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Asset Manager ← All Institutions

AMALGAMATED BANK

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

Q4 2025 · Filed 2026-02-05
Market Value
$13.8B
-1.0%
Holdings
2,904
-18
New Purchases
29
Added To
1,041
Closed
46
Reduced
1,783
Top 10 Concentration
34.7%
Turnover
2.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.68% 2.15% +0.54% $370M
GOOG 2.16% 1.74% +0.43% $298M
LLY 1.35% 0.97% +0.38% $186M
MU 0.46% 0.25% +0.21% $63M
AMD 0.52% 0.39% +0.13% $72M
AMZN 3.32% 3.22% +0.10% $458M
AAPL 6.12% 6.03% +0.09% $844M
CRH.L 0.12% 0.03% +0.08% $16M
LRCX 0.35% 0.27% +0.08% $48M
AVGO 2.49% 2.42% +0.07% $343M
MRK 0.35% 0.29% +0.07% $49M
AMAT 0.30% 0.23% +0.07% $42M
CVNA 0.10% 0.03% +0.07% $13M
CAT 0.37% 0.31% +0.06% $51M
ISRG 0.32% 0.27% +0.05% $44M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 5.50% 6.13% -0.63% $759M
META 2.23% 2.51% -0.28% $308M
NVDA 6.87% 7.09% -0.22% $947M
ORCL 0.52% 0.74% -0.22% $72M
NFLX 0.64% 0.84% -0.20% $88M
HD 0.52% 0.62% -0.10% $72M
BRK-B 1.23% 1.33% -0.10% $170M
COST 0.60% 0.70% -0.10% $83M
NOW 0.25% 0.32% -0.06% $35M
MA 0.73% 0.79% -0.06% $101M
PG 0.45% 0.50% -0.06% $62M
PM 0.33% 0.39% -0.05% $46M
FIX 0.05% 0.10% -0.05% $7M
ABT 0.29% 0.34% -0.05% $40M
FI 0.05% 0.10% -0.05% $7M

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 54.9%
Large Cap 668 $5.1B 37.0%
Mid Cap 883 $1.0B 7.3%
Small Cap 970 $102M 0.7%
Micro Cap 328 $3M 0.0%

Portfolio Analytics

Avg Market Cap
$28.4B
Median Market Cap
$2.6B
Avg P/E
33.4
Median P/E
20.3
Avg Dividend Yield
0.02%
Avg Beta
1.08
# Stocks
2,903
# ETFs / Funds
1

