Amalgamated Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Amalgamated Bank reported 3,014 stock positions worth $13.0 billion. Its top holding was Nvidia (NVDA) at 6.5% of the portfolio, followed by Microsoft (MSFT, 6.3%) and Apple (AAPL, 5.3%). Compared with Q1 2025, it opened 232 new positions, sold out of 190, added to 637 and reduced 878. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Unitedhealth (UNH, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000919192
- Portfolio Value
- $13.0B (Q2 2025)
- SEC Filing
- 0000919192-25-000005 ↗ filed Aug 4, 2025
Holdings Value
Holdings 3,014 stocks · $13.0B
| NVDA Nvidia Corp. | 6.46% | 5,293,649 | $836.3M | Add +2.0% |
| MSFT Microsoft Corp. | 6.33% | 1,648,034 | $819.7M | Add +2.6% |
| AAPL Apple Inc. | 5.27% | 3,324,984 | $682.2M | Add +3.3% |
| AMZN Amazon.com Inc. | 3.46% | 2,043,571 | $448.3M | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 2.74% | 481,125 | $355.1M | Reduce -0.1% |
| AVGO Broadcom Inc. | 2.16% | 1,014,714 | $279.7M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 1.68% | 1,233,313 | $217.3M | Reduce -3.8% |
| TSLA Tesla Inc. | 1.50% | 613,526 | $194.9M | Add +3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.40% | 374,611 | $182.0M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 1.37% | 998,406 | $177.1M | Reduce -4.5% |
| JPM JPMorgan Chase & Co. | 1.21% | 541,154 | $156.9M | Reduce -0.8% |
| V Visa Inc. Class A | 1.08% | 393,506 | $139.7M | Add +1.1% |
| LLY Eli Lilly & Co. | 1.04% | 172,735 | $134.7M | Add +1.5% |
| NFLX Netflix Inc. | 0.99% | 96,129 | $128.7M | Add +3.4% |
| MA Mastercard Inc. Class A | 0.82% | 189,340 | $106.4M | Add +2.9% |
| COST Costco Wholesale Corp. | 0.79% | 103,894 | $102.8M | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.70% | 839,325 | $90.5M | Reduce -3.1% |
| WMT Walmart Inc. | 0.70% | 923,599 | $90.3M | Reduce -6.4% |
| ORCL Oracle Corp. | 0.60% | 357,707 | $78.2M | Add +3.6% |
| HD Home Depot Inc. | 0.60% | 211,046 | $77.4M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.57% | 464,560 | $74.0M | Reduce -6.3% |
| JNJ Johnson & Johnson | 0.56% | 477,862 | $73.0M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.56% | 389,800 | $72.4M | Add +5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 466,548 | $63.6M | Add +7.2% |
| PM Philip Morris International | 0.47% | 337,768 | $61.5M | Add +3.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 1,297,103 | $61.4M | Add +0.6% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 234,959 | $60.5M | Add +5.7% |
| KO The Coca-Cola Co. | 0.45% | 818,548 | $57.9M | Add +1.7% |
| CSCO Cisco Systems Inc. | 0.42% | 792,082 | $55.0M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.42% | 175,262 | $54.7M | Reduce -6.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 183,624 | $54.1M | Add +0.7% |
| CRM Salesforce Inc. | 0.41% | 193,343 | $52.7M | Reduce -7.4% |
| WFC Wells Fargo & Co. | 0.39% | 631,324 | $50.6M | Reduce -1.2% |
| ABT Abbott Laboratories | 0.38% | 362,076 | $49.2M | Add +6.3% |
| INTU Intuit Inc. | 0.37% | 61,517 | $48.5M | Add +0.3% |
| NOW ServiceNow Inc. | 0.37% | 47,112 | $48.4M | Add +4.1% |
| AMD Advanced Micro Devices | 0.37% | 335,193 | $47.6M | Add +0.7% |
| CVX Chevron Corp. | 0.35% | 318,621 | $45.6M | Reduce -2.2% |
| ISRG Intuitive Surgical Inc. | 0.34% | 81,542 | $44.3M | Add +2.2% |
