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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
EPM icon
2751
Evolution Petroleum
EPM
$135M
$5K ﹤0.01%
1,064
– –
EVC icon
2752
Entravision Communication
EVC
$850M
$5K ﹤0.01%
2,095
– –
EWCZ
2753
DELISTED
European Wax Center
EWCZ
$5K ﹤0.01%
1,161
– –
FCAP icon
2754
First Capital
FCAP
$217M
$5K ﹤0.01%
111
– –
FNKO icon
2755
Funko
FNKO
$332M
$5K ﹤0.01%
1,312
– –
FRD icon
2756
Friedman Industries
FRD
$309M
$5K ﹤0.01%
227
– –
FSP
2757
Franklin Street Properties
FSP
$45.8M
$5K ﹤0.01%
3,375
– –
GCBC icon
2758
Greene County Bancorp
GCBC
$593M
$5K ﹤0.01%
234
– –
GENC icon
2759
Gencor Industries
GENC
$254M
$5K ﹤0.01%
355
– –
GWRS icon
2760
Global Water Resources
GWRS
$219M
$5K ﹤0.01%
440
– –
HAIN icon
2761
Hain Celestial
HAIN
$48.8M
$5K ﹤0.01%
3,066
– –
HCAT icon
2762
Health Catalyst
HCAT
$132M
$5K ﹤0.01%
1,894
– –
HRTX icon
2763
Heron Therapeutics
HRTX
$61.3M
$5K ﹤0.01%
4,047
– –
HUMA icon
2764
Humacyte
HUMA
$191M
$5K ﹤0.01%
3,034
– –
JAKK icon
2765
Jakks Pacific
JAKK
$291M
$5K ﹤0.01%
244
– –
JYNT icon
2766
The Joint Corp
JYNT
$121M
$5K ﹤0.01%
476
– –
KWY
2767
Kingsway Corp
KWY
$282M
$5K ﹤0.01%
359
– –
KLTR icon
2768
Kaltura
KLTR
$249M
$5K ﹤0.01%
3,360
– –
KULR icon
2769
KULR Technology Group
KULR
$130M
$5K ﹤0.01%
1,126
– –
LAKE icon
2770
Lakeland Industries
LAKE
$120M
$5K ﹤0.01%
313
– –
LFCR icon
2771
Lifecore Biomedical
LFCR
$183M
$5K ﹤0.01%
737
– –
LNKB
2772
DELISTED
LINKBANCORP
LNKB
$5K ﹤0.01%
766
– –
LRMR icon
2773
Larimar Therapeutics
LRMR
$448M
$5K ﹤0.01%
1,452
– –
MDV
2774
Modiv Industrial
MDV
$186M
$5K ﹤0.01%
319
– –
MDWD icon
2775
MediWound
MDWD
$179M
$5K ﹤0.01%
277
– –
109 110
111
112 113

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.