Q2 2026 13F · SEC CIK 1703208

Arjuna Capital

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $444.3M
Reported positions: 113
Top holdings a year, 3 yrs: +13.9%
Assets under management: $642.4M

Arjuna Capital is a wealth manager that reported 113 positions worth $444.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were iShares 0-3 Month Treasury Bon (SGOV, 8.5%), Apple Inc (AAPL, 7.1%), Alphabet Inc (GOOGL, 6.6%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 20.4% for the S&P 500.

Arjuna Capital holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Arjuna Capital 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SGOViShares 0-3 Month Treasury Bon	8.5%	10.2%	376,010	-5.9%	$37.9M
AAPLApple Inc	7.1%	7.3%	109,019	-3.4%	$31.5M
GOOGLAlphabet Inc	6.6%	6.8%	81,901	-12.0%	$29.3M
NVDANvidia Corporation Com	6.5%	6.7%	145,270	-3.2%	$29.1M
MSFTMicrosoft Corp	4.2%	4.7%	49,857	-1.0%	$18.6M
SPTIState Street ETF/USA	2.9%	3.4%	457,273	-1.6%	$13.0M
AMZNAmazon Com Inc Com	2.7%	2.6%	49,441	+0.2%	$11.8M
AVGOBroadcom Inc	2.4%	2.2%	28,778	+2.9%	$10.9M
MUMicron Technology Inc	2.0%	0.7%	7,704	-2.1%	$8.9M
JPMJpmorgan Chase & Co	2.0%	2.4%	27,037	-17.3%	$8.9M
CSCOCisco Sys Inc	1.7%	1.2%	63,447	+1.0%	$7.5M
AMATApplied Matls Inc	1.6%	0.8%	9,933	+1.8%	$7.2M
GSKGsk PLC	1.6%	1.7%	135,511	+10.0%	$7.1M
HDHome Depot Inc Com	1.5%	1.6%	19,316	-0.3%	$6.8M
INTCIntel Corp	1.4%	—	45,029	—	$6.3M
TRVTravelers Companies Inc	1.3%	1.3%	17,029	-3.0%	$5.6M
LEALear Corp	1.3%	1.3%	41,669	+0.6%	$5.6M
LLYLilly Eli & Co	1.2%	1.0%	4,447	-0.9%	$5.3M
MFCManulife Finl Corp	1.1%	1.1%	122,777	-5.7%	$5.0M
AMALAmalgamated Financial Corp	1.1%	1.0%	106,296	+5.8%	$4.9M
ITWIllinois Tool Works Inc.	1.1%	0.8%	17,871	+44.1%	$4.8M
NVSNovartis AG	1.0%	1.0%	28,989	+7.3%	$4.5M
KRThe Kroger Co	1.0%	1.5%	81,501	-1.5%	$4.5M
WMWaste Mgmt Inc Del	1.0%	0.9%	20,145	+26.9%	$4.5M
DELLDell Technologies Inc	1.0%	—	10,371	—	$4.5M
STTState Str Corp	0.9%	0.8%	24,332	-5.6%	$4.1M
MCKMckesson Corp Com	0.9%	1.2%	5,374	-1.9%	$4.1M
CLColgate Palmolive Co	0.9%	—	44,110	—	$4.0M
APHAmphenol Corp	0.9%	0.7%	22,928	+1.2%	$4.0M
BEPCBrookfield Renewable Corp	0.9%	1.1%	108,741	-0.7%	$4.0M
EXPDExpeditors International of Wa	0.9%	0.9%	24,438	-1.3%	$4.0M
TJXTjx Cos Inc New Com	0.9%	1.1%	25,763	-2.2%	$3.9M
VVisa Inc Com Cl A	0.9%	0.9%	11,238	-1.6%	$3.9M
HSTHost Hotels and Resorts Inc	0.9%	—	161,555	—	$3.8M
AMDAdvanced Micro Devices Inc	0.9%	—	6,508	—	$3.8M
DCIDonaldson Inc	0.8%	0.9%	41,176	-1.0%	$3.7M
LRCXLam Research Corp	0.8%	—	8,123	—	$3.5M
METMetlife Inc	0.8%	1.1%	41,152	-34.0%	$3.5M
JBLJabil Inc	0.8%	0.6%	8,905	-0.4%	$3.4M
COSTCostco Whsl Corp New	0.8%	0.9%	3,584	+0.0%	$3.4M
BNYBank of New York Mellon Corp	0.7%	0.7%	22,924	-1.3%	$3.3M
SYYSysco Corp	0.7%	—	38,061	—	$3.2M
RSReliance Inc	0.7%	0.7%	8,489	-2.0%	$3.2M
MAMastercard Inc.	0.7%	0.8%	6,167	-1.6%	$3.2M
MSMMSC Industrial Direct Inc Cl A	0.7%	0.9%	25,688	-30.5%	$3.1M
FASTFastenal Co	0.7%	0.6%	61,153	+12.9%	$2.9M
PANWPalo Alto Networks Inc	0.6%	—	7,961	—	$2.7M
LOWLowes Cos Inc	0.6%	0.7%	11,280	-4.2%	$2.5M
AXPAmerican Express Co Com	0.5%	0.6%	7,168	-1.7%	$2.4M
ESGVVanguard World Fd	0.5%	—	18,118	—	$2.4M

What Arjuna Capital bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.2% /yr; S&P 500 +20.1%
3 years: +13.9% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$444.3M	113
Q1 2026	$393.3M	109
Q4 2025	$408.2M	108
Q3 2025	$402.3M	106
Q2 2025	$379.4M	117
Q1 2025	$361.3M	113
Q4 2024	$375.8M	99
Q3 2024	$386.1M	103
Q2 2024	$371.7M	101
Q1 2024	$352.7M	100
Q4 2023	$319.5M	97
Q3 2023	$279.2M	89

Questions about Arjuna Capital's portfolio

What stocks does Arjuna Capital own?

Arjuna Capital's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 113 positions worth $444.3M. The largest are iShares 0-3 Month Treasury Bon (SGOV) at 8.5%, Apple Inc (AAPL) at 7.1%, Alphabet Inc (GOOGL) at 6.6%, Nvidia Corporation Com (NVDA) at 6.5% and Microsoft Corp (MSFT) at 4.2%.

What did Arjuna Capital buy last quarter?

In Q2 2026, Arjuna Capital added Illinois Tool Works Inc. (ITW) (+44.1% shares), Waste Mgmt Inc Del (WM) (+26.9% shares) and Fastenal Co (FAST) (+12.9% shares), compared with its Q1 2026 filing.

What did Arjuna Capital sell last quarter?

In Q2 2026, Arjuna Capital cut from its top 50 Netflix Inc Total (NFLX), cut from its top 50 Thermo Fisher Scientific Inc (TMO), cut from its top 50 Valmont Industries, Inc. (VMI), cut from its top 50 International Business Machs (IBM), cut from its top 50 Amgen Inc Com (AMGN), Metlife Inc (MET) (-34.0% shares), MSC Industrial Direct Inc Cl A (MSM) (-30.5% shares) and Jpmorgan Chase & Co (JPM) (-17.3% shares), compared with its Q1 2026 filing.

How has Arjuna Capital's portfolio performed?

A portfolio copying Arjuna Capital's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.2% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Arjuna Capital's next 13F filing due?

13F filings are due 45 days after each quarter ends. Arjuna Capital's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Arjuna Capital manage?

Arjuna Capital reported $642.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $444.3M.