AMALGAMATED BANK

Salesforce was the largest of seven full exits from Amalgamated Bank's book this quarter — $48.1 million eliminated entirely — grouped with similarly sized clean-outs in Intuitive Surgical ($43.7 million), Thermo Fisher Scientific ($40.4 million), Abbott Laboratories ($40.2 million), Intuit ($40.2 million), and Morgan Stanley ($39.9 million). All six landed in a tight $40-48 million band, suggesting a systematic pruning of similarly sized peripheral positions rather than six unrelated stock calls. By contrast, the fund's true core — NVIDIA, Apple, Microsoft, Meta — was only trimmed 1.6-4.4% in share count, a modest rebalancing rather than a retreat. RTX Corp's apparent sale-and-repurchase is a CUSIP reissuance, not a genuine trade.