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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 17 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 15,337.0 $3.3M 0.03% -2K -10.8% $215.88 -39.0%
322 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 9,937.0 $3.3M 0.03% -742.0 -7.0% $330.88 -12.9%
323 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 36,330.0 $3.3M 0.03% -1K -2.8% $90.42 -3.7%
324 WST WEST PHARMACEUTICAL SVCS INC Healthcare 13,077.0 $3.3M 0.03% -523.0 -3.9% $250.67 +31.5%
325 APA APA CORPORATION COM Energy 76,963.0 $3.3M 0.03% -800.0 -1.0% $42.44 -19.4%
326 MRNA MODERNA INC Healthcare 63,811.0 $3.2M 0.03% -777.0 -1.2% $50.81 +20.1%
327 NOV NOV INC COM Energy 172,211.0 $3.2M 0.03% -964.0 -0.6% $18.81 -0.3%
328 HPQ HP INC Technology 168,344.0 $3.2M 0.03% -14K -7.6% $19.21 +23.2%
329 EL ESTEE LAUDER COMPANIES-CL A Consumer Defensive 44,903.0 $3.2M 0.03% -1K -2.5% $71.78 +16.7%
330 FTV FORTIVE CORPORATION Technology 58,281.0 $3.2M 0.03% -1K -2.0% $55.28 +9.1%
331 LULU LULULEMON ATHLETICA INC Consumer Cyclical 20,966.0 $3.2M 0.03% -2K -10.3% $153.11 -28.9%
332 WY WEYERHAEUSER COMPANY Real Estate 131,365.0 $3.2M 0.03% -3K -2.5% $24.43 -0.7%
333 AAL AMERICAN AIRLINES GROUP INC Industrials 297,876.0 $3.2M 0.02% -10K -3.4% $10.74 +50.3%
334 AGCO AGCO CORPORATION Industrials 27,452.0 $3.2M 0.02% -340.0 -1.2% $115.87 -4.0%
335 CSGP COSTAR GROUP INC Real Estate 78,350.0 $3.2M 0.02% -1K -1.9% $40.34 -25.0%
336 PTC PTC INC Technology 22,136.0 $3.2M 0.02% -854.0 -3.7% $142.48 -21.2%
337 PODD INSULET CORPORATION Healthcare 14,991.0 $3.1M 0.02% -698.0 -4.5% $209.86 -31.4%
338 LII LENNOX INTL INC Industrials 6,732.0 $3.1M 0.02% -381.0 -5.4% $464.20 +12.8%
339 HOLOGIC INC 41,178.0 $3.1M 0.02% -359.0 -0.9% $75.60
340 ANGLOGOLD ASHANTI PLC COM SHS 31,562.0 $3.1M 0.02% -2K -5.5% $97.36
Page 17 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%