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13F-HR filed by Arjuna Capital

Arjuna Capital filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-05, with 108 holding rows worth $408,174,804.

Accession
0001398344-26-002300
Filed
2026-02-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 108 entries on the cover page, a total value of $408,174,804 stated on the cover page (in dollars after the unit check, H1), rows summing to $408,174,804 with VALUE read as dollars as filed, 13F file number 028-18311. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares 0-3 Month Treasury Bond ETF46436E718SHS475,316$47,712,221dollars as filed
Apple Inc037833100COM109,663$29,812,928dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM90,935$28,462,655dollars as filed
NVIDIA Corp67066G104COM148,496$27,694,529dollars as filed
Microsoft Corp594918104COM50,269$24,311,094dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF469,413$13,537,871dollars as filed
Amazon.com, Inc023135106COM47,726$11,016,116dollars as filed
JPMorgan Chase & Co46625H100COM31,773$10,237,897dollars as filed
Broadcom Inc.11135F101COM27,511$9,521,558dollars as filed
Home Depot, Inc437076102COM19,153$6,590,548dollars as filed
GSK PLC SPONSORED ADR37733W204ADR118,706$5,821,343dollars as filed
KROGER CO COM501044101Stock81,822$5,112,239dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock17,072$4,951,905dollars as filed
METLIFE INC COM59156R108Stock61,647$4,866,415dollars as filed
MANULIFE FINL CORP56501R106COM128,308$4,655,015dollars as filed
LEAR CORP COM NEW521865204Stock40,282$4,616,318dollars as filed
Eli Lilly and Company532457108COM4,264$4,582,436dollars as filed
MSC INDL DIRECT INC CL A553530106Stock54,105$4,550,231dollars as filed
Cisco Systems,Inc.17275R102COM58,040$4,470,822dollars as filed
MCKESSON CORP COM58155Q103Stock5,334$4,375,427dollars as filed
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG101,987$3,910,182dollars as filed
TJX Companies Inc872540109COM25,427$3,905,842dollars as filed
Visa Inc92826C839COM10,994$3,855,706dollars as filed
Thermo Fisher Scientific Inc.883556102COM6,583$3,814,520dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock23,940$3,567,300dollars as filed
Waste Management, Inc.94106L109COM16,150$3,548,317dollars as filed
MasterCard, Inc57636Q104COM6,087$3,474,947dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR24,705$3,406,079dollars as filed
Netflix, Inc64110L106COM35,864$3,362,609dollars as filed
International Business Machines Corporation459200101COM11,209$3,320,218dollars as filed
STATE STR CORP COM857477103Stock25,139$3,243,183dollars as filed
AMALGAMATED FINANCIAL CORP022671101COM98,768$3,163,540dollars as filed
AMPHENOL CORP NEW032095101COM23,070$3,117,680dollars as filed
ILLINOIS TOOL WKS INC452308109COM12,200$3,004,860dollars as filed
Costco Wholesale Corporation22160K105COM3,462$2,985,422dollars as filed
VALMONT INDS INC COM920253101Stock7,116$2,862,910dollars as filed
Lowes Companies,Inc.548661107COM11,663$2,812,650dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR56,027$2,715,069dollars as filed
BANK OF NY MELLON CORP COM064058100Stock22,931$2,662,060dollars as filed
DONALDSON INC COM257651109Stock29,945$2,654,924dollars as filed
American Express Company025816109COM7,156$2,647,363dollars as filed
Amgen Inc.031162100COM7,478$2,447,625dollars as filed
Applied Materials,Inc.038222105COM9,524$2,447,573dollars as filed
VORNADO RLTY TR929042109SH BEN INT67,017$2,230,326dollars as filed
ISHARES TR46436E759COM29,238$2,197,529dollars as filed
Micron Technology,Inc.595112103COM7,501$2,140,861dollars as filed
FASTENAL CO COM311900104Stock52,483$2,106,143dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS17,355$2,099,303dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock25,055$2,079,565dollars as filed