| BKNG Booking Holdings Inc. | 0.34% | 7,607 | $44.0M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.34% | 352,781 | $43.7M | Reduce -1.0% |
| LIN Linde PLC | 0.34% | 93,046 | $43.7M | Reduce -2.1% |
| UBER Uber Technologies Inc. | 0.33% | 456,115 | $42.6M | Add +3.5% |
| GS Goldman Sachs Group Inc. | 0.33% | 59,827 | $42.3M | Reduce -3.1% |
| MCD McDonald's Corp. | 0.33% | 144,449 | $42.2M | Add +1.3% |
| T AT&T Inc. | 0.32% | 1,446,762 | $41.9M | Reduce -0.8% |
| RTX RTX Corp. | 0.30% | 265,746 | $38.8M | Reduce -0.5% |
| TXN Texas Instruments Inc. | 0.30% | 185,987 | $38.6M | Add +2.3% |
| MRK Merck & Co. Inc. | 0.30% | 485,282 | $38.4M | Reduce -10.2% |
| ACN Accenture PLC Class A | 0.29% | 123,794 | $37.0M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.28% | 93,396 | $36.3M | Reduce -5.4% |
| AXP American Express Co. | 0.28% | 113,592 | $36.2M | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.28% | 831,794 | $36.0M | Reduce -1.1% |
| ADBE Adobe Inc. | 0.28% | 92,845 | $35.9M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.28% | 269,884 | $35.6M | Reduce -6.3% |
| QCOM Qualcomm Inc. | 0.27% | 218,323 | $34.8M | Reduce -8.6% |
| PGR Progressive Corp. | 0.26% | 124,522 | $33.2M | Reduce -3.5% |
| MS Morgan Stanley | 0.26% | 235,470 | $33.2M | Reduce -0.7% |
| GEV GE Vernova Inc. | 0.26% | 62,493 | $33.1M | Add +15.1% |
| SPGI S&P Global Inc. | 0.25% | 62,548 | $33.0M | Add +0.9% |
| BSX Boston Scientific Corp. | 0.25% | 300,999 | $32.3M | Add +2.9% |
| AMGN Amgen Inc. | 0.25% | 114,021 | $31.8M | Add +1.6% |
| C Citigroup Inc. | 0.24% | 368,890 | $31.4M | Add +0.5% |
| BLK BlackRock Inc. | 0.24% | 29,340 | $30.8M | Add +1.2% |
| BA The Boeing Co. | 0.24% | 146,463 | $30.7M | Reduce -0.7% |
| SCHW Schwab (charles) Corp. | 0.24% | 334,552 | $30.5M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 244,526 | $30.2M | Reduce -2.7% |
| GILD Gilead Sciences Inc. | 0.23% | 270,927 | $30.0M | Add +9.2% |
| PANW Palo Alto Networks Inc. | 0.23% | 146,174 | $29.9M | Add +3.4% |
| AMAT Applied Materials Inc. | 0.23% | 162,548 | $29.8M | Reduce -6.0% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 72,935 | $29.6M | Reduce -2.0% |
| ADP Automatic Data Processing | 0.23% | 95,571 | $29.5M | Add +2.1% |
| HON Honeywell International Inc. | 0.23% | 125,171 | $29.1M | Reduce -4.2% |
| NEE Nextera Energy Inc. | 0.22% | 401,661 | $27.9M | Reduce -2.1% |
| SYK Stryker Corp. | 0.21% | 70,184 | $27.8M | Reduce -2.4% |
| ETN Eaton Corp. PLC | 0.21% | 77,525 | $27.7M | Reduce -4.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 54,050 | $27.5M | Add +5.8% |
| UNP Union Pacific Corp. | 0.21% | 118,074 | $27.2M | Reduce -4.4% |
| LRCX Lam Research Corp. | 0.21% | 278,323 | $27.1M | Add +2.1% |
| APH Amphenol Corp. Class A | 0.21% | 270,617 | $26.7M | Add +6.8% |
| PFE Pfizer Inc. | 0.21% | 1,101,443 | $26.7M | Reduce -0.0% |
| MU Micron Technology Inc. | 0.21% | 215,574 | $26.6M | Add +0.2% |
| KLAC KLA Corp. | 0.20% | 28,898 | $25.9M | Add +1.3% |
| CMCSA Comcast Corp. Class A | 0.20% | 723,746 | $25.8M | Reduce -1.6% |
| COF Capital One Financial Corp. | 0.20% | 121,284 | $25.8M | Add +63.4% |
| DE Deere & Co. | 0.19% | 48,967 | $24.9M | Reduce -0.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 55,735 | $24.8M | Add +3.7% |
