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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
BXP icon
901
Boston Properties
BXP
$11B
$1.73M 0.01%
26,104
-1,288
-5% -$77.1K
LNC icon
902
Lincoln National
LNC
$7.91B
$1.73M 0.01%
48,859
-7,873
-14% -$283K
VSEC icon
903
VSE Corp
VSEC
$5.48B
$1.72M 0.01%
7,544
-529
-7% -$102K
UCTT
904
Ultra Clean Holdings
UCTT
$4.16B
$1.72M 0.01%
12,045
-1,000
-8% -$88K
ANF icon
905
Abercrombie & Fitch
ANF
$4.17B
$1.71M 0.01%
18,994
-854
-4% -$72.5K
BEN icon
906
Franklin Resources
BEN
$16.9B
$1.71M 0.01%
51,277
-5,028
-9% -$151K
LGND icon
907
Ligand Pharmaceuticals
LGND
$6.02B
$1.7M 0.01%
5,384
-273
-5% -$64.3K
LW icon
908
Lamb Weston
LW
$6.82B
$1.7M 0.01%
39,304
-3,487
-8% -$150K
DPZ icon
909
Domino's
DPZ
$11B
$1.7M 0.01%
5,730
-289
-5% -$95.1K
IRDM icon
910
Iridium Communications
IRDM
$4.85B
$1.69M 0.01%
30,831
-804
-3% -$34.4K
YETI icon
911
Yeti Holdings
YETI
$3.82B
$1.69M 0.01%
34,004
-2,042
-6% -$88.6K
RDDT icon
912
Reddit
RDDT
$32.5B
$1.68M 0.01%
9,688
-348
-3% -$55.7K
OLED icon
913
Universal Display
OLED
$3.71B
$1.68M 0.01%
19,402
-474
-2% -$43.8K
LTH icon
914
Life Time Group Holdings
LTH
$9.42B
$1.68M 0.01%
41,067
-2,707
-6% -$85.9K
NCLH icon
915
Norwegian Cruise Line
NCLH
$8.89B
$1.68M 0.01%
79,394
-15,350
-16% -$286K
IRT icon
916
Independence Realty Trust
IRT
$3.92B
$1.67M 0.01%
100,020
-2,497
-2% -$40.4K
KBH icon
917
KB Home
KBH
$3.48B
$1.66M 0.01%
26,564
-748
-3% -$38.9K
MTRN icon
918
Materion
MTRN
$5.01B
$1.66M 0.01%
5,593
-375
-6% -$78.5K
INSM icon
919
Insmed
INSM
$23.2B
$1.66M 0.01%
15,577
-344
-2% -$41.7K
BLDR icon
920
Builders FirstSource
BLDR
$7.84B
$1.66M 0.01%
18,542
-1,505
-8% -$120K
AFRM icon
921
Affirm
AFRM
$23.5B
$1.66M 0.01%
20,334
+1,508
+8% +$98.6K
BCO icon
922
Brink's
BCO
$5.02B
$1.65M 0.01%
17,502
-477
-3% -$49.7K
PBF icon
923
PBF Energy
PBF
$7.29B
$1.64M 0.01%
36,067
+150
+0.4% +$6.24K
CPNG icon
924
Coupang
CPNG
$27.8B
$1.64M 0.01%
94,273
-17,468
-16% -$315K
CWST icon
925
Casella Waste Systems
CWST
$5.69B
$1.64M 0.01%
16,857
-1,123
-6% -$95.9K
35 36
37
38 39

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JFG
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IFP
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BBVA
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SSA
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HIIFS
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BGC
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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.