | +404.79% | Add |
| 10 | ORCL | Oracle CORP | +0.3% | -1.64% | Trim |
| 11 | APH | Amphenol Corp-cl A | +0.3% | -0.81% | Trim |
| 12 | BNY | Bank Of New York Mellon CORP | +0.3% | +52.48% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +0.55% | Trim |
| 14 | BEPC | Brookfield Renewable CORP | +0.2% | +26.11% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.2% | +31.47% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.2% | +26.41% | Add |
| 17 | SNY | Sanofi-adr | +0.2% | +85.32% | Add |
| 18 | MET | Metlife Inc | +0.1% | +1.88% | Add |
| 19 | NFLX | Netflix Inc | +0.1% | +0.98% | Trim |
| 20 | AMAT | Applied Materials Inc | +0.1% | +1.54% | Trim |
| 21 | C | Citigroup Inc | +0.1% | +0.68% | Trim |
| 22 | CTSH | Cognizant Tech Solutions-a | +0.1% | +62.63% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 24 | ESGV | Vanguard Esg US Stock ETF | 0% | +5.25% | Add |
| 25 | NTRS | Northern Trust CORP | 0% | +1.44% | Trim |
| 26 | TILE | Interface Inc | 0% | +6.14% | Add |
| 27 | AXP | American Express Co | 0% | +0.95% | Trim |
| 28 | SCHW | Schwab (charles) CORP | 0% | +0.64% | Trim |
| 29 | LECO | Lincoln Electric Holdings | 0% | +0.11% | Trim |
| 30 | FITB | Fifth Third Bancorp | 0% | +8.41% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | +1.41% | Trim |
| 32 | TJX | Tjx Companies Inc | 0% | -0.51% | Trim |
| 33 | BKNG | Booking Holdings Inc | 0% | +2.09% | Trim |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 35 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.72% | Trim |
| 36 | IVV | Ishares Core S&p 500 ETF | — | -6.30% | Trim |
| 37 | IWM | Ishares Russell 2000 ETF | — | — | Unchanged |
| 38 | VO | Vanguard Mid-cap ETF | — | -0.72% | Trim |
| 39 | VTV | Vanguard Value ETF | — | -1.02% | Trim |
| 40 | AMP | Ameriprise Financial Inc | 0% | +14.63% | Add |
| 41 | MCK | Mckesson CORP | 0% | -0.29% | Trim |
| 42 | DGX | Quest Diagnostics Inc | 0% | +5.68% | Trim |
| 43 | CAH | Cardinal Health Inc | 0% | +0.23% | Trim |
| 44 | DIS | Walt Disney Co/the | 0% | -0.11% | Trim |
| 45 | COR | Cencora Inc | 0% | +0.57% | Trim |
| 46 | GAP | Gap Inc/the | 0% | +4.28% | Add |
| 47 | NUE | Nucor CORP | 0% | +0.41% | Trim |
| 48 | SYY | Sysco CORP | 0% | +1.25% | Trim |
| 49 | BXP | Bxp Inc | 0% | -0.27% | Trim |
| 50 | EBAY | Ebay Inc | 0% | -44.10% | Trim |
According to official SEC Form 13F filings, Arjuna Capital reported a total U.S. public equity portfolio value of $444.3M across 106 disclosed positions in Q3 2025.
During Q3 2025, Arjuna Capital's top holdings by market value included SGOV (12.9%)、AAPL (7.0%)、NVDA (6.8%). The largest single position, SGOV, represented 12.9% of total portfolio value.
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Top New Position Initiated
MSM
市值: $4.3M
Top Position Liquidated / Trimmed
UNH
前期市值: $4.3M
In Q3 2025, Arjuna Capital made 130 total portfolio adjustments, initiating 20 new buys, adding to 21 positions, trimming 62 holdings, and fully liquidating 27 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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