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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
BUR icon
1801
Burford Capital
BUR
$962M
$56K ﹤0.01%
6,323
-634
-9% -$6.21K
CLDX icon
1802
Celldex Therapeutics
CLDX
$3.52B
$56K ﹤0.01%
2,058
-131
-6% -$3.45K
DK icon
1803
Delek US
DK
$4.12B
$56K ﹤0.01%
1,876
-59
-3% -$2.11K
HLIO icon
1804
Helios Technologies
HLIO
$2.67B
$56K ﹤0.01%
1,043
-126
-11% -$6.79K
IMVT icon
1805
Immunovant
IMVT
$8.8B
$56K ﹤0.01%
2,203
+193
+10% +$4.3K
LUNR icon
1806
Intuitive Machines
LUNR
$2.72B
$56K ﹤0.01%
3,438
+1,996
+138% +$23.1K
RSI icon
1807
Rush Street Interactive
RSI
$2.81B
$56K ﹤0.01%
2,878
+245
+9% +$4.53K
SMR icon
1808
NuScale Power
SMR
$3.94B
$56K ﹤0.01%
3,984
-124
-3% -$3.55K
SNDX icon
1809
Syndax Pharmaceuticals
SNDX
$1.77B
$56K ﹤0.01%
2,677
-98
-4% -$1.71K
TNET icon
1810
TriNet
TNET
$3.07B
$56K ﹤0.01%
940
-30
-3% -$1.78K
BELFB
1811
Bel Fuse Inc Class B
BELFB
$4.25B
$55K ﹤0.01%
327
-26
-7% -$4.06K
CECO icon
1812
Ceco Environmental
CECO
$4.43B
$55K ﹤0.01%
927
-74
-7% -$3.96K
LASR icon
1813
nLIGHT
LASR
$3.06B
$55K ﹤0.01%
1,456
-47
-3% -$1.57K
MQ icon
1814
Marqeta
MQ
$1.63B
$55K ﹤0.01%
2,870
-412
-13% -$7.92K
HLMN icon
1815
Hillman Solutions
HLMN
$1.73B
$54K ﹤0.01%
6,225
-657
-10% -$5.92K
IE icon
1816
Ivanhoe Electric
IE
$1.7B
$54K ﹤0.01%
3,349
+464
+16% +$6.64K
MNKD icon
1817
MannKind Corp
MNKD
$1.24B
$54K ﹤0.01%
9,512
+325
+4% +$1.79K
PAGS icon
1818
PagSeguro Digital
PAGS
$2.44B
$54K ﹤0.01%
5,632
-176
-3% -$1.69K
SYBT icon
1819
Stock Yards Bancorp
SYBT
$2.64B
$54K ﹤0.01%
827
-50
-6% -$3.36K
BWIN
1820
Baldwin Insurance Group
BWIN
$3B
$54K ﹤0.01%
2,243
-65
-3% -$1.66K
AI icon
1821
C3.ai
AI
$1.57B
$53K ﹤0.01%
3,955
+79
+2% +$1.26K
DBD icon
1822
Diebold Nixdorf
DBD
$2.44B
$53K ﹤0.01%
777
-101
-12% -$6.31K
EWTX icon
1823
Edgewise Therapeutics
EWTX
$4.73B
$53K ﹤0.01%
2,120
-401
-16% -$8.05K
MLYS icon
1824
Mineralys Therapeutics
MLYS
$2.38B
$53K ﹤0.01%
1,470
+485
+49% +$19.4K
PRCT icon
1825
Procept Biorobotics
PRCT
$1.22B
$53K ﹤0.01%
1,675
+132
+9% +$4.38K
71 72
73
74 75

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IFP
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SSA
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FGP
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BIP
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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.