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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
+4.02%
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
$13.9B
AUM Growth
-$141M
Cap. Flow
-$425M
Cap. Flow %
-3.07%
Top 10 Hldgs %
34.53%
Holding
3,023
New
28
Increased
1,092
Reduced
1,855
Closed
41

Top Buys

Rank Stock Value
1
CRH icon
CRH
CRH
+$11M
2
CVNA icon
Carvana
CVNA
+$7.62M
3
PINS icon
Pinterest
PINS
+$7.21M
4
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$5.17M
5
ARES icon
Ares Management
ARES
+$4.45M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$53M
2
MSFT icon
Microsoft
MSFT
+$40.6M
3
NVDA icon
NVIDIA
NVDA
+$40.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.1M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.8M

Sector Composition

Rank Sector Weight
1 Technology 33.29%
2 Financials 13.13%
3 Consumer Discretionary 11.05%
4 Communication Services 9.85%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGC icon
2876
Superior Group of Companies
SGC
$206M
$3K ﹤0.01%
344
-106
-24% -$1.04K
SMID icon
2877
Smith-Midland
SMID
$146M
$3K ﹤0.01%
86
-69
-45% -$2.48K
SNCR
2878
DELISTED
Synchronoss Technologies
SNCR
$3K ﹤0.01%
294
-74
-20% -$457
SPWR icon
2879
SunPower Inc
SPWR
$49.6M
$3K ﹤0.01%
1,964
-95
-5% -$163
STRW icon
2880
Strawberry Fields REIT
STRW
$183M
$3K ﹤0.01%
240
-82
-25% -$1K
TCI icon
2881
Transcontinental Realty Investors
TCI
$315M
$3K ﹤0.01%
59
+14
+31% +$664
ULH icon
2882
Universal Logistics Holdings
ULH
$498M
$3K ﹤0.01%
212
-52
-20% -$875
UNB icon
2883
Union Bankshares
UNB
$109M
$3K ﹤0.01%
114
-10
-8% -$236
WALD icon
2884
Waldencast
WALD
$178M
$3K ﹤0.01%
1,330
+100
+8% +$203
ARQ icon
2885
Arq
ARQ
$88.9M
$3K ﹤0.01%
1,005
+150
+18% +$733
AIRJ
2886
Montana Technologies Corp
AIRJ
$429M
$3K ﹤0.01%
751
+17
+2% +$73
SUNS
2887
Sunrise Realty Trust
SUNS
$104M
$3K ﹤0.01%
319
-41
-11% -$402
CARL
2888
Carlsmed
CARL
$375M
$3K ﹤0.01%
213
-7
-3% -$93
AFCG
2889
AFC Gamma
AFCG
$63.2M
$2K ﹤0.01%
542
-12
-2% -$38
AFRI icon
2890
Forafric Global
AFRI
$290M
$2K ﹤0.01%
173
-3
-2% -$29
AISP
2891
Airship AI Holdings
AISP
$69.9M
$2K ﹤0.01%
722
+615
+575% +$2.53K
AREN icon
2892
Arena Group
AREN
$105M
$2K ﹤0.01%
405
-36
-8% -$161
ATOM icon
2893
Atomera
ATOM
$210M
$2K ﹤0.01%
949
-50
-5% -$151
BARK icon
2894
BARK
BARK
$96.7M
$2K ﹤0.01%
145
-75
-34% -$1.11K
BTMD icon
2895
Biote Corp
BTMD
$46.7M
$2K ﹤0.01%
916
-13
-1% -$36
CLPR
2896
Clipper Realty
CLPR
$47.2M
$2K ﹤0.01%
435
+15
+4% +$56
DCGO icon
2897
DocGo
DCGO
$56.8M
$2K ﹤0.01%
2,825
-685
-20% -$732
EEX
2898
DELISTED
Emerald Holding
EEX
$2K ﹤0.01%
437
-89
-17% -$383
FSP
2899
Franklin Street Properties
FSP
$45.3M
$2K ﹤0.01%
2,487
-888
-26% -$1.03K
FTLF icon
2900
FitLife Brands
FTLF
$93.5M
$2K ﹤0.01%
123
-10
-8% -$184
114 115
116
117 118

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IFP
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BBVA
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SSA
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BGC
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FGP
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BIP
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Amalgamated Bank's Q4 2025 Portfolio in Review

As of Q4 2025, Amalgamated Bank held 3,023 positions worth $13.9B, down 1% from $14B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Amalgamated Bank withdrew a net $425M in Q4 2025, closing 41 positions and reducing 1,855 holdings. Its most notable exit was Kellanova, an estimated $4.43M position sold in full.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Amalgamated Bank opened a new position in Qnity Electronics Inc worth $3.35M.

  • Amalgamated Bank's largest Q4 2025 buy was Qnity Electronics Inc: 40,967 shares worth $3.35M.
  • Amalgamated Bank added most to CRH in Q4 2025, an estimated $11M increase.
  • Amalgamated Bank's biggest Q4 2025 reduction was Apple, cutting an estimated $53M.
  • Amalgamated Bank fully exited Kellanova in Q4 2025, selling an estimated $4.43M.
  • Amalgamated Bank's ten largest holdings make up 35% of its $13.9B portfolio in Q4 2025.
  • Amalgamated Bank opened 28 new positions and closed 41 in Q4 2025.
  • Amalgamated Bank's portfolio value fell 1% quarter-over-quarter to $13.9B.

Based on Amalgamated Bank's 13F filing for Q4 2025, filed 5 Feb 2026.