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Arjuna Capital

Q2 2025 · 13F-HR

Arjuna Capitalholdings as filed

Filed 2025-08-13 · accession 0001398344-25-015226

$379.4M
Reported value
117
Positions
2025-06-30
Period end
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The Brief · Arjuna Capital · Q2 2025

AI · grounded in 13F

Arjuna Capital established a new position in SGOV valued at $55.5M. The fund also initiated new stakes in MSFT for $24.5M and AAPL for $23.7M. Additional new positions include NVDA at $22.5M and GOOGL at $16M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46436E718SGOVISHARES TR$55.5M14.6%550,859CommonSOLE
594918104MSFTMICROSOFT CORP$24.5M6.45%49,183CommonSOLE
037833100AAPLAPPLE INC$23.7M6.24%115,465CommonSOLE
67066G104NVDANVIDIA CORPORATION$22.5M5.92%142,204CommonSOLE
02079K305GOOGLALPHABET INC$16.0M4.22%90,760CommonSOLE
78464A672SPTISPDR SERIES TRUST$13.6M3.59%473,352CommonSOLE
023135106AMZNAMAZON COM INC$9.6M2.54%43,952CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$9.3M2.45%32,021CommonSOLE
437076102HDHOME DEPOT INC$7.1M1.86%19,274CommonSOLE
11135F101AVGOBROADCOM INC$6.6M1.74%23,965CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.2M1.64%20,764CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.0M1.59%26,410CommonSOLE
03076C106AMPAMERIPRISE FINL INC$5.9M1.55%11,003CommonSOLE
501044101KRKROGER CO$5.8M1.53%81,168CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.0M1.31%5,031CommonSOLE
384802104GWWGRAINGER W W INC$4.8M1.26%4,589CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$4.7M1.25%17,662CommonSOLE
64110L106NFLXNETFLIX INC$4.7M1.23%3,483CommonSOLE
37733W204GSKGSK PLC$4.5M1.19%117,161CommonSOLE
92826C839VVISA INC$4.2M1.12%11,918CommonSOLE
59156R108METMETLIFE INC$4.2M1.10%51,745CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$3.8M0.99%22,923CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.4M0.91%6,134CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$3.4M0.89%11,533CommonSOLE
20030N101CMCSACOMCAST CORP NEW$3.3M0.88%93,785CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3.3M0.88%8,189CommonSOLE
872540109TJXTJX COS INC NEW$3.2M0.84%25,842CommonSOLE
17275R102CSCOCISCO SYS INC$3.2M0.83%45,476CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$3.1M0.81%10,453CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$3.0M0.80%12,271CommonSOLE
022671101AMALAMALGAMATED FINANCIAL CORP$3.0M0.79%95,502CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$3.0M0.78%28,089CommonSOLE
130788102CWTCALIFORNIA WTR SVC GROUP$2.9M0.76%63,259CommonSOLE
11285B108BEPCBROOKFIELD RENEWABLE CORP$2.9M0.76%87,583CommonSOLE
743315103PGRPROGRESSIVE CORP$2.9M0.75%10,696CommonSOLE
58155Q103MCKMCKESSON CORP$2.8M0.74%3,808CommonSOLE
548661107LOWLOWES COS INC$2.6M0.69%11,870CommonSOLE
969904101WSMWILLIAMS SONOMA INC$2.5M0.66%15,296CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$2.5M0.65%7,904CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.4M0.63%7,781CommonSOLE
670100205NVONOVO-NORDISK A S$2.4M0.63%34,443CommonSOLE
032095101APHAMPHENOL CORP NEW$2.3M0.60%23,135CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.3M0.60%7,123CommonSOLE
68389X105ORCLORACLE CORP$2.2M0.57%9,854CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$2.2M0.57%49,713CommonSOLE
031162100AMGNAMGEN INC$2.0M0.54%7,270CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$2.0M0.53%17,496CommonSOLE
855244109SBUXSTARBUCKS CORP$1.8M0.48%19,814CommonSOLE
075887109BDXBECTON DICKINSON & CO$1.8M0.48%10,475CommonSOLE
038222105AMATAPPLIED MATLS INC$1.7M0.45%9,371CommonSOLE
921910733ESGVVANGUARD WORLD FD$1.7M0.45%15,610CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.7M0.44%9,995CommonSOLE
