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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 39 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 7,981.0 $520K 0.00% -73.0 -0.9% $65.15 +46.9%
762 MD PEDIATRIX MEDICAL GROUP INC Healthcare 24,314.0 $520K 0.00% -229.0 -0.9% $21.39 +11.6%
763 SEM SELECT MEDICAL HOLDINGS CORP Healthcare 31,643.0 $515K 0.00% -329.0 -1.0% $16.28 +1.7%
764 SIX FLAGS ENTERTAINMENT CORP. COM 29,040.0 $515K 0.00% -220.0 -0.8% $17.73
765 DXPE DXP ENTERPRISES INC Industrials 3,664.0 $512K 0.00% -39.0 -1.1% $139.74 +18.4%
766 ALG ALAMO GROUP INC Industrials 3,089.0 $510K 0.00% -30.0 -1.0% $165.10 -3.6%
767 LTC LTC PPTYS INC Real Estate 13,643.0 $507K 0.00% -129.0 -0.9% $37.16 +0.2%
768 WERN WERNER ENTERPRISES INC Industrials 17,238.0 $507K 0.00% -155.0 -0.9% $29.41 +38.9%
769 OFG OFG BANCORP COM Financial Services 12,479.0 $505K 0.00% -302.0 -2.4% $40.47 +18.7%
770 HMN HORACE MANN EDUCATORS Financial Services 11,714.0 $500K 0.00% -112.0 -0.9% $42.68 +18.9%
771 CNS COHEN STEERS INC Financial Services 7,940.0 $497K 0.00% -68.0 -0.8% $62.59 +21.5%
772 CHCO CITY HOLDING COMPANY Financial Services 4,136.0 $494K 0.00% -62.0 -1.5% $119.44 +8.5%
773 ADUS ADDUS HOMECARE CORP Healthcare 5,250.0 $492K 0.00% -28.0 -0.5% $93.71 +2.5%
774 KWR QUAKER HOUGHTON COM Basic Materials 3,944.0 $490K 0.00% -49.0 -1.2% $124.24 +17.9%
775 SHO SUNSTONE HOTEL INVESTORS INC Real Estate 54,422.0 $490K 0.00% -522.0 -0.9% $9.00 +30.4%
776 SN SHARKNINJA INC COM SHS Consumer Cyclical 4,626.0 $490K 0.00% -1K -19.2% $105.92 +27.4%
777 GTM ZOOMINFO TECHNOLOGIES INC COM Technology 81,808.0 $489K 0.00% -44K -34.9% $5.98 -54.7%
778 CRVL CORVEL CORP Financial Services 8,918.0 $487K 0.00% -108.0 -1.2% $54.61 +9.3%
779 WT WISDOMTREE INC COM Financial Services 33,358.0 $486K 0.00% -313.0 -0.9% $14.57 +28.1%
780 RAMP LIVERAMP HOLDINGS INC Technology 18,222.0 $483K 0.00% -309.0 -1.7% $26.51 +41.9%
Page 39 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%