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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
HRI icon
1626
Herc Holdings
HRI
$5.62B
$152K ﹤0.01%
1,027
+53
+5% +$7.27K
INN
1627
Summit Hotel Properties
INN
$651M
$152K ﹤0.01%
31,148
-871
-3% -$4.56K
BOKF icon
1628
BOK Financial
BOKF
$8.76B
$151K ﹤0.01%
1,276
+167
+15% +$18.7K
CIFR icon
1629
Cipher Digital
CIFR
$7.39B
$151K ﹤0.01%
10,200
+3,186
+45% +$56.2K
BDN
1630
Brandywine Realty Trust
BDN
$537M
$150K ﹤0.01%
51,281
+396
+0.8% +$1.35K
ACHR icon
1631
Archer Aviation
ACHR
$4.87B
$149K ﹤0.01%
19,830
+1,224
+7% +$11.5K
PL icon
1632
Planet Labs
PL
$8.71B
$148K ﹤0.01%
7,487
+13
+0.2% +$186
CACC icon
1633
Credit Acceptance
CACC
$5.94B
$146K ﹤0.01%
329
+84
+34% +$38.9K
NCNO icon
1634
nCino
NCNO
$2.06B
$146K ﹤0.01%
5,676
+585
+11% +$14.9K
UHT
1635
Universal Health Realty Income Trust
UHT
$573M
$146K ﹤0.01%
3,721
-37
-1% -$1.44K
HHH icon
1636
Howard Hughes
HHH
$3.96B
$145K ﹤0.01%
1,820
+199
+12% +$16.5K
CRSP icon
1637
CRISPR Therapeutics
CRSP
$5.2B
$144K ﹤0.01%
2,739
+57
+2% +$3.41K
AOSL icon
1638
Alpha and Omega Semiconductor
AOSL
$1.08B
$143K ﹤0.01%
7,210
+37
+0.5% +$874
BIRK icon
1639
Birkenstock
BIRK
$6.68B
$143K ﹤0.01%
3,502
+833
+31% +$35.3K
DFH icon
1640
Dream Finders Homes
DFH
$1.29B
$143K ﹤0.01%
8,383
-38
-0.5% -$777
RES icon
1641
RPC Inc
RES
$1.39B
$143K ﹤0.01%
26,249
+1,340
+5% +$6.96K
DJT icon
1642
Trump Media & Technology Group
DJT
$2.34B
$141K ﹤0.01%
10,658
-37
-0.3% -$505
BLMN icon
1643
Bloomin' Brands
BLMN
$975M
$140K ﹤0.01%
22,754
+320
+1% +$2.23K
OXM icon
1644
Oxford Industries
OXM
$541M
$140K ﹤0.01%
4,082
-89
-2% -$3.31K
SSRM icon
1645
SSR Mining
SSRM
$6.59B
$140K ﹤0.01%
6,401
-200
-3% -$4.45K
ANGI icon
1646
Angi Inc
ANGI
$179M
$139K ﹤0.01%
10,783
+627
+6% +$8.07K
RIOT icon
1647
Riot Platforms
RIOT
$7.83B
$139K ﹤0.01%
10,962
+242
+2% +$4.14K
HUT
1648
Hut 8
HUT
$11.1B
$138K ﹤0.01%
3,009
+224
+8% +$9.87K
KYMR icon
1649
Kymera Therapeutics
KYMR
$9.29B
$138K ﹤0.01%
1,772
+146
+9% +$9.86K
ATMU icon
1650
Atmus Filtration Technologies
ATMU
$4.06B
$136K ﹤0.01%
2,625
-82
-3% -$3.97K
64 65
66
67 68

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IFP
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SSA
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FGP
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BIP
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GF
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CM
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TI
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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.