Top Holdings (2,904 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.87% 5,079,610 $947M $186.50 -$41M -217,943 -4.1%
2 AAPL 6.12% 3,104,765 $844M $271.86 $3M -197,600 -6.0%
3 MSFT 5.50% 1,568,576 $759M $483.62 -$96M -81,101 -4.9%
4 AMZN 3.32% 1,985,076 $458M $230.82 $9M -58,972 -2.9%
5 GOOGL 2.68% 1,182,079 $370M $313.00 $71M -48,212 -3.9%
6 AVGO 2.49% 991,404 $343M $346.10 $7M -28,710 -2.8%
7 META 2.23% 465,952 $308M $660.09 -$42M -9,684 -2.0%
8 GOOG 2.16% 950,755 $298M $313.80 $57M -42,181 -4.2%
9 TSLA 1.96% 600,924 $270M $449.72 -$6M -19,934 -3.2%
10 LLY 1.35% 173,090 $186M $1,074.68 $51M -3,474 -2.0%
11 BRK-B 1.23% 337,871 $170M $502.65 -$15M -30,256 -8.2%
12 JPM 1.17% 502,054 $162M $322.22 -$5M -25,812 -4.9%
13 V 0.93% 364,970 $128M $350.71 -$7M -31,882 -8.0%
14 MA 0.73% 176,490 $101M $570.88 -$9M -17,220 -8.9%
15 XOM 0.69% 793,095 $95M $120.34 $3M -25,542 -3.1%
16 JNJ 0.66% 442,630 $92M $206.95 $4M -27,401 -5.8%
17 WMT 0.66% 822,203 $92M $111.41 -$3M -98,164 -10.7%
18 ABBV 0.64% 383,670 $88M $228.49 -$4M -11,959 -3.0%
19 NFLX 0.64% 934,429 $88M $93.76 -$29M +837,090 +860.0%
20 PLTR 0.63% 491,728 $87M $177.75 -$3M -2,686 -0.5%
21 COST 0.60% 96,311 $83M $862.34 -$14M -8,831 -8.4%
22 ORCL 0.52% 370,084 $72M $194.91 -$31M +2,592 +0.7%
23 HD 0.52% 209,059 $72M $344.10 -$14M -3,875 -1.8%
24 AMD 0.52% 335,002 $72M $214.16 $17M -1,311 -0.4%
25 GE 0.51% 228,214 $70M $308.03 -$1M -9,252 -3.9%
26 BAC 0.50% 1,264,711 $70M $55.00 $2M -44,866 -3.4%
27 MU 0.46% 222,312 $63M $285.41 $28M +9,954 +4.7%
28 PG 0.45% 430,272 $62M $143.31 -$8M -26,085 -5.7%
29 UNH 0.41% 172,024 $57M $330.11 -$3M -103 -0.1%
30 CSCO 0.41% 729,133 $56M $77.03 $3M -46,832 -6.0%
31 WFC 0.40% 592,743 $55M $93.20 $4M -19,233 -3.1%
32 CVX 0.39% 354,927 $54M $152.41 -$3M -15,168 -4.1%
33 KO 0.39% 773,151 $54M $69.91 -$234K -45,377 -5.5%
34 CAT 0.37% 89,889 $51M $572.87 $8M -2,048 -2.2%
35 IBM 0.37% 172,605 $51M $296.21 $105K -8,221 -4.5%
36 GS 0.36% 55,805 $49M $879.01 $3M -2,343 -4.0%
37 MRK 0.35% 464,116 $49M $105.26 $9M -11,172 -2.4%
38 LRCX 0.35% 281,623 $48M $171.18 $11M +933 +0.3%
39 CRM 0.35% 181,654 $48M $264.91 $3M -8,580 -4.5%
40 PM 0.33% 287,661 $46M $160.40 -$8M -44,169 -13.3%
41 RTX 0.33% 247,607 $45M $183.40 $2M -14,031 -5.4%
42 ISRG 0.32% 77,189 $44M $566.36 $7M -5,447 -6.6%
43 AMAT 0.30% 161,790 $42M $256.99 $9M +2,439 +1.5%
44 MCD 0.29% 132,374 $40M $305.63 -$3M -9,646 -6.8%
45 TMO 0.29% 69,800 $40M $579.46 $6M -1,914 -2.7%
46 ABT 0.29% 321,096 $40M $125.29 -$7M -34,697 -9.8%
47 INTU 0.29% 60,689 $40M $662.43 -$2M -1,606 -2.6%
48 C 0.29% 342,456 $40M $116.69 $3M -17,298 -4.8%
49 MS 0.29% 224,835 $40M $177.53 $4M -3,561 -1.6%
50 GEV 0.29% 60,591 $40M $653.56 $725K -2,631 -4.2%
51 AXP 0.29% 106,650 $39M $369.95 $2M -4,819 -4.3%
52 DIS 0.28% 344,503 $39M $113.77 -$539K -2,512 -0.7%
53 UBER 0.28% 478,713 $39M $81.71 -$6M +17,092 +3.7%
