Amalgamated Bank
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Amalgamated Bank reported 1,632 stock positions worth $14.5 billion. Its top holding was Nvidia (NVDA) at 6.7% of the portfolio, followed by Apple (AAPL, 5.6%) and Microsoft (MSFT, 3.7%). Compared with Q1 2026, it opened 58 new positions, sold out of 47, added to 188 and reduced 1,386. The biggest buy was Advanced Micro Devices (AMD, shares +1%) and the biggest sale Microsoft (MSFT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000919192
- Portfolio Value
- $14.5B (Q2 2026)
- SEC Filing
- 0000919192-26-000004 ↗ filed Jul 23, 2026
Holdings Value
Holdings 1,632 stocks · $14.5B
| NVDA Nvidia Corp. | 6.69% | 4,835,258 | $967.5M | Reduce -2.7% |
| AAPL Apple Inc. | 5.62% | 2,811,845 | $813.6M | Reduce -7.0% |
| MSFT Microsoft Corp. | 3.66% | 1,418,151 | $529.0M | Reduce -7.9% |
| GOOGL Alphabet Inc. Class A | 2.94% | 1,192,090 | $426.0M | Add +2.2% |
| AMZN Amazon.com Inc. | 2.85% | 1,727,020 | $411.6M | Reduce -11.1% |
| AVGO Broadcom Inc. | 2.47% | 945,091 | $357.0M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 2.36% | 965,367 | $341.1M | Add +2.5% |
| MU Micron Technology Inc. | 1.82% | 227,833 | $263.0M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 1.69% | 432,950 | $243.9M | Reduce -2.8% |
| TSLA Tesla Inc. | 1.66% | 572,468 | $240.8M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 1.35% | 163,154 | $195.7M | Reduce -2.5% |
| AMD Advanced Micro Devices | 1.32% | 328,142 | $190.6M | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 322,016 | $161.1M | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 1.05% | 461,859 | $151.2M | Reduce -5.8% |
| V Visa Inc. Class A | 0.84% | 353,468 | $121.3M | Reduce -0.1% |
| AMAT Applied Materials Inc. | 0.82% | 163,810 | $118.4M | Add +2.6% |
| LRCX Lam Research Corp. | 0.79% | 262,534 | $113.8M | Reduce -5.3% |
| INTC Intel Corp. | 0.77% | 798,985 | $111.6M | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.76% | 431,231 | $109.5M | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.70% | 737,592 | $100.8M | Reduce -6.6% |
| CAT Caterpillar Inc. | 0.68% | 92,658 | $98.7M | Add +3.5% |
| WMT Walmart Inc. | 0.62% | 785,826 | $89.0M | Reduce -3.6% |
| MA Mastercard Inc. Class A | 0.61% | 172,431 | $88.6M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.59% | 722,574 | $84.9M | Reduce -1.3% |
| KLAC KLA Corp. | 0.57% | 274,778 | $82.9M | Reduce -4.6% |
| COST Costco Wholesale Corp. | 0.56% | 86,150 | $80.6M | Reduce -7.9% |
| GE General Electric filed as GE AEROSPACE | 0.55% | 213,374 | $79.7M | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.55% | 316,843 | $79.7M | Reduce -15.3% |
| HD Home Depot Inc. | 0.47% | 193,009 | $68.1M | Reduce -4.7% |
| SNDK Sandisk Corp. | 0.46% | 29,351 | $66.7M | Add +11.1% |
| UNH Unitedhealth Group Inc. | 0.46% | 160,011 | $66.5M | Reduce -2.3% |
| GEV GE Vernova Inc. | 0.45% | 55,897 | $65.7M | Reduce -3.0% |
| BAC Bank of America Corp. | 0.45% | 1,141,841 | $65.1M | Reduce -6.4% |
| NFLX Netflix Inc. | 0.43% | 863,915 | $61.7M | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.43% | 420,063 | $61.6M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.39% | 689,923 | $56.1M | Reduce -9.4% |
| TXN Texas Instruments Inc. | 0.39% | 187,496 | $55.9M | Add +7.0% |
| MRK Merck & Co. Inc. | 0.39% | 434,306 | $55.8M | Reduce -5.3% |
| PANW Palo Alto Networks Inc. | 0.39% | 163,350 | $55.7M | Reduce -3.3% |
| CVX Chevron Corp. | 0.37% | 322,308 | $53.4M | Reduce -9.3% |
| PLTR Palantir Technologies Inc. Class A | 0.37% | 453,483 | $52.9M | Reduce -5.7% |
