— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

AMALGAMATED BANK

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

Q3 2025 · Filed 2025-10-29
Market Value
$13.9B
+8.0%
Holdings
2,922
-115
New Purchases
28
Added To
898
Closed
47
Reduced
788
Top 10 Concentration
34.6%
Turnover
2.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 6.03% 5.29% +0.75% $841M
NVDA 7.09% 6.48% +0.61% $988M
TSLA 1.98% 1.51% +0.47% $276M
GOOGL 2.15% 1.69% +0.46% $299M
GOOG 1.74% 1.37% +0.36% $242M
AVGO 2.42% 2.17% +0.25% $337M
APP 0.29% 0.05% +0.25% $41M
PLTR 0.65% 0.49% +0.15% $90M
ORCL 0.74% 0.61% +0.14% $103M
HOOD 0.15% 0.03% +0.12% $21M
ABBV 0.66% 0.56% +0.10% $92M
ANET 0.24% 0.18% +0.06% $34M
LRCX 0.27% 0.21% +0.06% $38M
JNJ 0.63% 0.57% +0.06% $87M
CVX 0.41% 0.35% +0.06% $57M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AMZN 3.22% 3.48% -0.26% $449M
META 2.51% 2.75% -0.25% $349M
MSFT 6.13% 6.36% -0.22% $854M
NFLX 0.84% 1.00% -0.16% $117M
V 0.97% 1.08% -0.11% $135M
COST 0.70% 0.80% -0.10% $97M
PM 0.39% 0.48% -0.09% $54M
CRM 0.32% 0.41% -0.09% $45M
BRK-B 1.33% 1.41% -0.08% $185M
ISRG 0.27% 0.34% -0.08% $37M
LLY 0.97% 1.04% -0.08% $135M
ACN 0.21% 0.29% -0.07% $30M
PG 0.50% 0.57% -0.07% $70M
INTU 0.31% 0.38% -0.07% $43M
KO 0.39% 0.45% -0.06% $54M

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 $7.6B 54.6%
Large Cap 670 $5.2B 37.1%
Mid Cap 885 $1.0B 7.5%
Small Cap 982 $109M 0.8%
Micro Cap 330 $3M 0.0%

Portfolio Analytics

Avg Market Cap
$28.3B
Median Market Cap
$2.6B
Avg P/E
33.5
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
2,921
# ETFs / Funds
1

