13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000919192
Total reported value
$14.5B
$14.5B
2971 檔
17.6%
According to the latest 13F quarterly dataset, Amalgamated Bank managed an equity portfolio of $14.5B at the end of Q1 2025, spanning 2971 distinct U.S. exchange-listed positions.
In Q1 2025, Amalgamated Bank adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 6 holdings to manage risk exposure.
Showing top 200 holdings (of 2971 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.12% | -0.25% | +2.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | -0.70% | +2.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.81% | +0.06% | +2.13% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | -0.24% | +2.46% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | -0.26% | +2.14% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | -0.13% | -0.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | +0.37% | +1.80% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.16% | +2.84% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.29% | +1.41% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.31% | — | +2.76% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | +0.17% | +2.28% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.02% | +3.86% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.05% | +0.82% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.32% | -0.35% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.15% | -0.04% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.04% | +0.87% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.12% | +0.78% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.23% | +2.11% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.16% | -1.42% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.04% | +0.12% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.07% | +0.99% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.04% | +1.63% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | -0.07% | +1.26% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | -0.05% | +1.85% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.08% | +1.31% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.19% | -0.15% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.01% | +0.79% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.02% | -0.06% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.16% | +1.11% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.03% | +2.51% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.06% | +3.61% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.05% | +0.17% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | — | +1.15% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.05% | +1.15% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.08% | +1.23% | |
| 36 | GE | General Electric | Stock-Industrials | 0.38% | +0.07% | +0.20% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.38% | -0.03% | +0.93% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.07% | +2.27% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.35% | -0.13% | +0.57% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | -0.05% | +2.05% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.33% | -0.07% | +1.02% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | -0.10% | +0.93% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.32% | -0.10% | +1.79% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | -0.04% | +1.35% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | -0.17% | +3.41% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.31% | +0.04% | +2.23% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.31% | -0.01% | +1.49% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.31% | -0.04% | +1.91% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.31% | -0.04% | +1.00% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.30% | -0.05% | +0.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.9% | +2.13% | Add |
| 2 | AAPL | Apple Inc | +2.1% | +2.70% | Trim |
| 3 | MSFT | Microsoft CORP | +1.3% | +2.16% | Trim |
| 4 | AVGO | Broadcom Inc | +1.1% | +2.84% | Add |
| 5 | LLY | Eli Lilly & Co | +0.8% | +2.28% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.8% | +2.14% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.6% | +2.46% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -0.07% | Trim |
| 9 | COST | Costco Wholesale CORP | +0.5% | -0.04% | Add |
| 10 | V | Visa Inc-class A Shares | +0.4% | +3.86% | Trim |
| 11 | TSLA | Tesla Inc | +0.3% | +2.76% | Add |
| 12 | NFLX | Netflix Inc | +0.3% | +2.11% | Trim |
| 13 | PLTR | Palantir Technologies Inc-a | +0.3% | +3.41% | Add |
| 14 | ABBV | Abbvie Inc | +0.3% | +1.26% | Trim |
| 15 | WMT | Walmart Inc | +0.3% | -1.42% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.80% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.3% | -0.35% | Trim |
| 18 | MA | Mastercard Inc - A | +0.3% | +0.87% | Trim |
| 19 | UBER | Uber Technologies Inc | +0.2% | +2.55% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.2% | +3.28% | Add |
| 21 | PGR | Progressive CORP | +0.2% | +1.49% | Trim |
| 22 | TMO | Thermo Fisher Scientific Inc | -0.1% | +1.35% | Trim |
| 23 | UPS | United Parcel Service-cl B | -0.2% | +1.38% | Trim |
| 24 | DHR | Danaher CORP | -0.2% | +1.56% | Trim |
| 25 | TGT | Target CORP | -0.2% | +1.33% | Trim |
| 26 | VZ | Verizon Communications Inc | -0.2% | +0.93% | Trim |
| 27 | ADBE | Adobe Inc | -0.2% | +1.00% | Trim |
| 28 | NKE | Nike Inc -cl B | -0.2% | +1.53% | Trim |
| 29 | BAC | Bank Of America CORP | -0.2% | +0.79% | Trim |
| 30 | PFE | Pfizer Inc | -0.3% | +1.48% | Trim |
| 31 | JNJ | Johnson & Johnson | -0.3% | +0.99% | Trim |
| 32 | INTC | Intel CORP | -0.4% | +2.15% | Trim |
| 33 | CMCSA | Comcast Corp-class A | -0.4% | -0.00% | Trim |
| 34 | DIS | Walt Disney Co/the | -0.4% | +1.13% | Trim |
| 35 | PYPL | Paypal Holdings Inc | -0.5% | +0.43% | Trim |
| 36 | ✓ | Longview Intl Val Equity Veba Fund-ccap | — | EXIT | Sold out |
| 37 | GE | General Electric | — | NEW | New buy |
| 38 | LIN | Linde plc | — | NEW | New buy |
| 39 | ACN | Accenture plc | — | NEW | New buy |
| 40 | BLKCHF | Blackrock Inc | — | EXIT | Sold out |
| 41 | AEP | American Electric Power Company, Inc. | — | EXIT | Sold out |
| 42 | BLK | Blackrock Inc | — | NEW | New buy |
| 43 | IVV | Ishares Core S&p 500 ETF | — | EXIT | Sold out |
| 44 | CB | Chubb Limited | — | NEW | New buy |
| 45 | MDT | Medtronic plc | — | NEW | New buy |
| 46 | LRCXEUR | Lam Research CORP | — | EXIT | Sold out |
| 47 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 48 | ATVIEUR | Activision Blizzard Inc | — | EXIT | Sold out |
| 49 | LRCX | Lam Research CORP | — | NEW | New buy |
| 50 | ANET | Arista Networks Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Amalgamated Bank reported a total U.S. public equity portfolio value of $14.5B across 2971 disclosed positions in Q1 2025.
During Q1 2025, Amalgamated Bank's top holdings by market value included AAPL (6.1%)、MSFT (5.2%)、NVDA (4.8%). The largest single position, AAPL, represented 6.1% 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.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 17.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
GE
市值: $44.5M
Top Position Liquidated / Trimmed
LONGVIEW INTL VAL EQUITY VEBA FUND-CCAP
前期市值: $128.6M
In Q1 2025, Amalgamated Bank made 50 total portfolio adjustments, initiating 9 new buys, adding to 10 positions, trimming 25 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.