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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 16 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BIO BIO RAD LABS INC CL A Healthcare 8,196.0 $2.3M 0.02% +208.0 +2.6% $278.79 -3.0%
302 AVT AVNET Technology 36,774.0 $2.3M 0.02% +456.0 +1.3% $61.62 +45.4%
303 HWC HANCOCK WHITNEY CORP Financial Services 35,641.0 $2.3M 0.02% +396.0 +1.1% $63.58 +13.2%
304 GL GLOBE LIFE INC Financial Services 16,259.0 $2.3M 0.02% +579.0 +3.7% $139.18 +26.1%
305 BKH BLACK HILLS CORP Utilities 32,568.0 $2.3M 0.02% +849.0 +2.7% $69.42 +6.4%
306 NEU NEWMARKET CORPORATION Basic Materials 3,525.0 $2.3M 0.02% +183.0 +5.5% $640.85 +22.3%
307 OGS ONE GAS INC Utilities 25,936.0 $2.2M 0.02% +673.0 +2.7% $86.14 -9.5%
308 BYD BOYD GAMING CORP Consumer Cyclical 27,055.0 $2.2M 0.02% +898.0 +3.4% $82.17 +5.2%
309 VIAV VIAVI SOLUTIONS INC Technology 66,132.0 $2.2M 0.02% +1K +2.0% $33.28 +59.1%
310 STANDARDAERO INC COM 85,058.0 $2.2M 0.02% +78K +1064.7% $25.83
311 MOH MOLINA HEALTHCARE INC Healthcare 16,476.0 $2.2M 0.02% +5K +48.4% $133.28 +47.5%
312 UHS UNIVERSAL HEALTH SERVICES-B Healthcare 12,184.0 $2.2M 0.02% +1K +10.4% $179.01 -18.5%
313 LNTH LANTHEUS HOLDING Healthcare 28,690.0 $2.2M 0.02% +745.0 +2.7% $75.85 +39.8%
314 TNL TRAVEL PLUS LEISURE CO COM Consumer Cyclical 31,430.0 $2.2M 0.02% +1K +4.7% $69.20 +9.2%
315 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 12,779.0 $2.2M 0.02% +198.0 +1.6% $170.04 -15.8%
316 AGX ARGAN INC. Industrials 3,978.0 $2.2M 0.02% +4K +842.6% $544.75 +35.3%
317 GNTX GENTEX CORPORATION Consumer Cyclical 98,519.0 $2.2M 0.02% +1K +1.5% $21.85 +13.3%
318 JXN JACKSON FINANCIAL INC COM CL A Financial Services 20,282.0 $2.1M 0.02% +486.0 +2.5% $105.71 +4.0%
319 HOMB HOME BANCSHARES INC COM Financial Services 79,262.0 $2.1M 0.02% +2K +2.7% $26.94 +4.6%
320 PATH UIPATH INC CL A Technology 191,369.0 $2.1M 0.02% +4K +2.0% $11.10 -8.5%
Page 16 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%