Arjuna Capital

Q4 2025 13F-HR Holdings

Location
Manchester, MA
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$408,175
Net value change ($000)
+5,864 (1.5%)
New positions
20
Sold out positions
18
Turnover %
12.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 6,618 30.3%
MFC 2,942 171.7%
DCI 2,655 NEW
MU 2,141 NEW
HUBB 2,006 NEW
VNO 1,949 693.6%
TMO 1,874 96.5%
PCAR 1,845 NEW
RS 1,838 NEW
AAPL 1,819 6.5%
Top Reduces (Value $000, Stocks/ETFs)
AMP -6,196 -100.0%
SGOV -4,322 -8.3%
PSA -3,331 -100.0%
CMCSA -2,984 -100.0%
JCI -2,498 -77.5%
WM -2,413 -40.5%
NVO -1,978 -100.0%
FAST -1,893 -47.3%
COST -1,761 -37.1%
GWW -1,724 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type