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AB

Amalgamated Bank Portfolio holdings

AUM $14.5B
1-Year Est. Return 44.3%
This Fund
S&P 500
This Quarter Est. Return
+10.16%
1 Year Est. Return
+44.3%
3 Year Est. Return
+131.76%
5 Year Est. Return
+175.18%
10 Year Est. Return
+715.41%
AUM
$14B
AUM Growth
+$1.04B
Cap. Flow
+$39.6M
Cap. Flow %
0.28%
Top 10 Hldgs %
34.44%
Holding
3,041
New
27
Increased
919
Reduced
805
Closed
46

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$18M
2
HOOD icon
Robinhood
HOOD
+$11.8M
3
NTNX icon
Nutanix
NTNX
+$8.01M
4
CVX icon
Chevron
CVX
+$7.97M
5
TRU icon
TransUnion
TRU
+$7.16M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$7.48M
2
IBKR icon
Interactive Brokers
IBKR
+$7.21M
3
EME icon
Emcor
EME
+$7.19M
4
ANSS
Ansys
ANSS
+$6.13M
5
AAPL icon
Apple
AAPL
+$5.11M

Sector Composition

Rank Sector Weight
1 Technology 33.84%
2 Financials 13.29%
3 Consumer Discretionary 11.09%
4 Communication Services 9.46%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLP icon
2576
Simulations Plus
SLP
$370M
$8K ﹤0.01%
527
-4,085
-89% -$59.4K
SPIR icon
2577
Spire Global
SPIR
$582M
$8K ﹤0.01%
772
– –
TSBK icon
2578
Timberland Bancorp
TSBK
$358M
$8K ﹤0.01%
254
– –
TTSH
2579
DELISTED
Tile Shop Holdings
TTSH
$8K ﹤0.01%
1,263
– –
VMD icon
2580
Viemed Healthcare
VMD
$350M
$8K ﹤0.01%
1,151
– –
WNEB icon
2581
Western New England Bancorp
WNEB
$281M
$8K ﹤0.01%
628
– –
TE
2582
T1 Energy
TE
$1.52B
$8K ﹤0.01%
3,879
– –
GRDN
2583
Guardian Pharmacy Services
GRDN
$2.48B
$8K ﹤0.01%
294
– –
TBCH
2584
Turtle Beach Corp
TBCH
$229M
$8K ﹤0.01%
529
– –
BZAI
2585
Blaize Holdings
BZAI
$159M
$8K ﹤0.01%
+2,372
New +$8.44K
MAZE
2586
Maze Therapeutics
MAZE
$1.51B
$8K ﹤0.01%
305
– –
ABX
2587
Abacus Global Management
ABX
$865M
$7K ﹤0.01%
+1,308
New +$7.77K
ASUR icon
2588
Asure Software
ASUR
$236M
$7K ﹤0.01%
840
– –
BELFA icon
2589
Bel Fuse Inc Class A
BELFA
$3.45B
$7K ﹤0.01%
60
– –
BHR
2590
Braemar Hotels & Resorts
BHR
$137M
$7K ﹤0.01%
2,398
– –
BNTC icon
2591
Benitec Biopharma
BNTC
$456M
$7K ﹤0.01%
494
– –
CDXS icon
2592
Codexis
CDXS
$176M
$7K ﹤0.01%
2,780
– –
CFFI icon
2593
C&F Financial
CFFI
$281M
$7K ﹤0.01%
104
– –
CRMT icon
2594
America's Car Mart
CRMT
$26.1M
$7K ﹤0.01%
247
– –
CTGO icon
2595
Contango Silver & Gold Inc
CTGO
$671M
$7K ﹤0.01%
266
– –
DOUG icon
2596
Douglas Elliman
DOUG
$186M
$7K ﹤0.01%
2,504
– –
EB
2597
DELISTED
Eventbrite
EB
$7K ﹤0.01%
2,646
– –
EVEX icon
2598
Eve Holding
EVEX
$979M
$7K ﹤0.01%
1,763
– –
EVI icon
2599
EVI Industries
EVI
$188M
$7K ﹤0.01%
226
– –
FCCO icon
2600
First Community Corp
FCCO
$318M
$7K ﹤0.01%
253
– –
102 103
104
105 106

Similar funds

JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Amalgamated Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Amalgamated Bank held 3,041 positions worth $14B, up 8% from $13B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 2.4%. Amalgamated Bank opened 27 new positions and exited 46, leaving the 3,041-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Amalgamated Bank's largest Q3 2025 buy was Paramount Skydance Corp: 43,082 shares worth $815K.
  • Amalgamated Bank added most to Applovin in Q3 2025, an estimated $18M increase.
  • Amalgamated Bank's biggest Q3 2025 reduction was Interactive Brokers, cutting an estimated $7.21M.
  • Amalgamated Bank fully exited Hess in Q3 2025, selling an estimated $7.48M.
  • Amalgamated Bank's ten largest holdings make up 34% of its $14B portfolio in Q3 2025.
  • Amalgamated Bank opened 27 new positions and closed 46 in Q3 2025.
  • Amalgamated Bank's portfolio value rose 8% quarter-over-quarter to $14B.

Based on Amalgamated Bank's 13F filing for Q3 2025, filed 29 Oct 2025.