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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
+715.41%
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
COST icon
26
Costco
COST
$420B
$80.6M 0.56%
86,150
-7,377
-8% -$7.35M
GE icon
27
GE Aerospace
GE
$384B
$79.7M 0.55%
213,374
-7,435
-3% -$2.33M
ABBV icon
28
AbbVie
ABBV
$435B
$79.7M 0.55%
316,843
-57,368
-15% -$12.3M
HD icon
29
Home Depot
HD
$355B
$68.1M 0.47%
193,009
-9,437
-5% -$3.07M
SNDK
30
Sandisk
SNDK
$177B
$66.7M 0.46%
29,351
+2,924
+11% +$4.17M
UNH icon
31
UnitedHealth
UNH
$370B
$66.5M 0.46%
160,011
-3,837
-2% -$1.42M
GEV icon
32
GE Vernova
GEV
$264B
$65.7M 0.45%
55,897
-1,699
-3% -$1.73M
BAC icon
33
Bank of America
BAC
$442B
$65.1M 0.45%
1,141,841
-78,154
-6% -$4.16M
NFLX icon
34
Netflix
NFLX
$309B
$61.7M 0.43%
863,915
-26,621
-3% -$2.34M
PG icon
35
Procter & Gamble
PG
$339B
$61.6M 0.43%
420,063
-2,476
-0.6% -$360K
KO icon
36
Coca-Cola
KO
$375B
$56.1M 0.39%
689,923
-71,316
-9% -$5.63M
TXN icon
37
Texas Instruments
TXN
$261B
$55.9M 0.39%
187,496
+12,249
+7% +$3.4M
MRK icon
38
Merck
MRK
$318B
$55.8M 0.39%
434,306
-24,324
-5% -$2.85M
PANW icon
39
Palo Alto Networks
PANW
$297B
$55.7M 0.39%
163,350
-5,595
-3% -$1.28M
CVX icon
40
Chevron
CVX
$366B
$53.4M 0.37%
322,308
-33,085
-9% -$6.16M
PLTR icon
41
Palantir
PLTR
$413B
$52.9M 0.37%
453,483
-27,480
-6% -$3.75M
MRVL icon
42
Marvell Technology
MRVL
$196B
$52.3M 0.36%
175,644
+132,802
+310% +$26.6M
GS icon
43
Goldman Sachs
GS
$303B
$51.2M 0.35%
50,581
-4,187
-8% -$4.08M
PM icon
44
Philip Morris
PM
$295B
$50.3M 0.35%
278,155
-12,105
-4% -$2.1M
ORCL icon
45
Oracle
ORCL
$423B
$49.8M 0.34%
339,671
-17,148
-5% -$3.11M
IBM icon
46
IBM
IBM
$224B
$45.6M 0.32%
162,188
-10,211
-6% -$2.57M
WDC icon
47
Western Digital
WDC
$150B
$45.4M 0.31%
71,098
+2,109
+3% +$1.03M
RTX icon
48
RTX Corp
RTX
$301B
$44.7M 0.31%
235,569
-11,697
-5% -$2.15M
APH icon
49
Amphenol
APH
$209B
$44M 0.3%
249,447
-10,554
-4% -$1.52M
WFC icon
50
Wells Fargo
WFC
$264B
$43.6M 0.3%
527,851
-41,450
-7% -$3.33M
1
2
3 4 5

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IFP
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BBVA
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SSA
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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.