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13F-HR filed by Arjuna Capital

Arjuna Capital filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 113 holding rows worth $444,304,218.

Accession
0001398344-26-014602
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 113 entries on the cover page, a total value of $444,304,218 stated on the cover page (in dollars after the unit check, H1), rows summing to $444,304,218 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 ETF46436E718SHS376,010$37,852,927dollars as filed
Apple Inc037833100COM109,019$31,545,679dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM81,901$29,268,961dollars as filed
NVIDIA Corp67066G104COM145,270$29,067,147dollars as filed
Microsoft Corp594918104COM49,857$18,597,659dollars as filed
SPDR SERIES TRUST78464A672ST INTER ETF457,273$12,981,981dollars as filed
Amazon.com, Inc023135106COM49,441$11,783,768dollars as filed
Broadcom Inc.11135F101COM28,778$10,870,890dollars as filed
Micron Technology,Inc.595112103COM7,704$8,892,651dollars as filed
JPMorgan Chase & Co46625H100COM27,037$8,850,022dollars as filed
Cisco Systems,Inc.17275R102COM63,447$7,452,485dollars as filed
Applied Materials,Inc.038222105COM9,933$7,181,559dollars as filed
GSK PLC SPONSORED ADR37733W204ADR135,511$7,103,487dollars as filed
Home Depot, Inc437076102COM19,316$6,812,367dollars as filed
Intel Corp458140100COM45,029$6,287,400dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock17,029$5,621,614dollars as filed
LEAR CORP COM NEW521865204Stock41,669$5,586,147dollars as filed
Eli Lilly and Company532457108COM4,447$5,333,866dollars as filed
MANULIFE FINL CORP56501R106COM122,777$4,973,697dollars as filed
AMALGAMATED FINANCIAL CORP022671101COM106,296$4,878,987dollars as filed
ILLINOIS TOOL WKS INC452308109COM17,871$4,833,570dollars as filed
NOVARTIS AG SPONSORED ADR66987V109ADR28,989$4,543,157dollars as filed
KROGER CO COM501044101Stock81,501$4,525,751dollars as filed
Waste Management, Inc.94106L109COM20,145$4,489,918dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock10,371$4,474,672dollars as filed
STATE STR CORP COM857477103Stock24,332$4,126,708dollars as filed
MCKESSON CORP COM58155Q103Stock5,374$4,060,595dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock44,110$4,044,005dollars as filed
AMPHENOL CORP NEW032095101COM22,928$4,042,665dollars as filed
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG108,741$4,036,466dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock24,438$3,982,906dollars as filed
TJX Companies Inc872540109COM25,763$3,903,095dollars as filed
Visa Inc92826C839COM11,238$3,855,646dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT161,555$3,830,470dollars as filed
Advanced Micro Devices,Inc.007903107COM6,508$3,780,563dollars as filed
DONALDSON INC COM257651109Stock41,176$3,696,370dollars as filed
Lam Research Corporation512807306COM8,123$3,519,940dollars as filed
METLIFE INC COM59156R108Stock41,152$3,481,871dollars as filed
JABIL INC COM466313103Stock8,905$3,432,700dollars as filed
Costco Wholesale Corporation22160K105COM3,584$3,352,725dollars as filed
BANK OF NY MELLON CORP COM064058100Stock22,924$3,315,040dollars as filed
SYSCOCORP871829107COM38,061$3,181,139dollars as filed
RELIANCE INC759509102COM8,489$3,171,491dollars as filed
MasterCard, Inc57636Q104COM6,167$3,167,372dollars as filed
MSC INDL DIRECT INC CL A553530106Stock25,688$3,055,588dollars as filed
FASTENAL CO COM311900104Stock61,153$2,937,179dollars as filed
PALO ALTO NETWORKS INC697435105COM7,961$2,714,861dollars as filed
Lowes Companies,Inc.548661107COM11,280$2,487,128dollars as filed
American Express Company025816109COM7,168$2,424,576dollars as filed
Vanguard ESG U.S. Stock ETF921910733SHS18,118$2,395,923dollars as filed
CARDINAL HEALTH INC14149Y108COM10,062$2,390,329dollars as filed
HUBBELL INC COM443510607Stock4,559$2,385,269dollars as filed
BORGWARNER INC COM099724106Stock35,518$2,358,396dollars as filed
