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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 8 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FAST FASTENAL COMPANY Industrials 236,740.0 $11.0M 0.08% -6K -2.5% $46.40 -1.1%
142 MNST MONSTER BEVERAGE CORP Consumer Defensive 150,732.0 $10.9M 0.08% -3K -1.8% $72.46 +28.8%
143 VST VISTRA CORP Utilities 72,364.0 $10.9M 0.08% -5K -6.2% $150.32 +9.3%
144 FORTINET INC 131,864.0 $10.8M 0.08% -10K -6.8% $81.72
145 ADSK AUTODESK INC Technology 44,592.0 $10.7M 0.08% -2K -4.7% $239.39 -21.2%
146 DLR DIGITAL REALTY TRUST INC Real Estate 59,172.0 $10.7M 0.08% -2K -2.9% $180.20 +8.1%
147 AZO AUTOZONE INC Consumer Cyclical 3,146.0 $10.6M 0.08% -38.0 -1.2% $3377.62 -9.5%
148 TFC TRUIST FINANCIAL CORP Financial Services 228,714.0 $10.5M 0.08% -10K -4.2% $45.97 +7.0%
149 FIX COMFORT SYSTEMS USA INC Industrials 7,599.0 $10.5M 0.08% -284.0 -3.6% $1379.00 +42.4%
150 CTVA CORTEVA INC Basic Materials 124,909.0 $10.5M 0.08% -2K -1.9% $83.71 -4.7%
151 XPO XPO INC COM Industrials 53,541.0 $10.4M 0.08% -385.0 -0.7% $194.54 +2.8%
152 ZTS ZOETIS INC Healthcare 86,992.0 $10.3M 0.08% -7K -7.8% $118.21 -34.8%
153 OKE ONEOK INC NEW Energy 113,683.0 $10.3M 0.08% -5K -4.3% $90.39 -3.5%
154 O REALTY INCOME CORP COM Real Estate 166,622.0 $10.2M 0.08% -3K -1.5% $61.18 +0.5%
155 DELL DELL TECHNOLOGIES INC CL C Technology 61,624.0 $10.1M 0.08% -5K -7.0% $164.12 +154.8%
156 AJG GALLAGHER ARTHUR J CO Financial Services 46,611.0 $10.1M 0.08% -1K -2.2% $216.58 +0.3%
157 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 145,358.0 $10.1M 0.08% -4K -2.5% $69.30 +51.8%
158 APOS APOLLO GLOBAL MGMT INC Financial Services 89,987.0 $10.0M 0.08% -5K -4.9% $111.42 -77.1%
159 TGT TARGET CORPORATION Consumer Defensive 82,163.0 $10.0M 0.08% -8K -8.7% $121.20 +10.5%
160 CIEN CIENA CORPORATION Technology 25,643.0 $10.0M 0.08% -37K -59.0% $388.22 +17.5%
Page 8 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%