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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 18 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HIMS HIMS HERS HEALTH INC COM CL A Healthcare 89,955.0 $1.9M 0.01% +2K +2.7% $20.75 +58.8%
342 BCO BRINKS CO Industrials 17,979.0 $1.9M 0.01% +467.0 +2.7% $103.62 -6.7%
343 OPCH OPTION CARE HEALTH INC Healthcare 68,655.0 $1.8M 0.01% +2K +2.7% $26.92 -18.4%
344 ASB ASSOCIATED BANC-CORP Financial Services 70,819.0 $1.8M 0.01% +2K +2.7% $25.85 +15.6%
345 RYAN RYAN SPECIALTY HOLDINGS INC CL A Financial Services 54,265.0 $1.8M 0.01% +961.0 +1.8% $33.74 +2.3%
346 NOVT NOVANTA INC Technology 15,477.0 $1.8M 0.01% +402.0 +2.7% $118.11 +28.1%
347 EPRT ESSENTIAL PROPERTIES REALTY TRUST INC Real Estate 59,881.0 $1.8M 0.01% +2K +3.9% $30.36 -0.0%
348 APPF APPFOLIO INC CLASS A Technology 11,478.0 $1.8M 0.01% +535.0 +4.9% $157.78 -7.1%
349 LW LAMB WESTON HOLDING INC Consumer Defensive 42,791.0 $1.8M 0.01% +15K +55.6% $42.25 +6.2%
350 PEGA PEGASYSTEMS INC Technology 42,101.0 $1.8M 0.01% +383.0 +0.9% $42.56 -29.9%
351 BRKR BRUKER CORP Healthcare 49,525.0 $1.8M 0.01% +648.0 +1.3% $36.12 +52.6%
352 RPRX ROYALTY PHARMA PLC SHS CLASS A COM Healthcare 36,769.0 $1.8M 0.01% +15K +69.4% $47.98 +15.4%
353 WYNN WYNN RESORTS LTD Consumer Cyclical 17,358.0 $1.8M 0.01% +231.0 +1.4% $101.57 +2.0%
354 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 23,826.0 $1.8M 0.01% +601.0 +2.6% $73.91 -3.1%
355 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 55,796.0 $1.8M 0.01% +1K +2.7% $31.53 +76.1%
356 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 26,573.0 $1.8M 0.01% +705.0 +2.7% $65.93 +7.6%
357 EPR EPR PROPERTIES Real Estate 34,803.0 $1.7M 0.01% +1K +3.2% $49.97 +18.4%
358 PBF PBF ENERGY INC. CLASS A Energy 35,917.0 $1.7M 0.01% +1K +3.5% $47.61 -14.5%
359 MKL MARKEL GROUP INC COM Financial Services 893.0 $1.7M 0.01% +153.0 +20.7% $1913.77 -1.0%
360 FLAGSTAR BANK N.A. 129,621.0 $1.7M 0.01% +3K +2.7% $13.17
Page 18 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%