54 APP 0.28% 57,102 $38M $673.81 -$3M -56 -0.1%
55 BKNG 0.28% 7,112 $38M $5,355.31 -$3M -555 -7.2%
56 PEP 0.27% 257,911 $37M $143.52 -$421K -8,654 -3.2%
57 AMGN 0.27% 112,550 $37M $327.31 $4M -2,404 -2.1%
58 QCOM 0.27% 214,905 $37M $171.05 $1M +2,119 +1.0%
59 LIN 0.27% 86,124 $37M $426.39 -$7M -5,105 -5.6%
60 APH 0.26% 264,910 $36M $135.14 $2M -11,113 -4.0%
61 KLAC 0.26% 29,367 $36M $1,215.07 $4M +68 +0.2%
62 NOW 0.25% 226,737 $35M $153.19 -$9M +178,858 +373.6%
63 TJX 0.25% 224,986 $35M $153.61 -$704K -18,985 -7.8%
64 T 0.24% 1,324,323 $33M $24.84 -$7M -90,943 -6.4%
65 ADBE 0.24% 93,631 $33M $349.99 -$380K -345 -0.4%
66 VZ 0.23% 782,279 $32M $40.73 -$4M -35,304 -4.3%
67 SCHW 0.23% 318,337 $32M $99.91 $331K -11,334 -3.4%
68 BA 0.23% 145,213 $32M $217.12 $220K +151 +0.1%
69 TXN 0.23% 180,627 $31M $173.49 -$3M -4,934 -2.7%
70 NEE 0.23% 389,090 $31M $80.28 $1M -5,820 -1.5%
71 ACN 0.23% 116,328 $31M $268.30 $1M -5,004 -4.1%
72 INTC 0.22% 820,638 $30M $36.90 $2M -9,788 -1.2%
73 COF 0.22% 123,843 $30M $242.36 $4M +165 +0.1%
74 ANET 0.22% 228,391 $30M $131.03 -$4M -4,333 -1.9%
75 SPGI 0.22% 56,929 $30M $522.60 -$68K -4,337 -7.1%
76 GILD 0.21% 240,266 $29M $122.74 -$257K -27,727 -10.3%
77 BLK 0.21% 27,160 $29M $1,070.32 -$4M -1,444 -5.0%
78 PANW 0.20% 149,832 $28M $184.20 -$3M +573 +0.4%
79 BSX 0.19% 280,706 $27M $95.35 -$2M -17,045 -5.7%
80 DHR 0.19% 116,760 $27M $228.92 $3M -4,591 -3.8%
81 PFE 0.19% 1,067,977 $27M $24.90 -$1M -15,368 -1.4%
82 UNP 0.19% 111,856 $26M $231.32 -$2M -3,974 -3.4%
83 CRWD 0.19% 54,888 $26M $468.75 -$1M +19 +0.0%
84 LOW 0.18% 104,955 $25M $241.16 -$2M -2,640 -2.5%
85 BX 0.18% 163,771 $25M $154.14 -$3M -2,451 -1.5%
86 PGR 0.18% 110,668 $25M $227.72 -$5M -11,910 -9.7%
87 VRTX 0.18% 55,120 $25M $453.36 $3M -1,394 -2.5%
88 ADI 0.18% 91,854 $25M $271.20 $2M -2,953 -3.1%
89 WELL 0.17% 126,305 $23M $185.61 $643K -1,686 -1.3%
90 SYK 0.17% 66,404 $23M $351.47 -$2M -3,202 -4.6%
91 ETN 0.17% 72,316 $23M $318.50 -$5M -3,602 -4.7%
92 HON 0.17% 117,360 $23M $195.09 -$3M -4,157 -3.4%
93 MDT 0.17% 237,221 $23M $96.06 -$823K -10,677 -4.3%
94 COP 0.17% 243,390 $23M $93.61 $259K +5,255 +2.2%
95 ADP 0.16% 87,028 $22M $257.23 -$6M -9,344 -9.7%
96 MCK 0.16% 27,148 $22M $820.28 -$174K -1,903 -6.5%
97 PLD 0.16% 172,526 $22M $127.66 $2M -5,045 -2.8%
98 DE 0.16% 46,927 $22M $465.57 -$123K -1,122 -2.3%
99 NEM 0.15% 213,267 $21M $99.85 $3M -4,227 -1.9%
100 CB 0.15% 67,890 $21M $312.12 $1M -3,365 -4.7%

New Positions

SymbolValue% Port
Q $3M 0.02%
SOLS $3M 0.02%
ULS $2M 0.02%
BLSH $89K —%
LLYVA $79K —%
FIGR $77K —%
LGN $50K —%
USAR $33K —%
MIAX $33K —%
ALH $28K —%
DEC $28K —%
JBIO $22K —%
NAVN $20K —%
HTFL $18K —%
FLY $15K —%

Sold Out Positions

SymbolValue% Port
LXP —%
HPP —%
ATLN —%
LLYVK —%
JRVR —%
SAFX —%
ILLR —%
PRO —%
TRML —%
VMEO —%
AKRO —%
IAS —%
BRY —%
ZIMV —%
VBTX —%
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