Arjuna Capital

Registered adviser

CIK

1703208

Location

MANCHESTER, MA

Portfolio Value

Small $444,304,148

Diversification

Diversified

Filing Date

Global Rank

#4,119 / 8,816 ▼ 32

Top Industry

Semiconductors 16.1%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 283713

Roster of Oct 1, 2026

Regulatory AUM

$642,360,277

Main clients

Individuals and high net worth (75% of AUM)

Private funds

7 funds · Venture capital funds

Focus by fund count, roster of Oct 1, 2026

$118,191,251 gross assets

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$642,360,277	Individuals and high net worth (75%)
Jul 2025 to Mar 2026	$598,552,202	Individuals and high net worth (76%)
Apr 2025 to Jun 2025	$634,099,605	Individuals and high net worth (77%)
Apr 2024 to Mar 2025	$458,055,999	Individuals and high net worth (95%)
Jun 2023 to Mar 2024	$374,488,751	Individuals and high net worth (94%)
May 2023	$374,539,529	Individuals and high net worth (94%)

7 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 45.8%, 31.6 effective positions, active share 50.3% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

31.2% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 14.3 quarters (12+), a floor since 28.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 50.3%; sector active share 7.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.2%

−1.9 pts

Top 5

33.8%

−3.2 pts

Top 10

45.8%

−3.6 pts

HHI

316

Diversified−51

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.9%	$150,772,835	21
Unclassified	13.0%	$57,567,569	14
Financial Services	12.0%	$53,304,717	16
Healthcare	8.7%	$38,856,333	15
Consumer Cyclical	8.2%	$36,552,936	10
Industrials	8.0%	$35,701,610	16
Communication Services	8.0%	$35,669,299	6
Consumer Defensive	4.2%	$18,848,028	8
Real Estate	1.4%	$6,121,937	3
Basic Materials	1.2%	$5,497,668	2
Utilities	1.2%	$5,411,216	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CL	Colgate Palmolive Co	+30,213	44,110	$4,044,004
SYY	Sysco Corp	+21,188	38,061	$3,181,138
GSK	GSK plc	+12,309	135,511	$7,103,486
BKNG	Booking Holdings Inc.	+7,646	7,954	$1,417,720
FAST	Fastenal Co	+6,971	61,153	$2,937,178
LRCX	Lam Research Corp	+6,677	8,123	$3,519,939
AMAL	Amalgamated Financial Corp.	+5,825	106,296	$4,878,986
ITW	Illinois Tool Works Inc	+5,473	17,871	$4,833,569
UNFI	United Natural Foods Inc	+4,655	25,690	$1,173,262
WM	Waste Management Inc	+4,269	20,145	$4,489,917
COR	Cencora, Inc.	+2,835	7,660	$2,167,626
NVS	Novartis AG	+1,980	28,989	$4,543,156
IWF	iShares Russell 1000 Growth ETF	+1,291	1,722	$213,820
DELL	Dell Technologies Inc.	+933	10,371	$4,474,671
AVGO	Broadcom Inc.	+811	28,778	$10,870,889
ESGV	VANGUARD ESG U.S. STOCK ETF	+643	18,118	$2,395,924
CSCO	Cisco Systems, Inc.	+631	63,447	$7,452,484
BWA	Borgwarner Inc	+559	35,518	$2,358,395
PCAR	Paccar Inc	+467	17,563	$2,109,667
APH	Amphenol Corp	+262	22,928	$4,042,664
LEA	Lear Corp	+243	41,669	$5,586,146
AMAT	Applied Materials Inc	+179	9,933	$7,181,559
AMZN	Amazon Com Inc	+113	49,441	$11,783,767
CB	Chubb Ltd	+7	1,188	$404,799
COST	Costco Wholesale Corp	+1	3,584	$3,352,724
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TAK	Takeda Pharmaceutical Co Ltd	−39,618	22,577	$361,909
SNY	Sanofi	−23,787	33,241	$1,418,061
SGOV	iShares 0-3 Month Treasury Bond ETF	−23,687	376,010	$37,852,926
NFLX	Netflix Inc	−21,729	15,286	$1,091,420
MET	Metlife Inc	−21,178	41,152	$3,481,870
CTSH	Cognizant Technology Solutions Corp	−15,794	5,208	$201,705
MSM	Msc Industrial Direct Co Inc	−11,284	25,688	$3,055,587
