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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 7 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CL COLGATE PALMOLIVE CO. Consumer Defensive 157,762.0 $13.4M 0.10% -3K -1.8% $85.23 +6.7%
122 EMR EMERSON ELEC CO Industrials 102,460.0 $13.4M 0.10% -2K -2.3% $131.02 +10.6%
123 CRH PLC ORD COM 126,141.0 $13.3M 0.10% -2K -1.3% $105.12
124 UPS UNITED PARCEL SVCS INC COM CL B Industrials 134,213.0 $13.2M 0.10% -7K -5.2% $98.38 +8.3%
125 ECL ECOLAB INC Basic Materials 47,985.0 $12.8M 0.10% -837.0 -1.7% $266.02 +1.9%
126 CTAS CINTAS CORPORATION Industrials 71,851.0 $12.2M 0.09% -2K -3.3% $169.14 +0.1%
127 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 442,138.0 $12.1M 0.09% -15K -3.2% $27.46 -2.6%
128 TDG TRANSDIGM GROUP INC Industrials 10,458.0 $12.1M 0.09% -272.0 -2.5% $1158.92 +11.5%
129 KMI KINDER MORGAN INC Energy 358,444.0 $12.0M 0.09% -6K -1.6% $33.53 -3.7%
130 KKR KKR CO INC Financial Services 128,334.0 $11.9M 0.09% -7K -5.0% $92.50 +2.5%
131 ELV ELEVANCE HEALTH INC Healthcare 40,447.0 $11.8M 0.09% -2K -4.2% $292.75 +34.7%
132 DASH DOORDASH INC CL A Communication Services 78,285.0 $11.8M 0.09% -4K -4.4% $150.14 +16.0%
133 SRE SEMPRA COM Utilities 120,244.0 $11.7M 0.09% -798.0 -0.7% $97.17 -5.2%
134 APD AIR PRODUCTS CHEMICALS INC Basic Materials 40,081.0 $11.6M 0.09% -1K -2.5% $290.49 -2.5%
135 SPG SIMON PROPERTY GROUP INC Real Estate 61,894.0 $11.5M 0.09% -1K -2.1% $186.53 +16.2%
136 TRGP TARGA RESOURCES CORP Energy 45,548.0 $11.4M 0.09% -3K -5.4% $250.72 +6.1%
137 NKE NIKE INC. CLASS B Consumer Cyclical 214,422.0 $11.3M 0.09% -11K -4.8% $52.82 -19.6%
138 STX SEAGATE TECHNOLOGY HLDNG PLC ORD SHS Technology 28,738.0 $11.3M 0.09% -590.0 -2.0% $391.75 +158.1%
139 ABNB AIRBNB INC COM CL A Consumer Cyclical 88,767.0 $11.2M 0.09% -9K -9.7% $126.27 +10.9%
140 PCAR PACCAR INC Industrials 96,583.0 $11.2M 0.09% -2K -1.8% $115.50 +3.1%
Page 7 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%