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Asset Manager ← All Institutions

AMALGAMATED BANK

275 SEVENTH AVENUE 6TH FLOOR, NEW YORK, NY 10001 • 212-895-4497

Q2 2025 · Filed 2025-08-04
Market Value
$12.9B
+10.8%
Holdings
3,037
+169
New Purchases
206
Added To
621
Closed
143
Reduced
864
Top 10 Concentration
32.5%
Turnover
11.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 6.48% 4.83% +1.65% $836M
MSFT 6.36% 5.18% +1.17% $820M
AVGO 2.17% 1.45% +0.72% $280M
META 2.75% 2.38% +0.37% $355M
NFLX 1.00% 0.74% +0.25% $129M
TSLA 1.51% 1.32% +0.19% $195M
ORCL 0.61% 0.41% +0.19% $78M
PLTR 0.49% 0.32% +0.18% $64M
GEV 0.26% 0.14% +0.11% $33M
AMZN 3.48% 3.36% +0.11% $448M
COIN 0.11% 0.02% +0.09% $14M
GE 0.47% 0.38% +0.09% $60M
COF 0.20% 0.11% +0.09% $26M
AMD 0.37% 0.29% +0.07% $48M
JPM 1.22% 1.15% +0.07% $157M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 5.29% 6.14% -0.86% $682M
UNH 0.42% 0.84% -0.42% $55M
BRK-B 1.41% 1.76% -0.35% $182M
XOM 0.70% 0.89% -0.18% $90M
LLY 1.04% 1.21% -0.16% $135M
PG 0.57% 0.73% -0.15% $74M
MRK 0.30% 0.42% -0.12% $38M
JNJ 0.57% 0.68% -0.12% $73M
CVX 0.35% 0.47% -0.11% $46M
ABBV 0.56% 0.67% -0.10% $72M
PEP 0.28% 0.37% -0.09% $36M
V 1.08% 1.17% -0.09% $140M
TMO 0.23% 0.32% -0.09% $30M
COST 0.80% 0.87% -0.08% $103M
HD 0.60% 0.68% -0.08% $77M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 31.4%
Financial Services 12.3%
Consumer Cyclical 10.3%
Industrials 10.2%
Healthcare 9.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 55 $6.8B 52.7%
Large Cap 670 $5.0B 38.5%
Mid Cap 889 $1.0B 7.9%
Small Cap 1,010 $112M 0.9%
Micro Cap 413 $3M 0.0%

Portfolio Analytics

Avg Market Cap
$27.2B
Median Market Cap
$2.4B
Avg P/E
33.7
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
3,036
# ETFs / Funds
1

