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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
+27.14%
1 Year Est. Return
+44.3%
3 Year Est. Return
+131.76%
5 Year Est. Return
+175.18%
10 Year Est. Return
+715.35%
AUM
$14.5B
AUM Growth
+$1.4B
Cap. Flow
-$584M
Cap. Flow %
-4.04%
Top 10 Hldgs %
31.75%
Holding
1,679
New
61
Increased
187
Reduced
1,384
Closed
47

Top Buys

Rank Stock Value
1
MRVL icon
Marvell Technology
MRVL
+$26.6M
2
HONA
Honeywell Aerospace
HONA
+$12.5M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.06M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.42M
5
CDE icon
Coeur Mining
CDE
+$7.78M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$60.8M
2
AMZN icon
Amazon
AMZN
+$53.9M
3
MSFT icon
Microsoft
MSFT
+$49.5M
4
NVDA icon
NVIDIA
NVDA
+$27.1M
5
FLEX icon
Flex
FLEX
+$15M

Sector Composition

Rank Sector Weight
1 Technology 36.16%
2 Financials 11.52%
3 Industrials 10.76%
4 Consumer Discretionary 9.63%
5 Communication Services 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
51
Morgan Stanley
MS
$338B
$42.5M 0.29%
203,238
-19,478
-9% -$3.86M
LIN icon
52
Linde
LIN
$234B
$42.4M 0.29%
81,737
-3,152
-4% -$1.6M
C icon
53
Citigroup
C
$221B
$42.1M 0.29%
301,106
-26,162
-8% -$3.41M
GLW icon
54
Corning
GLW
$134B
$40.1M 0.28%
157,095
+13,570
+9% +$2.47M
CRWD icon
55
CrowdStrike
CRWD
$187B
$38.8M 0.27%
203,440
-7,656
-4% -$1.09M
AMGN icon
56
Amgen
AMGN
$201B
$37.9M 0.26%
104,750
-6,450
-6% -$2.21M
ANET icon
57
Arista Networks
ANET
$222B
$36.8M 0.25%
216,389
-824
-0.4% -$129K
QCOM icon
58
Qualcomm
QCOM
$180B
$35.7M 0.25%
193,414
-14,978
-7% -$2.8M
ADI icon
59
Analog Devices
ADI
$185B
$34.4M 0.24%
86,680
-2,318
-3% -$917K
MCD icon
60
McDonald's
MCD
$187B
$33.5M 0.23%
124,028
-6,779
-5% -$1.94M
TJX icon
61
TJX Companies
TJX
$170B
$33.3M 0.23%
219,530
-3,443
-2% -$544K
PEP icon
62
PepsiCo
PEP
$184B
$32.9M 0.23%
243,333
-12,519
-5% -$1.87M
AXP icon
63
American Express
AXP
$233B
$32.7M 0.23%
96,746
-7,735
-7% -$2.48M
TMO icon
64
Thermo Fisher Scientific
TMO
$213B
$32.5M 0.22%
64,872
-3,575
-5% -$1.72M
BA icon
65
Boeing
BA
$165B
$32.1M 0.22%
148,435
+5,112
+4% +$1.14M
NEE icon
66
NextEra Energy
NEE
$187B
$32M 0.22%
364,555
-21,243
-6% -$1.92M
VZ icon
67
Verizon
VZ
$183B
$31.1M 0.21%
734,154
-70,320
-9% -$3.3M
ETN icon
68
Eaton
ETN
$161B
$30.5M 0.21%
71,525
+918
+1% +$370K
ISRG icon
69
Intuitive Surgical
ISRG
$119B
$30.1M 0.21%
75,735
+1,311
+2% +$573K
DIS icon
70
Walt Disney
DIS
$161B
$29.4M 0.2%
305,436
-19,837
-6% -$2.02M
BKNG icon
71
Booking.com
BKNG
$134B
$29.1M 0.2%
163,318
-5,982
-4% -$1.02M
UNP icon
72
Union Pacific
UNP
$181B
$28.8M 0.2%
105,771
-4,351
-4% -$1.14M
ABT icon
73
Abbott
ABT
$175B
$28.5M 0.2%
314,250
-7,140
-2% -$652K
GILD icon
74
Gilead Sciences
GILD
$162B
$28M 0.19%
221,709
-17,507
-7% -$2.31M
WELL icon
75
Welltower
WELL
$174B
$27.6M 0.19%
121,737
-4,069
-3% -$860K
1 2
3
4 5

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JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
IFP
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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
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
HIIFS
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Amalgamated Bank's Q2 2026 Portfolio in Review

As of Q2 2026, Amalgamated Bank held 1,679 positions worth $14.5B, up 11% from $13.1B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Amalgamated Bank withdrew a net $584M in Q2 2026, closing 47 positions and reducing 1,384 holdings. Its most notable exit was Coterra Energy, an estimated $5.29M position sold in full.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 31% a quarter earlier, followed by Financials and Industrials.

Against the trend, Amalgamated Bank opened a new position in Honeywell Aerospace worth $12.5M.

  • Amalgamated Bank's largest Q2 2026 buy was Honeywell Aerospace: 56,497 shares worth $12.5M.
  • Amalgamated Bank added most to Marvell Technology in Q2 2026, an estimated $26.6M increase.
  • Amalgamated Bank's biggest Q2 2026 reduction was Apple, cutting an estimated $60.8M.
  • Amalgamated Bank fully exited Coterra Energy in Q2 2026, selling an estimated $5.29M.
  • Amalgamated Bank's ten largest holdings make up 32% of its $14.5B portfolio in Q2 2026.
  • Amalgamated Bank opened 61 new positions and closed 47 in Q2 2026.
  • Amalgamated Bank's portfolio value rose 11% quarter-over-quarter to $14.5B.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.