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CIK: 0001703208
Total reported value
$444.3M
$444.3M
109 檔
31.6%
The Q1 2026 SEC filing reveals that Arjuna Capital held a total portfolio value of $444.3M, covering 109 public equity positions.
In Q1 2026, Arjuna Capital displayed an active expansion posture, initiating 8 new positions and adding to 84 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, AAPL, GOOGL) accounted for 31.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 10.23% | -1.71% | -15.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.28% | -0.18% | +2.93% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.80% | -0.21% | +2.32% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.65% | -0.11% | +1.03% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | -0.55% | +0.16% | |
| 6 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 3.38% | -0.46% | -1.05% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | +0.04% | +3.36% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.46% | +2.92% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | +0.25% | +1.66% | |
| 10 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.73% | -0.13% | +3.79% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.62% | -0.09% | +1.18% | |
| 12 | KR | Kroger Co | Stock-Consumer Staples | 1.52% | -0.50% | +1.10% | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 1.30% | -0.03% | +2.86% | |
| 14 | LEA | Lear CORP | Stock-Consumer Disc | 1.28% | -0.02% | +2.84% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.24% | +0.44% | +8.23% | |
| 16 | MCK | Mckesson CORP | Stock-Healthcare | 1.21% | -0.30% | +2.70% | |
| 17 | MFC | Manulife Financial CORP | Stock-Financials | 1.14% | -0.02% | +1.49% | |
| 18 | MET | Metlife Inc | Stock-Financials | 1.12% | -0.34% | +1.11% | |
| 19 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 1.11% | -0.20% | +7.43% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.07% | -0.19% | +3.58% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.15% | +5.21% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.05% | -0.03% | +9.33% | |
| 23 | AMAL | Amalgamated Financial CORP | Stock-Other | 0.99% | +0.11% | +1.72% | |
| 24 | WM | Waste Management Inc | Stock-Industrials | 0.93% | +0.08% | -1.70% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.16% | +3.50% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.90% | -0.65% | +3.21% | |
| 27 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.90% | — | +3.40% | |
| 28 | DCI | Donaldson Co Inc | Stock-Industrials | 0.90% | -0.07% | +38.92% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | -0.01% | +3.90% | |
| 30 | MSM | Msc Industrial Direct Co-a | Stock-Industrials | 0.87% | -0.18% | -31.67% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.85% | +0.77% | +2.42% | |
| 32 | STT | State Street CORP | Stock-Financials | 0.83% | +0.10% | +2.50% | |
| 33 | ITW | Illinois Tool Works | Stock-Industrials | 0.82% | +0.27% | +1.62% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.09% | +2.97% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | -0.39% | -5.67% | |
| 36 | VMI | Valmont Industries | Stock-Industrials | 0.73% | -0.33% | +1.29% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.73% | +0.18% | -1.75% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | -0.29% | +2.72% | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.71% | -0.15% | +0.96% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.71% | -0.21% | +5.50% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.70% | +0.05% | +1.32% | |
| 42 | SNY | Sanofi-adr | Stock-Healthcare | 0.70% | -0.38% | +1.79% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.68% | +1.32% | +4.88% | |
| 44 | RS | Reliance Inc | Stock-Materials | 0.67% | +0.04% | +36.12% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.17% | +0.35% | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.64% | +0.02% | +3.24% | |
