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CIK: 0000919192
Total reported value
$14.3B
$14.3B
2971 檔
17.9%
According to the latest 13F quarterly dataset, Amalgamated Bank managed an equity portfolio of $14.3B 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 127 positions and completely liquidating 29 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% | +0.76% | +2.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.16% | +1.31% | +2.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.81% | +0.87% | +2.13% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.35% | +0.09% | +2.46% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.38% | +0.47% | +2.14% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.75% | — | -0.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.70% | -0.13% | +1.80% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | -0.19% | +2.84% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | -0.10% | +1.41% | |
| 10 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.31% | -0.27% | +2.76% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.20% | -0.05% | +2.28% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | +0.05% | +3.86% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.02% | +0.82% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.70% | EXIT | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.02% | -0.04% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | +0.04% | +0.87% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | -0.06% | +0.78% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 0.74% | -0.02% | +2.11% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.74% | -0.06% | -1.42% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.01% | +0.12% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | +0.02% | +0.99% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.09% | +1.63% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.02% | +1.26% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.49% | +0.02% | +1.85% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.48% | +0.06% | +1.31% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.47% | +0.10% | -0.15% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | -0.03% | +0.79% | |
| 28 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | +0.01% | -0.06% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | -0.06% | +1.11% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.04% | +2.51% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.02% | +3.61% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.02% | +0.17% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | -0.08% | +1.15% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | +0.01% | +1.15% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.04% | +1.23% | |
| 36 | GE | General Electric | Stock-Industrials | 0.38% | -0.09% | +0.20% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.38% | -0.03% | +0.93% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.02% | +2.27% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.35% | +0.03% | +0.57% | |
| 40 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | — | +2.05% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.33% | +0.04% | +1.02% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.33% | +0.02% | +0.93% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.32% | +0.01% | +1.79% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.32% | +0.08% | +1.35% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.31% | +0.21% | +3.41% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.31% | — | +2.23% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.31% | -0.01% | +1.49% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.31% | +0.05% | +1.91% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.31% | +0.01% | +1.00% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.30% | -0.01% | +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 | BX | Blackstone Inc | +0.2% | +3.23% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +3.61% | Trim |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +2.05% | Add |
| 25 | BKNG | Booking Holdings Inc | +0.1% | +0.77% | Trim |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +7.18% | Add |
| 27 | BSX | Boston Scientific CORP | +0.1% | +1.00% | Trim |
| 28 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +1.37% | Trim |
| 29 | TJX | Tjx Companies Inc | +0.1% | +0.49% | Trim |
| 30 | NOW | Servicenow Inc | +0.1% | +1.91% | Trim |
| 31 | DASH | Doordash Inc - A | +0.1% | +212.23% | Add |
| 32 | MCK | Mckesson CORP | +0.1% | -1.54% | Trim |
| 33 | KKR | Kkr & Co Inc | +0.1% | +1.81% | Add |
| 34 | AJG | Arthur J Gallagher & Co | +0.1% | +1.61% | Trim |
| 35 | PM | Philip Morris International | +0.1% | -0.06% | Trim |
| 36 | IBM | Intl Business Machines CORP | +0.1% | +1.15% | Trim |
| 37 | FISV | Fiserv Inc | +0.1% | +0.85% | Trim |
| 38 | ADP | Automatic Data Processing | +0.1% | +0.90% | Trim |
| 39 | CTAS | Cintas CORP | +0.1% | +0.26% | Add |
| 40 | WELL | Welltower Inc | +0.1% | +3.59% | Trim |
| 41 | AMD | Advanced Micro Devices | +0.1% | +2.22% | Add |
| 42 | ORLY | O'reilly Automotive Inc | +0.1% | +0.52% | Trim |
| 43 | WDAY | Workday Inc-class A | +0.1% | +2.49% | Add |
| 44 | KLAC | Kla CORP | +0.1% | +1.60% | Trim |
| 45 | SPGI | S&p Global Inc | +0.1% | +1.14% | Add |
| 46 | INTU | Intuit Inc | +0.1% | +1.79% | Trim |
| 47 | VST | Vistra CORP | +0.1% | +1.91% | Trim |
| 48 | APH | Amphenol Corp-cl A | +0.1% | +1.35% | Add |
| 49 | MSI | Motorola Solutions Inc | +0.1% | -0.43% | Trim |
| 50 | TDG | Transdigm Group Inc | +0.1% | +1.39% | Trim |
According to official SEC Form 13F filings, Amalgamated Bank reported a total U.S. public equity portfolio value of $14.3B 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 17.9% 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 200 total portfolio adjustments, initiating 21 new buys, adding to 23 positions, trimming 127 holdings, and fully liquidating 29 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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