Citigroup Inc.172967424COM16,691$2,336,073dollars as filed
NUCOR CORP COM670346105Stock10,443$2,326,179dollars as filed
Amgen Inc.031162100COM6,166$2,232,832dollars as filed
CVS Health Corporation126650100COM20,962$2,168,519dollars as filed
CENCORA INC COM03073E105Stock7,660$2,167,627dollars as filed
PACCAR INC COM693718108Stock17,563$2,109,668dollars as filed
Verizon Communications Inc92343V104COM49,373$2,090,453dollars as filed
ISHARES TR46436E759COM24,261$2,052,481dollars as filed
International Business Machines Corporation459200101COM6,604$1,857,111dollars as filed
VALMONT INDS INC COM920253101Stock3,106$1,794,026dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock8,298$1,758,762dollars as filed
Texas Instruments Incorporated882508104COM5,893$1,756,527dollars as filed
LINCOLN ELEC HLDGS INC533900106COM6,608$1,754,491dollars as filed
Charles Schwab Corp808513105COM18,922$1,745,933dollars as filed
Thermo Fisher Scientific Inc.883556102COM3,439$1,724,178dollars as filed
Qualcomm Incorporated747525103COM9,311$1,720,580dollars as filed
Morgan Stanley617446448COM8,069$1,686,744dollars as filed
UnitedHealth Group Inc91324P102COM4,012$1,667,508dollars as filed
ARISTA NETWORKS INC040413205COM9,267$1,574,278dollars as filed
Prologis,Inc.74340W103COM11,605$1,572,130dollars as filed
BECTON DICKINSON & CO075887109COM10,226$1,547,501dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock3,102$1,523,579dollars as filed
Oracle Corporation68389X105COM9,977$1,462,130dollars as filed
SANOFI SA SPONSORED ADR80105N105ADR33,241$1,418,062dollars as filed
Booking Holdings Inc.09857L108COM7,954$1,417,721dollars as filed
CALIFORNIA WTR SVC GROUP130788102COM28,258$1,374,752dollars as filed
NORTHERN TR CORP COM665859104Stock7,773$1,351,259dollars as filed
Comcast Corp20030N101COM55,026$1,350,889dollars as filed
FEDEX CORP COM31428X106Stock3,926$1,229,349dollars as filed
Walt Disney Co254687106COM12,201$1,174,347dollars as filed
UNITED NAT FOODS INC COM911163103Stock25,690$1,173,263dollars as filed
Procter & Gamble Co742718109COM7,954$1,166,375dollars as filed
SPROUTS FMRS MKT INC COM85208M102Stock13,165$1,113,496dollars as filed
Netflix, Inc64110L106COM15,286$1,091,421dollars as filed
FIFTH THIRD BANCORP COM316773100Stock19,237$1,084,390dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock6,190$904,421dollars as filed
INTERFACE INC458665304COM23,313$835,538dollars as filed
WILLIAMS SONOMA INC COM969904101Stock3,273$762,937dollars as filed
HEALTHPEAK PROPERTIES INC COM42250P103REIT33,614$719,340dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,962$693,234dollars as filed
SPY78462F103SHS847$632,515dollars as filed
GAP INC COM364760108Stock32,433$605,849dollars as filed
Chubb LimitedH1467J104COM1,188$404,800dollars as filed
CENTENE CORP DEL COM15135B101Stock5,889$378,015dollars as filed
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS874060205ADR22,577$361,910dollars as filed
WABTEC COM929740108Stock1,342$361,804dollars as filed
CSX Corporation126408103COM7,604$361,419dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock905$339,665dollars as filed
ISHARES TR464287101S&P 100 ETF880$321,966dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR4,845$291,282dollars as filed
FEDEX FGHT HLDG CO INC COMMON STOCK314352105Stock1,868$282,068dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS375$263,753dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,028$243,246dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,722$213,771dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock5,208$201,706dollars as filed
VTI922908769COM544$201,302dollars as filed
iShares Russell 2000 ETF464287655SHS640$192,288dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS223$167,003dollars as filed
ISHARES TR464287465MSCI EAFE ETF430$44,669dollars as filed
Vanguard Value ETF922908744SHS17$3,705dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-26-014602this filing2026-08-14acceptance time not in the bulk data set