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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 15 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AVB AVALONBAY COMMUNITIES INC Real Estate 25,796.0 $4.2M 0.03% -390.0 -1.5% $163.36 +11.6%
282 SAIA SAIA INC. Industrials 11,986.0 $4.2M 0.03% -216.0 -1.8% $351.24 +22.7%
283 NU NU HLDGS LTD ORD SHS CL A Financial Services 289,861.0 $4.2M 0.03% -21K -6.6% $14.37 -12.4%
284 WSM WILLIAMS SONOMA INC Consumer Cyclical 22,544.0 $4.1M 0.03% -3K -10.8% $182.31 +24.0%
285 EFX EQUIFAX INC Industrials 22,486.0 $4.0M 0.03% -1K -5.3% $180.07 -15.3%
286 CHD CHURCH DWIGHT INC Consumer Defensive 43,006.0 $4.0M 0.03% -1K -2.9% $93.31 +3.4%
287 NTAP NETAPP INC Technology 39,063.0 $4.0M 0.03% -2K -4.2% $102.40 +54.1%
288 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 24,594.0 $4.0M 0.03% -425.0 -1.7% $162.48 -16.1%
289 HUM HUMANA INC Healthcare 22,792.0 $4.0M 0.03% -1K -6.0% $173.39 +107.1%
290 SNOW SNOWFLAKE INC Technology 26,162.0 $3.9M 0.03% -2K -5.5% $150.83 +52.8%
291 LNG CHENIERE ENERGY INC Energy 13,903.0 $3.9M 0.03% -989.0 -6.6% $283.75 -17.5%
292 ZION ZIONS BANCORPORATION N.A. Financial Services 67,176.0 $3.9M 0.03% -831.0 -1.2% $57.62 +16.5%
293 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 25,664.0 $3.9M 0.03% -549.0 -2.1% $150.02 -4.4%
294 ALB ALBEMARLE CORPORATION Basic Materials 21,437.0 $3.8M 0.03% -334.0 -1.5% $179.55 -16.5%
295 CF CF INDUSTRIES HOLDINGS INC Basic Materials 29,528.0 $3.8M 0.03% -3K -8.1% $129.84 -21.3%
296 EQR EQUITY RESIDENTIAL Real Estate 64,732.0 $3.8M 0.03% -1K -1.7% $59.15 +11.1%
297 SMURFIT WESTROCK PLC SHS COM 95,005.0 $3.8M 0.03% -5K -4.5% $39.85
298 LYB LYONDELLBASELL INDUSTRIES N V SHS COM Basic Materials 46,801.0 $3.8M 0.03% -3K -5.7% $80.55 -28.5%
299 DLTR DOLLAR TREE INC Consumer Defensive 33,903.0 $3.7M 0.03% -2K -6.0% $109.52 +3.6%
300 COLB COLUMBIA BANKING SYSTEM INC Financial Services 134,193.0 $3.7M 0.03% -1K -1.0% $27.43 +14.0%
Page 15 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%