Skip to main content
Livermore
Livermore
ZHEN

Amalgamated Bank

SEC CIK
0000919192
Latest filing
Jul 23, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 25, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
2,971
−16 vs. Q4 2024
Portfolio value
$11.7B
−$496.9M (−4.1%) vs. Q4 2024
Filed
Apr 25, 2025
SEC
Holdings of Amalgamated Bank in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock3,219,742$715.2M6.1%+84,563+2.7%AddedHistory
MSFTMicrosoft CorpStock1,606,519$603.1M5.2%+33,901+2.2%AddedHistory
NVDANVIDIA CorpStock5,187,245$562.2M4.8%+108,112+2.1%AddedHistory
AMZNAmazon Com IncStock2,057,992$391.6M3.4%+49,479+2.5%AddedHistory
METAMeta Platforms, Inc.Stock481,654$277.6M2.4%+10,086+2.1%AddedHistory
BRK.BBerkshire Hathaway IncStock384,779$204.9M1.8%−271−0.1%ReducedHistory
GOOGLAlphabet Inc.Stock1,281,303$198.1M1.7%+22,700+1.8%AddedHistory
AVGOBroadcom Inc.Stock1,004,805$168.2M1.4%+27,762+2.8%AddedHistory
GOOGAlphabet Inc.Stock1,045,866$163.4M1.4%+14,516+1.4%AddedHistory
TSLATesla, Inc.Stock591,807$153.4M1.3%+15,916+2.8%AddedHistory
LLYEli Lilly & CoStock170,162$140.5M1.2%+3,788+2.3%AddedHistory
VVisa Inc.Stock389,382$136.5M1.2%+14,489+3.9%AddedHistory
JPMJPMorgan Chase & CoStock545,280$133.8M1.1%+4,458+0.8%AddedHistory
XOMExxonMobil Holdings CorpCOM866,263$103.0M0.9%−3,058−0.4%ReducedHistory
COSTCostco Wholesale CorpStock107,635$101.8M0.9%−480.0%ReducedHistory
MAMastercard IncStock184,043$100.9M0.9%+1,585+0.9%AddedHistory
UNHUnitedHealth Group IncStock186,742$97.8M0.8%+1,446+0.8%AddedHistory
NFLXNetflix IncStock92,968$86.7M0.7%+1,922+2.1%AddedHistory
WMTWalmart Inc.Stock986,401$86.6M0.7%−14,194−1.4%ReducedHistory
PGProcter & Gamble CoStock495,548$84.5M0.7%+597+0.1%AddedHistory
JNJJohnson & JohnsonStock478,214$79.3M0.7%+4,675+1.0%AddedHistory
HDHome Depot, Inc.Stock214,628$78.7M0.7%+3,448+1.6%AddedHistory
ABBVAbbVie Inc.Stock370,000$77.5M0.7%+4,587+1.3%AddedHistory
KOCoca Cola CoStock804,722$57.6M0.5%+14,646+1.9%AddedHistory
CRMSalesforce, Inc.Stock208,791$56.0M0.5%+2,691+1.3%AddedHistory
CVXChevron CorpStock325,668$54.5M0.5%−483−0.1%ReducedHistory
BACBank of America CorpStock1,289,378$53.8M0.5%+10,097+0.8%AddedHistory
PMPhilip Morris International Inc.Stock326,542$51.8M0.4%−186−0.1%ReducedHistory
CSCOCisco Systems, Inc.Stock787,185$48.6M0.4%+8,673+1.1%AddedHistory
MRKMerck & Co., Inc.Stock540,304$48.5M0.4%+13,211+2.5%AddedHistory
ORCLOracle CorpStock345,294$48.3M0.4%+12,016+3.6%AddedHistory
WFCWells Fargo & CompanyStock638,870$45.9M0.4%+1,093+0.2%AddedHistory
IBMInternational Business Machines CorpStock182,384$45.4M0.4%+2,078+1.2%AddedHistory
ABTAbbott LaboratoriesStock340,714$45.2M0.4%+3,877+1.2%AddedHistory
MCDMcDonalds CorpStock142,573$44.5M0.4%+1,734+1.2%AddedHistory
GEGeneral Electric CoStock222,313$44.5M0.4%+451+0.2%AddedHistory
LINLinde PLCStock95,015$44.2M0.4%+874+0.9%AddedHistory
PEPPepsiCo IncStock287,925$43.2M0.4%+6,386+2.3%AddedHistory
