AB

Amalgamated Bank

Diversified strategyMomentum followerLong-term holder

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%.

Personality snowflake

Concentration
5.93
Portfolio Stability
16.31
Momentum/Contrarian
71.63
Sector conviction
48.16
Diversification
100
Sizing Uniformity
52.03

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.63%-0.21%-2.21%
2AAPLApple INCStock-Tech5.87%-0.22%-2.59%
3MSFTMicrosoft CORPStock-Tech4.36%-1.12%-1.79%
4AMZNAmazon.com INCStock-Consumer Disc3.09%-0.22%-2.19%
5GOOGLAlphabet Inc-cl AStock-Comm Services2.57%-0.10%-1.28%
6AVGOBroadcom INCStock-Tech2.31%-0.17%-1.60%
7GOOGAlphabet Inc-cl CStock-Comm Services2.07%-0.08%-0.94%
8METAMeta Platforms Inc-class AStock-Comm Services1.95%-0.27%-4.38%
9TSLATesla INCStock-Consumer Disc1.66%-0.29%-3.02%
10BRK-BBerkshire Hathaway Inc-cl BStock-Other1.24%+0.01%-0.15%
11LLYEli Lilly & CoStock-Healthcare1.18%-0.16%-3.34%
12JPMJpmorgan Chase & CoStock-Financials1.10%-0.07%-2.33%
13XOMExxon Mobil CORPStock-Energy1.02%+0.33%-0.47%
14JNJJohnson & JohnsonStock-Healthcare0.83%+0.17%+0.44%
15VVisa Inc-class A SharesStock-Financials0.82%-0.10%-3.08%
16WMTWalmart INCStock-Consumer Staples0.78%+0.12%-0.87%
17COSTCostco Wholesale CORPStock-Consumer Staples0.71%+0.11%-2.89%
18NFLXNetflix INCStock-Comm Services0.66%—-4.70%
19MAMastercard INC - AStock-Financials0.65%-0.08%-3.44%
20ABBVAbbvie INCStock-Healthcare0.62%—-2.47%
21MUMicron Technology INCStock-Tech0.60%+0.14%+3.85%
22CVXChevron CORPStock-Energy0.56%+0.17%+0.13%
23PLTRPalantir Technologies Inc-aStock-Tech0.54%-0.09%-2.19%
24HDHome Depot INCStock-Consumer Disc0.51%—-3.16%
25AMDAdvanced Micro DevicesStock-Tech0.51%—-3.02%
26CATCaterpillar INCStock-Industrials0.49%+0.12%-0.43%
27GEGeneral ElectricStock-Industrials0.48%-0.03%-3.24%
28PGProcter & Gamble Co/theStock-Consumer Staples0.47%—-1.80%
29BACBank Of America CORPStock-Financials0.46%-0.04%-3.54%
30LRCXLam Research CORPStock-Tech0.45%+0.10%-1.58%
31KOCoca-cola Co/theStock-Consumer Staples0.44%—-1.54%
32CSCOCisco Systems INCStock-Tech0.43%—+0.36%
33MRKMerck & Co. INC.Stock-Healthcare0.42%—-1.18%
34AMATApplied Materials INCStock-Tech0.42%+0.12%-1.31%
35ORCLOracle CORPStock-Tech0.40%-0.12%-3.58%
36GEVGE Vernova INCStock-Industrials0.38%+0.09%-4.94%
37PMPhilip Morris InternationalStock-Consumer Staples0.37%—+0.90%
38RTXRtx CORPStock-Industrials0.37%—-0.14%
39GSGoldman Sachs Group INCStock-Financials0.35%—-1.86%
40WFCWells Fargo & CoStock-Financials0.35%-0.05%-3.95%
41UNHUnitedhealth Group INCStock-Healthcare0.34%-0.07%-4.75%
42KLACKla CORPStock-Tech0.32%—-1.89%
43LINLinde plcStock-Materials0.32%—-1.43%
44IBMIntl Business Machines CORPStock-Tech0.32%-0.05%-0.12%
45MCDMcdonald's CORPStock-Consumer Disc0.31%—-1.18%
46VZVerizon Communications INCStock-Comm Services0.31%+0.08%+2.84%
47PEPPepsico INCStock-Consumer Staples0.30%—-0.80%
48TAt&t INCStock-Comm Services0.30%—+3.23%
49AMGNAmgen INCStock-Healthcare0.30%—-1.20%
50CCitigroup INCStock-Financials0.28%—-4.43%
1–50 of 1,618

Holding changes this quarter

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%.

