Filed: 5/2/2023ACC: 0000919192-23-000006
📋 What this filing means
AMALGAMATED BANK filed this quarterly 13F‑HR report disclosing 2948 equity positions with a total reported market value of $11.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2948
Positions
$11.73M
Total AUM (reported)
147.51M
Total Shares
Allocation by class
COM$11.73M100.0%
Portfolio Concentration
Top 3$1.54M13.1%
4–10$1.07M9.1%
11–25$1.32M11.3%
Rest$7.80M66.5%
Top 3 weight
13.1%
Top 10 weight
22.2%
Voting Authority Distribution
Total shares with voting rights: 147.51M
Sole
Full voting authority
147.51M
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)
Sole2948
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2948
Rows:
APPLE INC
SOLEShares4.18M
TypeSH
Market value$689.6K
5.88%
Sole
4.18M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares2.08M
TypeSH
Market value$599.6K
5.11%
Sole
2.08M
Shared
0.00
None
0.00
AMAZON. COM INC
SOLEShares2.43M
TypeSH
Market value$251.4K
2.14%
Sole
2.43M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares661.62K
TypeSH
Market value$183.8K
1.57%
Sole
661.62K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares1.64M
TypeSH
Market value$170.2K
1.45%
Sole
1.64M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL-B
SOLEShares513.10K
TypeSH
Market value$158.4K
1.35%
Sole
513.10K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares723.53K
TypeSH
Market value$150.1K
1.28%
Sole
723.53K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares1.43M
TypeSH
Market value$148.6K
1.27%
Sole
1.43M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares1.20M
TypeSH
Market value$131.5K
1.12%
Sole
1.20M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares268.28K
TypeSH
Market value$126.8K
1.08%
Sole
268.28K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares582.57K
TypeSH
Market value$123.5K
1.05%
Sole
582.57K
Shared
0.00
None
0.00
JOHNSON JOHNSON
SOLEShares748.43K
TypeSH
Market value$116.0K
0.99%
Sole
748.43K
Shared
0.00
None
0.00
VISA INC. CLASS A
SOLEShares483.80K
TypeSH
Market value$109.1K
0.93%
Sole
483.80K
Shared
0.00
None
0.00
JPMORGAN CHASE CO.
SOLEShares762.53K
TypeSH
Market value$99.4K
0.85%
Sole
762.53K
Shared
0.00
None
0.00
PROCTER GAMBLE CO
SOLEShares659.98K
TypeSH
Market value$98.1K
0.84%
Sole
659.98K
Shared
0.00
None
0.00
MASTERCARD INC-CLASS A
SOLEShares243.84K
TypeSH
Market value$88.6K
0.76%
Sole
243.84K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares540.44K
TypeSH
Market value$88.2K
0.75%
Sole
540.44K
Shared
0.00
None
0.00
THE HOME DEPOT INC.
SOLEShares281.60K
TypeSH
Market value$83.1K
0.71%
Sole
281.60K
Shared
0.00
None
0.00
LILLY ELI CO
SOLEShares238.13K
TypeSH
Market value$81.8K
0.70%
Sole
238.13K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares507.68K
TypeSH
Market value$80.9K
0.69%
Sole
507.68K
Shared
0.00
None
0.00
MERCK CO INC
SOLEShares710.89K
TypeSH
Market value$75.6K
0.64%
Sole
710.89K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares112.83K
TypeSH
Market value$72.4K
0.62%
Sole
112.83K
Shared
0.00
None
0.00
PEPSICO INC.
SOLEShares396.76K
TypeSH
Market value$72.3K
0.62%
Sole
396.76K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares1.11M
TypeSH
Market value$68.6K
0.58%
Sole
1.11M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares132.04K
TypeSH
Market value$65.6K
0.56%
Sole
132.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 4.18M | SH | $689.6K 5.88% | 4.18M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 2.08M | SH | $599.6K 5.11% | 2.08M | 0.00 | 0.00 |
AMAZON. COM INCSOLE | COM | 2.43M | SH | $251.4K 2.14% | 2.43M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 661.62K | SH | $183.8K 1.57% | 661.62K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 1.64M | SH | $170.2K 1.45% | 1.64M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL-BSOLE | COM | 513.10K | SH | $158.4K 1.35% | 513.10K | 0.00 | 0.00 |
TESLA INC COMSOLE | COM | 723.53K | SH | $150.1K 1.28% | 723.53K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 1.43M | SH | $148.6K 1.27% | 1.43M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 1.20M | SH | $131.5K 1.12% | 1.20M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 268.28K | SH | $126.8K 1.08% | 268.28K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 582.57K | SH | $123.5K 1.05% | 582.57K | 0.00 | 0.00 |
JOHNSON JOHNSONSOLE | COM | 748.43K | SH | $116.0K 0.99% | 748.43K | 0.00 | 0.00 |
VISA INC. CLASS ASOLE | COM | 483.80K | SH | $109.1K 0.93% | 483.80K | 0.00 | 0.00 |
JPMORGAN CHASE CO.SOLE | COM | 762.53K | SH | $99.4K 0.85% | 762.53K | 0.00 | 0.00 |
PROCTER GAMBLE COSOLE | COM | 659.98K | SH | $98.1K 0.84% | 659.98K | 0.00 | 0.00 |
MASTERCARD INC-CLASS ASOLE | COM | 243.84K | SH | $88.6K 0.76% | 243.84K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 540.44K | SH | $88.2K 0.75% | 540.44K | 0.00 | 0.00 |
THE HOME DEPOT INC.SOLE | COM | 281.60K | SH | $83.1K 0.71% | 281.60K | 0.00 | 0.00 |
LILLY ELI COSOLE | COM | 238.13K | SH | $81.8K 0.70% | 238.13K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 507.68K | SH | $80.9K 0.69% | 507.68K | 0.00 | 0.00 |
MERCK CO INCSOLE | COM | 710.89K | SH | $75.6K 0.64% | 710.89K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 112.83K | SH | $72.4K 0.62% | 112.83K | 0.00 | 0.00 |
PEPSICO INC.SOLE | COM | 396.76K | SH | $72.3K 0.62% | 396.76K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 1.11M | SH | $68.6K 0.58% | 1.11M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 132.04K | SH | $65.6K 0.56% | 132.04K | 0.00 | 0.00 |
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