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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
VIRC icon
2926
Virco
VIRC
$93.6M
$2K ﹤0.01%
356
-5
-1% -$35
ATYR
2927
aTyr Pharma
ATYR
$52.1M
$2K ﹤0.01%
3,014
+43
+1% +$35
ACTU
2928
Actuate Therapeutics
ACTU
$24.9M
$2K ﹤0.01%
298
+97
+48% +$666
SBC
2929
SBC Medical Group
SBC
$314M
$2K ﹤0.01%
354
+161
+83% +$614
CBNA
2930
Chain Bridge Bancorp
CBNA
$307M
$2K ﹤0.01%
69
-11
-14% -$356
PAMT
2931
PAMT Corp
PAMT
$288M
$2K ﹤0.01%
149
-98
-40% -$1.04K
NXXT
2932
NextNRG Inc
NXXT
$45.9M
$2K ﹤0.01%
1,125
+526
+88% +$907
AIRO
2933
AIRO Group Holdings
AIRO
$264M
$2K ﹤0.01%
252
+26
+12% +$335
CV
2934
CapsoVision Inc
CV
$329M
$2K ﹤0.01%
179
-6
-3% -$42
SI
2935
Shoulder Innovations Inc
SI
$434M
$2K ﹤0.01%
150
-4
-3% -$55
AVBH
2936
Avidbank Holdings
AVBH
$358M
$2K ﹤0.01%
+91
New +$2.36K
AIRS icon
2937
AirSculpt Technologies
AIRS
$226M
$1K ﹤0.01%
522
+295
+130% +$1.79K
ARL icon
2938
American Realty Investors
ARL
$253M
$1K ﹤0.01%
42
-12
-22% -$189
BEEP icon
2939
Mobile Infrastructure Corp
BEEP
$111M
$1K ﹤0.01%
406
-86
-17% -$269
CIX icon
2940
Comp X International
CIX
$374M
$1K ﹤0.01%
48
-12
-20% -$272
COOK icon
2941
Traeger
COOK
$172M
$1K ﹤0.01%
21
-1
-5% -$49
CURV icon
2942
Torrid Holdings
CURV
$251M
$1K ﹤0.01%
1,060
+363
+52% +$464
EP icon
2943
Empire Petroleum
EP
$109M
$1K ﹤0.01%
461
-86
-16% -$289
FLYX icon
2944
flyExclusive
FLYX
$64.2M
$1K ﹤0.01%
163
-5
-3% -$18
MRDN
2945
Meridian Holdings Inc
MRDN
$175M
$1K ﹤0.01%
57
– –
GOCO
2946
DELISTED
GoHealth
GOCO
$1K ﹤0.01%
296
+163
+123% +$557
INMB icon
2947
INmune Bio
INMB
$56.6M
$1K ﹤0.01%
641
+219
+52% +$391
KG
2948
Kestrel Group
KG
$67.3M
$1K ﹤0.01%
85
-68
-44% -$1.23K
MKTW icon
2949
MarketWise
MKTW
$55.3M
$1K ﹤0.01%
62
+33
+114% +$516
MYO icon
2950
Myomo
MYO
$54.3M
$1K ﹤0.01%
1,112
– –
116 117
118
119 120

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JFG
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IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BBVA
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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

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.