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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 8 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNM UNUM GROUP Financial Services 70,867.0 $5.2M 0.04% +1K +1.5% $73.02 +25.1%
142 SF STIFEL FINL CORP Financial Services 69,174.0 $5.1M 0.04% +24K +52.9% $73.92 -0.2%
143 ALLY ALLY FINANCIAL INC Financial Services 130,146.0 $5.1M 0.04% +1K +0.8% $39.23 +15.7%
144 ENSG ENSIGN GROUP INC Healthcare 24,888.0 $5.0M 0.04% +710.0 +2.9% $201.50 -20.1%
145 DINO HF SINCLAIR CORPORATION COM Energy 79,260.0 $4.9M 0.04% +6K +8.5% $62.39 +3.9%
146 ES EVERSOURCE ENERGY COM Utilities 71,252.0 $4.9M 0.04% +1K +1.8% $69.28 +2.7%
147 CINF CINCINNATI FINL CORP COM Financial Services 31,208.0 $4.9M 0.04% +2K +6.1% $157.36 +10.9%
148 BMRN BIOMARIN PHARMACEUTICALS INC Healthcare 86,329.0 $4.9M 0.04% +949.0 +1.1% $56.49 -0.0%
149 ARMK ARAMARK Industrials 120,115.0 $4.9M 0.04% +2K +2.0% $40.54 +34.0%
150 BLD TOPBUILD CORP Industrials 13,549.0 $4.8M 0.04% +602.0 +4.7% $351.32 +17.3%
151 ONTO ONTO INNOVATION INC Technology 22,606.0 $4.6M 0.04% +232.0 +1.0% $205.08 +55.8%
152 OSK OSHKOSH CORP Industrials 31,394.0 $4.6M 0.04% +3K +8.8% $147.23 -3.0%
153 WMS ADVANCED DRAIN SYS INC DEL Industrials 32,956.0 $4.5M 0.04% +403.0 +1.2% $137.12 +3.1%
154 OGE OGE ENERGY CORP Utilities 93,967.0 $4.5M 0.03% +5K +5.9% $47.96 +0.7%
155 CMS CMS ENERGY CORP Utilities 58,087.0 $4.5M 0.03% +2K +3.2% $77.57 -3.5%
156 AIT APPLIED INDUSTRIAL TECHNOLOGIES INC Industrials 16,964.0 $4.5M 0.03% +132.0 +0.8% $265.33 +26.2%
157 EHC ENCOMPASS HEALTH CORP Healthcare 46,536.0 $4.5M 0.03% +2K +4.3% $96.72 +4.5%
158 DCI DONALDSON CO Industrials 53,010.0 $4.5M 0.03% +2K +3.9% $84.87 +0.8%
159 EGP EASTGROUP PROPERTIES Real Estate 24,028.0 $4.4M 0.03% +698.0 +3.0% $185.08 +11.0%
160 DY DYCOM INDUSTRIES INC Industrials 12,895.0 $4.4M 0.03% +732.0 +6.0% $338.81 +40.1%
Page 8 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%