Verizon Communications Inc92343V104COM50,320$2,049,534dollars as filed
CARDINAL HEALTH INC14149Y108COM9,883$2,030,957dollars as filed
JABIL INC COM466313103Stock8,838$2,015,241dollars as filed
Oracle Corporation68389X105COM10,314$2,010,302dollars as filed
HUBBELL INC COM443510607Stock4,517$2,006,045dollars as filed
Citigroup Inc.172967424COM16,616$1,938,922dollars as filed
PACCAR INC COM693718108Stock16,846$1,844,806dollars as filed
RELIANCE INC759509102COM6,363$1,838,080dollars as filed
Charles Schwab Corp808513105COM18,162$1,814,566dollars as filed
NUCOR CORP COM670346105Stock10,662$1,739,079dollars as filed
Intel Corp458140100COM45,715$1,686,884dollars as filed
CVS Health Corporation126650100COM20,852$1,654,815dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock9,463$1,642,115dollars as filed
Qualcomm Incorporated747525103COM9,488$1,622,923dollars as filed
CENCORA INC COM03073E105Stock4,753$1,605,326dollars as filed
Booking Holdings Inc.09857L108COM298$1,595,889dollars as filed
BORGWARNER INC COM099724106Stock34,932$1,574,036dollars as filed
Accenture Plc Class AG1151C101COM5,813$1,559,628dollars as filed
LINCOLN ELEC HLDGS INC533900106COM6,494$1,556,223dollars as filed
CBRE GROUP INC CL A12504L109Stock9,621$1,546,961dollars as filed
PALO ALTO NETWORKS INC697435105COM8,085$1,489,257dollars as filed
VOYA FINANCIAL INC COM929089100Stock19,846$1,478,329dollars as filed
PENTAIR PLC SHSG7S00T104Stock13,577$1,413,909dollars as filed
Walt Disney Co254687106COM12,190$1,386,857dollars as filed
BEST BUY INC COM086516101Stock20,673$1,383,644dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock9,894$1,346,277dollars as filed
SYSCOCORP871829107COM16,748$1,234,161dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock3,126$1,216,640dollars as filed
CALIFORNIA WTR SVC GROUP130788102COM28,052$1,215,494dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock9,482$1,193,595dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock3,737$1,168,112dollars as filed
ServiceNow,Inc.81762P102COM7,470$1,144,330dollars as filed
Procter & Gamble Co742718109COM7,968$1,141,895dollars as filed
GAP INC COM364760108Stock41,034$1,050,471dollars as filed
NORTHERN TR CORP COM665859104Stock7,690$1,050,378dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock12,864$1,024,875dollars as filed
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS874060205ADR60,997$950,944dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR14,019$916,843dollars as filed
FIFTH THIRD BANCORP COM316773100Stock18,753$877,828dollars as filed
SEALED AIR CORP NEW81211K100COM18,172$752,866dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock6,061$725,805dollars as filed
UNITED NAT FOODS INC COM911163103Stock19,468$655,488dollars as filed
CSX Corporation126408103COM17,972$651,485dollars as filed
WILLIAMS SONOMA INC COM969904101Stock3,564$636,495dollars as filed
INTERFACE INC458665304COM22,650$632,388dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,906$598,128dollars as filed
KONTOOR BRANDS INC50050N103COM9,097$555,736dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock443$341,939dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock644$313,789dollars as filed
VTI922908769COM832$278,945dollars as filed
EBAY INC. COM278642103Stock3,165$275,672dollars as filed
HEALTHPEAK PROPERTIES INC COM42250P103REIT15,606$250,945dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,028$225,934dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK431$203,802dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS223$152,742dollars as filed
Vanguard Growth922908736COM266$129,771dollars as filed
iShares Russell 2000 ETF464287655SHS195$48,002dollars as filed
IJH464287507COM630$41,580dollars as filed
Vanguard Value ETF922908744SHS17$3,247dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-26-002300this filing2026-02-05acceptance time not in the bulk data set