Institutional Manager · CIK 0000919192
AMALGAMATED BANK
NEW YORK, NY · File #028-04148
Latest AUM
$13.9M
Positions
2,983
Top-10 Concentration
64.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC. | NFLX | +837,090 | +$78,486 | -$107,576 |
| REDUCE | APPLE INC | AAPL | -197,600 | -$53,720 | +$56,900 |
| REDUCE | NVIDIA CORPORATION | NVDA | -217,943 | -$40,646 | -$424 |
| REDUCE | MICROSOFT CORP | MSFT | -81,101 | -$39,222 | -$56,633 |
| ADD | SERVICENOW INC | NOW | +178,858 | +$27,399 | -$36,727 |
| REDUCE | BERKSHIRE HATHAWAY INC CL-B | BRK-A | -30,256 | -$15,208 | -$33 |
| REDUCE | ALPHABET INC CLASS A | GOOG | -48,212 | -$15,090 | +$85,997 |
| REDUCE | AMAZON COM INC | AMZN | -58,972 | -$13,612 | +$22,995 |
| REDUCE | ALPHABET INC CAP STK CL C | GOOG | -42,181 | -$13,236 | +$69,753 |
| ADD | CRH PLC ORD COM | CRH | +92,063 | +$11,490 | +$175 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252,983 pos · $13.9M
- 13F HOLDINGS REPORTQ/E Sep 20252,995 pos · $114.1M
- 13F HOLDINGS REPORTQ/E Jun 20253,014 pos · $113.6M
- 13F HOLDINGS REPORTQ/E Mar 20252,971 pos · $11.7M
- 13F HOLDINGS REPORTQ/E Dec 20242,987 pos · $12.2M
- 13F HOLDINGS REPORTQ/E Sep 20243,000 pos · $12.1M
- 13F HOLDINGS REPORTQ/E Jun 20243,013 pos · $11.7M
- 13F HOLDINGS REPORTQ/E Mar 20242,966 pos · $11.7M
- 13F HOLDINGS REPORTQ/E Dec 20233,024 pos · $11.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 5,079,610 | $947,347 | 12.67% |
| 2 | APPLE INC | AAPL | 3,104,765 | $844,061 | 11.28% |
| 3 | MICROSOFT CORP | MSFT | 1,568,576 | $758,595 | 10.14% |
| 4 | AMAZON COM INC | AMZN | 1,985,076 | $458,195 | 6.13% |
| 5 | ALPHABET INC CLASS A | GOOG | 1,182,079 | $369,991 | 4.95% |
| 6 | BROADCOM INC | AVGO | 991,404 | $343,125 | 4.59% |
| 7 | META PLATFORMS INC CL A | META | 465,952 | $307,570 | 4.11% |
| 8 | ALPHABET INC CAP STK CL C | GOOG | 950,755 | $298,347 | 3.99% |
| 9 | TESLA INC | TSLA | 600,924 | $270,248 | 3.61% |
| 10 | ELI LILLY CO COM | LLY | 173,090 | $186,016 | 2.49% |
| 11 | BERKSHIRE HATHAWAY INC CL-B | BRK-A | 337,871 | $169,831 | 2.27% |
| 12 | JPMORGAN CHASE CO. | VYLD | 502,054 | $161,772 | 2.16% |
| 13 | VISA INC. CLASS A | V | 364,970 | $127,999 | 1.71% |
| 14 | MASTERCARD INC-CLASS A | MA | 176,490 | $100,755 | 1.35% |
| 15 | EXXON MOBIL CORP | XOM | 793,095 | $95,441 | 1.28% |
| 16 | JOHNSON JOHNSON | JNJ | 442,630 | $91,602 | 1.22% |
| 17 | WALMART INC | WMT | 822,203 | $91,602 | 1.22% |
| 18 | ABBVIE INC COM | ABBV | 383,670 | $87,665 | 1.17% |
| 19 | NETFLIX INC. | NFLX | 934,429 | $87,612 | 1.17% |
| 20 | PALANTIR TECHNOLOGIES INC CL A | PLTR | 491,728 | $87,405 | 1.17% |