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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 10 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DASH DOORDASH INC CL A Communication Services 78,285.0 $11.8M 0.09% -4K -4.4% $150.14 +18.5%
182 SRE SEMPRA COM Utilities 120,244.0 $11.7M 0.09% -798.0 -0.7% $97.17 -4.6%
183 APD AIR PRODUCTS CHEMICALS INC Basic Materials 40,081.0 $11.6M 0.09% -1K -2.5% $290.49 -4.0%
184 SPG SIMON PROPERTY GROUP INC Real Estate 61,894.0 $11.5M 0.09% -1K -2.1% $186.53 +19.1%
185 TRGP TARGA RESOURCES CORP Energy 45,548.0 $11.4M 0.09% -3K -5.4% $250.72 +6.2%
186 CW CURTISS WRIGHT CORP Industrials 16,709.0 $11.4M 0.09% +416.0 +2.5% $681.13 +12.0%
187 NKE NIKE INC. CLASS B Consumer Cyclical 214,422.0 $11.3M 0.09% -11K -4.8% $52.82 -20.8%
188 STX SEAGATE TECHNOLOGY HLDNG PLC ORD SHS Technology 28,738.0 $11.3M 0.09% -590.0 -2.0% $391.75 +153.5%
189 ABNB AIRBNB INC COM CL A Consumer Cyclical 88,767.0 $11.2M 0.09% -9K -9.7% $126.27 +14.4%
190 PCAR PACCAR INC Industrials 96,583.0 $11.2M 0.09% -2K -1.8% $115.50 +1.3%
191 CAH CARDINAL HEALTH INC Healthcare 52,641.0 $11.1M 0.09% +4K +7.7% $211.32 +10.3%
192 FAST FASTENAL COMPANY Industrials 236,740.0 $11.0M 0.08% -6K -2.5% $46.40 -0.3%
193 MNST MONSTER BEVERAGE CORP Consumer Defensive 150,732.0 $10.9M 0.08% -3K -1.8% $72.46 +30.7%
194 VST VISTRA CORP Utilities 72,364.0 $10.9M 0.08% -5K -6.2% $150.32 +8.0%
195 FORTINET INC 131,864.0 $10.8M 0.08% -10K -6.8% $81.72
196 ADSK AUTODESK INC Technology 44,592.0 $10.7M 0.08% -2K -4.7% $239.39 -19.5%
197 DLR DIGITAL REALTY TRUST INC Real Estate 59,172.0 $10.7M 0.08% -2K -2.9% $180.20 +7.1%
198 AZO AUTOZONE INC Consumer Cyclical 3,146.0 $10.6M 0.08% -38.0 -1.2% $3377.62 -8.6%
199 TFC TRUIST FINANCIAL CORP Financial Services 228,714.0 $10.5M 0.08% -10K -4.2% $45.97 +8.3%
200 FIX COMFORT SYSTEMS USA INC Industrials 7,599.0 $10.5M 0.08% -284.0 -3.6% $1379.00 +41.7%
Page 10 of 81  ·  1,618 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%