AMALGAMATED BANK
Sector Allocation
- Technology46.3%$6.6B
- Financials11.4%$1.6B
- Healthcare9.1%$1.3B
- Consumer Discretionary8.6%$1.2B
- Industrials7.9%$1.1B
- Consumer Staples4.2%$598.4M
- Energy3.6%$519.8M
- Materials2.6%$368.7M
- Real Estate2.4%$342.1M
- Utilities1.9%$279.0M
AUM History
13fpro.ai/research/fund/amalgamated-bank-919192
Conviction and streaks
Concentrating · top 10 = 34.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$1.1BAAPL
$910.9MMSFT
$710.2MAMZN
$419.8MGOOGL
$401.7MAVGO
$325.8MGOOG
$323.1MMETA
$307.8MMU
$237.7MTSLA
$198.9MAMD
$196.6MLLY
$186.1MBRK.B
$157.8MJPM
$147.8MV
$127.6MXOM.R34088
$115.9MJNJ
$111.3MINTC
$98.1MMA
$93.2MLRCX
$84.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/amalgamated-bank-919192
AMALGAMATED BANK 13F holdings — Q3 2026
$14.3B portfolio (-1.3% QoQ) · 1,617 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio
$1.1B
7.6% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeld$910.9M
6.4% of stocks
-3%This quarter0.0%Since filed4+ qtrsHeld$710.2M
5.0% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeld$419.8M
2.9% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeldAIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$401.7M
2.8% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeld$325.8M
2.3% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$323.1M
2.3% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeld$307.8M
2.2% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$237.7M
1.7% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$198.9M
1.4% of stocks
-2%This quarter0.0%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — AMALGAMATED BANK (Q3 2026)
1,617 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ADVANCED MICRO DEVICES INC | Technology | $196.6M | 1.4% | 321K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ELI LILLY & Co | Healthcare | $186.1M | 1.3% | 161K | -1% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | BERKSHIRE HATHAWAY INC | Financials | $157.8M | 1.1% | 317K | -2% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $147.8M | 1.0% | 447K | -3% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | VISA INC. | Financials | $127.6M | 0.9% | 355K | +0.5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | EXXON MOBIL CORP | Energy | $115.9M | 0.8% | 712K | -3% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $111.3M | 0.8% | 420K | -3% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | INTEL CORP | Technology | $98.1M | 0.7% | 816K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Mastercard Inc | Financials | $93.2M | 0.7% | 169K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | LAM RESEARCH CORP | Technology | $84.6M | 0.6% | 258K | -2% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Palantir Technologies Inc. | Technology | $83.1M | 0.6% | 444K | -2% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | APPLIED MATERIALS INC /DE | Technology | $82.1M | 0.6% | 161K | -2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AbbVie Inc. | Healthcare | $80.7M | 0.6% | 309K | -3% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $80.4M | 0.6% | 774K | -2% | 4+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $76.6M | 0.5% | 84K | -2% | 4+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CSCO | CISCO SYSTEMS, INC. | Technology | $75.7M | 0.5% | 703K | -3% | |||
| 27 | $CAT | CATERPILLAR INC | Industrials | $73.5M | 0.5% | 91K | -2% | |||
| 28 | $CVX | CHEVRON CORP | Energy | $66.7M | 0.5% | 327K | +1% | |||
| 29 | $GE | GENERAL ELECTRIC CO | Industrials | $65.1M | 0.5% | 208K | -2% | |||
| 30 | $PANW | Palo Alto Networks Inc | Technology | $63.7M | 0.5% | 160K | -2% | |||
| 31 | $MRK | Merck & Co., Inc. | Healthcare | $61.4M | 0.4% | 423K | -3% | |||
| 32 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $60.0M | 0.4% | 1.10M | -3% | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $59.4M | 0.4% | 409K | -3% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $58.2M | 0.4% | 837K | -3% | |||
