AMALGAMATED BANK
BankFiling Date
Global Rank
#365
/ 8,605
▼ 5
· as of Mar 2026
Top Industry
Semiconductors
11.9%
3Y Alpha vs SPY
-3.1%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.1%
SPY
+75.5%
Annualised alpha
-3.2%
Max drawdown
−19.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1,605 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.8%
−0.2 pts
Top 5
23.2%
−2.0 pts
Top 10
31.8%
−3.0 pts
HHI
152
Diversified−23
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.9% | $4,051,081,470 |
| Financial Services | 12.7% | $1,607,853,303 |
| Industrials | 10.6% | $1,346,590,030 |
| Consumer Cyclical | 10.5% | $1,333,426,504 |
| Healthcare | 9.8% | $1,248,012,878 |
| Communication Services | 7.4% | $942,025,200 |
| Consumer Defensive | 5.0% | $637,045,474 |
| Energy | 4.3% | $549,617,136 |
| Real Estate | 2.7% | $345,411,858 |
| Utilities | 2.6% | $326,603,811 |
| Basic Materials | 2.4% | $308,410,336 |
| Unclassified | 0.0% | $5,651,033 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RITM | Rithm Capital Corp. | +141,545 | 170,711 | $1,618,340 | |
| ADT | ADT Inc. | +130,834 | 168,702 | $1,108,372 | |
| LYFT | Lyft, Inc. | +121,912 | 155,524 | $2,068,469 | |
| SARO | StandardAero, Inc. | +77,755 | 85,058 | $2,197,048 | |
| AHR | American Healthcare REIT, Inc. | +71,123 | 76,439 | $3,604,863 | |
| HBAN | Huntington Bancshares Inc /Md/ | +69,698 | 371,327 | $5,811,267 | |
| RYN | Rayonier Inc | +52,919 | 122,374 | $2,523,351 | |
| BROS | Dutch Bros Inc. | +50,098 | 60,728 | $3,076,480 | |
| CVS | CVS HEALTH Corp | +49,651 | 295,868 | $21,249,239 | |
| VRT | Vertiv Holdings Co | +48,016 | 81,680 | $20,467,374 | |
| AMRX | Amneal Pharmaceuticals, Inc. | +43,541 | 48,269 | $599,983 | |
| T | At&T Inc. | +42,721 | 1,367,044 | $39,630,605 | |
| F | Ford Motor Co | +42,595 | 857,191 | $9,891,984 | |
| FITB | Fifth Third Bancorp | +39,943 | 168,528 | $7,829,810 | |
| PNFP | Pinnacle Financial Partners, Inc. | +39,338 | 67,647 | $5,827,112 | |
| LTH | Life Time Group Holdings, Inc. | +39,024 | 43,774 | $1,179,271 | |
| LAUR | Laureate Education, Inc. | +34,337 | 38,334 | $1,335,556 | |
| SM | SM Energy Co | +32,231 | 65,606 | $2,045,595 | |
| NLY | Annaly Capital Management Inc | +32,071 | 335,572 | $7,097,347 | |
| CTRE | CareTrust REIT, Inc. | +31,678 | 96,629 | $3,541,452 | |
| LZ | Legalzoom.Com, Inc. | +29,554 | 33,559 | $190,279 | |
| DCH | Dauch Corp | +29,340 | 64,160 | $380,468 | |
| OSW | ONESPAWORLD HOLDINGS Ltd | +26,148 | 29,289 | $672,182 | |
| APLS | Apellis Pharmaceuticals, Inc. | +25,990 | 34,726 | $1,397,026 | |
| MO | Altria Group, Inc. | +25,099 | 336,863 | $22,229,589 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −112,318 | 4,967,292 | $866,295,724 | |
| AAPL | Apple Inc. | −80,413 | 3,024,352 | $767,550,294 | |
| BAC | Bank Of America Corp /De/ | −44,716 | 1,219,995 | $59,474,756 | |
| NFLX | Netflix Inc | −43,893 | 890,536 | $85,625,036 | |
| GTM | ZoomInfo Technologies Inc. | −43,848 | 81,808 | $489,211 | |
| AMZN | Amazon Com Inc | −43,445 | 1,941,631 | $404,383,488 | |
| CIEN | Ciena Corp | −36,976 | 25,643 | $9,955,381 | |
| COHR | Coherent Corp. | −36,102 | 33,854 | $8,064,361 | |
| ECHO | EchoStar CORP | −34,689 | 22,028 | $2,578,817 | |
| CMCSA | Comcast Corp | −30,004 | 649,848 | $18,657,136 | |
| MSFT | Microsoft Corp | −28,112 | 1,540,464 | $570,233,558 | |
| SLB | Slb Limited/Nv | −25,722 | 289,011 | $14,852,275 | |
| FCX | Freeport-Mcmoran Inc | −24,218 | 272,757 | $16,032,656 | |
| WFC | Wells Fargo & Company/Mn | −23,442 | 569,301 | $45,322,052 | |
| PYPL | PayPal Holdings, Inc. | −21,730 | 167,529 | $7,577,336 | |
| PCG | PG&E Corp | −21,043 | 399,189 | $7,013,750 | |
| NU | Nu Holdings Ltd. | −20,526 | 289,861 | $4,165,302 | |
| META | Meta Platforms, Inc. | −20,416 | 445,536 | $254,904,511 | |
| DIS | Walt Disney Co | −19,230 | 325,273 | $31,349,811 | |
| LITE | Lumentum Holdings Inc. | −18,487 | 13,096 | $9,203,344 | |
| PFE | Pfizer Inc | −18,407 | 1,049,570 | $29,471,925 | |
| TSLA | Tesla, Inc. | −18,148 | 582,776 | $216,646,978 | |
| HAL | Halliburton Co | −17,053 | 161,346 | $6,290,880 | |
| CCL | Carnival Corp Ltd. | −17,010 | 231,036 | $5,979,211 | |
| CMG | Chipotle Mexican Grill Inc | −16,528 | 274,335 | $8,781,463 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EXAS | EXACT SCIENCES CORP | 9,644 | $979,444 | |
| TGNA | TEGNA INC | 46,744 | $907,301 | |
| ELME | Elme Communities | 25,611 | $445,631 | |
| FUBO | FuboTV Inc. | 10,485 | $317,066 | |
| OKLO | Oklo Inc. | 3,417 | $245,203 | |
| AMWD | American Woodmark Corp | 4,223 | $227,619 | |
| LOAR | Loar Holdings Inc. | 3,325 | $226,100 | |
| AMSF | Amerisafe Inc | 5,515 | $211,831 | |
| CARS | Cars.com Inc. | 16,110 | $196,542 | |
| VKTX | Viking Therapeutics, Inc. | 5,584 | $196,445 | |
| ZG | Zillow Group, Inc. | 2,844 | $194,046 | |
| NXRT | NexPoint Residential Trust, Inc. | 6,389 | $192,308 | |
| MMI | Marcus & Millichap, Inc. | 7,016 | $191,466 | |
