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Portfolio (Quarterly) Guide ↗

AMALGAMATED BANK

· CIK 0000919192
13F Portfolio $13.1B AUM 1,618 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 472 Added 984 Reduced 1371 Exited
Page 1 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 230,864.0 $78.0M 0.60% +9K +3.9% $337.84 +258.6%
2 PM PHILIP MORRIS INTL INC COM Consumer Defensive 290,260.0 $48.0M 0.37% +3K +0.9% $165.34 +4.7%
3 VZ VERIZON COMMUNICATIONS INC Communication Services 804,474.0 $40.4M 0.31% +22K +2.8% $50.20 -9.6%
4 T ATT INC Communication Services 1,367,044.0 $39.6M 0.30% +43K +3.2% $28.99 -23.8%
5 INTC INTEL CORPORATION Technology 833,921.0 $36.8M 0.28% +13K +1.6% $44.13 +219.4%
6 MCK MCKESSON CORPORATION Healthcare 32,843.0 $28.4M 0.22% +6K +21.0% $865.36 -13.9%
7 PANW PALO ALTO NETWORKS INC Technology 168,945.0 $27.1M 0.21% +19K +12.8% $160.32 +78.6%
8 NEM NEWMONT CORPORATION Basic Materials 218,148.0 $23.6M 0.18% +5K +2.3% $108.25 -6.0%
9 CB CHUBB LIMITED COM Financial Services 69,174.0 $22.5M 0.17% +1K +1.9% $325.93 -0.2%
10 MO ALTRIA GROUP INC Consumer Defensive 336,863.0 $22.2M 0.17% +25K +8.1% $65.99 +5.3%
11 CVS CVS HEALTH CORP COM Healthcare 295,868.0 $21.2M 0.16% +50K +20.2% $71.82 +41.0%
12 MDT MEDTRONIC PLC SHS COM Healthcare 238,875.0 $20.7M 0.16% +2K +0.7% $86.65 -8.5%
13 VRT VERTIV HOLDINGS CO Industrials 81,680.0 $20.5M 0.16% +48K +142.6% $250.58 +32.9%
14 SO SOUTHERN CO Utilities 205,421.0 $19.8M 0.15% +2K +0.9% $96.52 -3.2%
15 DUK DUKE ENERGY CORP Utilities 148,784.0 $19.5M 0.15% +5K +3.3% $130.94 -5.7%
16 WDC WESTERN DIGITAL CORP Technology 68,989.0 $18.7M 0.14% +2K +2.5% $270.49 +175.9%
17 NOC NORTHROP GRUMMAN CORP Industrials 25,557.0 $17.4M 0.13% +363.0 +1.4% $682.24 -25.6%
18 VLO VALERO ENERGY CORP Energy 69,633.0 $17.2M 0.13% +8K +12.3% $247.08 -4.4%
19 SANDISK CORP COM 26,427.0 $16.8M 0.13% +1K +4.1% $635.34
20 GD GENERAL DYNAMICS CORP. Industrials 48,826.0 $16.8M 0.13% +2K +4.4% $343.22 +0.0%
Page 1 of 24  ·  472 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Financial Services 11.2%
Consumer Cyclical 10.4%
Industrials 10.3%
Healthcare 9.6%
Communication Services 9.5%
Consumer Defensive 5.0%
Energy 4.3%
Utilities 2.9%
Real Estate 2.6%