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Amalgamated Bank

Form 13F · CIK 919192. Holdings on 30 Sep 2026, as filed with the SEC on 23 Oct 2026, each set beside the June 2026 quarter. The 13F on the SEC's site.

Amalgamated Bank reported 1,617 positions worth $14.3B for the September 2026 quarter, on a Form 13F filed 23 Oct 2026; the largest holding was NVIDIA Corp., at 7.6% of the fund.

What it bought and sold

The largest moves since the June 2026 quarter, by the dollars that moved: 27 opened, 410 added, 1,136 trimmed, 42 sold out.

New position: 27

CompanyValueChange in shares
Mobility Global Inc. (MBGL)$1.4M+83,877
AXT Inc. (AXTI)$1.3M+16,595
Solaris Energy Infrastructure, Inc. (SEI)$1.2M+16,799
Delek US Holdings, Inc. (DK)$1.1M+15,870
Construction Partners, Inc. (ROAD)$1.1M+12,552
Tenable Holdings, Inc. (TENB)$1.0M+28,683
Herc Holdings Inc. (HRI)$1.0M+8,049
Tutor Perini Corp. (TPC)$969.0K+11,737
Arcutis Biotherapeutics, Inc. (ARQT)$784.0K+29,652
AtriCure, Inc. (ATRC)$740.0K+13,160

Added: 410

CompanyValueChange in shares
Intel Corp. (INTC)$98.1M+16,864
Chevron Corp. (CVX)$66.7M+4,211
Western Digital Corp. (WDC)$32.7M+808
Bloom Energy Corp. (BE)$15.6M+36,742
Moderna, Inc. (MRNA)$11.9M+491
Visa Inc. (V)$127.6M+1,688
Twilio Inc. (TWLO)$20.3M+1,285
Mastec Inc. (MTZ)$6.4M+683
Dell Technologies Inc. (DELL)$27.8M+163
Sun Communities Inc. (SUI)$6.2M+48,849

Trimmed: 1,136

CompanyValueChange in shares
Microsoft Corp. (MSFT)$710.2M-33,512
NVIDIA Corp. (NVDA)$1.1B-106,093
Apple Inc. (AAPL)$910.9M-76,506
Meta Platforms, Inc. (META)$307.8M-8,463
Tesla, Inc. (TSLA)$198.9M-11,970
Applied Materials Inc. (AMAT)$82.1M-3,310
Broadcom Inc. (AVGO)$325.8M-17,476
KLA Corp. (KLAC)$52.5M-5,235
Palantir Technologies Inc. (PLTR)$83.1M-9,068
Lam Research Corp. (LRCX)$84.6M-4,960

Sold out: 42

CompanyValue a quarter beforeChange in shares
Electronic Arts Inc (EA)$9.3M-45,284
Webster Finl Corp. (WBS)$5.5M-71,680
Avalonbay Cmntys Inc. (AVB)$4.6M-24,308
Chart Inds Inc. (GTLS)$4.2M-20,022
Taylor Morrison Home Corp. (TMHC)$2.8M-39,716
National Storage Affiliates (NSA)$1.4M-31,442
Catalyst Pharmaceuticals Inc. (CPRX)$974.0K-30,974
Stellar Bancorp Inc. (STEL)$435.0K-11,065
Leggett & Platt Inc. (LEG)$429.0K-36,671
Staar Surgical Co. (STAA)$371.0K-12,944

Largest holdings

The 100 largest of 1,617, by value.