TAT&T Inc.Stock1,458,665$41.3M0.4%+8,235+0.6%AddedHistory
ISRGIntuitive Surgical IncCOM NEW79,770$39.5M0.3%+1,599+2.0%AddedHistory
ACNAccenture plcStock124,212$38.8M0.3%+1,253+1.0%AddedHistory
VZVerizon Communications IncStock841,375$38.2M0.3%+7,793+0.9%AddedHistory
INTUIntuit Inc.Stock61,302$37.6M0.3%+1,079+1.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock74,442$37.0M0.3%+995+1.4%AddedHistory
PLTRPalantir Technologies Inc.Stock435,137$36.7M0.3%+14,341+3.4%AddedHistory
QCOMQualcomm IncStock238,835$36.7M0.3%+5,207+2.2%AddedHistory
PGRProgressive CorpStock128,971$36.5M0.3%+1,897+1.5%AddedHistory
NOWServiceNow, Inc.Stock45,262$36.0M0.3%+847+1.9%AddedHistory
ADBEAdobe Inc.Stock93,066$35.7M0.3%+921+1.0%AddedHistory
RTXRTX CorpStock267,127$35.4M0.3%+2,160+0.8%AddedHistory
DISWalt Disney CoStock356,217$35.2M0.3%+3,984+1.1%AddedHistory
BKNGBooking Holdings Inc.Stock7,631$35.2M0.3%+58+0.8%AddedHistory
AMGNAmgen IncStock112,254$35.0M0.3%+2,392+2.2%AddedHistory
AMDAdvanced Micro Devices IncStock332,910$34.2M0.3%+7,218+2.2%AddedHistory
GSGoldman Sachs Group IncStock61,762$33.7M0.3%+708+1.2%AddedHistory
TXNTexas Instruments IncStock181,817$32.7M0.3%+2,515+1.4%AddedHistory
CATCaterpillar IncStock98,731$32.6M0.3%−205−0.2%ReducedHistory
UBERUber Technologies, IncStock440,520$32.1M0.3%+10,964+2.6%AddedHistory
SPGIS&P Global Inc.Stock61,994$31.5M0.3%+701+1.1%AddedHistory
AXPAmerican Express CoStock114,351$30.8M0.3%+1,158+1.0%AddedHistory
TJXTJX Companies IncStock251,281$30.6M0.3%+1,228+0.5%AddedHistory
BSXBoston Scientific CorpStock292,440$29.5M0.3%+2,906+1.0%AddedHistory
UNPUnion Pacific CorpStock123,510$29.2M0.2%+2,237+1.8%AddedHistory
NEENextera Energy IncStock410,203$29.1M0.2%+3,593+0.9%AddedHistory
ADPAutomatic Data Processing IncStock93,604$28.6M0.2%+837+0.9%AddedHistory
PFEPfizer IncStock1,101,526$27.9M0.2%+16,085+1.5%AddedHistory
GILDGilead Sciences, Inc.Stock248,011$27.8M0.2%+1,973+0.8%AddedHistory
HONHoneywell International IncCOM130,630$27.7M0.2%+1,722+1.3%AddedHistory
MSMorgan StanleyStock237,028$27.7M0.2%+2,688+1.1%AddedHistory
BLKBlackRock, Inc.Stock29,004$27.5M0.2%+293+1.0%AddedHistory
CMCSAComcast CorpStock735,920$27.2M0.2%−90.0%ReducedHistory
SYKStryker CorpStock71,932$26.8M0.2%+824+1.2%AddedHistory
TMUST-Mobile US, Inc.Stock99,041$26.4M0.2%−1,338−1.3%ReducedHistory
FISVFiserv IncStock118,913$26.3M0.2%+1,006+0.9%AddedHistory
SCHWSchwab Charles CorpStock333,787$26.1M0.2%+45,423+15.8%AddedHistory
LOWLowes Companies IncStock111,962$26.1M0.2%+917+0.8%AddedHistory
COPConocoPhillipsStock248,629$26.1M0.2%+924+0.4%AddedHistory
VRTXVertex Pharmaceuticals IncStock53,730$26.0M0.2%+726+1.4%AddedHistory
CCitigroup IncStock366,943$26.0M0.2%+4,411+1.2%AddedHistory
DHRDanaher CorpStock125,164$25.7M0.2%+1,926+1.6%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock103,970$25.4M0.2%+453+0.4%AddedHistory
BABoeing CoStock147,460$25.1M0.2%+4,564+3.2%AddedHistory
