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CIK: 0000919192
Total reported value
$14.5B
$14.5B
2987 檔
19.7%
As reported in its official Q4 2024 Form 13F filing, Amalgamated Bank's tracked investment portfolio stood at $14.5B with 2987 total positions.
In Q4 2024, Amalgamated Bank adopted a defensive or profit-taking posture, trimming 38 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 19.7% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 2987 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.44% | -0.25% | -2.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.60% | +0.06% | -2.41% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.44% | -0.70% | -1.39% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.62% | -0.24% | -1.35% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.27% | -0.26% | -3.11% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +0.37% | -1.27% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.91% | — | -1.28% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | +0.16% | -5.59% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.61% | +0.29% | -2.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.13% | -2.49% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.05% | -3.86% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.17% | -5.07% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.02% | -0.62% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.15% | -2.09% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.04% | -2.79% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.12% | -1.45% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.32% | -2.95% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.16% | +5.35% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.04% | +0.58% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.04% | -1.95% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | -0.23% | -0.56% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.08% | -1.42% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.07% | -1.23% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | -0.07% | -4.10% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.01% | -3.71% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.06% | -0.20% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.03% | -4.87% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.40% | -0.05% | -1.62% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.39% | -0.19% | -3.60% | |
| 30 | NOW | Servicenow Inc | Stock-Tech | 0.39% | -0.04% | -0.20% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | +0.16% | -3.55% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.05% | -5.40% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.36% | -0.07% | -2.38% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.07% | -2.02% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.34% | -0.04% | -5.05% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.08% | -1.27% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.33% | -0.05% | +2.08% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | — | -2.17% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.32% | -0.03% | -4.38% | |
| 40 | AMD | Advanced Micro Devices | Stock-Tech | 0.32% | +0.81% | -2.17% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | -0.02% | +3.93% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | -0.04% | -1.91% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.31% | -0.04% | -2.92% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.05% | -1.96% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.31% | -0.10% | -5.86% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.31% | -0.02% | -4.01% | |
| 47 | GE | General Electric | Stock-Industrials | 0.30% | +0.07% | -2.85% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.29% | +0.19% | -5.06% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.29% | +0.04% | -6.46% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | — | -3.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | -1.28% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.5% | -1.35% | Trim |
| 3 | NVDA | Nvidia CORP | +0.4% | -2.41% | Trim |
| 4 | AVGO | Broadcom Inc | +0.4% | -5.59% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | -2.06% | Trim |
| 6 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.27% | Trim |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -2.25% | Trim |
| 10 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 11 | NFLX | Netflix Inc | +0.1% | -0.56% | Trim |
| 12 | PLTR | Palantir Technologies Inc-a | +0.1% | -0.54% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.1% | -0.62% | Trim |
| 14 | WMT | Walmart Inc | +0.1% | +5.35% | Add |
| 15 | CRM | Salesforce Inc | +0.1% | -1.42% | Trim |
| 16 | APO | Apollo Global Management Inc | +0.1% | +189.70% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | -3.86% | Trim |
| 18 | DOCU | Docusign Inc | +0.1% | +633.79% | Add |
| 19 | WDAY | Workday Inc-class A | +0.1% | +214.03% | Add |
| 20 | BA | Boeing Co/the | +0.1% | +23.10% | Add |
| 21 | NOW | Servicenow Inc | +0.1% | -0.20% | Trim |
| 22 | WFC | Wells Fargo & Co | +0.1% | -5.40% | Trim |
| 23 | FLEX | Flex Ltd. | +0.1% | NEW | New buy |
| 24 | KLAC | Kla CORP | 0% | -7.30% | Trim |
| 25 | GE | General Electric | -0.1% | -2.85% | Trim |
| 26 | PEP | Pepsico Inc | -0.1% | -2.02% | Trim |
| 27 | LII | Lennox International Inc | -0.1% | -57.19% | Trim |
| 28 | AMGN | Amgen Inc | -0.1% | -3.47% | Trim |
| 29 | DHR | Danaher CORP | -0.1% | -3.86% | Trim |
| 30 | UBER | Uber Technologies Inc | -0.1% | -1.27% | Trim |
| 31 | QCOM | Qualcomm Inc | -0.1% | -6.46% | Trim |
| 32 | ADBE | Adobe Inc | -0.1% | -5.05% | Trim |
| 33 | ELV | Elevance Health Inc | -0.1% | -5.73% | Trim |
| 34 | LIN | Linde plc | -0.1% | -4.38% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.49% | Trim |
| 36 | REGN | Regeneron Pharmaceuticals | -0.1% | -10.72% | Trim |
| 37 | AMAT | Applied Materials Inc | -0.1% | -6.66% | Trim |
| 38 | JNJ | Johnson & Johnson | -0.1% | -1.23% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.1% | -2.92% | Trim |
| 40 | KO | Coca-cola Co/the | -0.1% | -1.62% | Trim |
| 41 | XOM | Exxon Mobil CORP | -0.1% | -2.95% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.1% | -4.87% | Trim |
| 43 | ABBV | Abbvie Inc | -0.1% | -4.10% | Trim |
| 44 | AMD | Advanced Micro Devices | -0.1% | -2.17% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.1% | -1.45% | Trim |
| 46 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 47 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | -0.2% | -1.39% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 50 | LLY | Eli Lilly & Co | -0.2% | -5.07% | Trim |
According to official SEC Form 13F filings, Amalgamated Bank reported a total U.S. public equity portfolio value of $14.5B across 2987 disclosed positions in Q4 2024.
During Q4 2024, Amalgamated Bank's top holdings by market value included AAPL (6.4%)、NVDA (5.6%)、MSFT (5.4%). The largest single position, AAPL, represented 6.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BLK
市值: $29.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $26.8M
In Q4 2024, Amalgamated Bank made 50 total portfolio adjustments, initiating 4 new buys, adding to 5 positions, trimming 38 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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