87612E106TGTTARGET CORP$1.7M0.44%17,002CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.7M0.44%287CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.6M0.43%17,905CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.6M0.41%8,644CommonSOLE
H1467J104CBCHUBB LIMITED$1.5M0.40%5,289CommonSOLE
254687106DISDISNEY WALT CO$1.5M0.40%12,113CommonSOLE
40434L105HPQHP INC$1.5M0.38%59,380CommonSOLE
66987V109NVSNOVARTIS AG$1.4M0.38%11,892CommonSOLE
03073E105CORCENCORA INC$1.4M0.38%4,758CommonSOLE
80105N105SNYSANOFI$1.4M0.37%29,161CommonSOLE
172967424CCITIGROUP INC$1.4M0.37%16,475CommonSOLE
086516101BBYBEST BUY INC$1.4M0.37%20,714CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1.4M0.36%3,110CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.36%15,028CommonSOLE
670346105NUENUCOR CORP$1.4M0.36%10,490CommonSOLE
533900106LECOLINCOLN ELEC HLDGS INC$1.3M0.35%6,351CommonSOLE
857477103STTSTATE STR CORP$1.3M0.34%12,101CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$1.3M0.34%6,475CommonSOLE
871829107SYYSYSCO CORP$1.2M0.33%16,368CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.2M0.33%7,771CommonSOLE
920253101VMIVALMONT INDS INC$1.2M0.32%3,710CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.2M0.31%15,140CommonSOLE
79466L302CRMSALESFORCE INC$1.2M0.31%4,300CommonSOLE
101121101BXPBXP INC$1.2M0.31%17,352CommonSOLE
23918K108DVADAVITA INC$1.1M0.30%7,985CommonSOLE
29444U700EQIXEQUINIX INC$1.1M0.30%1,413CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$1.1M0.30%9,484CommonSOLE
904767704UNILEVER PLC$1.1M0.29%18,211CommonSOLE
624758108MWAMUELLER WTR PRODS INC$1.1M0.29%45,031CommonSOLE
248019101DLXDELUXE CORP$1.1M0.29%67,985CommonSOLE
665859104NTRSNORTHERN TR CORP$958,0260.25%7,556CommonSOLE
056525108BMIBADGER METER INC$904,8460.24%3,694CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$853,7330.23%55,222CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$840,8790.22%20,040CommonSOLE
364760108GAPGAP INC$832,2920.22%38,161CommonSOLE
136375102CNICANADIAN NATL RY CO$748,3600.20%7,193CommonSOLE
316773100FITBFIFTH THIRD BANCORP$690,3680.18%16,785CommonSOLE
46436E759DMXFISHARES TR$650,6060.17%8,740CommonSOLE
968223206WLYWILEY JOHN & SONS INC$563,0530.15%12,616CommonSOLE
02079K107GOOGALPHABET INC$492,9670.13%2,779CommonSOLE
532457108LLYELI LILLY & CO$475,5140.13%610CommonSOLE
260003108DOVDOVER CORP$465,7710.12%2,542CommonSOLE
G0403H108AONAON PLC$461,6480.12%1,294CommonSOLE
458665304TILEINTERFACE INC$436,6210.12%20,861CommonSOLE
278642103EBAYEBAY INC.$414,2960.11%5,564CommonSOLE
941848103WATWATERS CORP$397,5570.10%1,139CommonSOLE
858155203GJBSTEELCASE INC$393,5770.10%37,735CommonSOLE
013091103ACIALBERTSONS COS INC$381,5450.10%17,738CommonSOLE
02072L151CHGXEA SERIES TRUST$337,6330.09%12,951CommonSOLE
654106103NKENIKE INC$328,7030.09%4,627CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$283,1900.07%919CommonSOLE
922908769VTIVANGUARD INDEX FDS$254,6940.07%838CommonSOLE
907818108UNPUNION PAC CORP$254,0090.07%1,104CommonSOLE
00724F101ADBEADOBE INC$252,6330.07%653CommonSOLE
929042109VNOVORNADO RLTY TR$251,7730.07%6,584CommonSOLE
526107107LIILENNOX INTL INC$247,6400.07%432CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$246,6990.07%14,089CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$210,4010.06%1,028CommonSOLE
464287614IWFISHARES TR$182,8240.05%431CommonSOLE
464287200IVVISHARES TR$157,7090.04%254CommonSOLE
464287655IWMISHARES TR$42,0800.01%195CommonSOLE
922908629VOVANGUARD INDEX FDS$38,6170.01%138CommonSOLE
922908744VTVVANGUARD INDEX FDS$17,3210.00%98CommonSOLE
922908751VBVANGUARD INDEX FDS$4740.00%2CommonSOLE
922908553VNQVANGUARD INDEX FDS$900.00%1CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.