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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 12 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KEX KIRBY CORPORATION Industrials 24,910.0 $3.3M 0.03% +275.0 +1.1% $132.88 +4.0%
222 SITM SITIME CORP Technology 9,534.0 $3.3M 0.03% +3K +49.9% $345.40 +104.7%
223 WFRD WEATHERFORD INTL PLC ORD SHS COM Energy 34,771.0 $3.3M 0.03% +541.0 +1.6% $94.59 -3.0%
224 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 143,577.0 $3.3M 0.03% +23K +18.6% $22.77 +46.3%
225 FLR FLUOR CORPORATION Industrials 69,681.0 $3.3M 0.03% +2K +2.7% $46.66 +14.4%
226 SSD SIMPSON MANUFACTURING CO INC Industrials 18,879.0 $3.2M 0.03% +243.0 +1.3% $171.62 +15.2%
227 INGR INGREDION INC Consumer Defensive 28,371.0 $3.2M 0.02% +302.0 +1.1% $112.65 -13.0%
228 FCFS FIRSTCASH HOLDINGS INC COM Financial Services 16,762.0 $3.2M 0.02% +383.0 +2.3% $187.98 +18.9%
229 CHWY CHEWY INC CL-A Consumer Cyclical 115,590.0 $3.1M 0.02% +5K +4.2% $27.00 -33.9%
230 STAG STAG INDUSTRIAL INC Real Estate 86,263.0 $3.1M 0.02% +4K +5.4% $36.06 +7.8%
231 JEF JEFFERIES FINANCIAL GROUP INC Financial Services 74,885.0 $3.1M 0.02% +2K +2.0% $41.28 +46.6%
232 HQY HEALTHEQUITY INC Healthcare 36,933.0 $3.1M 0.02% +679.0 +1.9% $83.56 +1.6%
233 BROS DUTCH BROS INC CL A COM Consumer Cyclical 60,728.0 $3.1M 0.02% +50K +471.3% $50.65 +33.1%
234 HII HUNTINGTON INGALLS INDUSTRIE Industrials 8,043.0 $3.1M 0.02% +572.0 +7.7% $379.96 -25.4%
235 PB PROSPERITY BANCSHARES INC Financial Services 45,023.0 $3.0M 0.02% +3K +7.8% $67.19 +7.6%
236 CBSH COMMERCE BANCSHARES INC Financial Services 61,382.0 $3.0M 0.02% +4K +7.4% $49.20 +13.7%
237 SLAB SILICON LABORATORIES INC Technology 14,237.0 $3.0M 0.02% +410.0 +3.0% $208.12 +5.1%
238 CMC COMMERCIAL METALS CO Basic Materials 47,963.0 $2.9M 0.02% +1K +2.6% $61.42 +15.8%
239 ORA ORMAT TECHNOLOGIES INC Utilities 26,287.0 $2.9M 0.02% +682.0 +2.7% $111.92 +10.2%
240 MP MP MATERIALS CORP COM CL A Basic Materials 60,935.0 $2.9M 0.02% +2K +2.7% $48.26 +22.0%
Page 12 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%