AMALGAMATED BANK — 13F Holdings & Portfolio

CIK 919192 · latest 13F-HR filed 2026-05-08

AMALGAMATED BANK manages $13.1M in 13F-reported U.S. long-equity assets across 1,618 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.63%), AAPL (5.87%), MSFT (4.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 1,371, added to 578, and trimmed 677.

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

$13.1M

Long-equity book

Holdings

1,618

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+6 / −1371 / ↑578 / ↓677

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EXXON MOBIL CORP$38.5K +40.3%
  • CHEVRON CORP NEW$19.4K +35.9%
  • JOHNSON JOHNSON$17.1K +18.6%
  • VERTIV HOLDINGS CO$15.0K +275.3%
  • MICRON TECHNOLOGY INC$14.5K +22.9%
Show all 578

Top Trims

  • MICROSOFT CORP-$188.4K -24.8%
  • NVIDIA CORPORATION-$81.1K -8.6%
  • APPLE INC-$76.5K -9.1%
  • AMAZON COM INC-$53.8K -11.7%
  • TESLA INC-$53.6K -19.8%
Show all 677

New Positions

  • AMCOR PLC COM NEW$3.3K
  • VERSANT MEDIA GROUP INC COM CL A$1.6K
  • PIPER SANDLER COMPANIES COM NEW$1.5K
  • INDIVIOR PHARMACEUTICALS INC COM$1.1K
  • MEDLINE INC CL A COM$700
Show all 6

Exited Positions

  • PINNACLE FINANCIAL PARTNERS$6.0K
  • COMERICA INC$5.1K
  • FRONTIER COMMUNICATIONS PARENT COM$4.3K
  • AMCOR PLC ORD$3.6K
  • CADENCE BANK COM$3.4K
Show all 1371
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 $866.3K 6.63% 4,967,292 SH
2 APPLE INC AAPL 037833100 $767.5K 5.87% 3,024,352 SH
3 MICROSOFT CORP MSFT 594918104 $570.2K 4.36% 1,540,464 SH
4 AMAZON COM INC AMZN 023135106 $404.4K 3.09% 1,941,631 SH
5 ALPHABET INC CLASS A GOOGL 02079K305 $335.6K 2.57% 1,166,916 SH
6 BROADCOM INC AVGO 11135F101 $301.9K 2.31% 975,547 SH
7 ALPHABET INC CAP STK CL C GOOG 02079K107 $270.2K 2.07% 941,804 SH
8 META PLATFORMS INC CL A META 30303M102 $254.9K 1.95% 445,536 SH
9 TESLA INC TSLA 88160R101 $216.6K 1.66% 582,776 SH
10 BERKSHIRE HATHAWAY INC CL-B BRK.B 084670702 $161.7K 1.24% 337,358 SH
11 ELI LILLY CO LLY 532457108 $153.9K 1.18% 167,306 SH
12 JPMORGAN CHASE CO. JPM 46625H100 $144.2K 1.10% 490,336 SH
13 EXXON MOBIL CORP XOM 30231G102 $133.9K 1.02% 789,373 SH
14 JOHNSON JOHNSON JNJ 478160104 $108.7K 0.83% 444,574 SH
15 VISA INC COM CL A V 92826C839 $106.9K 0.82% 353,727 SH
16 WALMART INC WMT 931142103 $101.3K 0.78% 815,011 SH
17 COSTCO WHSL CORP NEW COST 22160K105 $93.2K 0.71% 93,527 SH
18 NETFLIX INC. NFLX 64110L106 $85.6K 0.66% 890,536 SH
19 MASTERCARD INC-CLASS A MA 57636Q104 $85.2K 0.65% 170,418 SH
20 ABBVIE INC COM ABBV 00287Y109 $81.4K 0.62% 374,211 SH
21 MICRON TECHNOLOGY INC MU 595112103 $78.0K 0.60% 230,864 SH
22 CHEVRON CORP NEW CVX 166764100 $73.5K 0.56% 355,393 SH
23 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $70.4K 0.54% 480,963 SH
24 THE HOME DEPOT INC. HD 437076102 $66.6K 0.51% 202,446 SH
25 ADVANCED MICRO DEVICES INC AMD 007903107 $66.1K 0.51% 324,877 SH
26 CATERPILLAR INC COM CAT 149123101 $63.4K 0.49% 89,501 SH
27 GE AEROSPACE COM NEW GE 369604301 $62.7K 0.48% 220,809 SH
28 PROCTER GAMBLE CO PG 742718109 $61.0K 0.47% 422,539 SH
29 BANK OF AMERICA CORP BAC 060505104 $59.5K 0.46% 1,219,995 SH
30 LAM RESEARCH CORP COM NEW LRCX 512807306 $59.2K 0.45% 277,179 SH
31 COCA COLA CO KO 191216100 $57.9K 0.44% 761,239 SH
32 CISCO SYSTEMS INC CSCO 17275R102 $56.8K 0.43% 731,724 SH
33 MERCK CO INC MRK 58933Y105 $55.2K 0.42% 458,630 SH
34 APPLIED MATERIALS INC AMAT 038222105 $54.6K 0.42% 159,670 SH
35 ORACLE CORP ORCL 68389X105 $52.5K 0.40% 356,819 SH
36 GE VERNOVA INC COM GEV 36828A101 $50.3K 0.38% 57,596 SH
37 PHILIP MORRIS INTL INC COM PM 718172109 $48.0K 0.37% 290,260 SH
38 RTX CORPORATION COM RTX 75513E101 $47.7K 0.37% 247,266 SH
39 GOLDMAN SACHS GROUP INC COM GS 38141G104 $46.3K 0.35% 54,768 SH
40 WELLS FARGO CO WFC 949746101 $45.3K 0.35% 569,301 SH
41 UNITEDHEALTH GROUP INC UNH 91324P102 $44.3K 0.34% 163,848 SH
42 KLA CORP KLAC 482480100 $42.4K 0.32% 28,812 SH
43 LINDE PLC SHS COM LIN G54950103 $42.1K 0.32% 84,889 SH
44 INTERNATIONAL BUSINESS MACHS IBM 459200101 $41.8K 0.32% 172,399 SH
45 MCDONALD'S CORP. MCD 580135101 $40.7K 0.31% 130,807 SH
46 VERIZON COMMUNICATIONS INC VZ 92343V104 $40.4K 0.31% 804,474 SH
47 PEPSICO INC PEP 713448108 $39.7K 0.30% 255,852 SH
48 ATT INC T 00206R102 $39.6K 0.30% 1,367,044 SH
49 AMGEN INC AMGN 031162100 $39.1K 0.30% 111,200 SH
50 CITIGROUP INC COM NEW C 172967424 $37.1K 0.28% 327,268 SH
Filing History
Period Filed AUM Holdings Accession
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