| MRVL Marvell Technology Inc. | 0.36% | 175,644 | $52.3M | Add +310.0% |
| GS Goldman Sachs Group Inc. | 0.35% | 50,581 | $51.2M | Reduce -7.6% |
| PM Philip Morris International | 0.35% | 278,155 | $50.3M | Reduce -4.2% |
| ORCL Oracle Corp. | 0.34% | 339,671 | $49.8M | Reduce -4.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 162,188 | $45.6M | Reduce -5.9% |
| WDC Western Digital Corp. | 0.31% | 71,098 | $45.4M | Add +3.1% |
| RTX RTX Corp. | 0.31% | 235,569 | $44.7M | Reduce -4.7% |
| APH Amphenol Corp. Class A | 0.30% | 249,447 | $44.0M | Reduce -4.1% |
| WFC Wells Fargo & Co. | 0.30% | 527,851 | $43.6M | Reduce -7.3% |
| MS Morgan Stanley | 0.29% | 203,238 | $42.5M | Reduce -8.8% |
| LIN Linde PLC | 0.29% | 81,737 | $42.4M | Reduce -3.7% |
| C Citigroup Inc. | 0.29% | 301,106 | $42.1M | Reduce -8.0% |
| GLW Corning Inc. | 0.28% | 157,095 | $40.1M | Add +9.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 50,860 | $38.8M | Reduce -3.6% |
| AMGN Amgen Inc. | 0.26% | 104,750 | $37.9M | Reduce -5.8% |
| ANET Arista Networks Inc. | 0.25% | 216,389 | $36.8M | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.25% | 193,414 | $35.7M | Reduce -7.2% |
| ADI Analog Devices Inc. | 0.24% | 86,680 | $34.4M | Reduce -2.6% |
| MCD McDonald's Corp. | 0.23% | 124,028 | $33.5M | Reduce -5.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 219,530 | $33.3M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.23% | 243,333 | $32.9M | Reduce -4.9% |
| AXP American Express Co. | 0.23% | 96,746 | $32.7M | Reduce -7.4% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 64,872 | $32.5M | Reduce -5.2% |
| BA The Boeing Co. | 0.22% | 148,435 | $32.1M | Add +3.6% |
| NEE Nextera Energy Inc. | 0.22% | 364,555 | $32.0M | Reduce -5.5% |
| VZ Verizon Communications Inc. | 0.21% | 734,154 | $31.1M | Reduce -8.7% |
| ETN Eaton Corp. PLC | 0.21% | 71,525 | $30.5M | Add +1.3% |
| ISRG Intuitive Surgical Inc. | 0.21% | 75,735 | $30.1M | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 305,436 | $29.4M | Reduce -6.1% |
| BKNG Booking Holdings Inc. | 0.20% | 163,318 | $29.1M | Reduce -3.5% |
| UNP Union Pacific Corp. | 0.20% | 105,771 | $28.8M | Reduce -4.0% |
| ABT Abbott Laboratories | 0.20% | 314,250 | $28.5M | Reduce -2.2% |
| GILD Gilead Sciences Inc. | 0.19% | 221,709 | $28.0M | Reduce -7.3% |
| WELL Welltower Inc. | 0.19% | 121,737 | $27.6M | Reduce -3.2% |
| STX Seagate Technology Holdings | 0.19% | 28,511 | $27.5M | Reduce -0.8% |
| DE Deere & Co. | 0.19% | 43,251 | $27.4M | Reduce -6.1% |
| APP AppLovin Corp. Class A | 0.18% | 51,653 | $26.6M | Reduce -9.6% |
| UBER Uber Technologies Inc. | 0.18% | 366,046 | $26.4M | Reduce -21.1% |
| SCHW Schwab (charles) Corp. | 0.18% | 285,274 | $26.3M | Reduce -7.3% |
| VRT Vertiv Holdings Co. Class A | 0.18% | 76,757 | $25.7M | Reduce -6.0% |
| T AT&T Inc. | 0.17% | 1,214,423 | $25.1M | Reduce -11.2% |
| BLK BlackRock Inc. | 0.17% | 25,427 | $24.4M | Reduce -4.3% |
| PFE Pfizer Inc. | 0.17% | 993,106 | $23.9M | Reduce -5.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 47,716 | $23.7M | Reduce -10.4% |
| PGR Progressive Corp. | 0.16% | 107,297 | $23.4M | Reduce -2.0% |
| TT Trane Technologies PLC | 0.16% | 47,633 | $23.4M | Add +1.2% |
| CVS CVS Health Corp. | 0.16% | 224,588 | $23.2M | Reduce -24.1% |
| HWM Howmet Aerospace Inc. | 0.16% | 84,798 | $22.8M | Reduce -0.3% |
| COP Conocophillips | 0.16% | 218,479 | $22.7M | Reduce -3.8% |
| CRM Salesforce Inc. | 0.16% | 143,557 | $22.5M | Reduce -16.0% |
