AMALGAMATED BANK

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, AMALGAMATED BANK maintained a portfolio of 2975 distinct positions. They heavily accumulated shares in JOHNSON JOHNSON, increasing their position by 0.4%. The fund also reduced its exposure to GE VERNOVA INC COM by 4.9%.
PCA Score Concentration Risk
Risk ENB
Total Positions
2975
Quarter
2026 Q1
Top Holding
NVDA (6.6%)
Top 10 Concentration
31.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 2975
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 6.63% 6.84% #1
Prev: #1
5.2 -112,318 -2.2%
P
S
4,967,292 $866,296 2000 Q4 13F Filing 2026-03-31 2026-05-08
AAPL
APPLE INC
Technology 5.87% 6.09% #2
Prev: #2
4.3 -80,413 -2.6%
P
S
3,024,352 $767,550 1999 Q1 13F Filing 2026-03-31 2026-05-08
MSFT
MICROSOFT CORP
Technology 4.36% 5.48% #3
Prev: #3
3.2 -28,112 -1.8%
P
S
1,540,464 $570,234 1999 Q1 13F Filing 2026-03-31 2026-05-08
AMZN
AMAZON COM INC
Consumer Cyclical 3.09% 3.31% #4
Prev: #4
2.2 -43,445 -2.2%
P
S
1,941,631 $404,383 2013 Q4 13F Filing 2026-03-31 2026-05-08
GOOGL
ALPHABET INC CL...
Communication Services 2.57% 2.67% #5
Prev: #5
2.0 -15,163 -1.3%
P
S
1,166,916 $335,558 2015 Q4 13F Filing 2026-03-31 2026-05-08
AVGO
BROADCOM INC
Technology 2.31% 2.48% #6
Prev: #6
1.4 -15,857 -1.6%
P
S
975,547 $301,942 2016 Q1 13F Filing 2026-03-31 2026-05-08
GOOG
ALPHABET INC CA...
Communication Services 2.07% 2.15% #7 1
Prev: #8
1.3 -8,951 -0.9%
P
S
941,804 $270,166 2013 Q4 13F Filing 2026-03-31 2026-05-08
META
META PLATFORMS ...
Communication Services 1.95% 2.22% #8 1
Prev: #7
1.3 -20,416 -4.4%
P
S
445,536 $254,905 2013 Q2 13F Filing 2026-03-31 2026-05-08
TSLA
TESLA INC
Consumer Cyclical 1.66% 1.95% #9
Prev: #9
1.2 -18,148 -3.0%
P
S
582,776 $216,647 2014 Q1 13F Filing 2026-03-31 2026-05-08
BRK/B
BERKSHIRE HATHA...
Financial Services 1.24% 1.23% #10 1
Prev: #11
1.0 -513 -0.2%
P
S
337,358 $161,662 2013 Q2 13F Filing 2026-03-31 2026-05-08
LLY
ELI LILLY CO
Healthcare 1.18% 1.34% #11 1
Prev: #10
1.0 -5,784 -3.3%
P
S
167,306 $153,883 1999 Q1 13F Filing 2026-03-31 2026-05-08
JPM
JPMORGAN CHASE ...
Financial Services 1.10% 1.17% #12
Prev: #12
0.9 -11,718 -2.3%
P
S
490,336 $144,237 1999 Q1 13F Filing 2026-03-31 2026-05-08
XOM
EXXON MOBIL COR...
Energy 1.02% 0.69% #13 2
Prev: #15
0.9 -3,722 -0.5%
P
S
789,373 $133,925 1999 Q4 13F Filing 2026-03-31 2026-05-08
JNJ
JOHNSON JOHNSO...
Healthcare 0.83% 0.66% #14 3
Prev: #17
0.8 1,944 0.4%
P
S
444,574 $108,672 1999 Q1 13F Filing 2026-03-31 2026-05-08
V
VISA INC COM CL...
Financial Services 0.82% 0.92% #15 2
Prev: #13
0.8 -11,243 -3.1%
P
S
353,727 $106,910 2013 Q2 13F Filing 2026-03-31 2026-05-08
WMT
WALMART INC
Consumer Defensive 0.78% 0.66% #16
Prev: #16
0.8 -7,192 -0.9%
P
S
815,011 $101,290 1999 Q1 13F Filing 2026-03-31 2026-05-08
COST
COSTCO WHSL COR...
