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Arjuna Capital

CIK:0001703208
Investment Adviser
$599M AUM
117 holdings
Durham, NC, United States
Founded:2013
14 employees
Latest filing:Jun 30, 2025

Arjuna Capital is a boutique investment firm specializing in sustainable and impact investing, offering performance-oriented, fossil-fuel-free strategies across public and private markets. The firm invests in companies that promote healthy communities, economic opportunity, and environmental sustainability, guided by the United Nations Sustainable Development Goals. It serves high-net-worth individuals, families, non-profits, and institutions, providing a full spectrum of investment options with a focus on competitive financial returns and social/environmental impact.

Investment Strategy

Sustainable investing across equities and fixed income in both public and private markets, with a focus on fossil-fuel-free portfolios and alignment with the UN Sustainable Development Goals. The firm also engages in shareholder advocacy on environmental, social, and governance issues.

Latest 13F Filing Activity

Arjuna Capital filed their most recent 13F report on Jun 30, 2025 disclosing 115 equity positions with a total 13F market value of $379M. The fund increased holdings in Ishares TR, Nvidia Corporation, Microsoft Corp. among other positions. Arjuna Capital reduced exposure to Apple Inc., Unitedhealth Group Inc., Thermo Fisher Scientific Inc. among others.

Top Buys
S
SGOVISHARES TR
+$6.6M
N
NVDANVIDIA CORPORATION
+$6.3M
M
MSFTMICROSOFT CORP
+$5.1M
A
AVGOBROADCOM INC
+$2.4M
G
GOOGLALPHABET INC
+$1.5M
Top Sells
A
AAPLAPPLE INC
-$3.0M
U
UNHUNITEDHEALTH GROUP INC
-$1.9M
T
TMOTHERMO FISHER SCIENTIFIC INC
-$1.8M
A
AMALAMALGAMATED FINANCIAL CORP
-$1.3M
A
APOGAPOGEE ENTERPRISES INC
-$706.3K

Top Holdings

S
SGOVISHARES TR
+14.6%$55.5M
M
MSFTMICROSOFT CORP
+6.4%$24.5M
A
AAPLAPPLE INC
+6.2%$23.7M
N
NVDANVIDIA CORPORATION
+5.9%$22.5M
G
GOOGLALPHABET INC
+4.2%$16.0M

Equity Positions (115)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR14.62%$55.5M550,859$100.66$100.69+$6.6M
MICROSOFT CORP6.45%$24.5M49,183$158.66$497.41+$5.1M
APPLE INC6.24%$23.7M115,465$82.14$205.17-$3.0M
NVIDIA CORPORATION5.92%$22.5M142,204$54.52$157.99+$6.3M
ALPHABET INC4.22%$16.0M90,760$80.78$176.23+$1.5M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+9.5%
SERVICES-PREPACKAGED SOFTWARE
+7.9%
ELECTRONIC COMPUTERS
+7.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.8%
PHARMACEUTICAL PREPARATIONS
+4.6%