Arjuna Capital

Q3 2026 13F-HR Holdings

Location
Manchester, MA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$447,863
Net value change ($000)
+3,559 (0.8%)
New positions
12
Sold out positions
16
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 6,468 34.8%
NTRA 5,564 NEW
NVDA 5,542 19.1%
AAPL 4,161 13.2%
VZ 2,229 106.7%
MET 1,950 56.0%
DGX 1,899 108.0%
ACN 1,775 NEW
LH 1,686 NEW
CL 1,609 39.8%
Top Reduces (Value $000, Stocks/ETFs)
CSCO -3,657 -49.1%
DCI -2,665 -72.1%
BEPC -2,594 -64.3%
LOW -2,487 -100.0%
AXP -2,425 -100.0%
GOOGL -2,109 -7.2%
SCHW -1,746 -100.0%
TMO -1,724 -100.0%
HUBB -1,696 -71.1%
SPTI -1,625 -12.5%
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