Consumer Defensive 0.71% 0.60% #17 4
Prev: #21
0.8 -2,784 -2.9%
P
S
93,527 $93,193 1999 Q1 13F Filing 2026-03-31 2026-05-08
NFLX
NETFLIX INC.
ETF 0.66% 0.63% #18 1
Prev: #19
0.8 -43,893 -4.7%
P
S
890,536 $85,625 2013 Q4 13F Filing 2026-03-31 2026-05-08
MA
MASTERCARD INC-...
Financial Services 0.65% 0.73% #19 5
Prev: #14
0.8 -6,072 -3.4%
P
S
170,418 $85,151 2013 Q4 13F Filing 2026-03-31 2026-05-08
ABBV
ABBVIE INC COM
Healthcare 0.62% 0.63% #20 2
Prev: #18
0.7 -9,459 -2.5%
P
S
374,211 $81,387 2013 Q2 13F Filing 2026-03-31 2026-05-08
MU
MICRON TECHNOLO...
Technology 0.60% 0.46% #21 6
Prev: #27
0.7 8,552 3.8%
P
S
230,864 $77,995 1999 Q1 13F Filing 2026-03-31 2026-05-08
CVX
CHEVRON CORP NE...
Energy 0.56% 0.39% #22 10
Prev: #32
0.7 466 0.1%
P
S
355,393 $73,531 2001 Q4 13F Filing 2026-03-31 2026-05-08
PLTR
PALANTIR TECHNO...
Technology 0.54% 0.63% #23 3
Prev: #20
0.7 -10,765 -2.2%
P
S
480,963 $70,355 2021 Q2 13F Filing 2026-03-31 2026-05-08
HD
THE HOME DEPOT ...
Consumer Cyclical 0.51% 0.52% #24 1
Prev: #23
0.7 -6,613 -3.2%
P
S
202,446 $66,582 1999 Q1 13F Filing 2026-03-31 2026-05-08
AMD
ADVANCED MICRO ...
Technology 0.51% 0.52% #25 1
Prev: #24
0.7 -10,125 -3.0%
P
S
324,877 $66,090 1999 Q1 13F Filing 2026-03-31 2026-05-08
CAT
CATERPILLAR INC...
Industrials 0.49% 0.37% #26 8
Prev: #34
0.7 -388 -0.4%
P
S
89,501 $63,408 1999 Q1 13F Filing 2026-03-31 2026-05-08
GE
GE AEROSPACE CO...
Industrials 0.48% 0.51% #27 2
Prev: #25
0.7 -7,405 -3.2%
P
S
220,809 $62,659 1999 Q1 13F Filing 2026-03-31 2026-05-08
PG
PROCTER GAMBLE...
Consumer Defensive 0.47% 0.45% #28
Prev: #28
0.7 -7,733 -1.8%
P
S
422,539 $61,032 1999 Q1 13F Filing 2026-03-31 2026-05-08
BAC
BANK OF AMERICA...
Financial Services 0.46% 0.50% #29 3
Prev: #26
0.7 -44,716 -3.5%
P
S
1,219,995 $59,475 1999 Q1 13F Filing 2026-03-31 2026-05-08
LRCX
LAM RESEARCH CO...
Technology 0.45% 0.35% #30 8
Prev: #38
0.7 -4,444 -1.6%
P
S
277,179 $59,222 2000 Q4 13F Filing 2026-03-31 2026-05-08
KO
COCA COLA CO
Consumer Defensive 0.44% 0.39% #31 2
Prev: #33
0.7 -11,912 -1.5%
P
S
761,239 $57,892 1999 Q1 13F Filing 2026-03-31 2026-05-08
CSCO
CISCO SYSTEMS I...
Technology 0.43% 0.41% #32 2
Prev: #30
0.7 2,591 0.4%
P
S
731,724 $56,774 1999 Q1 13F Filing 2026-03-31 2026-05-08
MRK
MERCK CO INC
Healthcare 0.42% 0.35% #33 4
Prev: #37
0.7 -5,486 -1.2%
P
S
458,630 $55,169 1999 Q1 13F Filing 2026-03-31 2026-05-08
AMAT
APPLIED MATERIA...