| 47 | JBL | Jabil Inc | Stock-Tech | 0.60% | +0.17% | +1.17% | |
| 48 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.60% | -0.14% | +6.29% | |
| 49 | HUBB | Hubbell Inc | Stock-Industrials | 0.57% | -0.03% | +1.59% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.56% | -0.01% | +1.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GSK | Gsk Plc-spon Adr | +0.3% | +3.79% | Add |
| 2 | KR | Kroger Co | +0.3% | +1.10% | Add |
| 3 | AMAT | Applied Materials Inc | +0.3% | +2.42% | Add |
| 4 | DCI | Donaldson Co Inc | +0.3% | +38.92% | Add |
| 5 | RS | Reliance Inc | +0.2% | +36.12% | Add |
| 6 | NVS | Novartis Ag-sponsored Adr | +0.2% | +9.33% | Add |
| 7 | AMAL | Amalgamated Financial CORP | +0.2% | +1.72% | Add |
| 8 | COST | Costco Wholesale CORP | +0.2% | +3.50% | Add |
| 9 | MU | Micron Technology Inc | +0.2% | +4.88% | Add |
| 10 | BEPC | Brookfield Renewable CORP | +0.2% | +7.43% | Add |
| 11 | LEA | Lear CORP | +0.2% | +2.84% | Add |
| 12 | VZ | Verizon Communications Inc | +0.1% | +0.35% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +8.23% | Add |
| 14 | MCK | Mckesson CORP | +0.1% | +2.70% | Add |
| 15 | INTC | Intel CORP | +0.1% | +5.34% | Add |
| 16 | FAST | Fastenal Co | +0.1% | +3.24% | Add |
| 17 | JBL | Jabil Inc | +0.1% | +1.17% | Add |
| 18 | AMGN | Amgen Inc | +0.1% | +5.50% | Add |
| 19 | TJX | Tjx Companies Inc | +0.1% | +3.58% | Add |
| 20 | DELL | Dell Technologies -c | +0.1% | -0.46% | Trim |
| 21 | BWA | Borgwarner Inc | +0.1% | +0.08% | Add |
| 22 | TRV | Travelers Cos Inc/the | +0.1% | +2.86% | Add |
| 23 | DOC | Healthpeak Properties Inc | +0.1% | +117.32% | Add |
| 24 | UNFI | United Natural Foods Inc | +0.1% | +8.05% | Add |
| 25 | HUBB | Hubbell Inc | +0.1% | +1.59% | Add |
| 26 | ITW | Illinois Tool Works | +0.1% | +1.62% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +3.21% | Add |
| 28 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | -1.05% | Trim |
| 29 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | +1.96% | Add |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | +6.29% | Add |
| 31 | WM | Waste Management Inc | +0.1% | -1.70% | Trim |
| 32 | CAH | Cardinal Health Inc | +0.1% | +3.92% | Add |
| 33 | PCAR | Paccar Inc | +0.1% | +1.48% | Add |
| 34 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.32% | Add |
| 35 | LECO | Lincoln Electric Holdings | 0% | +2.90% | Add |
| 36 | NUE | Nucor CORP | 0% | +1.54% | Add |
| 37 | STT | State Street CORP | 0% | +2.50% | Add |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | +228.21% | Add |
| 39 | CSX | Csx CORP | 0% | +2.46% | Add |
| 40 | TT | Trane Technologies plc | 0% | +0.29% | Add |
| 41 | JNJ | Johnson & Johnson | 0% | +2.62% | Add |
| 42 | CWT | California Water Service Grp | 0% | +2.09% | Add |
| 43 | SNY | Sanofi-adr | 0% | +1.79% | Add |
| 44 | EXPD | Expeditors Intl Wash Inc | 0% | +3.40% | Add |
| 45 | VMI | Valmont Industries | 0% | +1.29% | Add |
| 46 | UTHR | United Therapeutics CORP | 0% | +2.79% | Add |
| 47 | NTRS | Northern Trust CORP | 0% | +2.73% | Add |
| 48 | SDA | Sealed Air CORP | 0% | +3.54% | Add |
| 49 | PG | Procter & Gamble Co/the | 0% | +2.12% | Add |
| 50 | LOW | Lowe's Cos Inc | 0% | +0.96% | Add |
According to official SEC Form 13F filings, Arjuna Capital reported a total U.S. public equity portfolio value of $444.3M across 109 disclosed positions in Q1 2026.
During Q1 2026, Arjuna Capital's top holdings by market value included SGOV (10.2%)、AAPL (7.3%)、GOOGL (6.8%). The largest single position, SGOV, represented 10.2% of total portfolio value.
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Top New Position Initiated
CL
市值: $1.2M
Top Position Liquidated / Trimmed
NOW
前期市值: $1.1M
In Q1 2026, Arjuna Capital made 113 total portfolio adjustments, initiating 8 new buys, adding to 84 positions, trimming 14 holdings, and fully liquidating 7 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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