We are live on ! Find out more
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
RHI icon
1151
Robert Half
RHI
$3.61B
$899K 0.01%
29,291
-1,043
-3% -$29.2K
HIW icon
1152
Highwoods Properties
HIW
$3.71B
$894K 0.01%
29,656
-3,834
-11% -$99.2K
SFNC icon
1153
Simmons First National
SFNC
$3.35B
$884K 0.01%
39,023
-2,640
-6% -$56.3K
BBIO icon
1154
BridgeBio Pharma
BBIO
$16.5B
$883K 0.01%
11,849
+6,863
+138% +$481K
DKNG icon
1155
DraftKings
DKNG
$11.4B
$883K 0.01%
34,965
-2,662
-7% -$65.7K
FIBK icon
1156
First Interstate BancSystem
FIBK
$3.7B
$883K 0.01%
22,901
-2,473
-10% -$87.5K
IONQ icon
1157
IonQ
IONQ
$12.3B
$883K 0.01%
16,585
+5,948
+56% +$301K
WDFC icon
1158
WD-40
WDFC
$3.1B
$882K 0.01%
3,621
-264
-7% -$56.5K
CNK icon
1159
Cinemark Holdings
CNK
$3.82B
$880K 0.01%
27,732
-2,001
-7% -$59.4K
GOLF icon
1160
Acushnet Holdings
GOLF
$6.13B
$878K 0.01%
7,405
-534
-7% -$51.1K
HP icon
1161
Helmerich & Payne
HP
$3.53B
$878K 0.01%
26,805
-1,842
-6% -$68.9K
TDC icon
1162
Teradata
TDC
$2.68B
$876K 0.01%
25,281
-4,410
-15% -$134K
AWR icon
1163
American States Water
AWR
$3.39B
$872K 0.01%
10,548
-596
-5% -$46.2K
NIC icon
1164
Nicolet Bankshares
NIC
$3.57B
$871K 0.01%
+5,264
New +$777K
BOH icon
1165
Bank of Hawaii
BOH
$3.33B
$868K 0.01%
10,651
-790
-7% -$61.8K
SBCF icon
1166
Seacoast Banking Corp of Florida
SBCF
$3.26B
$862K 0.01%
25,914
-1,668
-6% -$52.1K
NATL icon
1167
NCR Atleos
NATL
$3.52B
$861K 0.01%
19,826
-1,429
-7% -$63.4K
ACAD icon
1168
Acadia Pharmaceuticals
ACAD
$4.25B
$859K 0.01%
33,969
-2,051
-6% -$45.1K
ARCB icon
1169
ArcBest
ARCB
$3.44B
$859K 0.01%
5,985
-465
-7% -$60.5K
SEDG icon
1170
SolarEdge
SEDG
$2.59B
$858K 0.01%
14,687
-650
-4% -$34.1K
RUN icon
1171
Sunrun
RUN
$2.37B
$856K 0.01%
63,949
-2,596
-4% -$35K
FUL icon
1172
H.B. Fuller
FUL
$3B
$855K 0.01%
14,669
-976
-6% -$60K
ITGR icon
1173
Integer Holdings
ITGR
$3.35B
$853K 0.01%
9,131
-936
-9% -$83.1K
LXP icon
1174
LXP Industrial Trust
LXP
$3.53B
$853K 0.01%
15,833
-1,152
-7% -$59.3K
PTEN icon
1175
Patterson-UTI
PTEN
$3.87B
$853K 0.01%
92,972
-6,524
-7% -$72.8K
45 46
47
48 49

Similar funds

Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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.