Technology 0.42% 0.30% #34 9
Prev: #43
0.7 -2,120 -1.3%
P
S
159,670 $54,574 1999 Q3 13F Filing 2026-03-31 2026-05-08
ORCL
ORACLE CORP
Technology 0.40% 0.52% #35 13
Prev: #22
0.7 -13,265 -3.6%
P
S
356,819 $52,492 1999 Q1 13F Filing 2026-03-31 2026-05-08
GEV
GE VERNOVA INC ...
Industrials 0.38% 0.29% #36 14
Prev: #50
0.7 -2,995 -4.9%
P
S
57,596 $50,276 2024 Q2 13F Filing 2026-03-31 2026-05-08
PM
PHILIP MORRIS I...
Consumer Defensive 0.37% 0.33% #37 3
Prev: #40
0.6 2,599 0.9%
P
S
290,260 $47,992 2013 Q2 13F Filing 2026-03-31 2026-05-08
RTX
RTX CORPORATION...
Industrials 0.37% 0.33% #38 3
Prev: #41
0.6 -341 -0.1%
P
S
247,266 $47,698 2020 Q2 13F Filing 2026-03-31 2026-05-08
GS
GOLDMAN SACHS G...
Financial Services 0.35% 0.35% #39 3
Prev: #36
0.6 -1,037 -1.9%
P
S
54,768 $46,333 2002 Q3 13F Filing 2026-03-31 2026-05-08
WFC
WELLS FARGO CO
Financial Services 0.35% 0.40% #40 9
Prev: #31
0.6 -23,442 -4.0%
P
S
569,301 $45,322 1999 Q1 13F Filing 2026-03-31 2026-05-08
UNH
UNITEDHEALTH GR...
Healthcare 0.34% 0.41% #41 12
Prev: #29
0.6 -8,176 -4.8%
P
S
163,848 $44,336 1999 Q1 13F Filing 2026-03-31 2026-05-08
KLAC
KLA CORP
Technology 0.32% 0.26% #42 19
Prev: #61
0.6 -555 -1.9%
P
S
28,812 $42,423 1999 Q1 13F Filing 2026-03-31 2026-05-08
LIN
LINDE PLC SHS C...
Basic Materials 0.32% 0.27% #43 16
Prev: #59
0.6 -1,235 -1.4%
P
S
84,889 $42,085 2000 Q4 13F Filing 2026-03-31 2026-05-08
IBM
INTERNATIONAL B...
Technology 0.32% 0.37% #44 9
Prev: #35
0.6 -206 -0.1%
P
S
172,399 $41,788 1999 Q1 13F Filing 2026-03-31 2026-05-08
MCD
MCDONALD'S CORP...
Consumer Cyclical 0.31% 0.29% #45 1
Prev: #44
0.6 -1,567 -1.2%
P
S
130,807 $40,654 1999 Q1 13F Filing 2026-03-31 2026-05-08
VZ
VERIZON COMMUNI...
Communication Services 0.31% 0.23% #46 20
Prev: #66
0.6 22,195 2.8%
P
S
804,474 $40,385 2000 Q3 13F Filing 2026-03-31 2026-05-08
PEP
PEPSICO INC
Consumer Defensive 0.30% 0.27% #47 9
Prev: #56
0.6 -2,059 -0.8%
P
S
255,852 $39,731 1999 Q1 13F Filing 2026-03-31 2026-05-08
T
ATT INC
Communication Services 0.30% 0.24% #48 16
Prev: #64
0.6 42,721 3.2%
P
S
1,367,044 $39,631 1999 Q1 13F Filing 2026-03-31 2026-05-08
AMGN
AMGEN INC
Healthcare 0.30% 0.27% #49 8
Prev: #57
0.6 -1,350 -1.2%
P
S
111,200 $39,126 1999 Q1 13F Filing 2026-03-31 2026-05-08
C
CITIGROUP INC C...
Financial Services 0.28% 0.29% #50 2
Prev: #48
0.6 -15,188 -4.4%
P
S
327,268 $37,115 1999 Q1 13F Filing 2026-03-31 2026-05-08
Showing 1-50 of 2975 holdings

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