CompanyValueOf the fundSharesChange in sharesMove
NVIDIA Corp. (NVDA)$1.1B7.56%4,729,165-106,093Trimmed
Apple Inc. (AAPL)$910.9M6.38%2,735,339-76,506Trimmed
Microsoft Corp. (MSFT)$710.2M4.97%1,384,639-33,512Trimmed
Amazon.com Inc. (AMZN)$419.8M2.94%1,684,911-42,109Trimmed
Alphabet Inc. (GOOGL)$401.7M2.81%1,167,372-24,718Trimmed
Broadcom Inc. (AVGO)$325.8M2.28%927,615-17,476Trimmed
Alphabet Inc. (GOOG)$323.1M2.26%948,328-17,039Trimmed
Meta Platforms, Inc. (META)$307.8M2.16%424,487-8,463Trimmed
Micron Technology Inc. (MU)$237.7M1.67%223,181-4,652Trimmed
Tesla, Inc. (TSLA)$198.9M1.39%560,498-11,970Trimmed
Advanced Micro Devices Inc. (AMD)$196.6M1.38%321,370-6,772Trimmed
Eli Lilly & Co. (LLY)$186.1M1.30%160,832-2,322Trimmed
Berkshire Hathaway Inc. Class B (BRKB)$157.8M1.10%316,960-5,056Trimmed
JPMorgan Chase & Co. (JPM)$147.8M1.03%446,621-15,238Trimmed
Visa Inc. (V)$127.6M0.89%355,156+1,688Added
ExxonMobil Holdings Corp. (XOM)$115.9M0.81%712,342-25,250Trimmed
Johnson & Johnson (JNJ)$111.3M0.78%420,438-10,793Trimmed
Intel Corp. (INTC)$98.1M0.69%815,849+16,864Added
Mastercard Inc. (MA)$93.2M0.65%169,038-3,393Trimmed
Lam Research Corp. (LRCX)$84.6M0.59%257,574-4,960Trimmed
Palantir Technologies Inc. (PLTR)$83.1M0.58%444,415-9,068Trimmed
Applied Materials Inc. (AMAT)$82.1M0.57%160,500-3,310Trimmed
AbbVie Inc. (ABBV)$80.7M0.56%308,595-8,248Trimmed
Walmart Inc. (WMT)$80.4M0.56%774,028-11,798Trimmed
Costco Wholesale Corp. (COST)$76.6M0.54%84,149-2,001Trimmed
Cisco Systems, Inc. (CSCO)$75.7M0.53%702,955-19,619Trimmed
Caterpillar Inc. (CAT)$73.5M0.52%90,605-2,053Trimmed
Chevron Corp. (CVX)$66.7M0.47%326,519+4,211Added
General Electric Co. (GE)$65.1M0.46%208,342-5,032Trimmed
Palo Alto Networks Inc. (PANW)$63.7M0.45%160,441-2,909Trimmed
Merck & Co., Inc. (MRK)$61.4M0.43%422,623-11,683Trimmed
Bank of America Corp. (BAC)$60.0M0.42%1,101,991-39,850Trimmed
Procter & Gamble Co. (PG)$59.4M0.42%408,943-11,120Trimmed
Netflix Inc. (NFLX)$58.2M0.41%836,846-27,069Trimmed
Coca-Cola Co. (KO)$57.9M0.41%672,258-17,665Trimmed
UnitedHealth Group Inc. (UNH)$56.7M0.40%154,571-5,440Trimmed
Home Depot, Inc. (HD)$53.7M0.38%188,906-4,103Trimmed
CrowdStrike Holdings, Inc. (CRWD)$52.7M0.37%199,219-4,221Trimmed
KLA Corp. (KLAC)$52.5M0.37%269,543-5,235Trimmed
GE Vernova Inc. (GEV)$51.8M0.36%54,476-1,421Trimmed
Philip Morris International Inc. (PM)$51.7M0.36%270,992-7,163Trimmed
Texas Instruments Inc. (TXN)$51.5M0.36%183,914-3,582Trimmed
Sandisk Corp. (SNDK)$49.5M0.35%28,430-921Trimmed
Oracle Corp. (ORCL)$46.2M0.32%336,160-3,511Trimmed
Marvell Technology, Inc. (MRVL)$45.4M0.32%171,905-3,739Trimmed
Goldman Sachs Group Inc. (GS)$43.9M0.31%48,748-1,833Trimmed
Arista Networks, Inc. (ANET)$43.5M0.30%213,608-2,781Trimmed
Amgen Inc. (AMGN)$43.2M0.30%102,480-2,270Trimmed
RTX Corp. (RTX)$42.6M0.30%229,598-5,971Trimmed
Thermo Fisher Scientific Inc. (TMO)$42.4M0.30%62,873-1,999Trimmed
Amphenol Corp. (APH)$41.2M0.29%488,714-10,180Trimmed
Wells Fargo & Company (WFC)$40.6M0.28%507,265-20,586Trimmed
Linde plc (LIN)$37.7M0.26%79,335-2,402Trimmed
