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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 5 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EWBC EAST WEST BANCORP INC Financial Services 63,076.0 $6.7M 0.05% +619.0 +1.0% $106.76 +21.0%
82 WCC WESCO INTERNATIONAL INC Industrials 24,466.0 $6.7M 0.05% +2K +7.2% $273.60 +33.5%
83 EXPE EXPEDIA GROUP INC Consumer Cyclical 28,760.0 $6.6M 0.05% +295.0 +1.0% $230.88 +3.1%
84 MTSI MACOM TECHNOLOGY SOLUTIONS HOLDS INC Technology 29,496.0 $6.5M 0.05% +762.0 +2.6% $222.06 +78.4%
85 CLH CLEAN HARBORS INC Industrials 22,717.0 $6.5M 0.05% +428.0 +1.9% $286.75 +0.9%
86 GGG GRACO INC COM Industrials 74,846.0 $6.3M 0.05% +2K +2.5% $84.65 -10.8%
87 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 47,568.0 $6.3M 0.05% +794.0 +1.7% $131.75 +22.7%
88 LECO LINCOLN ELECTRIC HOLDINGS Industrials 25,039.0 $6.2M 0.05% +733.0 +3.0% $249.09 +10.3%
89 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 72,504.0 $6.2M 0.05% +1K +2.0% $85.66 +19.8%
90 SNX TD SYNNEX CORPORATION Technology 36,764.0 $6.2M 0.05% +3K +7.7% $168.70 +67.9%
91 DTM DT MIDSTREAM INC COMMON STOCK COM Energy 45,994.0 $6.2M 0.05% +1K +2.6% $134.67 +7.7%
92 OKTA OKTA INC Technology 78,323.0 $6.2M 0.05% +645.0 +0.8% $78.71 +47.3%
93 NYT NEW YORK TIMES CO-A Communication Services 73,517.0 $6.2M 0.05% +2K +2.6% $83.74 -13.9%
94 PEN PENUMBRA INC Healthcare 18,678.0 $6.1M 0.05% +176.0 +0.9% $328.35 -3.7%
95 GWRE GUIDEWIRE SOFTWARE INC Technology 40,801.0 $6.1M 0.05% +539.0 +1.3% $149.56 -31.3%
96 RGA REINSURANCE GROUP OF AMERICA Financial Services 29,729.0 $6.1M 0.05% +545.0 +1.9% $204.14 +2.5%
97 IBKR INTERACTIVE BROKERS GRO-CL A Financial Services 90,334.0 $6.1M 0.05% +3K +3.5% $67.07 +44.3%
98 DG DOLLAR GENERAL CORP Consumer Defensive 50,743.0 $6.0M 0.05% +6K +13.3% $118.74 -5.3%
99 LSCC LATTICE SEMICONDUCTOR CORP Technology 64,886.0 $6.0M 0.05% +397.0 +0.6% $92.76 +67.4%
100 BJ BJ'S WHOLESALE CLUB HOLDINGS Consumer Defensive 60,526.0 $6.0M 0.05% +443.0 +0.7% $98.42 -14.8%
Page 5 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%