| DHR Danaher Corp. | 0.19% | 123,331 | $24.4M | Reduce -1.5% |
| BX Blackstone Inc. | 0.19% | 162,677 | $24.3M | Add +5.0% |
| LOW Lowe's Cos Inc. | 0.19% | 109,358 | $24.3M | Reduce -2.3% |
| ANET Arista Networks Inc. | 0.18% | 229,298 | $23.5M | Reduce -0.1% |
| ADI Analog Devices Inc. | 0.18% | 96,425 | $23.0M | Add +0.2% |
| TMUS T-Mobile US Inc. | 0.18% | 95,415 | $22.7M | Reduce -3.7% |
| AMT American Tower Corp. | 0.17% | 102,454 | $22.6M | Add +3.6% |
| TT Trane Technologies PLC | 0.17% | 51,494 | $22.5M | Add +4.3% |
| MDT Medtronic PLC | 0.17% | 252,260 | $22.0M | Add +0.1% |
| COP Conocophillips | 0.17% | 244,148 | $21.9M | Reduce -1.8% |
| MRSH Marsh & McLennan Cos | 0.17% | 100,102 | $21.9M | Reduce -3.7% |
| MCK McKesson Corp. | 0.16% | 28,850 | $21.1M | Reduce -3.9% |
| CB Chubb Ltd. | 0.16% | 72,769 | $21.1M | Reduce -3.9% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -6.2% | 0.42% | −0.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 1.40% | −0.35 |
| XOM Exxon Mobil Corp. | Reduce -3.1% | 0.70% | −0.18 |
| PG The Procter & Gamble Co. | Reduce -6.3% | 0.57% | −0.15 |
| MRK Merck & Co. Inc. | Reduce -10.2% | 0.30% | −0.12 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.56% | −0.12 |
| CVX Chevron Corp. | Reduce -2.2% | 0.35% | −0.11 |
| PEP Pepsico Inc. | Reduce -6.3% | 0.28% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.0% | 0.23% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -3.5% | 0.79% | −0.08 |
| HD Home Depot Inc. | Reduce -1.7% | 0.60% | −0.08 |
| FISV Fiserv Inc. | Reduce -5.1% | 0.15% | −0.07 |
| CRM Salesforce Inc. | Reduce -7.4% | 0.41% | −0.07 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.07 |
| PGR Progressive Corp. | Reduce -3.5% | 0.26% | −0.06 |
| COP Conocophillips | Reduce -1.8% | 0.17% | −0.05 |
| TMUS T-Mobile US Inc. | Reduce -3.7% | 0.18% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.28% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -3.7% | 0.17% | −0.05 |
| ACN Accenture PLC Class A | Reduce -0.3% | 0.29% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -8.6% | 0.27% | −0.05 |
| WMT Walmart Inc. | Reduce -6.4% | 0.70% | −0.04 |
| LIN Linde PLC | Reduce -2.1% | 0.34% | −0.04 |
| ELV Elevance Health Inc. | Reduce -5.0% | 0.13% | −0.04 |
| UNP Union Pacific Corp. | Reduce -4.4% | 0.21% | −0.04 |
| SBUX Starbucks Corp. | Reduce -4.3% | 0.16% | −0.04 |
| X United States Steel Corp. | Sold out | 0.00% | −0.04 |
| BDX Becton Dickinson and Co. | Reduce -1.4% | 0.07% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -2.3% | 0.19% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -2.1% | 0.22% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -1.6% | 0.20% | −0.03 |
| CB Chubb Ltd. | Reduce -3.9% | 0.16% | −0.03 |
| PFE Pfizer Inc. | Reduce -0.0% | 0.21% | −0.03 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Reduce -1.5% | 0.19% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -4.5% | 1.37% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -2.7% | 0.08% | −0.03 |
| MSI Motorola Solutions Inc. | Reduce -8.7% | 0.11% | −0.03 |
| T AT&T Inc. | Reduce -0.8% | 0.32% | −0.03 |
| SLB SLB Ltd. | Reduce -4.0% | 0.07% | −0.03 |
| TJX TJX Companies Inc. | Reduce -2.7% | 0.23% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.2% | 0.28% | −0.03 |