Top Holdings (2,922 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.09% 5,297,553 $988M $186.58 $152M +3,904 +0.1%
2 MSFT 6.13% 1,649,677 $854M $517.95 $35M +1,643 +0.1%
3 AAPL 6.03% 3,302,365 $841M $254.63 $159M -22,619 -0.7%
4 AMZN 3.22% 2,044,048 $449M $219.57 $473K +477 +0.0%
5 META 2.51% 475,636 $349M $734.38 -$6M -5,489 -1.1%
6 AVGO 2.42% 1,020,114 $337M $329.91 $57M +5,400 +0.5%
7 GOOGL 2.15% 1,230,291 $299M $243.10 $82M -3,022 -0.2%
8 TSLA 1.98% 620,858 $276M $444.72 $81M +7,332 +1.2%
9 GOOG 1.74% 992,936 $242M $243.55 $65M -5,470 -0.6%
10 BRK-B 1.33% 368,127 $185M $502.74 $3M -6,484 -1.7%
11 JPM 1.19% 527,866 $167M $315.43 $10M -13,288 -2.5%
12 V 0.97% 396,852 $135M $341.38 -$4M +3,346 +0.8%
13 LLY 0.97% 176,564 $135M $763.00 $66K +3,829 +2.2%
14 NFLX 0.84% 97,339 $117M $1,198.92 -$12M +1,210 +1.3%
15 MA 0.79% 193,710 $110M $568.81 $4M +4,370 +2.3%
16 ORCL 0.74% 367,492 $103M $281.24 $25M +9,785 +2.7%
17 COST 0.70% 105,142 $97M $925.63 -$6M +1,248 +1.2%
18 WMT 0.68% 920,367 $95M $103.06 $5M -3,232 -0.3%
19 XOM 0.66% 818,637 $92M $112.75 $2M -20,688 -2.5%
20 ABBV 0.66% 395,629 $92M $231.54 $19M +5,829 +1.5%
21 PLTR 0.65% 494,414 $90M $182.42 $27M +27,866 +6.0%
22 JNJ 0.63% 470,031 $87M $185.42 $14M -7,831 -1.6%
23 HD 0.62% 212,934 $86M $405.19 $9M +1,888 +0.9%
24 GE 0.51% 237,466 $71M $300.82 $11M +2,507 +1.1%
25 PG 0.50% 456,357 $70M $153.65 -$4M -8,203 -1.8%
26 BAC 0.48% 1,309,577 $68M $51.59 $6M +12,474 +1.0%
27 UNH 0.43% 172,127 $59M $345.30 $5M -3,135 -1.8%
28 CVX 0.41% 370,095 $57M $155.29 $12M +51,474 +16.2%
29 AMD 0.39% 336,313 $54M $161.79 $7M +1,120 +0.3%
30 KO 0.39% 818,528 $54M $66.32 -$4M -20
31 PM 0.39% 331,830 $54M $162.20 -$8M -5,938 -1.8%
32 CSCO 0.38% 775,965 $53M $68.42 -$2M -16,117 -2.0%
33 WFC 0.37% 611,976 $51M $83.82 $714K -19,348 -3.1%
34 IBM 0.37% 180,826 $51M $282.16 -$3M -2,798 -1.5%
35 ABT 0.34% 355,793 $48M $133.94 -$2M -6,283 -1.7%
36 GS 0.33% 58,148 $46M $796.35 $4M -1,679 -2.8%
37 UBER 0.32% 461,621 $45M $97.97 $3M +5,506 +1.2%
38 CRM 0.32% 190,234 $45M $237.00 -$8M -3,109 -1.6%
39 NOW 0.32% 47,879 $44M $920.28 -$4M +767 +1.6%
40 CAT 0.31% 91,937 $44M $477.15 $8M -1,459 -1.6%
41 RTX 0.31% 261,638 $44M $167.33 $5M -4,108 -1.6%
42 LIN 0.31% 91,229 $43M $475.00 -$321K -1,817 -1.9%
43 MCD 0.31% 142,020 $43M $303.89 $954K -2,429 -1.7%
44 INTU 0.31% 62,295 $43M $682.91 -$6M +778 +1.3%
45 BKNG 0.30% 7,667 $41M $5,399.24 -$3M +60 +0.8%
46 APP 0.29% 57,158 $41M $718.53 $35M +39,088 +216.3%
47 T 0.29% 1,415,266 $40M $28.24 -$2M -31,496 -2.2%
48 MRK 0.29% 475,288 $40M $83.93 $1M -9,994 -2.1%
49 DIS 0.29% 347,015 $40M $114.50 -$4M -5,766 -1.6%
50 GEV 0.28% 63,222 $39M $614.90 $6M +729 +1.2%
51 LRCX 0.27% 280,690 $38M $133.90 $10M +2,367 +0.8%
52 PEP 0.27% 266,565 $37M $140.44 $2M -3,319 -1.2%
53 AXP 0.27% 111,469 $37M $332.16 $792K -2,123 -1.9%
54 ISRG 0.27% 82,636 $37M $447.23 -$7M +1,094 +1.3%
