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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 10 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 23,921.0 $4.0M 0.03% +1K +6.0% $166.09 +7.7%
182 VRSN VERISIGN INC Technology 15,755.0 $3.9M 0.03% +263.0 +1.7% $248.37 -0.3%
183 VNOM VIPER ENERGY INC CL A COM Energy 83,059.0 $3.9M 0.03% +7K +9.5% $46.99 -7.3%
184 AYI ACUITY INC Industrials 13,922.0 $3.9M 0.03% +261.0 +1.9% $280.20 +6.6%
185 MASI MASIMO CORPORATION Healthcare 21,832.0 $3.9M 0.03% +281.0 +1.3% $177.86 +1.2%
186 WRB WR BERKLEY CORP Financial Services 58,330.0 $3.9M 0.03% +3K +5.2% $66.28 +1.3%
187 UGI UGI CORPORATION Utilities 106,042.0 $3.9M 0.03% +10K +10.0% $36.42 -4.7%
188 LFUS LITTELFUSE INC Technology 11,242.0 $3.8M 0.03% +173.0 +1.6% $339.35 +37.6%
189 HALO HALOZYME TRERRAPEUTICS INC Healthcare 59,011.0 $3.8M 0.03% +2K +2.7% $64.63 +7.7%
190 AMG AFFILIATED MANAGERS GROUP INC Financial Services 13,731.0 $3.8M 0.03% +937.0 +7.3% $276.67 +26.6%
191 CR CRANE COMPANY COMMON STOCK Industrials 22,176.0 $3.8M 0.03% +491.0 +2.3% $171.00 +24.5%
192 EXPD EXPEDITORS INTL WASH INC Industrials 26,417.0 $3.8M 0.03% +1K +4.7% $143.24 +12.6%
193 ARWR ARROWHEAD PHARMACEUTICALS INC Healthcare 60,307.0 $3.8M 0.03% +20K +50.7% $62.70 +27.4%
194 EVRG EVERGY INC Utilities 46,061.0 $3.8M 0.03% +3K +7.5% $81.91 +3.6%
195 DD DUPONT DE NEMOURS INC Basic Materials 82,231.0 $3.8M 0.03% +1K +1.4% $45.80 +1.9%
196 CUBE CUBESMART Real Estate 102,504.0 $3.8M 0.03% +2K +1.7% $36.65 +11.5%
197 VMI VALMONT INDUSTRIES Industrials 9,272.0 $3.7M 0.03% +423.0 +4.8% $399.59 +45.9%
198 PRI PRIMERICA INC Financial Services 14,513.0 $3.6M 0.03% +326.0 +2.3% $250.47 +13.3%
199 NNN NNN REIT INC COM Real Estate 86,184.0 $3.6M 0.03% +3K +3.2% $42.03 +9.5%
200 HLI HOULIHAN LOKEY INC. Financial Services 25,205.0 $3.6M 0.03% +361.0 +1.4% $143.62 -2.1%
Page 10 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%