| CNXN | Pc Connection Inc | 3,293 | $190,203 | |
| GLOB | Globant S.A. | 2,849 | $186,239 | |
| APLD | Applied Digital Corp. | 7,472 | $183,213 | |
| RYTM | Rhythm Pharmaceuticals, Inc. | 1,663 | $178,007 | |
| IRTC | iRhythm Holdings, Inc. | 1,002 | $177,794 | |
| IIIN | Insteel Industries Inc | 5,607 | $177,573 | |
| EGBN | Eagle Bancorp Inc | 8,285 | $177,464 | |
| SXC | SunCoke Energy, Inc. | 24,386 | $175,579 | |
| MNRO | Monro, Inc. | 8,729 | $174,929 | |
| RARE | Ultragenyx Pharmaceutical Inc. | 7,551 | $173,673 | |
| BIPC | Brookfield Infrastructure Corp | 3,787 | $171,929 | |
| AGL | agilon health, inc. | 9,697 | $167,030 | |
| No positions match the current search. | ||||
1,605 positions ·
$12,701,729,033 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 1,605 positions by value
· page 1 of 33
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,967,292 | $866,295,724 | 6.82% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,024,352 | $767,550,294 | 6.04% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,540,464 | $570,233,558 | 4.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,941,631 | $404,383,488 | 3.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,166,916 | $335,558,364 | 2.64% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 975,547 | $301,941,551 | 2.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 445,536 | $254,904,511 | 2.01% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 582,776 | $216,646,978 | 1.71% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 337,358 | $161,661,953 | 1.27% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 167,306 | $153,883,039 | 1.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 490,336 | $144,237,237 | 1.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 789,373 | $133,925,023 | 1.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 444,574 | $108,671,668 | 0.86% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 353,727 | $106,910,448 | 0.84% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 815,011 | $101,289,567 | 0.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 93,527 | $93,193,108 | 0.73% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 890,536 | $85,625,036 | 0.67% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 170,418 | $85,151,057 | 0.67% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 374,211 | $81,387,150 | 0.64% | |
| MU |
Micron Technology Inc
Technology
|
Added | 230,864 | $77,995,093 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Added | 355,393 | $73,530,811 | 0.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 480,963 | $70,355,267 | 0.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 202,446 | $66,582,464 | 0.52% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 324,877 | $66,089,728 | 0.52% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 89,501 | $63,407,878 | 0.50% | |
| GE |
General Electric Co
Industrials
|
Reduced | 220,809 | $62,658,969 | 0.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 422,539 | $61,031,533 | 0.48% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 1,219,995 | $59,474,756 | 0.47% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 277,179 | $59,222,065 | 0.47% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 761,239 | $57,892,225 | 0.46% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 731,724 | $56,774,465 | 0.45% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 458,630 | $55,168,602 | 0.43% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 159,670 | $54,573,609 | 0.43% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 356,819 | $52,491,643 | 0.41% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 57,596 | $50,275,548 | 0.40% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 290,260 | $47,991,588 | 0.38% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 247,266 | $47,697,611 | 0.38% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 54,768 | $46,333,180 | 0.36% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 569,301 | $45,322,052 | 0.36% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 163,848 | $44,335,630 | 0.35% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 84,889 | $42,084,570 | 0.33% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 172,399 | $41,787,793 | 0.33% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 130,807 | $40,653,507 | 0.32% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 804,474 | $40,384,594 | 0.32% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 255,852 | $39,731,257 | 0.31% | |
| T |
At&T Inc.
Communication Services
|
Added | 1,367,044 | $39,630,605 | 0.31% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 111,200 | $39,125,720 | 0.31% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 327,268 | $37,115,463 | 0.29% | |
| INTC |
Intel Corp
Technology
|
Added | 833,921 | $36,800,933 | 0.29% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 222,716 | $36,652,372 | 0.29% |