Top Holdings (3,037 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.48% 5,293,649 $836M $157.99 $274M +106,404 +2.0%
2 MSFT 6.36% 1,648,034 $820M $497.41 $217M +41,515 +2.6%
3 AAPL 5.29% 3,324,984 $682M $205.17 -$33M +105,242 +3.3%
4 AMZN 3.48% 2,043,571 $448M $219.39 $57M -14,421 -0.7%
5 META 2.75% 481,125 $355M $738.09 $78M -529 -0.1%
6 AVGO 2.17% 1,014,714 $280M $275.65 $111M +9,909 +1.0%
7 GOOGL 1.69% 1,233,313 $217M $176.23 $19M -47,990 -3.8%
8 TSLA 1.51% 613,526 $195M $317.66 $42M +21,719 +3.7%
9 BRK-B 1.41% 374,611 $182M $485.77 -$23M -10,168 -2.6%
10 GOOG 1.37% 998,406 $177M $177.39 $14M -47,460 -4.5%
11 JPM 1.22% 541,154 $157M $289.91 $23M -4,126 -0.8%
12 V 1.08% 393,506 $140M $355.05 $3M +4,124 +1.1%
13 LLY 1.04% 172,735 $135M $779.53 -$6M +2,573 +1.5%
14 NFLX 1.00% 96,129 $129M $1,339.13 $42M +3,161 +3.4%
15 MA 0.82% 189,340 $106M $561.94 $6M +5,297 +2.9%
16 COST 0.80% 103,894 $103M $989.94 $1M -3,741 -3.5%
17 XOM 0.70% 839,325 $90M $107.80 -$13M -26,938 -3.1%
18 WMT 0.70% 923,599 $90M $97.78 $4M -62,802 -6.4%
19 ORCL 0.61% 357,707 $78M $218.63 $30M +12,413 +3.6%
20 HD 0.60% 211,046 $77M $366.64 -$1M -3,582 -1.7%
21 PG 0.57% 464,560 $74M $159.32 -$10M -30,988 -6.2%
22 JNJ 0.57% 477,862 $73M $152.75 -$6M -352 -0.1%
23 ABBV 0.56% 389,800 $72M $185.62 -$5M +19,800 +5.3%
24 PLTR 0.49% 466,548 $64M $136.32 $27M +31,411 +7.2%
25 PM 0.48% 337,768 $62M $182.13 $10M +11,226 +3.4%
26 BAC 0.48% 1,297,103 $61M $47.32 $8M +7,725 +0.6%
27 GE 0.47% 234,959 $60M $257.39 $16M +12,646 +5.7%
28 KO 0.45% 818,548 $58M $70.75 $278K +13,826 +1.7%
29 CSCO 0.43% 792,082 $55M $69.38 $6M +4,897 +0.6%
30 UNH 0.42% 175,262 $55M $311.97 -$43M -11,480 -6.2%
31 IBM 0.42% 183,624 $54M $294.78 $9M +1,240 +0.7%
32 CRM 0.41% 193,343 $53M $272.69 -$3M -15,448 -7.4%
33 WFC 0.39% 631,324 $51M $80.12 $5M -7,546 -1.2%
34 ABT 0.38% 362,076 $49M $136.01 $4M +21,362 +6.3%
35 INTU 0.38% 61,517 $48M $787.64 $11M +215 +0.3%
36 NOW 0.38% 47,112 $48M $1,028.08 $12M +1,850 +4.1%
37 AMD 0.37% 335,193 $48M $141.90 $13M +2,283 +0.7%
38 CVX 0.35% 318,621 $46M $143.19 -$9M -7,047 -2.2%
39 ISRG 0.34% 81,542 $44M $543.41 $5M +1,772 +2.2%
40 BKNG 0.34% 7,607 $44M $5,789.27 $9M -24 -0.3%
41 DIS 0.34% 352,781 $44M $124.01 $9M -3,436 -1.0%
42 LIN 0.34% 93,046 $44M $469.18 -$588K -1,969 -2.1%
43 UBER 0.33% 456,115 $43M $93.30 $10M +15,595 +3.5%
44 GS 0.33% 59,827 $42M $707.76 $9M -1,935 -3.1%
45 MCD 0.33% 144,449 $42M $292.17 -$2M +1,876 +1.3%
46 T 0.32% 1,446,762 $42M $28.94 $618K -11,903 -0.8%
47 RTX 0.30% 265,746 $39M $146.02 $3M -1,381 -0.5%
48 TXN 0.30% 185,987 $39M $207.62 $6M +4,170 +2.3%
49 MRK 0.30% 485,282 $38M $79.16 -$10M -55,022 -10.2%
50 ACN 0.29% 123,794 $37M $298.89 -$2M -418 -0.3%
51 CAT 0.28% 93,396 $36M $388.21 $4M -5,335 -5.4%
52 AXP 0.28% 113,592 $36M $318.98 $5M -759 -0.7%
53 VZ 0.28% 831,794 $36M $43.27 -$2M -9,581 -1.1%
54 ADBE 0.28% 92,845 $36M $386.88 $226K -221 -0.2%
