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CIK: 0001703208
Total reported value
$444.3M
$444.3M
108 檔
35.6%
In Q4 2025, Arjuna Capital's U.S. equity holdings reached a combined market value of $444.3M, distributed across 108 disclosed stock positions.
In Q4 2025, Arjuna Capital displayed an active expansion posture, initiating 20 new positions and adding to 52 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, AAPL, GOOGL) accounted for 35.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
DCI
市值: $2.7M
Top Position Liquidated / Trimmed
AMP
前期市值: $6.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.69% | -1.71% | -8.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.30% | -0.18% | -0.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.97% | -0.21% | +1.19% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.78% | -0.11% | +1.64% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.96% | -0.55% | +0.98% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.32% | -0.46% | -5.44% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | +0.04% | +7.08% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | -0.46% | -1.32% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | +0.25% | +2.46% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.61% | -0.09% | +0.62% | |
| 11 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.43% | -0.13% | -0.03% | |
| 12 | KR | Kroger Co | Stock-Consumer Staples | 1.25% | -0.50% | +0.06% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.21% | -0.03% | -2.51% | |
| 14 | MET | Metlife Inc | Stock-Financials | 1.19% | -0.34% | +16.94% | |
| 15 | MFC | Manulife Financial CORP | Stock-Financials | 1.14% | -0.02% | +133.31% | |
| 16 | LEA | Lear CORP | Stock-Consumer Disc | 1.13% | -0.02% | -0.26% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.15% | -5.16% | |
| 18 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 1.11% | -0.18% | +16.64% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | +0.44% | +0.96% | |
| 20 | MCK | Mckesson CORP | Stock-Healthcare | 1.07% | -0.30% | +40.48% | |
| 21 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.96% | -0.20% | -7.66% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.96% | -0.19% | -1.10% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.01% | -11.40% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.93% | -0.39% | +64.53% | |
| 25 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.87% | — | +37.04% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.87% | +0.08% | -40.17% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.85% | -0.09% | -1.23% | |
| 28 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.83% | -0.03% | -0.59% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.82% | -0.65% | +919.73% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.81% | -0.29% | -18.44% | |
| 31 | STT | State Street CORP | Stock-Financials | 0.79% | +0.10% | +0.38% | |
| 32 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.78% | +0.11% | -1.02% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.76% | +0.18% | +0.53% | |
| 34 | ITW | Illinois Tool Works | Stock-Industrials | 0.74% | +0.27% | -0.51% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.16% | -32.48% | |
| 36 | VMI | Valmont Industries | Stock-Industrials | 0.70% | -0.33% | +0.61% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.69% | -0.15% | +0.59% | |
| 38 | SNY | Sanofi-adr | Stock-Healthcare | 0.67% | -0.38% | +3.68% | |
| 39 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.65% | +0.05% | +0.07% | |
| 40 | DCI | Donaldson Co Inc | Stock-Industrials | 0.65% | -0.07% | — | |
| 41 | AXP | American Express Co | Stock-Financials | 0.65% | -0.01% | -0.49% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.60% | -0.21% | +0.74% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.60% | +0.77% | +0.09% | |
| 44 | VNO | Vornado Realty Trust | Stock-Real Estate | 0.55% | -0.45% | EXIT | |