| OKE Oneok Inc. | Reduce -0.5% | 0.08% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -1.4% | 0.14% | −0.03 |
| MO Altria Group Inc. | Reduce -2.1% | 0.16% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -5.4% | 0.12% | −0.02 |
| WM Waste Management Inc. | Reduce -4.2% | 0.14% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.4% | 0.11% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -6.3% | 0.15% | −0.02 |
| EOG EOG Resources Inc. | Reduce -1.7% | 0.10% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2.0% | 6.46% | +1.65 |
| MSFT Microsoft Corp. | Add +2.6% | 6.33% | +1.17 |
| AVGO Broadcom Inc. | Add +1.0% | 2.16% | +0.72 |
| NFLX Netflix Inc. | Add +3.4% | 0.99% | +0.25 |
| TSLA Tesla Inc. | Add +3.7% | 1.50% | +0.19 |
| ORCL Oracle Corp. | Add +3.6% | 0.60% | +0.19 |
| PLTR Palantir Technologies Inc. Class A | Add +7.2% | 0.49% | +0.18 |
| GEV GE Vernova Inc. | Add +15.1% | 0.26% | +0.11 |
| COIN Coinbase Global Inc. Class A | Add +197.8% | 0.11% | +0.09 |
| GE General Electric | Add +5.7% | 0.47% | +0.09 |
| COF Capital One Financial Corp. | Add +63.4% | 0.20% | +0.09 |
| AMD Advanced Micro Devices | Add +0.7% | 0.37% | +0.07 |
| NOW ServiceNow Inc. | Add +4.1% | 0.37% | +0.07 |
| APH Amphenol Corp. Class A | Add +6.8% | 0.21% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.8% | 0.21% | +0.06 |
| UBER Uber Technologies Inc. | Add +3.5% | 0.33% | +0.05 |
| INTU Intuit Inc. | Add +0.3% | 0.37% | +0.05 |
| OKTA Okta Inc. | Add +703.8% | 0.06% | +0.05 |
| RCL Royal Caribbean Cruises Ltd. | Add +12.6% | 0.13% | +0.05 |
| MU Micron Technology Inc. | Add +0.2% | 0.21% | +0.05 |
| HWM Howmet Aerospace Inc. | Add +15.4% | 0.13% | +0.04 |
| APG Api Group Corp. | Add +801.5% | 0.04% | +0.04 |
| LRCX Lam Research Corp. | Add +2.1% | 0.21% | +0.04 |
| VST Vistra Corp. | Add +1.3% | 0.11% | +0.04 |
| AXON Axon Enterprise Inc. | Add +5.9% | 0.10% | +0.04 |
| KLAC KLA Corp. | Add +1.3% | 0.20% | +0.03 |
| DASH DoorDash Inc. Class A | Add +6.4% | 0.15% | +0.03 |
| TT Trane Technologies PLC | Add +4.3% | 0.17% | +0.03 |
| PM Philip Morris International | Add +3.4% | 0.47% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.7% | 0.42% | +0.03 |
| FLUT Flutter Entertainment PLC-Di | New | 0.03% | +0.03 |
| PWR Quanta Services Inc. | Add +5.5% | 0.09% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +3.4% | 0.23% | +0.02 |
| SPOT Spotify Technology SA | Add +17.1% | 0.07% | +0.02 |
| FLEX Flex Ltd. | Add +13.5% | 0.07% | +0.02 |
| NRG NRG Energy Inc. | Add +6.8% | 0.06% | +0.02 |
| C Citigroup Inc. | Add +0.5% | 0.24% | +0.02 |
| TXN Texas Instruments Inc. | Add +2.3% | 0.30% | +0.02 |
| HOOD Robinhood Markets Inc. Class A | Add +14.5% | 0.03% | +0.02 |
| RBLX Roblox Corp. Class A | Add +14.8% | 0.03% | +0.02 |
| CHWY Chewy Inc. Class A | Add +54.8% | 0.03% | +0.02 |
| PEGA Pegasystems Inc. | Add +1250.2% | 0.02% | +0.02 |
| BAM Brookfield Asset Mgmt-A | New | 0.02% | +0.02 |
| CRS Carpenter Technology | Add +5.2% | 0.05% | +0.02 |
| CDNS Cadence Design SYS Inc. | Add +2.3% | 0.14% | +0.01 |
| NET Cloudflare Inc. Class A | Add +8.2% | 0.04% | +0.01 |
| STRL Sterling Infrastructure Inc. | Add +736.1% | 0.02% | +0.01 |
| CVNA Carvana Co. | Add +52.4% | 0.03% | +0.01 |
| JBL Jabil Inc. | Add +6.5% | 0.04% | +0.01 |
| SNOW Snowflake Inc. | Add +7.5% | 0.04% | +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 |