| 35 | $KO | COCA COLA CO | Consumer Staples | $57.9M | 0.4% | 672K | -3% | |||
| 36 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $56.7M | 0.4% | 155K | -3% | |||
| 37 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $53.7M | 0.4% | 189K | -2% | |||
| 38 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $52.7M | 0.4% | 199K | +292% | |||
| 39 | $KLAC | KLA CORP | Technology | $52.5M | 0.4% | 270K | -2% | |||
| 40 | $GEV | GE Vernova Inc. | Industrials | $51.8M | 0.4% | 54K | -3% | |||
| 41 | $PM | Philip Morris International Inc. | Consumer Staples | $51.7M | 0.4% | 271K | -3% | |||
| 42 | $TXN | TEXAS INSTRUMENTS INC | Technology | $51.5M | 0.4% | 184K | -2% | |||
| 43 | $SNDK | Sandisk Corp | Technology | $49.5M | 0.3% | 28K | -3% | |||
| 44 | $ORCL | ORACLE CORP | Technology | $46.2M | 0.3% | 336K | -1% | |||
| 45 | $MRVL | Marvell Technology, Inc. | Technology | $45.4M | 0.3% | 172K | -2% | |||
| 46 | $GS | GOLDMAN SACHS GROUP INC | Financials | $43.9M | 0.3% | 49K | -4% | |||
| 47 | $ANET | Arista Networks, Inc. | Technology | $43.5M | 0.3% | 214K | -1% | |||
| 48 | $AMGN | AMGEN INC | Healthcare | $43.2M | 0.3% | 102K | -2% | |||
| 49 | $RTX | RTX Corp | Industrials | $42.6M | 0.3% | 230K | -3% | |||
| 50 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $42.4M | 0.3% | 63K | -3% | |||
| 51 | $APH | AMPHENOL CORP /DE/ | Technology | $41.2M | 0.3% | 489K | +96% | |||
| 52 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $40.6M | 0.3% | 507K | -4% | |||
| 53 | $LIN | LINDE PLC | Materials | $37.7M | 0.3% | 79K | -3% | |||
| 54 | $C | CITIGROUP INC | Financials | $37.3M | 0.3% | 288K | -4% | |||
| 55 | $MS | MORGAN STANLEY | Financials | $37.1M | 0.3% | 197K | -3% | |||
| 56 | $QCOM | QUALCOMM INC/DE | Technology | $35.0M | 0.3% | 190K | -2% | |||
| 57 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $34.7M | 0.2% | 158K | -3% | |||
| 58 | $ADI | ANALOG DEVICES INC | Technology | $33.4M | 0.2% | 84K | -3% | |||
| 59 | $WDC | WESTERN DIGITAL CORP | Technology | $32.7M | 0.2% | 72K | +1% | |||
| 60 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $32.6M | 0.2% | 712K | -3% | |||
| 61 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $32.1M | 0.2% | 216K | -3% | |||
| 62 | $CRM | Salesforce, Inc. | Technology | $32.1M | 0.2% | 140K | -3% | |||
| 63 | $DIS | Walt Disney Co | Communication Services | $30.9M | 0.2% | 294K | -4% | |||
| 64 | $ABT | ABBOTT LABORATORIES | Healthcare | $30.1M | 0.2% | 305K | -3% | |||
| 65 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $30.1M | 0.2% | 74K | -2% | |||
| 66 | $PEP | PEPSICO INC | Consumer Staples | $30.0M | 0.2% | 237K | -3% | |||
| 67 | $ETN | Eaton Corp plc | Industrials | $30.0M | 0.2% | 70K | -3% | |||
| 68 | $T | AT&T INC. | Communication Services | $28.5M | 0.2% | 1.17M | -4% | |||
| 69 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $28.4M | 0.2% | 215K | -2% | |||
| 70 | $AXP | AMERICAN EXPRESS CO | Financials | $28.4M | 0.2% | 93K | -3% | |||
| 71 | $DE | DEERE & CO | Industrials | $28.2M | 0.2% | 42K | -3% | |||
| 72 | $UNP | UNION PACIFIC CORP | Industrials | $28.1M | 0.2% | 103K | -3% | |||
| 73 | $WELL | WELLTOWER INC. | Real Estate | $27.9M | 0.2% | 121K | -0.6% | |||
| 74 | $DELL | Dell Technologies Inc. | Technology | $27.8M | 0.2% | 52K | +0.3% | |||
| 75 | $MCD | MCDONALDS CORP | Consumer Discretionary | $27.8M | 0.2% | 120K | -3% | |||
| 76 | $PFE | PFIZER INC | Healthcare | $27.5M | 0.2% | 966K | -3% | |||
| 77 | $NOW | ServiceNow, Inc. | Technology | $27.2M | 0.2% | 203K | -2% | |||
| 78 | $SCHW | SCHWAB CHARLES CORP | Financials | $27.0M | 0.2% | 276K | -3% | |||
| 79 | $BA | BOEING CO | Industrials | $27.0M | 0.2% | 145K | -2% | |||
| 80 | $NEE | NEXTERA ENERGY INC | Utilities | $26.9M | 0.2% | 355K | -3% | |||
| 81 | $COP | CONOCOPHILLIPS | Energy | $26.3M | 0.2% | 210K | -4% | |||
| 82 | $BLK | BlackRock, Inc. | Financials | $26.1M | 0.2% | 25K | -3% | |||
