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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 10 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CARR CARRIER GLOBAL CORPORATION Industrials 142,106.0 $8.0M 0.06% -6K -4.0% $56.31 +25.6%
182 PSA PUBLIC STORAGE COM Real Estate 29,364.0 $8.0M 0.06% -666.0 -2.2% $270.88 +18.6%
183 AA ALCOA CORP Basic Materials 118,779.0 $7.9M 0.06% -2K -1.5% $66.33 -17.0%
184 WAB WABTEC CORP Industrials 31,179.0 $7.8M 0.06% -617.0 -1.9% $249.91 +10.7%
185 MSCI MSCI INC Financial Services 14,116.0 $7.6M 0.06% -944.0 -6.3% $539.03 +7.9%
186 PYPL PAYPAL HOLDINGS INC Financial Services 167,529.0 $7.6M 0.06% -22K -11.5% $45.23 -7.8%
187 ROK ROCKWELL AUTOMATION INC Industrials 21,007.0 $7.5M 0.06% -389.0 -1.8% $358.88 +27.2%
188 AIG AMERICAN INTERNATIONAL GROUP Financial Services 99,927.0 $7.5M 0.06% -3K -2.5% $75.25 +1.7%
189 CBRE CBRE GROUP INC Real Estate 55,321.0 $7.5M 0.06% -1K -2.5% $135.46 -1.7%
190 PEG PUBLIC SERVICE ENTERPRISE GROUP INC Utilities 90,807.0 $7.4M 0.06% -1K -1.6% $80.95 +0.5%
191 EQT EQT CORPORATION Energy 112,994.0 $7.2M 0.06% -7K -5.8% $63.64 -18.8%
192 MET METLIFE INC. Financial Services 101,183.0 $7.2M 0.06% -3K -3.1% $70.72 +24.5%
193 COIN COINBASE GLOBAL INC COM CL A Financial Services 40,927.0 $7.1M 0.06% -4K -8.4% $174.60 -9.4%
194 VTR VENTAS INC Real Estate 86,105.0 $7.0M 0.05% -595.0 -0.7% $81.78 +1.5%
195 DHI D R HORTON INC Consumer Cyclical 51,273.0 $7.0M 0.05% -2K -4.6% $137.23 +13.7%
196 PCG PGE CORPORATION Utilities 399,189.0 $7.0M 0.05% -21K -5.0% $17.57 -4.6%
197 NDAQ NASDAQ INC Financial Services 81,813.0 $6.9M 0.05% -2K -1.9% $84.89 -2.8%
198 AXON AXON ENTERPRISE INC Industrials 16,302.0 $6.9M 0.05% -695.0 -4.1% $424.67 +2.0%
199 GRMN GARMIN LTD Technology 29,670.0 $6.9M 0.05% -1K -3.6% $232.02 +1.9%
200 FANG DIAMONDBACK ENERGY INC COM Energy 34,422.0 $6.8M 0.05% -3K -7.3% $197.78 -5.0%
Page 10 of 50  ·  984 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%