Portfolio (Quarterly)
Guide ↗
AMALGAMATED BANK
· CIK 0000919192| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | ERAS | ERASCA INC COM | Healthcare | 5,454 | $20K | — | SOLD |
| 502 | TDUP | THREDUP INC CL A | Consumer Cyclical | 3,081 | $20K | — | SOLD |
| 503 | ZGN | ERMENEGILDO ZEGNA N V ORD SHS | Consumer Cyclical | 1,941 | $20K | — | SOLD |
| 504 | — | ADTRAN HOLDINGS INC COM | — | 2,337 | $20K | — | SOLD |
| 505 | LXEO | LEXEO THERAPEUTICS INC COM | Healthcare | 1,982 | $20K | — | SOLD |
| 506 | SERV | SERVE ROBOTICS INC COM | Industrials | 1,964 | $20K | — | SOLD |
| 507 | NAVN | NAVAN INC CL A COM | Technology | 1,175 | $20K | — | SOLD |
| 508 | BKV | BKV CORP COM | Energy | 700 | $19K | — | SOLD |
| 509 | SEPN | SEPTERNA INC COM | Healthcare | 672 | $19K | — | SOLD |
| 510 | CCBG | CAPITAL CITY BANK GROUP INC | Financial Services | 436 | $19K | — | SOLD |
| 511 | NWPX | NWPX INFRASTRUCTURE INC | Industrials | 297 | $19K | — | SOLD |
| 512 | TREE | LENDINGTREE INC NEW | Financial Services | 351 | $19K | — | SOLD |
| 513 | FISI | FINANCIAL INSTITUTIONS INC | Financial Services | 624 | $19K | — | SOLD |
| 514 | HNRG | HALLADOR ENERGY CO | Energy | 975 | $19K | — | SOLD |
| 515 | CSV | CARRIAGE SERVICES | Consumer Cyclical | 446 | $19K | — | SOLD |
| 516 | DJCO | DAILY JOURNAL CORP | Technology | 40 | $19K | — | SOLD |
| 517 | UAMY | UNITED STATES ANTIMONY CORP | Basic Materials | 3,739 | $19K | — | SOLD |
| 518 | MPB | MID PENN BANCORP INC | Financial Services | 614 | $19K | — | SOLD |
| 519 | IIIV | 13 VERTICALS INC CL A | Technology | 739 | $19K | — | SOLD |
| 520 | GOSS | GOSSAMER BIO INC | Healthcare | 6,037 | $19K | — | SOLD |
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%