AMATApplied Materials IncStock172,836$25.1M0.2%+1,084+0.6%AddedHistory
BMYBristol Myers Squibb CoStock400,871$24.4M0.2%+3,651+0.9%AddedHistory
PANWPalo Alto Networks IncStock141,430$24.1M0.2%+4,493+3.3%AddedHistory
SBUXStarbucks CorpStock237,003$23.2M0.2%+5,522+2.4%AddedHistory
DEDeere & CoStock49,046$23.0M0.2%+456+0.9%AddedHistory
CBChubb LtdStock75,689$22.9M0.2%+700+0.9%AddedHistory
MDTMedtronic plcStock251,952$22.6M0.2%+2,844+1.1%AddedHistory
MOAltria Group, Inc.Stock366,723$22.0M0.2%−3,173−0.9%ReducedHistory
ETNEaton Corp plcStock80,966$22.0M0.2%+257+0.3%AddedHistory
BXBlackstone Inc.COM154,930$21.7M0.2%+4,850+3.2%AddedHistory
AMTAmerican Tower CorpREIT98,936$21.5M0.2%+2,232+2.3%AddedHistory
MCKMcKesson CorpStock30,006$20.2M0.2%−470−1.5%ReducedHistory
LMTLockheed Martin CorpStock45,199$20.2M0.2%+339+0.8%AddedHistory
PLDPrologis, Inc.REIT179,631$20.1M0.2%+2,400+1.4%AddedHistory
ELVElevance Health, Inc.Stock45,923$20.0M0.2%+680+1.5%AddedHistory
SOSouthern CoStock216,767$19.9M0.2%+2,067+1.0%AddedHistory
LRCXLam Research CorpStock272,613$19.8M0.2%+6,274+2.4%AddedHistory
WMWaste Management IncStock84,136$19.5M0.2%+1,464+1.8%AddedHistory

Sold out since Q4 2024 (31)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Amalgamated Bank sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
AZPNAspen Technology, Inc.COM12,681$3.17M<0.1%History
ALTRAltair Engineering Inc.COM CL A27,056$2.95M<0.1%History
ALTMArcadium Lithium plcStock497,421$2.55M<0.1%History
CNRCore Natural Resources, Inc.COM7,924$845.0K<0.1%History
NARIInari Medical, Inc.Stock14,796$755.0K<0.1%History
ARCHArch Resources, Inc.CL A5,321$751.0K<0.1%History
OUTOUTFRONT Media Inc.COM40,897$726.0K<0.1%History
ROICRetail Opportunity Investments CorpCOM37,355$648.0K<0.1%History
IBTXIndependent Bank Group, Inc.COM10,617$644.0K<0.1%History
Barnes Group Inc067806109COM13,539$640.0K<0.1%–
QGENQiagen N.V.Stock11,633$518.0K<0.1%History
SMARSmartsheet IncCOM CL A8,709$488.0K<0.1%History
HCPHashiCorp, Inc.COM CL A8,985$307.0K<0.1%History
SUMSummit Materials, Inc.CL A4,197$212.0K<0.1%History
HTLFHeartland Financial USA IncCOM1,485$91.0K<0.1%History
SASRSandy Spring Bancorp IncCOM1,550$52.0K<0.1%History
INFNInfinera CorpCOM7,005$46.0K<0.1%History
ZUOZuora IncCOM CL A4,637$46.0K<0.1%History
MTTRMatterport, Inc.COM CL A8,915$42.0K<0.1%History
FBMSFirst Bancshares IncCOM1,034$36.0K<0.1%History
PFCPremier Financial CorpCOM1,281$33.0K<0.1%History
CDMOAvid Bioservices, Inc.COM2,091$26.0K<0.1%History
CFBCrossfirst Bankshares, Inc.COM1,606$24.0K<0.1%History
PSTXPoseida Therapeutics, Inc.COM2,291$22.0K<0.1%History
BALYBally's CorpCOM822$15.0K<0.1%History
USAPUniversal Stainless & Alloy Products IncCOM301$13.0K<0.1%History
CTVInnovid Corp.COMMON STOCK3,686$11.0K<0.1%History
RVNCRevance Therapeutics, Inc.COM2,763$8.00K<0.1%History
SBTSterling Bancorp, Inc.COM593$3.00K<0.1%History
CDTCDT Equity Inc.COM797$00.0%History
GOEVCanoo Inc.COM103$00.0%History