| 83 | $STX | Seagate Technology Holdings plc | Technology | $25.8M | 0.2% | 28K | -2% | |||
| 84 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $25.6M | 0.2% | 157K | -4% | |||
| 85 | $UBER | Uber Technologies, Inc | Technology | $24.4M | 0.2% | 357K | -3% | |||
| 86 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $24.3M | 0.2% | 47K | -3% | |||
| 87 | $GLW | CORNING INC /NY | Materials | $23.8M | 0.2% | 155K | -2% | |||
| 88 | $DHR | DANAHER CORP /DE/ | Healthcare | $23.7M | 0.2% | 107K | -3% | |||
| 89 | $FTNT | Fortinet, Inc. | Technology | $22.5M | 0.2% | 126K | -3% | |||
| 90 | $NEM | NEWMONT Corp /DE/ | Materials | $21.9M | 0.1% | 190K | -4% | |||
| 91 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $21.9M | 0.1% | 351K | -3% | |||
| 92 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $21.6M | 0.1% | 104K | -3% | |||
| 93 | $TT | Trane Technologies plc | Technology | $21.0M | 0.1% | 46K | -2% | |||
| 94 | $PH | Parker-Hannifin Corp | Industrials | $20.9M | 0.1% | 22K | -3% | |||
| 95 | $PLD | Prologis, Inc. | Real Estate | $20.8M | 0.1% | 160K | -0.8% | |||
| 96 | $MCK | MCKESSON CORP | Consumer Staples | $20.7M | 0.1% | 24K | -5% | |||
| 97 | $SPGI | S&P Global Inc. | Financials | $20.7M | 0.1% | 52K | -3% | |||
| 98 | $LMT | LOCKHEED MARTIN CORP | Industrials | $20.6M | 0.1% | 41K | -2% | |||
| 99 | $MPC | Marathon Petroleum Corp | Energy | $20.4M | 0.1% | 52K | -5% | |||
| 100 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $20.4M | 0.1% | 303K | -3% | |||
| 101 | $TWLO | TWILIO INC | Technology | $20.3M | 0.1% | 69K | +2% | |||
| 102 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $20.0M | 0.1% | 104K | -5% | |||
| 103 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $20.0M | 0.1% | 212K | -2% | |||
| 104 | $ACN | Accenture plc | Technology | $19.9M | 0.1% | 108K | -3% | |||
| 105 | $CB | Chubb Ltd | Financials | $19.3M | 0.1% | 59K | -5% | |||
| 106 | $VLO | VALERO ENERGY CORP/TX | Energy | $19.1M | 0.1% | 49K | -6% | |||
| 107 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $19.0M | 0.1% | 74K | -3% | |||
| 108 | $MDT | Medtronic plc | Healthcare | $18.9M | 0.1% | 219K | -3% | |||
| 109 | $PWR | QUANTA SERVICES, INC. | Industrials | $18.8M | 0.1% | 29K | -2% | |||
| 110 | $HWM | Howmet Aerospace Inc. | Materials | $18.8M | 0.1% | 83K | -2% | |||
| 111 | $CVS | CVS HEALTH Corp | Healthcare | $18.7M | 0.1% | 219K | -3% | |||
| 112 | $ADBE | ADOBE INC. | Technology | $18.7M | 0.1% | 78K | -4% | |||
| 113 | $VRT | Vertiv Holdings Co | Technology | $18.1M | 0.1% | 75K | -2% | |||
| 114 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $18.1M | 0.1% | 55K | -2% | |||
| 115 | $DDOG | Datadog, Inc. | Technology | $17.7M | 0.1% | 65K | -2% | |||
| 116 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $17.3M | 0.1% | 94K | -3% | |||
| 117 | $PSX | Phillips 66 | Energy | $17.2M | 0.1% | 67K | -3% | |||
| 118 | $FCX | FREEPORT-MCMORAN INC | Materials | $17.1M | 0.1% | 244K | -3% | |||
| 119 | $EQIX | EQUINIX INC | Real Estate | $16.8M | 0.1% | 17K | -3% | |||
| 120 | $HOOD | Robinhood Markets, Inc. | Financials | $16.8M | 0.1% | 149K | -3% | |||
| 121 | $BNY | Bank of New York Mellon Corp | Financials | $16.6M | 0.1% | 115K | -4% | |||
| 122 | $SYK | STRYKER CORP | Healthcare | $16.3M | 0.1% | 59K | -2% | |||
| 123 | $SO | SOUTHERN CO | Utilities | $16.3M | 0.1% | 196K | -0.5% | |||
| 124 | $BX | Blackstone Inc. | Financials | $16.2M | 0.1% | 144K | -2% | |||
| 125 | $LITE | Lumentum Holdings Inc. | Technology | $16.1M | 0.1% | 17K | +10% | |||
| 126 | $JCI | Johnson Controls International plc | Industrials | $16.0M | 0.1% | 108K | -3% | |||
| 127 | $CME | CME GROUP INC. | Financials | $15.8M | 0.1% | 60K | -4% | |||
| 128 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $15.6M | 0.1% | 67K | -2% | |||
| 129 | $BE | Bloom Energy Corp | Technology | $15.6M | 0.1% | 56K | +189% | |||
| 130 | $OKTA | Okta, Inc. | Technology | $15.5M | 0.1% | 74K | -0.7% | |||
