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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
GILD icon
76
Gilead Sciences
GILD
$165B
$29.5M 0.21%
240,266
-27,727
-10% -$3.37M
BLK icon
77
Blackrock
BLK
$176B
$29.1M 0.21%
27,160
-1,444
-5% -$1.58M
PANW icon
78
Palo Alto Networks
PANW
$297B
$27.6M 0.2%
149,832
+573
+0.4% +$116K
BSX icon
79
Boston Scientific
BSX
$71.5B
$26.8M 0.19%
280,706
-17,045
-6% -$1.67M
DHR icon
80
Danaher
DHR
$144B
$26.7M 0.19%
116,760
-4,591
-4% -$1.01M
PFE icon
81
Pfizer
PFE
$153B
$26.6M 0.19%
1,067,977
-15,368
-1% -$388K
UNP icon
82
Union Pacific
UNP
$174B
$25.9M 0.19%
111,856
-3,974
-3% -$907K
CRWD icon
83
CrowdStrike
CRWD
$218B
$25.7M 0.19%
219,552
+76
+0% +$9.68K
LOW icon
84
Lowe's Companies
LOW
$125B
$25.3M 0.18%
104,955
-2,640
-2% -$634K
BX icon
85
Blackstone
BX
$110B
$25.2M 0.18%
163,771
-2,451
-1% -$372K
PGR icon
86
Progressive
PGR
$125B
$25.2M 0.18%
110,668
-11,910
-10% -$2.69M
VRTX icon
87
Vertex Pharmaceuticals
VRTX
$126B
$25M 0.18%
55,120
-1,394
-2% -$601K
ADI icon
88
Analog Devices
ADI
$190B
$24.9M 0.18%
91,854
-2,953
-3% -$742K
WELL icon
89
Welltower
WELL
$171B
$23.4M 0.17%
126,305
-1,686
-1% -$315K
SYK icon
90
Stryker
SYK
$130B
$23.3M 0.17%
66,404
-3,202
-5% -$1.17M
ETN icon
91
Eaton
ETN
$174B
$23M 0.17%
72,316
-3,602
-5% -$1.28M
HON icon
92
Honeywell
HON
$78B
$22.9M 0.17%
117,360
-11,570
-9% -$2.26M
MDT icon
93
Medtronic
MDT
$112B
$22.8M 0.16%
237,221
-10,677
-4% -$1.04M
COP icon
94
ConocoPhillips
COP
$141B
$22.8M 0.16%
243,390
+5,255
+2% +$475K
ADP icon
95
Automatic Data Processing
ADP
$108B
$22.4M 0.16%
87,028
-9,344
-10% -$2.49M
MCK icon
96
McKesson
MCK
$101B
$22.3M 0.16%
27,148
-1,903
-7% -$1.55M
PLD icon
97
Prologis
PLD
$133B
$22M 0.16%
172,526
-5,045
-3% -$629K
DE icon
98
Deere & Co
DE
$168B
$21.8M 0.16%
46,927
-1,122
-2% -$527K
NEM icon
99
Newmont
NEM
$119B
$21.3M 0.15%
213,267
-4,227
-2% -$382K
CB icon
100
Chubb
CB
$135B
$21.2M 0.15%
67,890
-3,365
-5% -$984K
2 3
4
5 6

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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
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SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
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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.