Arjuna Capital holds a focused book of 113 reported positions worth $444.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Fedex Freight Holding Co first appears in 13F filings, a listing rather than a purchase; they opened Host Hotels & Resorts Inc and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares 0-3 Month Treasury B at 9% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+17.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Arjuna Capital's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
+3 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Arjuna Capital
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| New World Advisors LLC | 33 / 80 | $466.0M |
| Emerald Advisors, LLC | 26 / 80 | $630.1M |
| Howard Hughes Medical Institute | 17 / 80 | $344.0M |
| Integrated Financial Solutions, Inc. | 11 / 80 | $136.7M |
| Outlook Capital Management, LLC | 11 / 80 | $228.7M |
| Ketron Financial | 16 / 80 | $236.5M |
| Independent Investors Inc | 20 / 80 | $383.6M |
| MFF Capital Investments Ltd | 10 / 80 | $1.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Arjuna Capital: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 0-3 MTH TREASURY | $37.9M | 376.0K | 8.5% | ▼−5.9% Reduced · −24K sh | |
| 2 | Apple Inc COM | $31.5M | 109.0K | 7.1% | ▼−3.4% Reduced · −4K sh | |
| 3 | Alphabet Inc CAP STK CL A | $29.3M | 81.9K | 6.6% | ▼−12% Reduced · −11K sh | |
| 4 | Nvidia Corporation COM | $29.1M | 145.3K | 6.5% | ▼−3.2% Reduced · −5K sh | |
| 5 | Microsoft Corp COM | $18.6M | 49.9K | 4.2% | ▼−1.0% Reduced · −493 sh | |
| 6 | SPDR Series Trust ST INTER ETF | $13.0M | 457.3K | 2.9% | ▼−1.6% Reduced · −7K sh | |
| 7 | Amazon Com Inc COM | $11.8M | 49.4K | 2.7% | ▲+0.2% Added · +113 sh | |
| 8 | Broadcom Inc COM | $10.9M | 28.8K | 2.4% | ▲+2.9% Added · +811 sh | |
| 9 | Micron Technology Inc COM | $8.9M | 7.7K | 2.0% | ▼−2.1% Reduced · −163 sh | |
| 10 | JPMorgan Chase & Co COM | $8.9M | 27.0K | 2.0% | ▼−17% Reduced · −6K sh | |
| 11 | Cisco Sys Inc COM | $7.5M | 63.4K | 1.7% | ▲+1.0% Added · +631 sh | |
| 12 | Applied Matls Inc COM | $7.2M | 9.9K | 1.6% | ▲+1.8% Added · +179 sh | |
| 13 | GSK PLC SPONSORED ADR | $7.1M | 135.5K | 1.6% | ▲+10.0% Added · +12K sh | |
| 14 | Home Depot Inc COM | $6.8M | 19.3K | 1.5% | ▼−0.3% Reduced · −63 sh | |
| 15 | Intel Corp COM | $6.3M | 45.0K | 1.4% | ▼−6.5% Reduced · −3K sh | |
| 16 | Travelers Companies Inc COM | $5.6M | 17.0K | 1.3% | ▼−3.0% Reduced · −531 sh | |
| 17 | Lear Corp COM NEW | $5.6M | 41.7K | 1.3% | ▲+0.6% Added · +243 sh | |
| 18 | Eli Lilly & Co COM | $5.3M | 4.4K | 1.2% | ▼−0.9% Reduced · −39 sh | |
