Arjuna Capital

CIK

1703208

Location

MANCHESTER, MA

Portfolio Value

Small $332,570,256

Diversification

Diversified

Filing Date

Global Rank

#3,249 / 8,603 ▲ 40 · as of Mar 2026

Top Industry

Semiconductors 12.3%

3Y Alpha vs SPY

-3.4%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.4%

SPY

+76.0%

Annualised alpha

-3.2%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.6%

−0.2 pts

Top 5

33.2%

−2.5 pts

Top 10

44.5%

−2.2 pts

HHI

317

Diversified−30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.8%	$112,421,574	19
Financial Services	15.0%	$49,833,713	16
Healthcare	11.5%	$38,263,947	15
Consumer Cyclical	10.5%	$35,019,588	12
Communication Services	10.3%	$34,404,214	5
Industrials	9.8%	$32,714,002	14
Consumer Defensive	4.6%	$15,368,391	8
Utilities	1.7%	$5,662,220	2
Basic Materials	1.3%	$4,462,927	2
Real Estate	1.1%	$3,637,558	3
Unclassified	0.2%	$782,122	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DOC	Healthpeak Properties, Inc.	+18,309	33,915	$557,223
DCI	DONALDSON Co INC	+11,655	41,600	$3,530,592
BEPC	Brookfield Renewable Corp	+7,573	109,560	$4,363,774
CSCO	Cisco Systems, Inc.	+4,776	62,816	$4,873,893
GSK	GSK plc	+4,496	123,202	$6,799,518
AAPL	Apple Inc.	+3,211	112,874	$28,646,292
INTC	Intel Corp	+2,442	48,157	$2,125,168
NVS	Novartis AG	+2,304	27,009	$4,125,624
RS	Reliance, Inc.	+2,298	8,661	$2,632,251
GOOGL	Alphabet Inc.	+2,114	93,049	$26,757,170
MFC	Manulife Financial Corp	+1,908	130,216	$4,484,639
AMAL	Amalgamated Financial Corp.	+1,703	100,471	$3,905,307
FAST	Fastenal Co	+1,699	54,182	$2,514,044
AMZN	Amazon Com Inc	+1,602	49,328	$10,273,542
UNFI	United Natural Foods Inc	+1,567	21,035	$947,837
NVDA	Nvidia Corp	+1,525	150,021	$26,163,662
TAK	Takeda Pharmaceutical Co Ltd	+1,198	62,195	$1,151,851
SCHW	Schwab Charles Corp	+1,191	19,353	$1,818,794
NFLX	Netflix Inc	+1,151	37,015	$3,558,992
LEA	Lear Corp	+1,144	41,426	$5,015,860
SNY	Sanofi	+1,001	57,028	$2,747,609
GAP	Gap Inc	+938	41,972	$1,015,722
JPM	Jpmorgan Chase & Co	+928	32,701	$9,619,326
TILE	Interface Inc	+927	23,577	$587,538
TJX	Tjx Companies Inc /De/	+911	26,338	$4,206,178
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
MSM	Msc Industrial Direct Co Inc	−17,133	36,972	$3,411,406
UL	Unilever PLC	−9,173	4,846	$276,076
CTSH	Cognizant Technology Solutions Corp	−4,053	21,002	$1,288,472
DGX	Quest Diagnostics Inc	−1,134	8,329	$1,632,317
APH	Amphenol Corp /De/	−404	22,666	$2,863,849
TMO	Thermo Fisher Scientific Inc.	−373	6,210	$3,052,401
ACN	Accenture plc	−315	5,498	$1,090,198
WM	Waste Management Inc	−274	15,876	$3,648,146
ORCL	Oracle Corp	−129	10,185	$1,498,315
CDNS	Cadence Design Systems Inc	−95	3,642	$1,012,002
DELL	Dell Technologies Inc.	−44	9,438	$1,549,058
WSM	Williams Sonoma Inc	−42	3,522	$642,166
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
CL	Colgate Palmolive Co	13,897	$1,184,441
SPY	Spdr S&P 500 ETF Trust	847	$550,837
CB	Chubb Ltd	1,181	$384,923
TIGO	Millicom International Cellular SA	4,289	$321,417
LRCX	Lam Research Corp	1,446	$308,952
MDY	Spdr S&P Midcap 400 ETF Trust	375	$231,285
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	7,470	$1,144,329
KTB	Kontoor Brands, Inc.	9,097	$555,735
EBAY	Ebay Inc	3,165	$275,671
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 positions · $332,570,256 total · as of Mar 31, 2026