GOOGL	Alphabet Inc.	−11,148	81,901	$29,268,960
CSX	Csx Corp	−10,811	7,604	$361,418
GAP	Gap Inc	−9,539	32,433	$605,848
MFC	Manulife Financial Corp	−7,439	122,777	$4,973,696
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−7,201	457,273	$12,981,980
DMXF	iShares ESG Advanced MSCI EAFE ETF	−6,817	24,261	$2,052,480
JPM	Jpmorgan Chase & Co	−5,664	27,037	$8,850,021
IBM	International Business Machines Corp	−4,910	6,604	$1,857,110
NVDA	Nvidia Corp	−4,751	145,270	$29,067,074
VMI	Valmont Industries Inc	−4,102	3,106	$1,794,025
AAPL	Apple Inc.	−3,855	109,019	$31,545,737
INTC	Intel Corp	−3,128	45,029	$6,287,399
TMO	Thermo Fisher Scientific Inc.	−2,771	3,439	$1,724,177
CDNS	Cadence Design Systems Inc	−2,737	905	$339,664
AMGN	Amgen Inc	−1,723	6,166	$2,232,831
STT	State Street Corp	−1,435	24,332	$4,126,707
KR	Kroger Co	−1,222	81,501	$4,525,750
VZ	Verizon Communications Inc	−1,123	49,373	$2,090,452
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
HST	Host Hotels & Resorts, Inc.	161,555	$3,830,469
AMD	Advanced Micro Devices Inc	6,508	$3,780,562
TXN	Texas Instruments Inc	5,893	$1,756,526
MS	Morgan Stanley	8,069	$1,686,743
UNH	Unitedhealth Group Inc	4,012	$1,667,507
ANET	Arista Networks, Inc.	9,267	$1,574,277
PLD	Prologis, Inc.	11,605	$1,572,129
BDX	Becton Dickinson & Co	10,226	$1,547,500
CMCSA	Comcast Corp	55,026	$1,350,888
FDX	Fedex Corp	3,926	$1,229,348
CNC	Centene Corp	5,889	$378,014
WAB	Westinghouse Air Brake Technologies Corp	1,342	$361,803
FDXF	FedEx Freight Holding Company, Inc.	1,868	$282,068
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	544	$201,301
VTV	VANGUARD VALUE INDEX FUND	17	$3,704
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
VNO	Vornado Realty Trust	67,703	$1,759,600
BBY	Best Buy Co Inc	21,540	$1,382,868
VOYA	Voya Financial, Inc.	19,967	$1,364,145
CBRE	Cbre Group, Inc.	9,750	$1,320,735
PNR	PENTAIR plc	13,654	$1,189,399
A	Agilent Technologies, Inc.	10,015	$1,141,509
ACN	Accenture plc	5,498	$1,090,198
UTHR	UNITED THERAPEUTICS Corp	662	$392,552
REGN	Regeneron Pharmaceuticals, Inc.	457	$353,096
TIGO	Millicom International Cellular SA	4,289	$321,417
—		18,816	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $444,304,148 total · filing declares 113 positions · $444,304,218 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	376,010	-23,687	$37,852,926	−5.9%	14	unpriced	8.52%
AAPL	Apple Inc. Technology	Reduced	109,019	-3,855	$31,545,737	+10.1%	26+	before history	7.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	81,901	-11,148	$29,268,960	+9.4%	26+	before history	6.59%
NVDA	Nvidia Corp Technology	Reduced	145,270	-4,751	$29,067,074	+11.1%	13	unpriced	6.54%
MSFT	Microsoft Corp Technology	Reduced	49,857	-493	$18,597,658	−0.2%	26+	before history	4.19%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Reduced	457,273	-7,201	$12,981,980	−2.5%	14	unpriced	2.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,441	+113	$11,783,767	+14.7%	26+	before history	2.65%
AVGO	Broadcom Inc. Technology	Added	28,778	+811	$10,870,889	+25.6%	15	$123.98	2.45%
MU	Micron Technology Inc Technology	Reduced	7,704	-163	$8,892,650	+234.6%	3	$236.99	2.00%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	27,037	-5,664	$8,850,021	−8.0%	26+	before history	1.99%
CSCO	Cisco Systems, Inc. Technology	Added	63,447	+631	$7,452,484	+52.9%	7	$61.42	1.68%
AMAT	Applied Materials Inc Technology	Added	9,933	+179	$7,181,559	+115.4%	20	$165.77	1.62%
GSK	GSK plc Healthcare	Added	135,511	+12,309	$7,103,486	+4.5%	11	$39.38	1.60%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	19,316	-63	$6,812,366	+6.9%	26+	before history	1.53%
