CIK: 0000919192
Total reported value
$13.1B
Reporting period: 2026-03-31 · Number of holdings: 1618
AMALGAMATED BANK disclosed 1618 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $13.1B and a quarterly turnover rate of 16.3%.
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Amalgamated Bank's disclosed holdings carry a Herfindahl concentration index of 0.015 — mathematically equivalent to about 67 equally-sized positions, well below its 1618 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.80), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-1.8% -$188.4M
Add XOM
-0.5% $38.5M
Trim TSLA
-3.0% -$53.6M
Trim META
-4.4% -$52.7M
Trim AAPL
-2.6% -$76.5M
Trim AMZN
-2.2% -$53.8M
Showing top 200 holdings (of 1618 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.63% | -0.21% | -2.21% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.87% | -0.22% | -2.59% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.36% | -1.12% | -1.79% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.09% | -0.22% | -2.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.57% | -0.10% | -1.28% | |
| 6 | AVGO | Broadcom INC | Stock-Tech | 2.31% | -0.17% | -1.60% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.07% | -0.08% | -0.94% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.95% | -0.27% | -4.38% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.66% | -0.29% | -3.02% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | +0.01% | -0.15% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | -0.16% | -3.34% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.07% | -2.33% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.02% | +0.33% | -0.47% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | +0.17% | +0.44% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.10% | -3.08% | |
| 16 | WMT | Walmart INC | Stock-Consumer Staples | 0.78% | +0.12% | -0.87% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | +0.11% | -2.89% | |
| 18 | NFLX | Netflix INC | Stock-Comm Services | 0.66% | — | -4.70% | |
| 19 | MA | Mastercard INC - A | Stock-Financials | 0.65% | -0.08% | -3.44% | |
| 20 | ABBV | Abbvie INC | Stock-Healthcare | 0.62% | — | -2.47% | |
| 21 | MU | Micron Technology INC | Stock-Tech | 0.60% | +0.14% | +3.85% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.56% | +0.17% | +0.13% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.09% | -2.19% | |
| 24 | HD | Home Depot INC | Stock-Consumer Disc | 0.51% | — | -3.16% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | — | -3.02% | |
| 26 | CAT | Caterpillar INC | Stock-Industrials | 0.49% | +0.12% | -0.43% | |
| 27 | GE | General Electric | Stock-Industrials | 0.48% | -0.03% | -3.24% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | — | -1.80% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.04% | -3.54% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.45% | +0.10% | -1.58% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | — | -1.54% | |
| 32 | CSCO | Cisco Systems INC | Stock-Tech | 0.43% | — | +0.36% | |
| 33 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.42% | — | -1.18% | |
| 34 | AMAT | Applied Materials INC | Stock-Tech | 0.42% | +0.12% | -1.31% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.40% | -0.12% | -3.58% | |
| 36 | GEV | GE Vernova INC | Stock-Industrials | 0.38% | +0.09% | -4.94% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | — | +0.90% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.37% | — | -0.14% | |
| 39 | GS | Goldman Sachs Group INC | Stock-Financials | 0.35% | — | -1.86% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.35% | -0.05% | -3.95% | |
