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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 9 of 50  ·  984 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GWW WW GRAINGER INC Industrials 9,044.0 $9.9M 0.07% -314.0 -3.4% $1090.78 +22.0%
162 BURL BURLINGTON STORES INC Consumer Cyclical 30,240.0 $9.8M 0.07% -396.0 -1.3% $325.36 +2.8%
163 CVNA CARVANA CO Consumer Cyclical 30,513.0 $9.6M 0.07% -642.0 -2.1% $314.39 -78.8%
164 IDXX IDEXX LABS INC Healthcare 16,928.0 $9.5M 0.07% -595.0 -3.4% $561.91 -3.3%
165 LITE LUMENTUM HOLDINGS INC Technology 13,096.0 $9.2M 0.07% -18K -58.5% $702.73 +18.7%
166 AME AMETEK INC Industrials 42,041.0 $9.0M 0.07% -487.0 -1.1% $214.36 +10.1%
167 KEYS KEYSIGHT TECHNOLOGIES INC Technology 31,105.0 $8.8M 0.07% -1K -3.9% $282.37 +26.2%
168 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 274,335.0 $8.8M 0.07% -17K -5.7% $32.01 -3.0%
169 URI UNITED RENTALS INC Industrials 12,010.0 $8.8M 0.07% -758.0 -5.9% $728.56 +47.1%
170 EW EDWARDS LIFESCIENCES CORP Healthcare 108,229.0 $8.7M 0.07% -3K -2.5% $80.08 +7.8%
171 TER TERADYNE INC Technology 28,973.0 $8.6M 0.07% -1K -3.5% $296.45 +42.3%
172 OXY OCCIDENTAL PETROLEUM CORP Energy 131,397.0 $8.5M 0.07% -14K -9.8% $65.00 -19.5%
173 AMP AMERIPRISE FINANCIAL INC Financial Services 18,924.0 $8.4M 0.06% -1K -6.6% $444.41 +6.2%
174 YUM YUM BRANDS INC. Consumer Cyclical 53,906.0 $8.4M 0.06% -450.0 -0.8% $155.47 -1.9%
175 DAL DELTA AIR LINES INC Industrials 122,788.0 $8.2M 0.06% -12K -9.2% $66.48 +30.4%
176 KR THE KROGER CO. Consumer Defensive 112,216.0 $8.1M 0.06% -4K -3.6% $72.36 -20.7%
177 BDX BECTON DICKINSON CO COM Healthcare 51,574.0 $8.1M 0.06% -2K -2.9% $157.23 -7.9%
178 TEL TE CONNECTIVITY PLC ORD SHS COM Technology 38,656.0 $8.1M 0.06% -946.0 -2.4% $209.02 -1.1%
179 COHR COHERENT CORP COM Technology 33,854.0 $8.1M 0.06% -36K -51.6% $238.20 +65.6%
180 DDOG DATADOG INC CL A Technology 68,056.0 $8.0M 0.06% -3K -3.8% $118.05 +89.2%
Page 9 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%