| 19 | Manulife Finl Corp COM | $5.0M | 122.8K | 1.1% | ▼−5.7% Reduced · −7K sh | |
| 20 | Amalgamated Financial Corp COM | $4.9M | 106.3K | 1.1% | ▲+5.8% Added · +6K sh | |
| 21 | Illinois Tool WKS Inc COM | $4.8M | 17.9K | 1.1% | ▲+44% Added · +5K sh | |
| 22 | Novartis AG SPONSORED ADR | $4.5M | 29.0K | 1.0% | ▲+7.3% Added · +2K sh | |
| 23 | Kroger Co COM | $4.5M | 81.5K | 1.0% | ▼−1.5% Reduced · −1K sh | |
| 24 | Waste Mgmt Inc Del COM | $4.5M | 20.1K | 1.0% | ▲+27% Added · +4K sh | |
| 25 | Dell Technologies Inc CL C | $4.5M | 10.4K | 1.0% | ▲+9.9% Added · +933 sh | |
| 26 | State STR Corp COM | $4.1M | 24.3K | 0.9% | ▼−5.6% Reduced · −1K sh | |
| 27 | McKesson Corp COM | $4.1M | 5.4K | 0.9% | ▼−1.9% Reduced · −104 sh | |
| 28 | Colgate Palmolive Co COM | $4.0M | 44.1K | 0.9% | ▲+217% Added · +30K sh | |
| 29 | Amphenol Corp CL A | $4.0M | 22.9K | 0.9% | ▲+1.1% Added · +262 sh | |
| 30 | Brookfield Renewable Corp CL A EX SUB VTG | $4.0M | 108.7K | 0.9% | ▼−0.7% Reduced · −819 sh | |
| 31 | Expeditors Intl Wash Inc COM | $4.0M | 24.4K | 0.9% | ▼−1.3% Reduced · −315 sh | |
| 32 | TJX Cos Inc New COM | $3.9M | 25.8K | 0.9% | ▼−2.2% Reduced · −575 sh | |
| 33 | Visa Inc COM CL A | $3.9M | 11.2K | 0.9% | ▼−1.6% Reduced · −185 sh | |
| 34 | Host Hotels & Resorts Inc COM | $3.8M | 161.6K | 0.9% | ▲New New position | |
| 35 | Advanced Micro Devices Inc COM | $3.8M | 6.5K | 0.9% | ▲New New position | |
| 36 | Donaldson Inc COM | $3.7M | 41.2K | 0.8% | ▼−1.0% Reduced · −424 sh | |
| 37 | Lam Research Corp COM NEW | $3.5M | 8.1K | 0.8% | ▲+462% Added · +7K sh | |
| 38 | Metlife Inc COM | $3.5M | 41.2K | 0.8% | ▼−34% Reduced · −21K sh | |
| 39 | Jabil Inc COM | $3.4M | 8.9K | 0.8% | ▼−0.4% Reduced · −36 sh | |
| 40 | Costco Wholesale Corporation COM | $3.4M | 3.6K | 0.8% | ▲~0% Added · +1 sh | |
| 41 | Bank Of NY Mellon Corp COM | $3.3M | 22.9K | 0.7% | ▼−1.3% Reduced · −309 sh | |
| 42 | Sysco Corp COM | $3.2M | 38.1K | 0.7% | ▲+126% Added · +21K sh | |
| 43 | Reliance Inc COM | $3.2M | 8.5K | 0.7% | ▼−2.0% Reduced · −172 sh | |
| 44 | Mastercard Incorporated CL A | $3.2M | 6.2K | 0.7% | ▼−1.6% Reduced · −101 sh | |
| 45 | MSC Indl Direct Inc CL A | $3.1M | 25.7K | 0.7% | ▼−31% Reduced · −11K sh | |
| 46 | Fastenal Co COM | $2.9M | 61.2K | 0.7% | ▲+13% Added · +7K sh | |
| 47 | Palo Alto Networks Inc COM | $2.7M | 8.0K | 0.6% | ▼−1.7% Reduced · −140 sh | |
| 48 | Lowes Cos Inc COM | $2.5M | 11.3K | 0.6% | ▼−4.2% Reduced · −495 sh | |
| 49 | American Express Co COM | $2.4M | 7.2K | 0.5% | ▼−1.7% Reduced · −127 sh | |
| 50 | Vanguard World FD ESG US STK ETF | $2.4M | 18.1K | 0.5% | ▲+3.7% Added · +643 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.