55 C 0.26% 359,754 $37M $101.50 $5M -9,136 -2.5%
56 MS 0.26% 228,396 $36M $158.96 $3M -7,074 -3.0%
57 VZ 0.26% 817,583 $36M $43.95 -$59K -14,211 -1.7%
58 MU 0.25% 212,358 $36M $167.32 $9M -3,216 -1.5%
59 QCOM 0.25% 212,786 $35M $166.36 $629K -5,537 -2.5%
60 TJX 0.25% 243,971 $35M $144.54 $5M -555 -0.2%
61 TMO 0.25% 71,714 $35M $485.02 $5M -1,221 -1.7%
62 APH 0.25% 276,023 $34M $123.75 $7M +5,406 +2.0%
63 TXN 0.24% 185,561 $34M $183.73 -$5M -426 -0.2%
64 ANET 0.24% 232,724 $34M $145.71 $10M +3,426 +1.5%
65 BLK 0.24% 28,604 $33M $1,165.89 $3M -736 -2.5%
66 ADBE 0.24% 93,976 $33M $352.75 -$3M +1,131 +1.2%
67 AMAT 0.23% 159,351 $33M $204.74 $3M -3,197 -2.0%
68 AMGN 0.23% 114,954 $32M $282.20 $604K +933 +0.8%
69 KLAC 0.23% 29,299 $32M $1,078.60 $6M +401 +1.4%
70 SCHW 0.23% 329,671 $31M $95.47 $949K -4,881 -1.5%
71 BA 0.22% 145,062 $31M $215.83 $621K -1,401 -1.0%
72 PANW 0.22% 149,259 $30M $203.62 $479K +3,085 +2.1%
73 PGR 0.22% 122,578 $30M $246.95 -$3M -1,944 -1.6%
74 ACN 0.21% 121,332 $30M $246.60 -$7M -2,462 -2.0%
75 SPGI 0.21% 61,266 $30M $486.71 -$3M -1,282 -2.0%
76 NEE 0.21% 394,910 $30M $75.49 $2M -6,751 -1.7%
77 GILD 0.21% 267,993 $30M $111.00 -$291K -2,934 -1.1%
78 BSX 0.21% 297,751 $29M $97.63 -$3M -3,248 -1.1%
79 ETN 0.20% 75,918 $28M $374.25 $736K -1,607 -2.1%
80 BX 0.20% 166,222 $28M $170.85 $4M +3,545 +2.2%
81 ADP 0.20% 96,372 $28M $293.50 -$1M +801 +0.8%
82 INTC 0.20% 830,426 $28M $33.55 $9M -11,682 -1.4%
83 PFE 0.20% 1,083,345 $28M $25.48 $905K -18,098 -1.6%
84 UNP 0.20% 115,830 $27M $236.37 $213K -2,244 -1.9%
85 LOW 0.19% 107,595 $27M $251.31 $3M -1,763 -1.6%
86 CRWD 0.19% 54,869 $27M $490.39 -$621K +819 +1.5%
87 COF 0.19% 123,678 $26M $212.58 $487K +2,394 +2.0%
88 SYK 0.18% 69,606 $26M $369.67 -$2M -578 -0.8%
89 HON 0.18% 121,517 $26M $210.50 -$4M -3,654 -2.9%
90 DHR 0.17% 121,351 $24M $198.26 -$304K -1,980 -1.6%
91 MDT 0.17% 247,898 $24M $95.24 $2M -4,362 -1.7%
92 ADI 0.17% 94,807 $23M $245.70 $343K -1,618 -1.7%
93 MO 0.17% 352,318 $23M $66.06 $2M -6,841 -1.9%
94 WELL 0.16% 127,991 $23M $178.14 $4M +5,317 +4.3%
95 TMUS 0.16% 94,805 $23M $239.38 -$40K -610 -0.6%
96 COP 0.16% 238,135 $23M $94.59 $615K -6,013 -2.5%
97 MCK 0.16% 29,051 $22M $772.54 $1M +201 +0.7%
98 DASH 0.16% 81,799 $22M $272.00 $3M +5,076 +6.6%
99 VRTX 0.16% 56,514 $22M $391.64 -$3M +779 +1.4%
100 CMCSA 0.16% 703,097 $22M $31.42 -$4M -20,649 -2.9%

New Positions

SymbolValue% Port
VNOM $3M 0.02%
PSKY $815K 0.01%
PENG $368K —%
CRCL $343K —%
UNIT $311K —%
LCID $133K —%
GLBKV $50K —%
CAI $44K —%
SLDE $14K —%
XRN $14K —%
VOYG $13K —%
MH $10K —%
BZAI $8K —%
ABX $7K —%
OMDA $7K —%

Sold Out Positions

SymbolValue% Port
SSB —%
MKTW —%
CRGX —%
ETWO —%
HES —%
JNPR —%
NVEE —%
GOGL —%
FARO —%
EVRI —%
OPOF —%
SAGE —%
VIAC —%
ESGR —%
OLO —%
View SEC EDGAR Filings for AMALGAMATED BANK →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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