Filed: 11/8/2023ACC: 0000919192-23-000009
📋 What this filing means
AMALGAMATED BANK filed this quarterly 13F‑HR report disclosing 3024 equity positions with a total reported market value of $11.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3024
Positions
$11.74M
Total AUM (reported)
145.78M
Total Shares
Allocation by class
COM$11.74M100.0%
Portfolio Concentration
Top 3$1.57M13.4%
4–10$1.29M11.0%
11–25$1.27M10.8%
Rest$7.61M64.8%
Top 3 weight
13.4%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 145.78M
Sole
Full voting authority
145.78M
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)
Sole3024
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3024
Rows:
APPLE INC
SOLEShares3.86M
TypeSH
Market value$661.5K
5.63%
Sole
3.86M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares1.94M
TypeSH
Market value$611.1K
5.20%
Sole
1.94M
Shared
0.00
None
0.00
AMAZON. COM INC
SOLEShares2.36M
TypeSH
Market value$300.4K
2.56%
Sole
2.36M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares635.31K
TypeSH
Market value$276.4K
2.35%
Sole
635.31K
Shared
0.00
None
0.00
ALPHABET INC CLASS A
SOLEShares1.55M
TypeSH
Market value$202.2K
1.72%
Sole
1.55M
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares720.49K
TypeSH
Market value$180.3K
1.53%
Sole
720.49K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares1.32M
TypeSH
Market value$173.8K
1.48%
Sole
1.32M
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares577.80K
TypeSH
Market value$173.5K
1.48%
Sole
577.80K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL-B
SOLEShares460.15K
TypeSH
Market value$161.2K
1.37%
Sole
460.15K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares241.08K
TypeSH
Market value$121.5K
1.03%
Sole
241.08K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares1.01M
TypeSH
Market value$118.9K
1.01%
Sole
1.01M
Shared
0.00
None
0.00
LILLY ELI CO
SOLEShares213.50K
TypeSH
Market value$114.7K
0.98%
Sole
213.50K
Shared
0.00
None
0.00
JPMORGAN CHASE CO.
SOLEShares734.80K
TypeSH
Market value$106.6K
0.91%
Sole
734.80K
Shared
0.00
None
0.00
VISA INC. CLASS A
SOLEShares423.04K
TypeSH
Market value$97.3K
0.83%
Sole
423.04K
Shared
0.00
None
0.00
JOHNSON JOHNSON
SOLEShares606.73K
TypeSH
Market value$94.5K
0.80%
Sole
606.73K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares107.21K
TypeSH
Market value$89.0K
0.76%
Sole
107.21K
Shared
0.00
None
0.00
PROCTER GAMBLE CO
SOLEShares601.06K
TypeSH
Market value$87.7K
0.75%
Sole
601.06K
Shared
0.00
None
0.00
MASTERCARD INC-CLASS A
SOLEShares217.19K
TypeSH
Market value$86.0K
0.73%
Sole
217.19K
Shared
0.00
None
0.00
THE HOME DEPOT INC.
SOLEShares263.30K
TypeSH
Market value$79.6K
0.68%
Sole
263.30K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares448.49K
TypeSH
Market value$75.6K
0.64%
Sole
448.49K
Shared
0.00
None
0.00
ABBVIE INC COM
SOLEShares461.94K
TypeSH
Market value$68.9K
0.59%
Sole
461.94K
Shared
0.00
None
0.00
MERCK CO INC
SOLEShares648.14K
TypeSH
Market value$66.7K
0.57%
Sole
648.14K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares116.05K
TypeSH
Market value$65.6K
0.56%
Sole
116.05K
Shared
0.00
None
0.00
ADOBE INC
SOLEShares119.48K
TypeSH
Market value$60.9K
0.52%
Sole
119.48K
Shared
0.00
None
0.00
PEPSICO INC.
SOLEShares358.94K
TypeSH
Market value$60.8K
0.52%
Sole
358.94K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 3.86M | SH | $661.5K 5.63% | 3.86M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 1.94M | SH | $611.1K 5.20% | 1.94M | 0.00 | 0.00 |
AMAZON. COM INCSOLE | COM | 2.36M | SH | $300.4K 2.56% | 2.36M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 635.31K | SH | $276.4K 2.35% | 635.31K | 0.00 | 0.00 |
ALPHABET INC CLASS ASOLE | COM | 1.55M | SH | $202.2K 1.72% | 1.55M | 0.00 | 0.00 |
TESLA INC COMSOLE | COM | 720.49K | SH | $180.3K 1.53% | 720.49K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | COM | 1.32M | SH | $173.8K 1.48% | 1.32M | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | COM | 577.80K | SH | $173.5K 1.48% | 577.80K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL-BSOLE | COM | 460.15K | SH | $161.2K 1.37% | 460.15K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 241.08K | SH | $121.5K 1.03% | 241.08K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 1.01M | SH | $118.9K 1.01% | 1.01M | 0.00 | 0.00 |
LILLY ELI COSOLE | COM | 213.50K | SH | $114.7K 0.98% | 213.50K | 0.00 | 0.00 |
JPMORGAN CHASE CO.SOLE | COM | 734.80K | SH | $106.6K 0.91% | 734.80K | 0.00 | 0.00 |
VISA INC. CLASS ASOLE | COM | 423.04K | SH | $97.3K 0.83% | 423.04K | 0.00 | 0.00 |
JOHNSON JOHNSONSOLE | COM | 606.73K | SH | $94.5K 0.80% | 606.73K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 107.21K | SH | $89.0K 0.76% | 107.21K | 0.00 | 0.00 |
PROCTER GAMBLE COSOLE | COM | 601.06K | SH | $87.7K 0.75% | 601.06K | 0.00 | 0.00 |
MASTERCARD INC-CLASS ASOLE | COM | 217.19K | SH | $86.0K 0.73% | 217.19K | 0.00 | 0.00 |
THE HOME DEPOT INC.SOLE | COM | 263.30K | SH | $79.6K 0.68% | 263.30K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 448.49K | SH | $75.6K 0.64% | 448.49K | 0.00 | 0.00 |
ABBVIE INC COMSOLE | COM | 461.94K | SH | $68.9K 0.59% | 461.94K | 0.00 | 0.00 |
MERCK CO INCSOLE | COM | 648.14K | SH | $66.7K 0.57% | 648.14K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 116.05K | SH | $65.6K 0.56% | 116.05K | 0.00 | 0.00 |
ADOBE INCSOLE | COM | 119.48K | SH | $60.9K 0.52% | 119.48K | 0.00 | 0.00 |
PEPSICO INC.SOLE | COM | 358.94K | SH | $60.8K 0.52% | 358.94K | 0.00 | 0.00 |
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