| 131 | $EMR | EMERSON ELECTRIC CO | Industrials | $15.2M | 0.1% | 98K | -3% | |||
| 132 | $DUK | Duke Energy CORP | Utilities | $15.1M | 0.1% | 132K | -3% | |||
| 133 | $USB | US BANCORP \DE\ | Financials | $15.0M | 0.1% | 260K | -3% | |||
| 134 | $GD | GENERAL DYNAMICS CORP | Industrials | $14.9M | 0.1% | 45K | -3% | |||
| 135 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $14.9M | 0.1% | 67K | -3% | |||
| 136 | $MMM | 3M CO | Healthcare | $14.8M | 0.1% | 90K | -4% | |||
| 137 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $14.7M | 0.1% | 41K | -4% | |||
| 138 | $APP | AppLovin Corp | Technology | $14.7M | 0.1% | 51K | -2% | |||
| 139 | $CSX | CSX CORP | Industrials | $14.7M | 0.1% | 316K | -3% | |||
| 140 | $ELV | Elevance Health, Inc. | Healthcare | $14.6M | 0.1% | 37K | -3% | |||
| 141 | $CEG | Constellation Energy Corp | Utilities | $14.3M | 0.1% | 56K | -0.8% | |||
| 142 | $ICE | Intercontinental Exchange, Inc. | Financials | $14.3M | 0.1% | 94K | -4% | |||
| 143 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $14.2M | 0.1% | 45K | -3% | |||
| 144 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $14.2M | 0.1% | 83K | -4% | |||
| 145 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $14.2M | 0.1% | 87K | -3% | |||
| 146 | $HPE | Hewlett Packard Enterprise Co | Technology | $14.2M | 0.1% | 222K | -3% | |||
| 147 | $CTAS | CINTAS CORP | Consumer Discretionary | $14.1M | 0.1% | 72K | -2% | |||
| 148 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $13.9M | 0.1% | 205K | -3% | |||
| 149 | $SNPS | SYNOPSYS INC | Technology | $13.8M | 0.1% | 32K | -3% | |||
| 150 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $13.8M | 0.1% | 69K | -2% |
What changed in Q3 2026
Against the previous quarter's 13F: 28 new, 424 added to, 1,137 trimmed, 43 sold out. Share-count changes; largest moves by dollar size first.
New positions (28)
- GATES INDL CORP LTD SHS COM - COM$1.8M
first bought this quarter
$MBGLMobility Global Inc.$1.4M
first bought this quarter
$AXTIAXT INC$1.3M
first bought this quarter
$SEISolaris Energy Infrastructure, Inc.$1.2M
first bought this quarter
$DKDelek US Holdings, Inc.$1.1M
first bought this quarter
$ROADConstruction Partners, Inc.$1.1M
first bought this quarter
+22 more in the Excel export
Added to (424)
$CRWDCrowdStrike Holdings, Inc.+292%
now $52.7M · held 4+ qtrs
$APHAMPHENOL CORP /DE/+96%
now $41.2M · held 4+ qtrs
$BEBloom Energy Corp+189%
now $15.6M · held 4+ qtrs, 2 adds in a row
$MNSTMonster Beverage Corp+95%
now $11.4M
$SUISUN COMMUNITIES INC+688%
now $6.2M
$FERGFerguson Enterprises Inc. /DE/+247%
now $7.4M
+418 more in the Excel export
Trimmed (1,137)
now $910.9M · held 4+ qtrs, 3 trims in a row
now $1.1B · held 4+ qtrs, 3 trims in a row
now $710.2M · held 4+ qtrs, 3 trims in a row
$ILMNILLUMINA, INC.-61%
now $7.2M
- EVERPURE INC CL A - COM-57%
now $8.3M
now $419.8M · held 4+ qtrs, 3 trims in a row
+1,131 more in the Excel export
Holdings by quarter
Every 13F AMALGAMATED BANK has filed, 40 earlier quarters. Pick one to see what it held then.
Is it too late to follow AMALGAMATED BANK?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 23, 2026.
Average quality of AMALGAMATED BANK's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
AMALGAMATED BANK disclosed 1,617 positions worth $14.3B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 7.6% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 28 new positions and exited 43 and a full exit from $EA. The portfolio is most concentrated in Technology (46.3% of disclosed assets). All figures are sourced directly from AMALGAMATED BANK’s Form 13F-HR filing with the SEC under CIK 919192.
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AI-Powered Hedge Fund Analysis: AMALGAMATED BANK
13F Pro is an AI hedge fund tracker and stock research platform. For AMALGAMATED BANK (SEC CIK: 919192), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in AMALGAMATED BANK's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.