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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
TTGT icon
2801
TechTarget
TTGT
$271M
$5K ﹤0.01%
919
-6,881
-88% -$45.6K
VEL icon
2802
Velocity Financial
VEL
$720M
$5K ﹤0.01%
295
– –
PAL
2803
Proficient Auto Logistics
PAL
$142M
$5K ﹤0.01%
732
– –
CBLL
2804
CeriBell Inc
CBLL
$809M
$5K ﹤0.01%
420
– –
RHLD
2805
Resolute Holdings Management
RHLD
$1.09B
$5K ﹤0.01%
70
– –
ALMU
2806
Aeluma Inc
ALMU
$333M
$5K ﹤0.01%
328
– –
TVRD
2807
Tvardi Therapeutics
TVRD
$22.1M
$5K ﹤0.01%
117
– –
AMBQ
2808
Ambiq Micro
AMBQ
$1.58B
$5K ﹤0.01%
+151
New +$5.5K
ACNT icon
2809
Ascent Industries
ACNT
$138M
$4K ﹤0.01%
272
– –
ACR
2810
ACRES Commercial Realty
ACR
$101M
$4K ﹤0.01%
210
– –
ACTG icon
2811
Acacia Research
ACTG
$451M
$4K ﹤0.01%
1,282
– –
ALTI icon
2812
AlTi Global
ALTI
$451M
$4K ﹤0.01%
1,190
– –
AOMR
2813
Angel Oak Mortgage REIT
AOMR
$208M
$4K ﹤0.01%
418
– –
AOUT icon
2814
American Outdoor Brands
AOUT
$159M
$4K ﹤0.01%
420
– –
ATOM icon
2815
Atomera
ATOM
$217M
$4K ﹤0.01%
999
– –
BARK icon
2816
BARK
BARK
$96.8M
$4K ﹤0.01%
220
– –
BCBP icon
2817
BCB Bancorp
BCBP
$158M
$4K ﹤0.01%
499
– –
BSET icon
2818
Bassett Furniture
BSET
$170M
$4K ﹤0.01%
278
– –
BYND icon
2819
Beyond Meat
BYND
$215M
$4K ﹤0.01%
2,150
– –
CLAR icon
2820
Clarus
CLAR
$146M
$4K ﹤0.01%
1,011
– –
CRDF icon
2821
Cardiff Oncology
CRDF
$81.7M
$4K ﹤0.01%
2,009
– –
CVRX icon
2822
CVRx
CVRX
$69M
$4K ﹤0.01%
515
– –
EBMT icon
2823
Eagle Bancorp Montana
EBMT
$187M
$4K ﹤0.01%
253
– –
ECBK icon
2824
ECB Bancorp
ECBK
$177M
$4K ﹤0.01%
263
– –
EHTH icon
2825
eHealth
EHTH
$39.1M
$4K ﹤0.01%
983
– –
111 112
113
114 115

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.