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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
INBK icon
2676
First Internet Bancorp
INBK
$256M
$6K ﹤0.01%
281
– –
INSG icon
2677
Inseego
INSG
$84.9M
$6K ﹤0.01%
424
– –
IRWD icon
2678
Ironwood Pharmaceuticals
IRWD
$711M
$6K ﹤0.01%
4,677
– –
KINS icon
2679
Kingstone Companies
KINS
$276M
$6K ﹤0.01%
377
– –
KRMD icon
2680
KORU Medical Systems
KRMD
$159M
$6K ﹤0.01%
1,450
– –
KRT icon
2681
Karat Packaging
KRT
$998M
$6K ﹤0.01%
238
– –
LAW icon
2682
CS Disco
LAW
$273M
$6K ﹤0.01%
1,002
– –
MXCT icon
2683
MaxCyte
MXCT
$133M
$6K ﹤0.01%
3,648
– –
MYFW icon
2684
First Western Financial
MYFW
$305M
$6K ﹤0.01%
274
– –
NATR icon
2685
Nature's Sunshine
NATR
$281M
$6K ﹤0.01%
413
– –
NC icon
2686
NACCO Industries
NC
$306M
$6K ﹤0.01%
141
– –
NGNE icon
2687
Neurogene
NGNE
$714M
$6K ﹤0.01%
356
– –
NKSH icon
2688
National Bankshares
NKSH
$269M
$6K ﹤0.01%
195
– –
NRC icon
2689
NRC Health Common Stock
NRC
$473M
$6K ﹤0.01%
482
– –
NWFL icon
2690
Norwood Financial Corp
NWFL
$373M
$6K ﹤0.01%
249
– –
OLPX
2691
DELISTED
Olaplex Holdings
OLPX
$6K ﹤0.01%
4,340
– –
ONEW icon
2692
OneWater Marine
ONEW
$213M
$6K ﹤0.01%
357
– –
ONTF
2693
DELISTED
ON24
ONTF
$6K ﹤0.01%
1,040
– –
OPBK icon
2694
OP Bancorp
OPBK
$234M
$6K ﹤0.01%
402
– –
OVLY icon
2695
Oak Valley Bancorp
OVLY
$281M
$6K ﹤0.01%
227
– –
PANL icon
2696
Pangaea Logistics
PANL
$452M
$6K ﹤0.01%
1,228
– –
PESI icon
2697
Perma-Fix Environmental Services
PESI
$370M
$6K ﹤0.01%
583
– –
PINE
2698
Alpine Income Property Trust
PINE
$346M
$6K ﹤0.01%
439
– –
PKOH icon
2699
Park-Ohio Holdings
PKOH
$691M
$6K ﹤0.01%
283
– –
QSI icon
2700
Quantum-Si Incorporated
QSI
$179M
$6K ﹤0.01%
4,142
– –
106 107
108
109 110

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
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 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

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.