INTC	Intel Corp Technology	Reduced	45,029	-3,128	$6,287,399	+195.9%	3	$38.17	1.42%
TRV	Travelers Companies, Inc. Financial Services	Reduced	17,029	-531	$5,621,613	+9.8%	8	$222.48	1.27%
LEA	Lear Corp Consumer Cyclical	Added	41,669	+243	$5,586,146	+11.4%	4	$104.59	1.26%
LLY	ELI LILLY & Co Healthcare	Reduced	4,447	-39	$5,333,865	+29.3%	5	$761.75	1.20%
MFC	Manulife Financial Corp Financial Services	Reduced	122,777	-7,439	$4,973,696	+10.9%	4	$32.66	1.12%
AMAL	Amalgamated Financial Corp. Financial Services	Added	106,296	+5,825	$4,878,986	+24.9%	22	$19.72	1.10%
ITW	Illinois Tool Works Inc Industrials	Added	17,871	+5,473	$4,833,569	+49.8%	7	$260.45	1.09%
NVS	Novartis AG Healthcare	Added	28,989	+1,980	$4,543,156	+10.1%	12	$117.98	1.02%
KR	Kroger Co Consumer Defensive	Reduced	81,501	-1,222	$4,525,750	−24.4%	23	$45.30	1.02%
WM	Waste Management Inc Industrials	Added	20,145	+4,269	$4,489,917	+23.1%	13	$195.57	1.01%
DELL	Dell Technologies Inc. Technology	Added	10,371	+933	$4,474,671	+188.9%	3	$154.21	1.01%
STT	State Street Corp Financial Services	Reduced	24,332	-1,435	$4,126,707	+26.5%	24	$98.04	0.93%
MCK	Mckesson Corp Healthcare	Reduced	5,374	-104	$4,060,594	−14.3%	6	$680.96	0.91%
CL	Colgate Palmolive Co Consumer Defensive	Added	44,110	+30,213	$4,044,004	+241.4%	2	$88.01	0.91%
APH	Amphenol Corp Technology	Added	22,928	+262	$4,042,664	+41.2%	14	unpriced	0.91%
BEPC	Brookfield Renewable Corp Utilities	Reduced	108,741	-819	$4,036,465	−7.5%	7	$31.29	0.91%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	24,438	-315	$3,982,905	+12.3%	26+	before history	0.90%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	25,763	-575	$3,903,094	−7.2%	12	$105.88	0.88%
V	Visa Inc. Financial Services	Reduced	11,238	-185	$3,855,645	+11.7%	26+	before history	0.87%
HST	Host Hotels & Resorts, Inc. Real Estate	NEW	161,555	NEW	$3,830,469	NEW	1	$22.32	0.86%
AMD	Advanced Micro Devices Inc Technology	NEW	6,508	NEW	$3,780,562	NEW	1	$409.99	0.85%
DCI	DONALDSON Co INC Industrials	Reduced	41,176	-424	$3,696,369	+4.7%	3	$89.57	0.83%
LRCX	Lam Research Corp Technology	Added	8,123	+6,677	$3,519,939	+1039.3%	2	$289.32	0.79%
MET	Metlife Inc Financial Services	Reduced	41,152	-21,178	$3,481,870	−21.0%	6	$81.50	0.78%
JBL	Jabil Inc Technology	Reduced	8,905	-36	$3,432,699	+44.5%	4	$218.06	0.77%
COST	Costco Wholesale Corp Consumer Defensive	Added	3,584	+1	$3,352,724	−6.1%	26+	before history	0.75%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	22,924	-309	$3,315,039	+20.3%	6	$90.60	0.75%
SYY	Sysco Corp Consumer Defensive	Added	38,061	+21,188	$3,181,138	+164.3%	6	$74.72	0.72%
RS	Reliance, Inc. Basic Materials	Reduced	8,489	-172	$3,171,490	+20.5%	3	$290.71	0.71%
MA	Mastercard Inc Financial Services	Reduced	6,167	-101	$3,167,371	+1.1%	26+	before history	0.71%
MSM	Msc Industrial Direct Co Inc Industrials	Reduced	25,688	-11,284	$3,055,587	−10.4%	4	$88.84	0.69%
FAST	Fastenal Co Industrials	Added	61,153	+6,971	$2,937,178	+16.8%	4	$46.97	0.66%
PANW	Palo Alto Networks Inc Technology	Reduced	7,961	-140	$2,714,860	+109.0%	4	$191.74	0.61%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	11,280	-495	$2,487,127	−10.6%	23	$211.16	0.56%
AXP	American Express Co Financial Services	Reduced	7,168	-127	$2,424,576	+9.9%	14	$200.36	0.55%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	18,118	+643	$2,395,924	—	14	unpriced	0.54%

Showing the top 50 of 113 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.