AMALGAMATED BANK — 13F Holdings & Portfolio

CIK 919192 · latest 13F-HR filed 2026-07-23

AMALGAMATED BANK manages $14.5M in 13F-reported U.S. long-equity assets across 1,632 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.69%), AAPL (5.62%), MSFT (3.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 64 new positions, exited 50, added to 758, and trimmed 502.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
275 SEVENTH AVENUE
6TH FLOOR
NEW YORK, NY 10001
Phone
(212) 895-4497
Filing Manager
AMALGAMATED BANK
NEW YORK, NY
Signatory
Jennifer McGovern
Trust Compliance Officer
Loading holdings…
AUM

$14.5M

Long-equity book

Holdings

1,632

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+64 / −50 / ↑758 / ↓502

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$185.0K +237.2%
  • ADVANCED MICRO DEVICES INC$124.5K +188.4%
  • NVIDIA CORPORATION$101.2K +11.7%
  • ALPHABET INC CLASS A$90.5K +27.0%
  • INTEL CORPORATION$74.8K +203.1%
Show all 758

Top Trims

  • MICROSOFT CORP-$41.2K -7.2%
  • EXXON MOBIL CORP-$33.1K -24.7%
  • NETFLIX INC.-$23.9K -28.0%
  • CHEVRON CORP NEW-$20.1K -27.3%
  • PALANTIR TECHNOLOGIES INC CL A-$17.4K -24.8%
Show all 502

New Positions

  • HONEYWELL INTL INC COM$12.7K
  • HONEYWELL AEROSPACE INC$12.5K
  • CARNIVAL CORP LTD COMMON SHARES$6.3K
  • SPACE EXPLORATION TECHN CORP CLASS A COM$6.3K
  • DUPONT DE NEMOURS INC COM$3.5K
Show all 64

Exited Positions

  • HONEYWELL INTL INC$26.0K
  • CARNIVAL CORPORATION$6.0K
  • COTERRA ENERGY INC COM$5.3K
  • TOPBUILD CORP$4.8K
  • MASIMO CORPORATION$3.9K
Show all 50
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $967.5K 6.69% 4,835,258 SH
2 APPLE INC AAPL 037833100 $813.6K 5.62% 2,811,845 SH
3 MICROSOFT CORP MSFT 594918104 $529.0K 3.66% 1,418,151 SH
4 ALPHABET INC CLASS A GOOGL 02079K305 $426.0K 2.95% 1,192,090 SH
5 AMAZON COM INC AMZN 023135106 $411.6K 2.85% 1,727,020 SH
6 BROADCOM INC AVGO 11135F101 $357.0K 2.47% 945,091 SH
7 ALPHABET INC CAP STK CL C GOOG 02079K107 $341.1K 2.36% 965,367 SH
8 MICRON TECHNOLOGY INC MU 595112103 $263.0K 1.82% 227,833 SH
9 META PLATFORMS INC CL A META 30303M102 $243.9K 1.69% 432,950 SH
10 TESLA INC TSLA 88160R101 $240.8K 1.66% 572,468 SH
11 ELI LILLY CO LLY 532457108 $195.7K 1.35% 163,154 SH
12 ADVANCED MICRO DEVICES INC AMD 007903107 $190.6K 1.32% 328,142 SH
13 BERKSHIRE HATHAWAY INC CL-B BRK.B 084670702 $161.1K 1.11% 322,016 SH
14 JPMORGAN CHASE CO. JPM 46625H100 $151.2K 1.05% 461,859 SH
15 VISA INC COM CL A V 92826C839 $121.3K 0.84% 353,468 SH
16 APPLIED MATERIALS INC AMAT 038222105 $118.4K 0.82% 163,810 SH
17 LAM RESEARCH CORP COM NEW LRCX 512807306 $113.8K 0.79% 262,534 SH
18 INTEL CORPORATION INTC 458140100 $111.6K 0.77% 798,985 SH
19 JOHNSON JOHNSON JNJ 478160104 $109.5K 0.76% 431,231 SH
20 EXXON MOBIL CORP XOM 30231G102 $100.8K 0.70% 737,592 SH
21 CATERPILLAR INC COM CAT 149123101 $98.7K 0.68% 92,658 SH
22 WALMART INC WMT 931142103 $89.0K 0.62% 785,826 SH
23 MASTERCARD INC-CLASS A MA 57636Q104 $88.6K 0.61% 172,431 SH
24 CISCO SYSTEMS INC CSCO 17275R102 $84.9K 0.59% 722,574 SH
25 KLA CORP COM NEW KLAC 482480100 $82.9K 0.57% 274,778 SH
26 COSTCO WHSL CORP NEW COST 22160K105 $80.6K 0.56% 86,150 SH
27 GE AEROSPACE COM NEW GE 369604301 $79.7K 0.55% 213,374 SH
28 ABBVIE INC COM ABBV 00287Y109 $79.7K 0.55% 316,843 SH
29 THE HOME DEPOT INC. HD 437076102 $68.1K 0.47% 193,009 SH
30 SANDISK CORP SNDK 80004C200 $66.7K 0.46% 29,351 SH
31 UNITEDHEALTH GROUP INC UNH 91324P102 $66.5K 0.46% 160,011 SH
32 GE VERNOVA INC COM GEV 36828A101 $65.7K 0.45% 55,897 SH
33 BANK OF AMERICA CORP BAC 060505104 $65.1K 0.45% 1,141,841 SH
34 NETFLIX INC. NFLX 64110L106 $61.7K 0.43% 863,915 SH
35 PROCTER GAMBLE CO PG 742718109 $61.6K 0.43% 420,063 SH
36 COCA COLA CO KO 191216100 $56.1K 0.39% 689,923 SH
37 TEXAS INSTRUMENTS INC. TXN 882508104 $55.9K 0.39% 187,496 SH
38 MERCK CO INC MRK 58933Y105 $55.8K 0.39% 434,306 SH
39 PALO ALTO NETWORKS INC PANW 697435105 $55.7K 0.39% 163,350 SH
40 CHEVRON CORP NEW CVX 166764100 $53.4K 0.37% 322,308 SH
41 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $52.9K 0.37% 453,483 SH
42 MARVELL TECHNOLOGY INC COM MRVL 573874104 $52.3K 0.36% 175,644 SH
43 GOLDMAN SACHS GROUP INC COM GS 38141G104 $51.2K 0.35% 50,581 SH
44 PHILIP MORRIS INTL INC COM PM 718172109 $50.3K 0.35% 278,155 SH
45 ORACLE CORP ORCL 68389X105 $49.8K 0.34% 339,671 SH
46 INTERNATIONAL BUSINESS MACHS IBM 459200101 $45.6K 0.32% 162,188 SH
47 WESTERN DIGITAL CORP WDC 958102105 $45.4K 0.31% 71,098 SH
48 RTX CORPORATION COM RTX 75513E101 $44.7K 0.31% 235,569 SH
49 AMPHENOL CORP COM CL A APH 032095101 $44.0K 0.30% 249,447 SH
50 WELLS FARGO CO WFC 949746101 $43.6K 0.30% 527,851 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $14.5M 1,632 0000919192-26-000004
2026-03-31 2026-05-08 $13.1M 1,618 0000919192-26-000003
2025-12-31 2026-02-05 $13.9M 2,983 0000919192-26-000001