Position changes disclosed by Amalgamated Bank for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1XOMExxon Mobil CORP+0.3%-0.47%Trim
2CVXChevron CORP+0.2%+0.13%Add
3JNJJohnson & Johnson+0.2%+0.44%Add
4MUMicron Technology INC+0.1%+3.85%Add
5VRTVertiv Holdings Co-a+0.1%+142.63%Add
6AMATApplied Materials INC+0.1%-1.31%Trim
7CATCaterpillar INC+0.1%-0.43%Trim
8WMTWalmart INC+0.1%-0.87%Trim
9COSTCostco Wholesale CORP+0.1%-2.89%Trim
10LRCXLam Research CORP+0.1%-1.58%Trim
11SNDKSandisk CORP+0.1%+4.07%Add
12GEVGE Vernova INC+0.1%-4.94%Trim
13VZVerizon Communications INC+0.1%+2.84%Add
14COPConocophillips+0.1%-6.72%Trim
15BRK-BBerkshire Hathaway Inc-cl B0%-0.15%Trim
16GEGeneral Electric0%-3.24%Trim
17BACBank Of America CORP0%-3.54%Trim
18AXPAmerican Express Co0%-2.03%Trim
19DISWalt Disney Co/the0%-5.58%Trim
20ABTAbbott Laboratories0%+0.09%Add
21BXBlackstone INC0%-4.28%Trim
22WFCWells Fargo & Co-0.1%-3.95%Trim
23BKNGBooking Holdings INC-0.1%-4.78%Trim
24IBMIntl Business Machines CORP-0.1%-0.12%Trim
25COFCapital One Financial CORP-0.1%-4.09%Trim
26QCOMQualcomm INC-0.1%-3.03%Trim
27BSXBoston Scientific CORP-0.1%-1.90%Trim
28ISRGIntuitive Surgical INC-0.1%-3.58%Trim
29ACNAccenture plc-0.1%-4.36%Trim
30JPMJpmorgan Chase & Co-0.1%-2.33%Trim
31UNHUnitedhealth Group INC-0.1%-4.75%Trim
32NOWServicenow INC-0.1%-3.41%Trim
33GOOGAlphabet Inc-cl C-0.1%-0.94%Trim
34MAMastercard INC - A-0.1%-3.44%Trim
35ADBEAdobe INC-0.1%-8.18%Trim
36PLTRPalantir Technologies Inc-a-0.1%-2.19%Trim
37GOOGLAlphabet Inc-cl A-0.1%-1.28%Trim
38VVisa Inc-class A Shares-0.1%-3.08%Trim
39INTUIntuit INC-0.1%-3.80%Trim
40CRMSalesforce INC-0.1%-5.96%Trim
41APPApplovin Corp-class A-0.1%+0.04%Add
42ORCLOracle CORP-0.1%-3.58%Trim
43LLYEli Lilly & Co-0.2%-3.34%Trim
44AVGOBroadcom INC-0.2%-1.60%Trim
45NVDANvidia CORP-0.2%-2.21%Trim
46AAPLApple INC-0.2%-2.59%Trim
47AMZNAmazon.com INC-0.2%-2.19%Trim
48METAMeta Platforms Inc-class A-0.3%-4.38%Trim
49TSLATesla INC-0.3%-3.02%Trim
50MSFTMicrosoft CORP-1.1%-1.79%Trim

FAQ

What is Amalgamated Bank and what type of investor is it?
Amalgamated Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $13.1B, spread across 1618 disclosed positions.
What are Amalgamated Bank's largest equity positions?
Based on the latest 13F filing, Amalgamated Bank's top holdings by market value are: 1. Nvidia CORP (NVDA) — $866.3M (6.6%) 2. Apple INC (AAPL) — $767.6M (5.9%) 3. Microsoft CORP (MSFT) — $570.2M (4.4%) 4. Amazon.com INC (AMZN) — $404.4M (3.1%) 5. Alphabet Inc-cl A (GOOGL) — $335.6M (2.6%)
What changes did Amalgamated Bank make in its most recent portfolio filing?
In the latest reported quarter, Amalgamated Bank made 50 notable position adjustments: 0 new positions were initiated, 8 existing holdings were added to, 42 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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%
What sectors does Amalgamated Bank focus on?
Amalgamated Bank is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.6% • Financials: 12.2% • Consumer Discretionary: 10.6% • Industrials: 10.4% • Health Care: 9.6% • Communication Services: 9.3%