55 PEP 0.28% 269,884 $36M $132.04 -$8M -18,041 -6.3%
56 QCOM 0.27% 218,323 $35M $159.26 -$2M -20,512 -8.6%
57 PGR 0.26% 124,522 $33M $266.86 -$3M -4,449 -3.5%
58 MS 0.26% 235,470 $33M $140.86 $6M -1,558 -0.7%
59 GEV 0.26% 62,493 $33M $529.15 $16M +8,174 +15.1%
60 SPGI 0.26% 62,548 $33M $527.29 $1M +554 +0.9%
61 BSX 0.25% 300,999 $32M $107.41 $3M +8,559 +2.9%
62 AMGN 0.25% 114,021 $32M $279.21 -$3M +1,767 +1.6%
63 C 0.24% 368,890 $31M $85.12 $5M +1,947 +0.5%
64 BLK 0.24% 29,340 $31M $1,049.25 $3M +336 +1.2%
65 BA 0.24% 146,463 $31M $209.53 $6M -997 -0.7%
66 SCHW 0.24% 334,552 $31M $91.24 $4M +765 +0.2%
67 TJX 0.23% 244,526 $30M $123.49 -$409K -6,755 -2.7%
68 GILD 0.23% 270,927 $30M $110.87 $2M +22,916 +9.2%
69 PANW 0.23% 146,174 $30M $204.64 $6M +4,744 +3.4%
70 AMAT 0.23% 162,548 $30M $183.07 $5M -10,288 -6.0%
71 TMO 0.23% 72,935 $30M $405.46 -$7M -1,507 -2.0%
72 ADP 0.23% 95,571 $29M $308.40 $875K +1,967 +2.1%
73 HON 0.23% 125,171 $29M $232.88 $1M -5,459 -4.2%
74 NEE 0.22% 401,661 $28M $69.42 -$1M -8,542 -2.1%
75 SYK 0.22% 70,184 $28M $395.63 $990K -1,748 -2.4%
76 ETN 0.21% 77,525 $28M $356.99 $6M -3,441 -4.2%
77 CRWD 0.21% 54,050 $28M $509.31 $10M +2,971 +5.8%
78 UNP 0.21% 118,074 $27M $230.08 -$2M -5,436 -4.4%
79 LRCX 0.21% 278,323 $27M $97.34 $7M +5,710 +2.1%
80 APH 0.21% 270,617 $27M $98.75 $10M +17,198 +6.8%
81 PFE 0.21% 1,101,443 $27M $24.24 -$1M -83 -0.0%
82 MU 0.21% 215,574 $27M $123.25 $8M +390 +0.2%
83 KLAC 0.20% 28,898 $26M $895.74 $6M +366 +1.3%
84 CMCSA 0.20% 723,746 $26M $35.69 -$1M -12,174 -1.6%
85 COF 0.20% 121,284 $26M $212.76 $12M +47,055 +63.4%
86 DE 0.19% 48,967 $25M $508.49 $2M -79 -0.2%
87 VRTX 0.19% 55,735 $25M $445.20 -$1M +2,005 +3.7%
88 DHR 0.19% 123,331 $24M $197.54 -$1M -1,833 -1.5%
89 BX 0.19% 162,677 $24M $149.58 $3M +7,747 +5.0%
90 LOW 0.19% 109,358 $24M $221.87 -$2M -2,604 -2.3%
91 ANET 0.18% 229,298 $23M $102.31 $6M -341 -0.1%
92 ADI 0.18% 96,425 $23M $238.02 $4M +234 +0.2%
93 TMUS 0.18% 95,415 $23M $238.26 -$4M -3,626 -3.7%
94 AMT 0.18% 102,454 $23M $221.02 $1M +3,518 +3.6%
95 TT 0.17% 51,494 $23M $437.41 $6M +2,141 +4.3%
96 MDT 0.17% 252,260 $22M $87.17 -$650K +308 +0.1%
97 COP 0.17% 244,148 $22M $89.74 -$4M -4,481 -1.8%
98 MMC 0.17% 100,102 $22M $218.64 -$3M -3,868 -3.7%
99 MCK 0.16% 28,850 $21M $732.79 $947K -1,156 -3.9%
100 CB 0.16% 72,769 $21M $289.73 -$2M -2,920 -3.9%

New Positions

SymbolValue% Port
QSR $1M 0.01%
RAL $1M 0.01%
RDDT $1M 0.01%
RKLB $1M 0.01%
ONON $897K 0.01%
IOT $803K 0.01%
TLN $744K 0.01%
QXO $658K 0.01%
RBRK $571K —%
TEM $394K —%
DEA $265K —%
TIGO $220K —%
FRHC $211K —%
OKLO $196K —%
ANGIV $182K —%

Sold Out Positions

SymbolValue% Port
TSQ —%
TLYS —%
CCO —%
AMPY —%
NRGV —%
STEM —%
SES —%
CHGG —%
SMRT —%
CHPT —%
GPMT —%
ANRO —%
SPCE —%
ONL —%
SRI —%
View SEC EDGAR Filings for AMALGAMATED BANK →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms