Arjuna Capital
Sector Allocation
- Technology41.6%$184.6M
- Other13.0%$57.6M
- Financials12.0%$53.3M
- Consumer Discretionary8.6%$38.0M
- Industrials7.3%$32.2M
- Healthcare6.8%$30.2M
- Consumer Staples5.5%$24.3M
- Utilities2.2%$9.9M
- Real Estate1.4%$6.1M
- Communication Services1.3%$5.7M
AUM History
13fpro.ai/research/fund/arjuna-capital-1703208
Conviction and streaks
Diversifying · top 10 = 44.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$37.9M
AAPL
$31.5MGOOGL
$29.3MNVDA
$29.1MMSFT
$18.6M- SPDR$13.0M
AMZN
$11.8MAVGO
$10.9MMU
$8.9MJPM
$8.9MCSCO
$7.5MAMAT
$7.2MGSK
$7.1MHD
$6.8MINTC
$6.3MTRV
$5.6MLEA
$5.6MLLY
$5.3MMFC
$5.0MAMAL
$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/arjuna-capital-1703208
Arjuna Capital 13F holdings — Q2 2026
$444.3M portfolio (+13.0% QoQ) · 113 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
ISHARES TR - 0-3 MTH TREASURY
$37.9M
8.5% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— $31.5M
7.1% of stocks
-3%This quarter+12.4%Since filed10+ qtrsHeld$29.3M
6.6% of stocks
-12%This quarter-8.5%Since filed10+ qtrsHeld$29.1M
6.5% of stocks
-3%This quarter-4.1%Since filed10+ qtrsHeld$18.6M
4.2% of stocks
-1.0%This quarter+7.5%Since filed10+ qtrsHeld- 6
SPDR SERIES TRUST - ST INTER ETF
$13.0M
2.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $11.8M
2.6% of stocks
+0.2%This quarter-5.2%Since filed10+ qtrsHeld$10.9M
2.5% of stocks
+3%This quarter-16.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$8.9M
2.0% of stocks
-2%This quarter-7.0%Since filed3 qtrsHeld$8.9M
2.0% of stocks
-17%This quarter-7.9%Since filed10+ qtrsHeld
All holdings — Arjuna Capital (Q2 2026)
113 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CISCO SYSTEMS, INC. | Technology | $7.5M | 1.7% | 63K | +1% | 7 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | APPLIED MATERIALS INC /DE | Technology | $7.2M | 1.6% | 9,933 | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GSK plcadr | Healthcare | $7.1M | 1.6% | 136K | +10% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | HOME DEPOT, INC. | Consumer Discretionary | $6.8M | 1.5% | 19K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INTEL CORP | Technology | $6.3M | 1.4% | 45K | -6% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | TRAVELERS COMPANIES, INC. | Financials | $5.6M | 1.3% | 17K | -3% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | LEAR CORP | Industrials | $5.6M | 1.3% | 42K | +0.6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ELI LILLY & Co | Healthcare | $5.3M | 1.2% | 4,447 | -0.9% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | MANULIFE FINANCIAL CORP | Financials | $5.0M | 1.1% | 123K | -6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Amalgamated Financial Corp. | Financials | $4.9M | 1.1% | 106K | +6% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ILLINOIS TOOL WORKS INC | Industrials | $4.8M | 1.1% | 18K | +44% | 7 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | NOVARTIS AGadr | Healthcare | $4.5M | 1.0% | 29K | +7% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | KROGER CO | Consumer Staples | $4.5M | 1.0% | 82K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | WASTE MANAGEMENT INC | Utilities | $4.5M | 1.0% | 20K | +27% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Dell Technologies Inc. | Technology | $4.5M | 1.0% | 10K | +10% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $STT | STATE STREET CORP | Financials | $4.1M | 0.9% | 24K | -6% | |||
| 27 | $MCK | MCKESSON CORP | Consumer Staples | $4.1M | 0.9% | 5,374 | -2% | |||
| 28 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $4.0M | 0.9% | 44K | +217% | |||
| 29 | $APH | AMPHENOL CORP /DE/ | Technology | $4.0M | 0.9% | 23K | +1% | |||
| 30 | $BEPC | Brookfield Renewable Corp | Utilities | $4.0M | 0.9% | 109K | -0.7% | |||
| 31 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $4.0M | 0.9% | 24K | -1% | |||
| 32 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.9M | 0.9% | 26K | -2% | |||
| 33 | $V | VISA INC. | Financials | $3.9M | 0.9% | 11K | -2% | |||
| 34 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $3.8M | 0.9% | 162K | New | |||
| 35 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.8M | 0.8% | 6,508 | New | |||
| 36 | $DCI | DONALDSON Co INC | Industrials | $3.7M | 0.8% | 41K | -1% | |||
| 37 | $LRCX | LAM RESEARCH CORP | Technology | $3.5M | 0.8% | 8,123 | +462% | |||
| 38 | $MET | METLIFE INC | Financials | $3.5M | 0.8% | 41K | -34% | |||
| 39 | $JBL | JABIL INC | Technology | $3.4M | 0.8% | 8,905 | -0.4% | |||
| 40 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.4M | 0.8% | 3,584 | +0.0% | |||
| 41 | $BNY | Bank of New York Mellon Corp | Financials | $3.3M | 0.8% | 23K | -1% | |||
| 42 | $SYY | SYSCO CORP | Consumer Discretionary | $3.2M | 0.7% | 38K | +126% | |||
| 43 | $RS | RELIANCE, INC. | Consumer Discretionary | $3.2M | 0.7% | 8,489 | -2% | |||
| 44 | $MA | Mastercard Inc | Financials | $3.2M | 0.7% | 6,167 | -2% | |||
| 45 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $3.1M | 0.7% | 26K | -31% | |||
| 46 | $FAST | FASTENAL CO | Industrials | $2.9M | 0.7% | 61K | +13% | |||
| 47 | $PANW | Palo Alto Networks Inc | Technology | $2.7M | 0.6% | 7,961 | -2% | |||
| 48 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.5M | 0.6% | 11K | -4% | |||
| 49 | $AXP | AMERICAN EXPRESS CO | Financials | $2.4M | 0.6% | 7,168 | -2% | |||
| 50 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $2.4M | 0.5% | 18K | +4% | |||
| 51 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $2.4M | 0.5% | 10K | -2% | |||
| 52 | $HUBB | HUBBELL INC | Technology | $2.4M | 0.5% | 4,559 | -0.7% | |||
| 53 | $BWA | BORGWARNER INC | Industrials | $2.4M | 0.5% | 36K | +2% | |||
| 54 | $C | CITIGROUP INC | Financials | $2.3M | 0.5% | 17K | -1% | |||
| 55 | $NUE | NUCOR CORP | Materials | $2.3M | 0.5% | 10K | -4% | |||
| 56 | $AMGN | AMGEN INC | Healthcare | $2.2M | 0.5% | 6,166 | -22% | |||
| 57 | $CVS | CVS HEALTH Corp | Healthcare | $2.2M | 0.5% | 21K | -2% | |||
| 58 | $COR | Cencora, Inc. | Consumer Staples | $2.2M | 0.5% | 7,660 | +59% | |||
| 59 | $PCAR | PACCAR INC | Industrials | $2.1M | 0.5% | 18K | +3% | |||
| 60 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.1M | 0.5% | 49K | -2% | |||
| 61 | — | ISHARES TR - ESG EAFE ETF | — | $2.1M | 0.5% | 24K | -22% | |||
| 62 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.9M | 0.4% | 6,604 | -43% | |||
| 63 | $VMI | VALMONT INDUSTRIES INC | Industrials | $1.8M | 0.4% | 3,106 | -57% | |||
| 64 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $1.8M | 0.4% | 8,298 | -0.4% | |||
| 65 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.8M | 0.4% | 5,893 | New | |||
| 66 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $1.8M | 0.4% | 6,608 | -1% | |||
| 67 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.7M | 0.4% | 19K | -2% | |||
| 68 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.7M | 0.4% | 3,439 | -45% | |||
| 69 | $QCOM | QUALCOMM INC/DE | Technology | $1.7M | 0.4% | 9,311 | -4% | |||
| 70 | $MS | MORGAN STANLEY | Financials | $1.7M | 0.4% | 8,069 | New | |||
| 71 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.7M | 0.4% | 4,012 | New | |||
| 72 | $ANET | Arista Networks, Inc. | Technology | $1.6M | 0.3% | 9,267 | New | |||
| 73 | $PLD | Prologis, Inc. | Real Estate | $1.6M | 0.3% | 12K | New | |||
| 74 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.5M | 0.3% | 10K | New | |||
| 75 | $TT | Trane Technologies plc | Technology | $1.5M | 0.3% | 3,102 | -1% | |||
| 76 | $ORCL | ORACLE CORP | Technology | $1.5M | 0.3% | 9,977 | -2% | |||
| 77 | $SNY | Sanofi | Healthcare | $1.4M | 0.3% | 33K | -42% | |||
| 78 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.4M | 0.3% | 7,954 | +2482% | |||
| 79 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $1.4M | 0.3% | 28K | -1% | |||
| 80 | $NTRS | NORTHERN TRUST CORP | Financials | $1.4M | 0.3% | 7,773 | -2% | |||
| 81 | $CCZ | COMCAST CORP | Communication Services | $1.4M | 0.3% | 55K | New | |||
| 82 | $FDX | FEDEX CORP | Industrials | $1.2M | 0.3% | 3,926 | New | |||
| 83 | $DIS | Walt Disney Co | Communication Services | $1.2M | 0.3% | 12K | -5% | |||
| 84 | $UNFI | UNITED NATURAL FOODS INC | Consumer Staples | $1.2M | 0.3% | 26K | +22% | |||
| 85 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.3% | 7,954 | -2% | |||
| 86 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $1.1M | 0.3% | 13K | -0.9% | |||
| 87 | $NFLX | NETFLIX INC | Communication Services | $1.1M | 0.3% | 15K | -59% | |||
| 88 | $FITB | FIFTH THIRD BANCORP | Financials | $1.1M | 0.2% | 19K | -0.1% | |||
| 89 | $JCI | Johnson Controls International plc | Industrials | $904K | 0.2% | 6,190 | -0.5% | |||
| 90 | $TILE | INTERFACE INC | Consumer Discretionary | $836K | 0.2% | 23K | -1% | |||
| 91 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $763K | 0.2% | 3,273 | -7% | |||
| 92 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $719K | 0.2% | 34K | -0.9% | |||
| 93 | $GOOG | Alphabet Inc. | Technology | $693K | 0.2% | 1,962 | -2% | |||
| 94 | $SPY | SPDR S&P 500 ETF TRUST | — | $633K | 0.1% | 847 | — | |||
| 95 | $GAP | GAP INC | Consumer Discretionary | $606K | 0.1% | 32K | -23% | |||
| 96 | $CB | Chubb Ltd | Financials | $405K | 0.1% | 1,188 | +0.6% | |||
| 97 | $CNC | CENTENE CORP | Healthcare | $378K | 0.1% | 5,889 | New | |||
| 98 | $TAK | TAKEDA PHARMACEUTICAL CO LTD | Healthcare | $362K | 0.1% | 23K | -64% | |||
| 99 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $362K | 0.1% | 1,342 | New | |||
| 100 | $CSX | CSX CORP | Industrials | $361K | 0.1% | 7,604 | -59% | |||
| 101 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $340K | 0.1% | 905 | -75% | |||
| 102 | — | ISHARES TR - S&P 100 ETF | — | $322K | 0.1% | 880 | — | |||
| 103 | $UL | UNILEVER PLC | Consumer Staples | $291K | 0.1% | 4,845 | -0.0% | |||
| 104 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $282K | 0.1% | 1,868 | New | |||
| 105 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $264K | 0.1% | 375 | — | |||
| 106 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $243K | 0.1% | 1,028 | — | |||
| 107 | — | ISHARES TR - RUS 1000 GRW ETF | — | $214K | 0.1% | 1,722 | +300% | |||
| 108 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $202K | 0.1% | 5,208 | -75% | |||
| 109 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $201K | 0.1% | 544 | New | |||
| 110 | — | ISHARES TR - RUSSELL 2000 ETF | — | $192K | 0.0% | 640 | — | |||
| 111 | — | ISHARES TR - CORE S&P500 ETF | — | $167K | 0.0% | 223 | — | |||
| 112 | — | ISHARES TR - MSCI EAFE ETF | — | $45K | 0.0% | 430 | — | |||
| 113 | — | VANGUARD INDEX FDS - VALUE ETF | — | $4K | 0.0% | 17 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 25 added to, 66 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
$HSTHOST HOTELS & RESORTS, INC.$3.8M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$3.8M
first bought this quarter
$TXNTEXAS INSTRUMENTS INC$1.8M
first bought this quarter
$MSMORGAN STANLEY$1.7M
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$1.7M
first bought this quarter
$ANETArista Networks, Inc.$1.6M
first bought this quarter
+9 more in the Excel export
Added to (25)
$LRCXLAM RESEARCH CORP+462%
now $3.5M · held 2 qtrs, 2 adds in a row
$CLCOLGATE PALMOLIVE CO+217%
now $4.0M · held 2 qtrs, 2 adds in a row
$SYYSYSCO CORP+126%
now $3.2M · held 6 qtrs
$ITWILLINOIS TOOL WORKS INC+44%
now $4.8M · held 7 qtrs, 2 adds in a row
$BKNGBooking Holdings Inc.+2482%
now $1.4M · held 6 qtrs, 4 adds in a row
$WMWASTE MANAGEMENT INC+27%
now $4.5M · held 10+ qtrs
+19 more in the Excel export
Trimmed (66)
now $29.3M · held 10+ qtrs
- ISHARES TR - 0-3 MTH TREASURY-6%
now $37.9M
$VMIVALMONT INDUSTRIES INC-57%
now $1.8M · held 6 qtrs
now $8.9M · held 10+ qtrs
$METMETLIFE INC-34%
now $3.5M · held 6 qtrs
$NFLXNETFLIX INC-59%
now $1.1M · held 10+ qtrs
+60 more in the Excel export
Holdings by quarter
Every 13F Arjuna Capital has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Arjuna Capital?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Arjuna Capital's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.4%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 32% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Arjuna Capital disclosed 113 positions worth $444.3M in its Form 13F-HR for Q2 2026, followed by $AAPL and $GOOGL. During the quarter the fund opened 15 new positions and exited 11 — including a new stake in $HST and a full exit from $VNO. The portfolio is most concentrated in Technology (41.6% of disclosed assets). All figures are sourced directly from Arjuna Capital’s Form 13F-HR filing with the SEC under CIK 1703208.
Funds like this
managers whose biggest positions overlap Arjuna Capital'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Arjuna Capital
13F Pro is an AI hedge fund tracker and stock research platform. For Arjuna Capital (SEC CIK: 1703208), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Arjuna Capital's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.