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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 11 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 76,439.0 $3.6M 0.03% +71K +1337.9% $47.16 +3.2%
202 L LOEWS CORPORATION Financial Services 33,731.0 $3.6M 0.03% +2K +7.5% $106.73 +3.6%
203 MOOG INC. CLASS A 12,281.0 $3.6M 0.03% +4K +48.8% $292.65
204 TTEK TETRA TECH INC Industrials 118,784.0 $3.6M 0.03% +880.0 +0.8% $30.12 -6.9%
205 IDA IDACORP INC Utilities 24,784.0 $3.5M 0.03% +1K +4.6% $142.96 +1.6%
206 CTRE CARETRUST REIT INC Real Estate 96,629.0 $3.5M 0.03% +32K +48.8% $36.65 +5.9%
207 CRUS CIRRUS LOGIC INC Technology 24,234.0 $3.5M 0.03% +988.0 +4.2% $144.63 +9.1%
208 BUNGE GLOBAL SA COM SHS 27,474.0 $3.5M 0.03% +1K +4.9% $127.21
209 AM ANTERO MIDSTREAM CORP Energy 152,955.0 $3.5M 0.03% +5K +3.2% $22.80 -2.6%
210 UMBF UMB FINANCIAL CORP Financial Services 30,910.0 $3.5M 0.03% +804.0 +2.7% $112.78 +23.7%
211 CYTK CYTOKINETICS INC Healthcare 52,801.0 $3.5M 0.03% +2K +4.3% $65.91 +21.4%
212 LNT ALLIANT ENERGY CORP Utilities 48,355.0 $3.5M 0.03% +756.0 +1.6% $71.76 +3.9%
213 FR FIRST INDUSTRIAL REALTY TR (REIT) Real Estate 59,808.0 $3.5M 0.03% +2K +3.4% $57.85 +10.0%
214 WTS WATTS WATER TECHNOLOGIES-A Industrials 11,858.0 $3.4M 0.03% +315.0 +2.7% $290.27 +20.6%
215 REXR REXFORD INDUSTRIAL REALTY INC Real Estate 104,081.0 $3.4M 0.03% +2K +1.5% $32.73 +2.9%
216 APTIV PLC COM SHS 48,994.0 $3.4M 0.03% +3K +6.0% $69.44
217 IDCC INTERDIGITAL INC Technology 11,112.0 $3.4M 0.03% +4K +48.4% $302.02 -7.6%
218 SEIC SEI INVESTMENT COMPANY Financial Services 42,667.0 $3.3M 0.03% +1K +2.7% $78.47 +15.0%
219 ARW ARROW ELECTRONICS INC Technology 23,185.0 $3.3M 0.03% +269.0 +1.2% $143.41 +57.2%
220 ONB OLD NATL BANCORP IND COM Financial Services 150,041.0 $3.3M 0.03% +4K +2.4% $22.10 +14.6%
Page 11 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%