Filed: 2/10/2023ACC: 0000919192-23-000002
📋 What this filing means
AMALGAMATED BANK filed this quarterly 13F‑HR report disclosing 2973 equity positions with a total reported market value of $11.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2973
Positions
$11.21M
Total AUM (reported)
157.08M
Total Shares
Allocation by class
COM$11.21M100.0%
Portfolio Concentration
Top 3$1.22M10.9%
4–10$892.8K8.0%
11–25$1.21M10.8%
Rest$7.89M70.4%
Top 3 weight
10.9%
Top 10 weight
18.9%
Voting Authority Distribution
Total shares with voting rights: 157.08M
Sole
Full voting authority
157.08M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2973
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2973
Rows:
APPLE INC
SOLEShares4.10M
TypeSH
Market value$532.1K
4.75%
Sole
4.10M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares2.03M
TypeSH
Market value$487.7K
4.35%
Sole
2.03M
Shared
0.00
None
0.00
AMAZON. COM INC
SOLEShares2.43M
TypeSH
Market value$203.9K
1.82%
Sole
2.43M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL-B
SOLEShares469.93K
TypeSH
Market value$145.2K
1.29%
Sole
469.93K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares1.62M
TypeSH
Market value$143.1K
1.28%
Sole
1.62M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares254.57K
TypeSH
Market value$135.0K
1.20%
Sole
254.57K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares1.44M
TypeSH
Market value$127.7K
1.14%
Sole
1.44M
Shared
0.00
None
0.00
JOHNSON JOHNSON
SOLEShares683.15K
TypeSH
Market value$120.7K
1.08%
Sole
683.15K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares1.07M
TypeSH
Market value$118.5K
1.06%
Sole
1.07M
Shared
0.00
None
0.00
JPMORGAN CHASE CO.
SOLEShares766.14K
TypeSH
Market value$102.7K
0.92%
Sole
766.14K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares671.55K
TypeSH
Market value$98.1K
0.88%
Sole
671.55K
Shared
0.00
None
0.00
PROCTER GAMBLE CO
SOLEShares630.54K
TypeSH
Market value$95.6K
0.85%
Sole
630.54K
Shared
0.00
None
0.00
VISA INC. CLASS A
SOLEShares448.84K
TypeSH
Market value$93.3K
0.83%
Sole
448.84K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares722.07K
TypeSH
Market value$88.9K
0.79%
Sole
722.07K
Shared
0.00
None
0.00
THE HOME DEPOT INC.
SOLEShares275.60K
TypeSH
Market value$87.0K
0.78%
Sole
275.60K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares480.03K
TypeSH
Market value$86.2K
0.77%
Sole
480.03K
Shared
0.00
None
0.00
MASTERCARD INC-CLASS A
SOLEShares231.46K
TypeSH
Market value$80.5K
0.72%
Sole
231.46K
Shared
0.00
None
0.00
LILLY ELI CO
SOLEShares219.01K
TypeSH
Market value$80.1K
0.71%
Sole
219.01K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares483.23K
TypeSH
Market value$78.1K
0.70%
Sole
483.23K
Shared
0.00
None
0.00
PFIZER INC COM
SOLEShares1.47M
TypeSH
Market value$75.6K
0.67%
Sole
1.47M
Shared
0.00
None
0.00
MERCK CO INC
SOLEShares677.11K
TypeSH
Market value$75.1K
0.67%
Sole
677.11K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares592.45K
TypeSH
Market value$71.3K
0.64%
Sole
592.45K
Shared
0.00
None
0.00
PEPSICO INC.
SOLEShares375.78K
TypeSH
Market value$67.9K
0.61%
Sole
375.78K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares1.05M
TypeSH
Market value$66.7K
0.60%
Sole
1.05M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares109.80K
TypeSH
Market value$61.4K
0.55%
Sole
109.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 4.10M | SH | $532.1K 4.75% | 4.10M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 2.03M | SH | $487.7K 4.35% | 2.03M | 0.00 | 0.00 |
AMAZON. COM INCSOLE | COM | 2.43M | SH | $203.9K 1.82% | 2.43M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL-BSOLE | COM | 469.93K | SH | $145.2K 1.29% | 469.93K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 1.62M | SH | $143.1K 1.28% | 1.62M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 254.57K | SH | $135.0K 1.20% | 254.57K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 1.44M | SH | $127.7K 1.14% | 1.44M | 0.00 | 0.00 |
JOHNSON JOHNSONSOLE | COM | 683.15K | SH | $120.7K 1.08% | 683.15K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 1.07M | SH | $118.5K 1.06% | 1.07M | 0.00 | 0.00 |
JPMORGAN CHASE CO.SOLE | COM | 766.14K | SH | $102.7K 0.92% | 766.14K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 671.55K | SH | $98.1K 0.88% | 671.55K | 0.00 | 0.00 |
PROCTER GAMBLE COSOLE | COM | 630.54K | SH | $95.6K 0.85% | 630.54K | 0.00 | 0.00 |
VISA INC. CLASS ASOLE | COM | 448.84K | SH | $93.3K 0.83% | 448.84K | 0.00 | 0.00 |
TESLA INC COMSOLE | COM | 722.07K | SH | $88.9K 0.79% | 722.07K | 0.00 | 0.00 |
THE HOME DEPOT INC.SOLE | COM | 275.60K | SH | $87.0K 0.78% | 275.60K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 480.03K | SH | $86.2K 0.77% | 480.03K | 0.00 | 0.00 |
MASTERCARD INC-CLASS ASOLE | COM | 231.46K | SH | $80.5K 0.72% | 231.46K | 0.00 | 0.00 |
LILLY ELI COSOLE | COM | 219.01K | SH | $80.1K 0.71% | 219.01K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 483.23K | SH | $78.1K 0.70% | 483.23K | 0.00 | 0.00 |
PFIZER INC COMSOLE | COM | 1.47M | SH | $75.6K 0.67% | 1.47M | 0.00 | 0.00 |
MERCK CO INCSOLE | COM | 677.11K | SH | $75.1K 0.67% | 677.11K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 592.45K | SH | $71.3K 0.64% | 592.45K | 0.00 | 0.00 |
PEPSICO INC.SOLE | COM | 375.78K | SH | $67.9K 0.61% | 375.78K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 1.05M | SH | $66.7K 0.60% | 1.05M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 109.80K | SH | $61.4K 0.55% | 109.80K | 0.00 | 0.00 |
Page 1 of 119
…