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

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	112,874	+3,211	$28,646,292	−3.9%	8.61%
GOOGL	Alphabet Inc. Communication Services	Added	93,049	+2,114	$26,757,170	−6.0%	8.05%
NVDA	Nvidia Corp Technology	Added	150,021	+1,525	$26,163,662	−5.5%	7.87%
MSFT	Microsoft Corp Technology	Added	50,350	+81	$18,638,059	−23.3%	5.60%
AMZN	Amazon Com Inc Consumer Cyclical	Added	49,328	+1,602	$10,273,542	−6.7%	3.09%
JPM	Jpmorgan Chase & Co Financial Services	Added	32,701	+928	$9,619,326	−6.0%	2.89%
AVGO	Broadcom Inc. Technology	Added	27,967	+456	$8,656,066	−9.1%	2.60%
GSK	GSK plc Healthcare	Added	123,202	+4,496	$6,799,518	+16.8%	2.04%
HD	Home Depot, Inc. Consumer Cyclical	Added	19,379	+226	$6,373,559	−3.3%	1.92%
KR	Kroger Co Consumer Defensive	Added	82,723	+901	$5,985,836	+17.1%	1.80%
TRV	Travelers Companies, Inc. Financial Services	Added	17,560	+488	$5,121,900	+3.4%	1.54%
LEA	Lear Corp Consumer Cyclical	Added	41,426	+1,144	$5,015,860	+8.7%	1.51%
CSCO	Cisco Systems, Inc. Technology	Added	62,816	+4,776	$4,873,893	+9.0%	1.47%
MCK	Mckesson Corp Healthcare	Added	5,478	+144	$4,740,442	+8.3%	1.43%
MFC	Manulife Financial Corp Financial Services	Added	130,216	+1,908	$4,484,639	−3.7%	1.35%
MET	Metlife Inc Financial Services	Added	62,330	+683	$4,407,977	−9.4%	1.33%
BEPC	Brookfield Renewable Corp Utilities	Added	109,560	+7,573	$4,363,774	+11.6%	1.31%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	26,338	+911	$4,206,178	+7.7%	1.26%
LLY	ELI LILLY & Co Healthcare	Added	4,486	+222	$4,126,088	−10.0%	1.24%
NVS	Novartis AG Healthcare	Added	27,009	+2,304	$4,125,624	+21.1%	1.24%
AMAL	Amalgamated Financial Corp. Financial Services	Added	100,471	+1,703	$3,905,307	+23.4%	1.17%
WM	Waste Management Inc Industrials	Reduced	15,876	-274	$3,648,146	+2.8%	1.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,583	+121	$3,570,208	+19.6%	1.07%
NFLX	Netflix Inc Communication Services	Added	37,015	+1,151	$3,558,992	+5.8%	1.07%
EXPD	Expeditors International Of Washington Inc Industrials	Added	24,753	+813	$3,545,372	−0.6%	1.07%
DCI	DONALDSON Co INC Industrials	Added	41,600	+11,655	$3,530,592	+33.0%	1.06%
V	Visa Inc. Financial Services	Added	11,423	+429	$3,452,487	−10.5%	1.04%
MSM	Msc Industrial Direct Co Inc Industrials	Reduced	36,972	-17,133	$3,411,406	−25.0%	1.03%
AMAT	Applied Materials Inc /De Technology	Added	9,754	+230	$3,333,819	+36.2%	1.00%
STT	State Street Corp Financial Services	Added	25,767	+628	$3,261,071	+0.6%	0.98%
ITW	Illinois Tool Works Inc Industrials	Added	12,398	+198	$3,227,075	+7.4%	0.97%
MA	Mastercard Inc Financial Services	Added	6,268	+181	$3,131,868	−9.9%	0.94%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	6,210	-373	$3,052,401	−20.0%	0.92%
VMI	Valmont Industries Inc Industrials	Added	7,208	+92	$2,880,100	+0.6%	0.87%
APH	Amphenol Corp /De/ Technology	Reduced	22,666	-404	$2,863,849	−8.1%	0.86%
IBM	International Business Machines Corp Technology	Added	11,514	+305	$2,790,878	−15.9%	0.84%
LOW	Lowes Companies Inc Consumer Cyclical	Added	11,775	+112	$2,782,197	−1.1%	0.84%
AMGN	Amgen Inc Healthcare	Added	7,889	+411	$2,775,744	+13.4%	0.83%
BNY	Bank of New York Mellon Corp Financial Services	Added	23,233	+302	$2,756,130	+3.5%	0.83%
SNY	Sanofi Healthcare	Added	57,028	+1,001	$2,747,609	+1.2%	0.83%
MU	Micron Technology Inc Technology	Added	7,867	+366	$2,657,787	+24.1%	0.80%
RS	Reliance, Inc. Basic Materials	Added	8,661	+2,298	$2,632,251	+43.2%	0.79%
VZ	Verizon Communications Inc Communication Services	Added	50,496	+176	$2,534,899	+23.7%	0.76%
FAST	Fastenal Co Industrials	Added	54,182	+1,699	$2,514,044	+19.4%	0.76%
JBL	Jabil Inc Technology	Added	8,941	+103	$2,374,997	+17.9%	0.71%
HUBB	Hubbell Inc Industrials	Added	4,589	+72	$2,252,005	+12.3%	0.68%
AXP	American Express Co Financial Services	Added	7,295	+139	$2,206,591	−16.6%	0.66%
CAH	Cardinal Health Inc Healthcare	Added	10,270	+387	$2,170,153	+6.9%	0.65%
INTC	Intel Corp Technology	Added	48,157	+2,442	$2,125,168	+26.0%	0.64%
PCAR	Paccar Inc Industrials	Added	17,096	+250	$1,974,588	+7.0%	0.59%