| MO Altria Group Inc. | 0.15% | 310,912 | $22.4M | Reduce -7.7% |
| SBUX Starbucks Corp. | 0.15% | 217,614 | $22.2M | Add +3.0% |
| DELL Dell Technologies -C | 0.15% | 51,471 | $22.2M | Reduce -16.5% |
| SPGI S&P Global Inc. | 0.15% | 54,078 | $22.0M | Reduce -2.0% |
| PH Parker Hannifin Corp. | 0.15% | 22,458 | $22.0M | Reduce -3.8% |
| PLD Prologis Inc. | 0.15% | 161,637 | $21.9M | Reduce -4.9% |
| COF Capital One Financial Corp. | 0.15% | 108,552 | $21.8M | Reduce -8.6% |
| PWR Quanta Services Inc. | 0.15% | 29,951 | $21.6M | Reduce -2.1% |
| LOW Lowe's Cos Inc. | 0.15% | 96,572 | $21.3M | Reduce -6.0% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -7.9% | 3.66% | −0.71 |
| XOM Exxon Mobil Corp. | Reduce -6.6% | 0.70% | −0.33 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 1.69% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -11.1% | 2.85% | −0.25 |
| AAPL Apple Inc. | Reduce -7.0% | 5.62% | −0.25 |
| NFLX Netflix Inc. | Reduce -3.0% | 0.43% | −0.23 |
| CVX Chevron Corp. | Reduce -9.3% | 0.37% | −0.19 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.7% | 0.37% | −0.17 |
| WMT Walmart Inc. | Reduce -3.6% | 0.62% | −0.16 |
| COST Costco Wholesale Corp. | Reduce -7.9% | 0.56% | −0.16 |
| T AT&T Inc. | Reduce -11.2% | 0.17% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 1.11% | −0.12 |
| HON Honeywell International Inc. | Reduce -1.9% | 0.09% | −0.11 |
| INTU Intuit Inc. | Reduce -11.7% | 0.09% | −0.10 |
| VZ Verizon Communications Inc. | Reduce -8.7% | 0.21% | −0.09 |
| CRM Salesforce Inc. | Reduce -16.0% | 0.16% | −0.09 |
| MCK McKesson Corp. | Reduce -21.9% | 0.13% | −0.08 |
| MCD McDonald's Corp. | Reduce -5.2% | 0.23% | −0.08 |
| PEP Pepsico Inc. | Reduce -4.9% | 0.23% | −0.08 |
| JNJ Johnson & Johnson | Reduce -3.0% | 0.76% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -21.1% | 0.18% | −0.07 |
| COP Conocophillips | Reduce -3.8% | 0.16% | −0.07 |
| ABBV Abbvie Inc. | Reduce -15.3% | 0.55% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -7.3% | 0.19% | −0.06 |
| PFE Pfizer Inc. | Reduce -5.4% | 0.17% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -5.8% | 1.05% | −0.06 |
| ORCL Oracle Corp. | Reduce -4.8% | 0.34% | −0.06 |
| CASY Casey's General Stores Inc. | Reduce -58.0% | 0.04% | −0.06 |
| RTX RTX Corp. | Reduce -4.7% | 0.31% | −0.06 |
| ABT Abbott Laboratories | Reduce -2.2% | 0.20% | −0.06 |
| KO The Coca-Cola Co. | Reduce -9.4% | 0.39% | −0.06 |
| BSX Boston Scientific Corp. | Reduce -4.5% | 0.08% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -22.0% | 0.07% | −0.05 |
| NEM Newmont Corp. | Reduce -9.5% | 0.13% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -5.5% | 0.22% | −0.05 |
| CME Cme Group Inc. | Reduce -4.7% | 0.10% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -8.6% | 0.08% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -7.3% | 0.30% | −0.05 |
| ADBE Adobe Inc. | Reduce -5.6% | 0.12% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -4.2% | 0.10% | −0.04 |
| TJX TJX Companies Inc. | Reduce -1.5% | 0.23% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -5.5% | 0.08% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.43% | −0.04 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -7.3% | 0.18% | −0.04 |
| COR Cencora Inc. | Reduce -19.3% | 0.08% | −0.04 |
| HD Home Depot Inc. | Reduce -4.7% | 0.47% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -6.0% | 0.15% | −0.04 |
| VLO Valero Energy Corp. | Reduce -25.1% | 0.09% | −0.04 |
| AMGN Amgen Inc. | Reduce -5.8% | 0.26% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| AMD Advanced Micro Devices | Add +1.0% | 1.32% | +0.81 |
