Top Institutional Investors

AMALGAMATED BANK — 13F Holdings & Portfolio

CIK 919192 · latest 13F-HR filed 2026-10-23

Backtest portfolio

AMALGAMATED BANK manages $14.28B in 13F-reported U.S. long-equity assets across 1,617 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (7.56%), AAPL (6.38%), MSFT (4.97%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 30 new positions and exited 45; 366 existing positions rose in reported value and 924 fell.

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.

Loading holdings…
AUM
$14.28B

Long-equity book

Holdings
1,617

Distinct positions

Period
2026-09-30

Filed 2026-10-23

Q/Q Activity
+30 / −45 / ↑366 / ↓924

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA7.6% · -2%AAPL6.4% · -3%MSFT5.0% · -2%AMZN2.9% · -2%GOOGL2.8% · -2%AVGO2.3% · -2%GOOG2.3% · -2%META2.2% · -2%MU1.7% · -2%TSLA1.4% · -2%AMD1.4% · -2%LLY1.3% · -1%BRK.B1.1% · -2%JPM1.0% · -3%V0.9% · +0%XOM0.8% · -3%JNJ0.8% · -2%INTC0.7% · +2%MA0.7% · -2%LRCX0.6% · -2%PLTR0.6% · -2%AMAT0.6% · -2%ABBV0.6% · -3%WMT0.6% · -2%COST0.5% · -2%CSCO0.5% · -3%CAT0.5% · -2%CVX0.5% · +1%GE0.5% · -2%PANW0.4% · -2%MRK0.4% · -3%BAC0.4% · -4%PG0.4% · -3%NFLX0.4% · -3%KO0.4% · -3%UNH0.4% · -3%HD0.4% · -2%CRWD0.4% · +292%KLAC0.4% · -2%GEV0.4% · -2%PM0.4% · -3%TXN0.4% · -2%SNDK0.3% · -3%ORCL0.3% · -1%MRVL0.3% · -2%GS0.3% · -4%ANET0.3% · -1%AMGN0.3% · -2%RTX0.3% · -2%TMO0.3% · -3%APH0.3% · +96%WFC0.3% · -4%LIN0.3% · -3%C0.3% · -4%MS0.3% · -3%QCOM0.2% · -2%IBM0.2% · -3%ADI0.2% · -3%WDC0.2% · +1%VZ0.2% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

AMALGAMATED BANK Holdings (2026-09-30)

