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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
+10.16%
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
$14B
AUM Growth
+$1.04B
Cap. Flow
+$39.6M
Cap. Flow %
0.28%
Top 10 Hldgs %
34.44%
Holding
3,041
New
27
Increased
919
Reduced
805
Closed
46

Top Buys

Rank Stock Value
1
APP icon
Applovin
APP
+$18M
2
HOOD icon
Robinhood
HOOD
+$11.8M
3
NTNX icon
Nutanix
NTNX
+$8.01M
4
CVX icon
Chevron
CVX
+$7.97M
5
TRU icon
TransUnion
TRU
+$7.16M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$7.48M
2
IBKR icon
Interactive Brokers
IBKR
+$7.21M
3
EME icon
Emcor
EME
+$7.19M
4
ANSS
Ansys
ANSS
+$6.13M
5
AAPL icon
Apple
AAPL
+$5.11M

Sector Composition

Rank Sector Weight
1 Technology 33.84%
2 Financials 13.29%
3 Consumer Discretionary 11.09%
4 Communication Services 9.46%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVLV icon
1951
Evolv Technologies
EVLV
$1.03B
$34K ﹤0.01%
4,566
– –
IMKTA icon
1952
Ingles Markets
IMKTA
$1.66B
$34K ﹤0.01%
488
– –
LMB icon
1953
Limbach Holdings
LMB
$536M
$34K ﹤0.01%
354
– –
OBK icon
1954
Origin Bancorp
OBK
$1.67B
$34K ﹤0.01%
998
– –
SFL icon
1955
SFL Corp
SFL
$1.57B
$34K ﹤0.01%
4,523
– –
TFSL icon
1956
TFS Financial
TFSL
$4.89B
$34K ﹤0.01%
2,617
+31
+1% +$410
WTTR icon
1957
Select Water Solutions
WTTR
$2.73B
$34K ﹤0.01%
3,160
– –
CDRE icon
1958
Cadre Holdings
CDRE
$1.44B
$33K ﹤0.01%
902
– –
DFTX
1959
Definium Therapeutics
DFTX
$5.68B
$33K ﹤0.01%
2,781
– –
VVX icon
1960
V2X
VVX
$2.55B
$33K ﹤0.01%
573
– –
YEXT icon
1961
Yext
YEXT
$574M
$33K ﹤0.01%
3,850
– –
NNE
1962
Nano Nuclear Energy
NNE
$1.02B
$33K ﹤0.01%
845
– –
NPKI
1963
NPK International
NPKI
$1.19B
$33K ﹤0.01%
2,902
– –
AMLX icon
1964
Amylyx Pharmaceuticals
AMLX
$2.6B
$32K ﹤0.01%
2,369
– –
BBW icon
1965
Build-A-Bear
BBW
$464M
$32K ﹤0.01%
492
– –
CNOB icon
1966
Center Bancorp
CNOB
$1.81B
$32K ﹤0.01%
1,296
– –
EYPT icon
1967
EyePoint Inc
EYPT
$1.17B
$32K ﹤0.01%
2,256
– –
FA icon
1968
First Advantage
FA
$3.61B
$32K ﹤0.01%
2,075
– –
PLGO
1969
Pelagos Insurance Capital
PLGO
$2.08B
$32K ﹤0.01%
1,779
– –
IMVT icon
1970
Immunovant
IMVT
$8.8B
$32K ﹤0.01%
2,010
– –
MFA
1971
MFA Financial
MFA
$925M
$32K ﹤0.01%
3,525
– –
NTGR icon
1972
NETGEAR
NTGR
$658M
$32K ﹤0.01%
997
– –
NVTS icon
1973
Navitas Semiconductor
NVTS
$3.64B
$32K ﹤0.01%
4,438
– –
PRAX icon
1974
Praxis Precision Medicines
PRAX
$10.8B
$32K ﹤0.01%
599
– –
ZYME icon
1975
Zymeworks
ZYME
$1.77B
$32K ﹤0.01%
1,880
– –
77 78
79
80 81

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IFP
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SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
TI
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AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Amalgamated Bank's Q3 2025 Portfolio in Review

As of Q3 2025, Amalgamated Bank held 3,041 positions worth $14B, up 8% from $13B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 2.4%. Amalgamated Bank opened 27 new positions and exited 46, leaving the 3,041-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 32% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Amalgamated Bank's largest Q3 2025 buy was Paramount Skydance Corp: 43,082 shares worth $815K.
  • Amalgamated Bank added most to Applovin in Q3 2025, an estimated $18M increase.
  • Amalgamated Bank's biggest Q3 2025 reduction was Interactive Brokers, cutting an estimated $7.21M.
  • Amalgamated Bank fully exited Hess in Q3 2025, selling an estimated $7.48M.
  • Amalgamated Bank's ten largest holdings make up 34% of its $14B portfolio in Q3 2025.
  • Amalgamated Bank opened 27 new positions and closed 46 in Q3 2025.
  • Amalgamated Bank's portfolio value rose 8% quarter-over-quarter to $14B.

Based on Amalgamated Bank's 13F filing for Q3 2025, filed 29 Oct 2025.