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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 4 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FITB FIFTH THIRD BANCORP Financial Services 168,528.0 $7.8M 0.06% +40K +31.1% $46.46 +15.4%
62 ED CONSOLIDATED EDISON INC Utilities 68,844.0 $7.8M 0.06% +2K +2.7% $113.18 -5.5%
63 NRG NRG ENERGY INC Utilities 52,906.0 $7.7M 0.06% +8K +17.8% $146.15 -5.0%
64 NXT NEXTPOWER INC CLASS A Technology 64,110.0 $7.7M 0.06% +2K +2.7% $120.54 +7.1%
65 HIG HARTFORD INSURANCE GROUP INC Financial Services 56,991.0 $7.7M 0.06% +5K +8.9% $135.23 -4.2%
66 OVV OVINTIV INC Energy 129,029.0 $7.7M 0.06% +9K +7.3% $59.36 -8.0%
67 PR PERMIAN RESOURCES CORP CLASS A COM Energy 354,706.0 $7.6M 0.06% +19K +5.8% $21.32 -10.9%
68 ITT ITT INC Industrials 39,242.0 $7.5M 0.06% +2K +4.2% $190.54 +4.6%
69 SOMNIGROUP INTERNATIONAL INC 100,743.0 $7.4M 0.06% +1K +1.1% $73.92
70 RS RELIANCE INC COM Basic Materials 24,157.0 $7.3M 0.06% +749.0 +3.2% $303.93 +32.8%
71 WEC WEC ENERGY GROUP INC Utilities 61,705.0 $7.1M 0.06% +1K +2.3% $115.78 -3.1%
72 ANNALY CAPITAL MANAGEMENT INC COM NEW 335,572.0 $7.1M 0.05% +32K +10.6% $21.15
73 MKSI MKS INC. Technology 30,869.0 $7.1M 0.05% +410.0 +1.4% $229.81 +83.0%
74 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 97,163.0 $7.1M 0.05% +5K +5.8% $72.69 +4.9%
75 APG API GROUP CORP Industrials 171,883.0 $7.0M 0.05% +8K +5.2% $40.52 +5.6%
76 JBL JABIL INC Technology 26,113.0 $6.9M 0.05% +2K +10.3% $265.61 +42.0%
77 JLL JONES LANG LASALLE INC Real Estate 22,625.0 $6.9M 0.05% +717.0 +3.3% $304.31 -3.1%
78 TLN TALEN ENERGY CORP COM Utilities 21,524.0 $6.9M 0.05% +679.0 +3.3% $319.23 +37.2%
79 WPC WP CAREY INC Real Estate 100,848.0 $6.9M 0.05% +4K +4.6% $67.96 +4.8%
80 EME EMCOR GROUP INC Industrials 9,192.0 $6.8M 0.05% +51.0 +0.6% $738.36 +17.7%
Page 4 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%