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 $1.08B 7.56% 4,729,165 SH
2 APPLE INC AAPL 037833100 $910.9M 6.38% 2,735,339 SH
3 MICROSOFT CORP MSFT 594918104 $710.2M 4.97% 1,384,639 SH
4 AMAZON COM INC AMZN 023135106 $419.8M 2.94% 1,684,911 SH
5 ALPHABET INC CLASS A GOOGL 02079K305 $401.7M 2.81% 1,167,372 SH
6 BROADCOM INC AVGO 11135F101 $325.8M 2.28% 927,615 SH
7 ALPHABET INC CAP STK CL C GOOG 02079K107 $323.1M 2.26% 948,328 SH
8 META PLATFORMS INC CL A META 30303M102 $307.8M 2.16% 424,487 SH
9 MICRON TECHNOLOGY INC MU 595112103 $237.7M 1.66% 223,181 SH
10 TESLA INC TSLA 88160R101 $198.9M 1.39% 560,498 SH
11 ADVANCED MICRO DEVICES INC AMD 007903107 $196.6M 1.38% 321,370 SH
12 ELI LILLY CO LLY 532457108 $186.1M 1.30% 160,832 SH
13 BERKSHIRE HATHAWAY INC CL-B BRK.B 084670702 $157.8M 1.11% 316,960 SH
14 JPMORGAN CHASE CO. JPM 46625H100 $147.8M 1.03% 446,621 SH
15 VISA INC COM CL A V 92826C839 $127.6M 0.89% 355,156 SH
16 EXXONMOBIL HOLDINGS CORP SHS COM XOM 30233Q108 $115.9M 0.81% 712,342 SH
17 JOHNSON JOHNSON JNJ 478160104 $111.3M 0.78% 420,438 SH
18 INTEL CORPORATION INTC 458140100 $98.1M 0.69% 815,849 SH
19 MASTERCARD INC-CLASS A MA 57636Q104 $93.2M 0.65% 169,038 SH
20 LAM RESEARCH CORP COM NEW LRCX 512807306 $84.6M 0.59% 257,574 SH
21 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $83.1M 0.58% 444,415 SH
22 APPLIED MATERIALS INC AMAT 038222105 $82.1M 0.57% 160,500 SH
23 ABBVIE INC ABBV 00287Y109 $80.7M 0.57% 308,595 SH
24 WALMART INC WMT 931142103 $80.4M 0.56% 774,028 SH
25 COSTCO WHSL CORP NEW COST 22160K105 $76.6M 0.54% 84,149 SH
26 CISCO SYSTEMS INC CSCO 17275R102 $75.7M 0.53% 702,955 SH
27 CATERPILLAR INC COM CAT 149123101 $73.5M 0.51% 90,605 SH
28 CHEVRON CORPORATION CVX 166764100 $66.7M 0.47% 326,519 SH
29 GE AEROSPACE COM NEW GE 369604301 $65.1M 0.46% 208,342 SH
30 PALO ALTO NETWORKS INC PANW 697435105 $63.7M 0.45% 160,441 SH
31 MERCK CO INC MRK 58933Y105 $61.4M 0.43% 422,623 SH
32 BANK OF AMERICA CORP BAC 060505104 $60.0M 0.42% 1,101,991 SH
33 PROCTER GAMBLE CO PG 742718109 $59.4M 0.42% 408,943 SH
34 NETFLIX INC. NFLX 64110L106 $58.2M 0.41% 836,846 SH
35 COCA COLA CO KO 191216100 $57.9M 0.41% 672,258 SH
36 UNITEDHEALTH GROUP INC UNH 91324P102 $56.7M 0.40% 154,571 SH
37 THE HOME DEPOT INC. HD 437076102 $53.7M 0.38% 188,906 SH
38 CROWDSTRIKE HOLDINGS INC -A CRWD 22788C105 $52.7M 0.37% 199,219 SH
39 KLA CORP COM NEW KLAC 482480100 $52.5M 0.37% 269,543 SH
40 GE VERNOVA INC COM GEV 36828A101 $51.8M 0.36% 54,476 SH
41 PHILIP MORRIS INTL INC COM PM 718172109 $51.7M 0.36% 270,992 SH
42 TEXAS INSTRUMENTS INC. TXN 882508104 $51.5M 0.36% 183,914 SH
43 SANDISK CORP SNDK 80004C200 $49.5M 0.35% 28,430 SH
44 ORACLE CORP ORCL 68389X105 $46.2M 0.32% 336,160 SH
45 MARVELL TECHNOLOGY INC COM MRVL 573874104 $45.4M 0.32% 171,905 SH
46 GOLDMAN SACHS GROUP INC COM GS 38141G104 $43.9M 0.31% 48,748 SH
47 ARISTA NETWORKS INC COM SHS ANET 040413205 $43.5M 0.30% 213,608 SH
48 AMGEN INC AMGN 031162100 $43.2M 0.30% 102,480 SH
49 RTX CORPORATION COM RTX 75513E101 $42.6M 0.30% 229,598 SH
50 THERMO FISHER SCIENTIFIC INC COM TMO 883556102 $42.4M 0.30% 62,873 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-23 $14.28B 1,617 0000919192-26-000006
2026-06-30 2026-07-23 $14.47B 1,632 0000919192-26-000004
2026-03-31 2026-05-08 $13.07B 1,618 0000919192-26-000003
2025-12-31 2026-02-05 $13.86B 2,983 0000919192-26-000001
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