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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 6 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHW SHERWIN-WILLIAMS CO. Basic Materials 47,955.0 $15.4M 0.12% -2K -3.1% $320.55 -1.1%
102 PNC PNC FINL SVCS GROUP INC COM Financial Services 73,551.0 $15.3M 0.12% -817.0 -1.1% $208.09 +12.8%
103 SNPS SYNOPSYS INC Technology 38,542.0 $15.3M 0.12% -842.0 -2.1% $396.48 +17.2%
104 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 55,013.0 $15.1M 0.12% -5K -7.8% $275.17 +12.4%
105 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 115,587.0 $15.1M 0.12% -1K -1.1% $130.95 +13.2%
106 USB US BANCORP Financial Services 288,613.0 $15.0M 0.12% -10K -3.2% $52.01 +12.8%
107 SLB SLB LIMITED COM STK Energy 289,011.0 $14.9M 0.11% -26K -8.2% $51.39 -6.7%
108 MAR MARRIOTT INTL INC CL A Consumer Cyclical 45,071.0 $14.7M 0.11% -2K -4.7% $327.06 +17.5%
109 HLT HILTON WORLDWIDE HOLDINGS INC Consumer Cyclical 48,323.0 $14.7M 0.11% -2K -4.0% $304.08 +12.8%
110 EOG EOG RESOURCES INC Energy 101,454.0 $14.7M 0.11% -7K -6.5% $144.57 -8.1%
111 MMM 3M COMPANY Industrials 100,880.0 $14.7M 0.11% -1K -1.1% $145.23 +12.4%
112 REGN REGENERON PHARMACEUTICALS Healthcare 18,737.0 $14.5M 0.11% -523.0 -2.7% $772.64 -20.7%
113 FDX FEDEX CORPORATION Industrials 40,402.0 $14.4M 0.11% -2K -4.2% $356.17 -7.7%
114 AON AON PLC SHS CL A COM Financial Services 44,362.0 $14.3M 0.11% -1K -3.0% $322.78 -2.8%
115 CSX CSX CORPORATION Industrials 346,185.0 $14.2M 0.11% -2K -0.6% $41.05 +12.5%
116 MCO MOODY'S CORPORATION Financial Services 32,445.0 $14.2M 0.11% -1K -3.1% $436.25 +2.5%
117 MSI MOTOROLA SOLUTIONS INC Technology 32,011.0 $13.9M 0.11% -970.0 -2.9% $433.98 -9.6%
118 CI THE CIGNA GROUP COM Healthcare 51,028.0 $13.6M 0.10% -453.0 -0.9% $266.76 +5.7%
119 ITW ILLINOIS TOOL WORKS Industrials 52,047.0 $13.5M 0.10% -1K -2.0% $260.28 +1.9%
120 ROST ROSS STORES INC Consumer Cyclical 62,179.0 $13.5M 0.10% -1K -1.9% $216.63 +9.4%
Page 6 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%