Amalgamated Financial Corp.
BankRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2022, never from the firm's own description.
Closest benchmark: the Russell 1000 as of 2022-03-31, active share 13.6%; sector active share 24.0% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
2,826 tracked positions · as of Mar 31, 2022Sector Breakdown
As of Mar 31, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 24.0% | $2,972,467,764 |
| Healthcare | 12.7% | $1,568,297,820 |
| Financial Services | 12.6% | $1,557,601,734 |
| Consumer Cyclical | 12.1% | $1,499,037,542 |
| Industrials | 9.1% | $1,128,301,694 |
| Communication Services | 7.9% | $973,194,600 |
| Consumer Defensive | 6.1% | $760,722,761 |
| Real Estate | 3.8% | $472,410,328 |
| Energy | 3.5% | $435,793,097 |
| Unclassified | 3.0% | $376,141,749 |
| Utilities | 2.7% | $328,858,730 |
| Basic Materials | 2.4% | $302,753,660 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 4,217,665 | $736,446,485 | 5.95% | |
| MSFT |
Microsoft Corp
Technology
|
First | 2,049,263 | $631,808,275 | 5.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 119,920 | $390,933,204 | 3.16% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 222,470 | $239,733,672 | 1.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 81,996 | $228,059,574 | 1.84% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 75,734 | $211,524,000 | 1.71% | |
| NVDA |
Nvidia Corp
Technology
|
First | 653,995 | $178,449,075 | 1.44% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 495,480 | $174,859,846 | 1.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 643,645 | $143,120,902 | 1.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 722,797 | $128,101,312 | 1.04% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 251,127 | $128,067,236 | 1.03% | |
| V |
Visa Inc.
Financial Services
|
First | 477,501 | $105,895,396 | 0.86% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 677,375 | $103,502,900 | 0.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 746,047 | $101,701,127 | 0.82% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 1,069,463 | $88,326,949 | 0.71% | |
| MA |
Mastercard Inc
Financial Services
|
First | 246,646 | $88,146,347 | 0.71% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 294,474 | $88,144,902 | 0.71% | |
| CVX |
Chevron Corp
Energy
|
First | 487,604 | $79,396,559 | 0.64% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 1,482,472 | $76,747,575 | 0.62% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 471,210 | $76,387,853 | 0.62% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 1,805,169 | $74,409,066 | 0.60% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 126,327 | $72,745,402 | 0.59% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 108,903 | $68,574,041 | 0.55% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 1,190,497 | $66,382,112 | 0.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 226,407 | $64,836,172 | 0.52% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 461,518 | $63,301,808 | 0.51% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
First | 106,816 | $63,090,870 | 0.51% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 1,013,350 | $62,827,700 | 0.51% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 365,593 | $61,192,956 | 0.49% | |
| ADBE |
Adobe Inc.
Technology
|
First | 134,054 | $61,077,683 | 0.49% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 395,949 | $58,964,725 | 0.48% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 1,124,694 | $57,291,912 | 0.46% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 483,735 | $57,254,874 | 0.46% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 666,959 | $54,723,985 | 0.44% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 254,740 | $54,086,396 | 0.44% | |
| CMCSA |
Comcast Corp
Communication Services
|
First | 1,144,733 | $53,596,353 | 0.43% | |
| INTC |
Intel Corp
Technology
|
First | 1,066,765 | $52,868,873 | 0.43% | |
| WFC |
Wells Fargo & Company
Financial Services
|
First | 980,069 | $47,494,143 | 0.38% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 433,725 | $47,423,491 | 0.38% | |
| TXN |
Texas Instruments Inc
Technology
|
First | 257,593 | $47,263,163 | 0.38% | |
| DHR |
Danaher Corp
Healthcare
|
First | 160,519 | $47,085,033 | 0.38% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 190,025 | $46,989,382 | 0.38% | |
| QCOM |
Qualcomm Inc
Technology
|
First | 299,948 | $45,838,053 | 0.37% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 166,901 | $45,599,022 | 0.37% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
First | 334,607 | $45,024,717 | 0.36% | |
| UPS |
United Parcel Service Inc
Industrials
|
First | 203,444 | $43,630,600 | 0.35% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 116,106 | $43,492,146 | 0.35% | |
| T |
At&T Inc.
Communication Services
|
First | 1,795,310 | $42,423,099 | 0.34% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
First | 578,069 | $42,216,379 | 0.34% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 493,156 | $41,775,244 | 0.34% |
Showing the top 50 of 2,826 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.