| AMAT Applied Materials Inc. | Add +2.6% | 0.82% | +0.40 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 2.94% | +0.38 |
| SNDK Sandisk Corp. | Add +11.1% | 0.46% | +0.33 |
| MRVL Marvell Technology Inc. | Add +310.0% | 0.36% | +0.33 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 2.36% | +0.29 |
| CAT Caterpillar Inc. | Add +3.5% | 0.68% | +0.20 |
| WDC Western Digital Corp. | Add +3.1% | 0.31% | +0.17 |
| GLW Corning Inc. | Add +9.4% | 0.28% | +0.13 |
| TXN Texas Instruments Inc. | Add +7.0% | 0.39% | +0.13 |
| ROKU Roku Inc. | Add +757.1% | 0.06% | +0.05 |
| CDE Coeur Mining Inc. | Add +1336.7% | 0.05% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.04% | +0.04 |
| TER Teradyne Inc. | Add +11.8% | 0.11% | +0.04 |
| STRL Sterling Infrastructure Inc. | Add +8.7% | 0.08% | +0.04 |
| TOST Toast Inc. Class A | Add +501.9% | 0.04% | +0.04 |
| BE Bloom Energy Corp. Class A | Add +186.1% | 0.04% | +0.03 |
| SMTC Semtech Corp. | Add +65.5% | 0.05% | +0.03 |
| MTSI Macom Technology Solutions H | Add +4.9% | 0.08% | +0.03 |
| CRS Carpenter Technology | Add +2.0% | 0.10% | +0.03 |
| SN Sharkninja Inc. | Add +608.8% | 0.03% | +0.03 |
| COHR Coherent Corp. | Add +0.1% | 0.09% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | Add +5.3% | 0.11% | +0.03 |
| TTMI TTM Technologies | Add +8.2% | 0.06% | +0.03 |
| ALAB Astera Labs Inc. | Add +10.1% | 0.04% | +0.03 |
| SITM Sitime Corp. | Add +9.4% | 0.05% | +0.03 |
| SANM Sanmina Corp. | Add +54.5% | 0.04% | +0.03 |
| DOCN Digitalocean Holdings Inc. | Add +69.6% | 0.04% | +0.03 |
| CIEN Ciena Corp. | Add +15.3% | 0.10% | +0.02 |
| IESC Ies Holdings Inc. | New | 0.02% | +0.02 |
| NVT Nvent Electric PLC | Add +1.5% | 0.09% | +0.02 |
| SPG Simon Property Group Inc. | Add +13.4% | 0.11% | +0.02 |
| ROK Rockwell Automation Inc. | Add +8.1% | 0.08% | +0.02 |
| MCHP Microchip Technology Inc. | Add +10.5% | 0.07% | +0.02 |
| VIAV Viavi Solutions Inc. | Add +65.6% | 0.04% | +0.02 |
| CRDO Credo Technology Group Holdi | Add +149.0% | 0.02% | +0.02 |
| LITE Lumentum Holdings Inc. | Add +15.1% | 0.09% | +0.02 |
| ATI Ati Inc. | Add +3.6% | 0.09% | +0.02 |
| VEEV Veeva Systems Inc. Class A | Add +148.7% | 0.03% | +0.02 |
| CRWV Coreweave Inc. Class A | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +1.3% | 0.21% | +0.02 |
| CNC Centene Corp. | Add +0.6% | 0.04% | +0.02 |
| VICR Vicor Corp. | Add +12.4% | 0.03% | +0.02 |
| RMBS Rambus Inc. | Add +10.4% | 0.05% | +0.02 |
| SIRI Sirius XM Holdings Inc. | Add +792.1% | 0.02% | +0.02 |
| ALGM Allegro Microsystems Inc. | Add +4.7% | 0.03% | +0.01 |
| AAL American Airlines Group Inc. | Add +3.9% | 0.04% | +0.01 |
| DY Dycom Industries Inc. | Add +5.3% | 0.05% | +0.01 |
| KEYS Keysight Technologies Inc. | Add +6.0% | 0.08% | +0.01 |
| RVMD Revolution Medicines Inc. | Add +67.9% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,632 | $14.5B | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q1 2026 | 1,618 | $13.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 2,982 | $13.9B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 2,995 | $14.0B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 3,014 | $13.0B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 2,971 | $11.7B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 2,987 | $12.2B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 2,999 | $12.1B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 3,011 | $11.7B | MSFT, AAPL, NVDA, AMZN, META |
| Q1 2024 | 2,966 | $11.7B | MSFT, AAPL, NVDA, AMZN, META |