| 45 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.54% | -0.14% | — | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.52% | +1.32% | — | |
| 47 | FAST | Fastenal Co | Stock-Industrials | 0.52% | +0.02% | -35.64% | |
| 48 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.51% | +0.04% | +5.64% | |
| 49 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.51% | -0.28% | +1.76% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.50% | -0.17% | +0.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.5% | +1.19% | Add |
| 2 | MFC | Manulife Financial CORP | +0.7% | +133.31% | Add |
| 3 | VNO | Vornado Realty Trust | +0.5% | +865.38% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.5% | +64.53% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -0.25% | Trim |
| 6 | MCK | Mckesson CORP | +0.3% | +40.48% | Add |
| 7 | EXPD | Expeditors Intl Wash Inc | +0.3% | +37.04% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +7.08% | Add |
| 9 | LLY | Eli Lilly & Co | +0.3% | -5.16% | Trim |
| 10 | GSK | Gsk Plc-spon Adr | +0.2% | -0.03% | Trim |
| 11 | AVGO | Broadcom Inc | +0.1% | +2.46% | Add |
| 12 | LEA | Lear CORP | +0.1% | -0.26% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +0.96% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | +0.09% | Add |
| 15 | MET | Metlife Inc | +0.1% | +16.94% | Add |
| 16 | CAH | Cardinal Health Inc | +0.1% | -1.35% | Trim |
| 17 | AMAL | Amalgamated Financial CORP | +0.1% | -1.02% | Trim |
| 18 | CTSH | Cognizant Tech Solutions-a | +0.1% | +1.76% | Add |
| 19 | AMGN | Amgen Inc | +0.1% | +0.74% | Add |
| 20 | NUE | Nucor CORP | +0.1% | +1.22% | Add |
| 21 | STT | State Street CORP | +0.1% | +0.38% | Add |
| 22 | AXP | American Express Co | +0.1% | -0.49% | Trim |
| 23 | C | Citigroup Inc | +0.1% | +0.17% | Add |
| 24 | APH | Amphenol Corp-cl A | +0.1% | +0.53% | Add |
| 25 | MSM | Msc Industrial Direct Co-a | +0.1% | +16.64% | Add |
| 26 | GAP | Gap Inc/the | +0.1% | +3.11% | Add |
| 27 | NVS | Novartis Ag-sponsored Adr | 0% | -0.59% | Trim |
| 28 | TJX | Tjx Companies Inc | 0% | -1.10% | Trim |
| 29 | SNY | Sanofi-adr | 0% | +3.68% | Add |
| 30 | BNY | Bank Of New York Mellon CORP | 0% | +0.07% | Add |
| 31 | ESGV | Vanguard Esg US Stock ETF | 0% | +5.64% | Add |
| 32 | ACN | Accenture plc | 0% | +0.55% | Add |
| 33 | JBL | Jabil Inc | 0% | +2.08% | Add |
| 34 | VMI | Valmont Industries | 0% | +0.61% | Add |
| 35 | COR | Cencora Inc | 0% | -0.67% | Trim |
| 36 | BEPC | Brookfield Renewable CORP | 0% | -7.66% | Trim |
| 37 | CVS | Cvs Health CORP | 0% | -0.40% | Trim |
| 38 | FITB | Fifth Third Bancorp | 0% | +3.06% | Add |
| 39 | SCHW | Schwab (charles) CORP | 0% | +0.79% | Add |
| 40 | TAK | Takeda Pharmaceutic-sp Adr | 0% | +1.99% | Add |
| 41 | LECO | Lincoln Electric Holdings | 0% | +2.14% | Add |
| 42 | BWA | Borgwarner Inc | 0% | +0.62% | Add |
| 43 | NVDA | Nvidia CORP | — | +1.64% | Add |
| 44 | NTRS | Northern Trust CORP | — | +0.33% | Add |
| 45 | VTV | Vanguard Value ETF | — | -82.47% | Trim |
| 46 | BKNG | Booking Holdings Inc | — | +1.71% | Add |
| 47 | EBAY | Ebay Inc | — | +1.77% | Add |
| 48 | IVV | Ishares Core S&p 500 ETF | — | -6.30% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 50 | VIG | Vanguard Dividend Apprec ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Arjuna Capital reported a total U.S. public equity portfolio value of $444.3M across 108 disclosed positions in Q4 2025.
During Q4 2025, Arjuna Capital's top holdings by market value included SGOV (11.7%)、AAPL (7.3%)、GOOGL (7.0%). The largest single position, SGOV, represented 11.7% of total portfolio value.
In Q4 2025, Arjuna Capital made 121 total portfolio adjustments, initiating 20 new buys, adding to 52 positions, trimming 31 holdings, and fully liquidating 18 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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