| 41 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.34% | -0.07% | -4.75% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.32% | — | -1.89% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.32% | — | -1.43% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | -0.05% | -0.12% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | — | -1.18% | |
| 46 | VZ | Verizon Communications INC | Stock-Comm Services | 0.31% | +0.08% | +2.84% | |
| 47 | PEP | Pepsico INC | Stock-Consumer Staples | 0.30% | — | -0.80% | |
| 48 | T | At&t INC | Stock-Comm Services | 0.30% | — | +3.23% | |
| 49 | AMGN | Amgen INC | Stock-Healthcare | 0.30% | — | -1.20% | |
| 50 | C | Citigroup INC | Stock-Financials | 0.28% | — | -4.43% |
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+22.9%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1618 | $13.1B | 16 | |
| 2025-12-31 | 2983 | $13.9B | 11 | |
| 2025-09-30 | 2995 | $14.0B | 25 | |
| 2025-06-30 | 3014 | $13.0B | 0 | |
| 2025-03-31 | 2971 | $11.7B | 100 | |
| 2024-12-31 | 2987 | $12.2B | 0 | |
| 2024-09-30 | 3000 | $12.1B | 0 | |
| 2024-06-30 | 3013 | $11.7B | 0 | |
| 2024-03-31 | 2966 | $11.7B | 0 | |
| 2023-12-31 | 3004 | $12.5B | 0 | |
| 2023-09-30 | 3024 | $11.7B | 0 | |
| 2023-06-30 | 3041 | $12.4B | 0 | |
| 2023-03-31 | 2948 | $11.7B | 0 | |
| 2022-12-31 | 2973 | $11.2B | 0 | |
| 2022-09-30 | 2997 | $10.4B | 0 | |
| 2022-06-30 | 3021 | $10.7B | 0 | |
| 2022-03-31 | 3059 | $12.9B | 0 | |
| 2021-12-31 | 2162 | $13.5B | 0 | |
| 2021-09-30 | 2164 | $11.8B | 0 | |
| 2021-06-30 | 2182 | $12.5B | 100 | |
| 2021-03-31 | 1603 | $2.7B | 12 | |
| 2020-12-31 | 1590 | $2.6B | 19 | |
| 2020-09-30 | 1498 | $2.3B | 14 | |
| 2020-06-30 | 1482 | $2.2B | 68 | |
| 2020-03-31 | 1675 | $4.1B | 30 | |
| 2019-12-31 | 1843 | $5.4B | 16 | |
| 2019-09-30 | 1773 | $4.8B | 17 | |
| 2019-06-30 | 1799 | $4.3B | 15 | |
| 2019-03-31 | 1697 | $4.1B | 18 | |
| 2018-12-31 | 1631 | $3.5B | 23 | |
| 2018-09-30 | 1439 | $4.0B | 14 | |
| 2018-06-30 | 1736 | $4.1B | 16 | |
| 2018-03-31 | 1611 | $3.8B | 13 | |
| 2017-12-31 | 1653 | $3.7B | 17 | |
| 2017-09-30 | 1586 | $3.2B | 11 | |
| 2017-06-30 | 1585 | $3.1B | 44 | |
| 2017-03-31 | 1502 | $2.0B | 18 | |
| 2016-12-31 | 1514 | $2.2B | 27 | |
| 2016-09-30 | 1385 | $1.7B | 6 | |
| 2016-06-30 | 1380 | $1.7B | 57 | |
| 2016-03-31 | 1299 | $1.0B | 29 | |
| 2015-12-31 | 1208 | $810.6M | 24 | |
| 2015-09-30 | 1311 | $953.2M | 16 | |
| 2015-06-30 | 1370 | $1.0B | 32 | |
| 2015-03-31 | 937 | $819.2M | 30 | |
| 2014-12-31 | 860 | $638.6M | 16 | |
| 2014-09-30 | 844 | $672.0M | 12 | |
| 2014-06-30 | 872 | $662.7M | 26 | |
| 2014-03-31 | 837 | $580.4M | 11 | |
| 2013-12-31 | 840 | $588.3M | 63 | |
| 2013-09-30 | 246 | $311.2M | 19 | |
| 2013-06-30 | 184 | $272.9M | 41 |
Amalgamated Bank's most significant position changes for 2026-03-31: Trim: Microsoft CORP (MSFT) — shares -1.79%; Trim: Exxon Mobil CORP (XOM) — shares -0.47%; Trim: Tesla INC (TSLA) — shares -3.02%; Trim: Meta Platforms Inc-class A (META) — shares -4.38%; Trim: Apple INC (AAPL) — shares -2.59%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -0.47% | Trim |
| 2 | CVX | Chevron CORP | +0.2% | +0.13% | Add |
| 3 | JNJ | Johnson & Johnson | +0.2% | +0.44% | Add |
| 4 | MU | Micron Technology INC | +0.1% | +3.85% | Add |
| 5 | VRT | Vertiv Holdings Co-a | +0.1% | +142.63% | Add |
| 6 | AMAT | Applied Materials INC | +0.1% | -1.31% | Trim |
| 7 | CAT | Caterpillar INC | +0.1% | -0.43% | Trim |
| 8 | WMT | Walmart INC | +0.1% | -0.87% | Trim |
| 9 | COST | Costco Wholesale CORP | +0.1% | -2.89% | Trim |
| 10 | LRCX | Lam Research CORP | +0.1% | -1.58% | Trim |
| 11 | SNDK | Sandisk CORP | +0.1% | +4.07% | Add |
| 12 | GEV | GE Vernova INC | +0.1% | -4.94% | Trim |