Citigroup Inc. (C)$37.3M0.26%288,348-12,758Trimmed
Morgan Stanley (MS)$37.1M0.26%197,024-6,214Trimmed
Qualcomm Inc. (QCOM)$35.0M0.24%190,147-3,267Trimmed
International Business Machines Corp. (IBM)$34.7M0.24%157,994-4,194Trimmed
Analog Devices Inc. (ADI)$33.4M0.23%84,200-2,480Trimmed
Western Digital Corp. (WDC)$32.7M0.23%71,906+808Added
Verizon Communications Inc. (VZ)$32.6M0.23%711,544-22,610Trimmed
Gilead Sciences, Inc. (GILD)$32.1M0.23%215,504-6,205Trimmed
Salesforce, Inc. (CRM)$32.1M0.23%139,850-3,707Trimmed
Walt Disney Co. (DIS)$30.9M0.22%294,218-11,218Trimmed
Abbott Laboratories (ABT)$30.1M0.21%304,520-9,730Trimmed
Intuitive Surgical Inc. (ISRG)$30.1M0.21%73,962-1,773Trimmed
PepsiCo Inc. (PEP)$30.0M0.21%236,586-6,747Trimmed
Eaton Corp. plc (ETN)$30.0M0.21%69,731-1,794Trimmed
AT&T Inc. (T)$28.5M0.20%1,166,827-47,596Trimmed
TJX Companies Inc. (TJX)$28.4M0.20%214,715-4,815Trimmed
American Express Co. (AXP)$28.4M0.20%93,413-3,333Trimmed
Deere & Co. (DE)$28.2M0.20%42,010-1,241Trimmed
Union Pacific Corp. (UNP)$28.1M0.20%103,105-2,666Trimmed
Welltower Inc. (WELL)$27.9M0.20%121,029-708Trimmed
Dell Technologies Inc. (DELL)$27.8M0.20%51,634+163Added
McDonald's Corp. (MCD)$27.8M0.20%120,274-3,754Trimmed
Pfizer Inc. (PFE)$27.5M0.19%965,830-27,276Trimmed
ServiceNow, Inc. (NOW)$27.2M0.19%202,957-4,537Trimmed
Charles Schwab Corp. (SCHW)$27.0M0.19%276,336-8,938Trimmed
Boeing Co. (BA)$27.0M0.19%145,015-3,420Trimmed
NextEra Energy Inc. (NEE)$26.9M0.19%354,962-9,593Trimmed
ConocoPhillips (COP)$26.3M0.18%210,369-8,110Trimmed
BlackRock, Inc. (BLK)$26.1M0.18%24,671-756Trimmed
Seagate Technology Holdings plc (STX)$25.8M0.18%27,945-566Trimmed
Booking Holdings Inc. (BKNG)$25.6M0.18%156,907-6,411Trimmed
Uber Technologies, Inc. (UBER)$24.4M0.17%356,742-9,304Trimmed
Vertex Pharmaceuticals Inc. (VRTX)$24.3M0.17%46,517-1,199Trimmed
Corning Inc. (GLW)$23.8M0.17%154,635-2,460Trimmed
Danaher Corp. (DHR)$23.7M0.17%106,985-3,625Trimmed
Fortinet, Inc. (FTNT)$22.5M0.16%125,734-3,721Trimmed
Newmont Corp. (NEM)$21.9M0.15%190,051-7,315Trimmed
Bristol-Myers Squibb Co. (BMY)$21.9M0.15%351,073-9,665Trimmed
Progressive Corp. (PGR)$21.6M0.15%104,056-3,241Trimmed
Trane Technologies plc (TT)$21.0M0.15%46,473-1,160Trimmed
Parker-Hannifin Corp. (PH)$20.9M0.15%21,856-602Trimmed
Prologis, Inc. (PLD)$20.8M0.15%160,392-1,245Trimmed
McKesson Corp. (MCK)$20.7M0.14%24,297-1,360Trimmed
S&P Global Inc. (SPGI)$20.7M0.14%52,473-1,605Trimmed
Lockheed Martin Corp. (LMT)$20.6M0.14%40,522-917Trimmed
Marathon Petroleum Corp. (MPC)$20.4M0.14%51,682-2,832Trimmed
Altria Group, Inc. (MO)$20.4M0.14%303,126-7,786Trimmed

Every quarter it filed

What the fund reported and how many positions it held, each quarter since September 2024.

QuarterReported valuePositions
September 2026 quarter$14.3B1,617
June 2026 quarter$14.5B1,632
March 2026 quarter$13.1B1,618
December 2025 quarter$13.9B2,983
September 2025 quarter$14.0B2,995
June 2025 quarter$13.0B3,014
March 2025 quarter$11.7B2,971
December 2024 quarter$12.2B2,987
September 2024 quarter$12.1B3,000
Every 13F fund · Fund holdings data