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Portfolio (Quarterly) Guide ↗

AMALGAMATED BANK

· CIK 0000919192
13F Portfolio $13.9B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2983 New
Page 3 of 150  ·  2,983 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RTX CORPORATION COM Industrials 247,607.0 $45.4M 0.33% NEW $183.40 +0.8%
42 ISRG INTUITIVE SURGICAL INC Healthcare 77,189.0 $43.7M 0.32% NEW $566.36 -29.2%
43 AMAT APPLIED MATERIALS INC Technology 161,790.0 $41.6M 0.30% NEW $256.99 +127.6%
44 MCD MCDONALD'S CORP. Consumer Cyclical 132,374.0 $40.5M 0.29% NEW $305.63 -11.2%
45 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 69,800.0 $40.4M 0.29% NEW $579.46 -19.5%
46 ABT ABBOTT LABORATORIES Healthcare 321,096.0 $40.2M 0.29% NEW $125.29 -27.5%
47 INTU INTUIT INC Technology 60,689.0 $40.2M 0.29% NEW $662.43 -61.0%
48 C CITIGROUP INC COM NEW Financial Services 342,456.0 $40.0M 0.29% NEW $116.69 +24.8%
49 MS MORGAN STANLEY COM NEW Financial Services 224,835.0 $39.9M 0.29% NEW $177.53 +28.1%
50 GEV GE VERNOVA INC COM Utilities 60,591.0 $39.6M 0.29% NEW $653.56 +60.4%
51 AXP AMERICAN EXPRESS CO. Financial Services 106,650.0 $39.5M 0.28% NEW $369.95 -9.0%
52 DIS WALT DISNEY CO/THE Communication Services 344,503.0 $39.2M 0.28% NEW $113.77 -9.2%
53 UBER UBER TECHNOLOGIES INC Technology 478,713.0 $39.1M 0.28% NEW $81.71 -14.4%
54 APP APPLOVIN CORP COM CL A Technology 57,102.0 $38.5M 0.28% NEW $673.81 -30.3%
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 7,112.0 $38.1M 0.28% NEW $5355.31 -96.8%
56 PEP PEPSICO INC Consumer Defensive 257,911.0 $37.0M 0.27% NEW $143.52 -1.3%
57 AMGN AMGEN INC Healthcare 112,550.0 $36.8M 0.27% NEW $327.31 +6.3%
58 QCOM QUALCOMM INC Technology 214,905.0 $36.8M 0.27% NEW $171.05 +17.7%
59 LIN LINDE PLC SHS COM Basic Materials 86,124.0 $36.7M 0.27% NEW $426.39 +20.9%
60 APH AMPHENOL CORPORATION CLASS A Technology 264,910.0 $35.8M 0.26% NEW $135.14 +18.8%
Page 3 of 150  ·  2,983 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 34.0%
Financial Services 12.0%
Consumer Cyclical 11.0%
Communication Services 9.9%
Healthcare 9.6%
Industrials 9.3%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.5%
Real Estate 2.4%