| 13 | VZ | Verizon Communications INC | +0.1% | +2.84% | Add |
| 14 | COP | Conocophillips | +0.1% | -6.72% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.15% | Trim |
| 16 | GE | General Electric | 0% | -3.24% | Trim |
| 17 | BAC | Bank Of America CORP | 0% | -3.54% | Trim |
| 18 | AXP | American Express Co | 0% | -2.03% | Trim |
| 19 | DIS | Walt Disney Co/the | 0% | -5.58% | Trim |
| 20 | ABT | Abbott Laboratories | 0% | +0.09% | Add |
| 21 | BX | Blackstone INC | 0% | -4.28% | Trim |
| 22 | WFC | Wells Fargo & Co | -0.1% | -3.95% | Trim |
| 23 | BKNG | Booking Holdings INC | -0.1% | -4.78% | Trim |
| 24 | IBM | Intl Business Machines CORP | -0.1% | -0.12% | Trim |
| 25 | COF | Capital One Financial CORP | -0.1% | -4.09% | Trim |
| 26 | QCOM | Qualcomm INC | -0.1% | -3.03% | Trim |
| 27 | BSX | Boston Scientific CORP | -0.1% | -1.90% | Trim |
| 28 | ISRG | Intuitive Surgical INC | -0.1% | -3.58% | Trim |
| 29 | ACN | Accenture plc | -0.1% | -4.36% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -2.33% | Trim |
| 31 | UNH | Unitedhealth Group INC | -0.1% | -4.75% | Trim |
| 32 | NOW | Servicenow INC | -0.1% | -3.41% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | -0.94% | Trim |
| 34 | MA | Mastercard INC - A | -0.1% | -3.44% | Trim |
| 35 | ADBE | Adobe INC | -0.1% | -8.18% | Trim |
| 36 | PLTR | Palantir Technologies Inc-a | -0.1% | -2.19% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.28% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.1% | -3.08% | Trim |
| 39 | INTU | Intuit INC | -0.1% | -3.80% | Trim |
| 40 | CRM | Salesforce INC | -0.1% | -5.96% | Trim |
| 41 | APP | Applovin Corp-class A | -0.1% | +0.04% | Add |
| 42 | ORCL | Oracle CORP | -0.1% | -3.58% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.2% | -3.34% | Trim |
| 44 | AVGO | Broadcom INC | -0.2% | -1.60% | Trim |
| 45 | NVDA | Nvidia CORP | -0.2% | -2.21% | Trim |
| 46 | AAPL | Apple INC | -0.2% | -2.59% | Trim |
| 47 | AMZN | Amazon.com INC | -0.2% | -2.19% | Trim |
| 48 | META | Meta Platforms Inc-class A | -0.3% | -4.38% | Trim |
| 49 | TSLA | Tesla INC | -0.3% | -3.02% | Trim |
| 50 | MSFT | Microsoft CORP | -1.1% | -1.79% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-29 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-04 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-30 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-06 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-08 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-02 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-09 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-08-25 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-06-30 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | Amendment | View on EDGAR |
| 2021-09-30 | 2021-10-29 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-30 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-10 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-13 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-15 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-18 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-22 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-15 | Amendment | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-16 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-04 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-10 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-22 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-29 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-11 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-13 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
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