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Portfolio (Quarterly) Guide ↗

AMALGAMATED BANK

· CIK 0000919192
13F Portfolio $13.9B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2983 New
Page 11 of 150  ·  2,983 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VLO VALERO ENERGY CORP Energy 62,001.0 $10.1M 0.07% NEW $162.79 +48.5%
202 CAH CARDINAL HEALTH INC Healthcare 48,880.0 $10.0M 0.07% NEW $205.50 +14.2%
203 KMI KINDER MORGAN INC Energy 364,147.0 $10.0M 0.07% NEW $27.49 +17.8%
204 AMP AMERIPRISE FINANCIAL INC Financial Services 20,259.0 $9.9M 0.07% NEW $490.35 -6.5%
205 PSTG PURE STORAGE INC - CL A Technology 147,841.0 $9.9M 0.07% NEW $67.01 +28.7%
206 MPWR MONOLITHIC POWER SYSTEMS INC Technology 10,815.0 $9.8M 0.07% NEW $906.33 +59.2%
207 MPC MARATHON PETROLEUM CORP Energy 60,018.0 $9.8M 0.07% NEW $162.63 +50.8%
208 FAST FASTENAL COMPANY Industrials 242,835.0 $9.7M 0.07% NEW $40.13 +16.1%
209 AFL AFLAC INCORPORATED Financial Services 87,794.0 $9.7M 0.07% NEW $110.27 +6.6%
210 TWLO TWILIO INC. - A Communication Services 68,059.0 $9.7M 0.07% NEW $142.24 +32.8%
211 AXON AXON ENTERPRISE INC Industrials 16,997.0 $9.7M 0.07% NEW $567.92 -18.7%
212 DDOG DATADOG INC CL A Technology 70,714.0 $9.6M 0.07% NEW $135.98 +64.1%
213 O REALTY INCOME CORP COM Real Estate 169,177.0 $9.5M 0.07% NEW $56.37 +10.1%
214 UTHR UNITED THERAPEUTICS CORP Healthcare 19,452.0 $9.5M 0.07% NEW $487.25 +12.4%
215 EW EDWARDS LIFESCIENCES CORP Healthcare 111,007.0 $9.5M 0.07% NEW $85.25 +5.3%
216 GWW WW GRAINGER INC Industrials 9,358.0 $9.4M 0.07% NEW $1009.08 +33.4%
217 DLR DIGITAL REALTY TRUST INC Real Estate 60,925.0 $9.4M 0.07% NEW $154.71 +25.0%
218 DAL DELTA AIR LINES INC Industrials 135,153.0 $9.4M 0.07% NEW $69.40 +29.7%
219 D DOMINION ENERGY INC Utilities 159,026.0 $9.3M 0.07% NEW $58.59 +17.6%
220 CASY CASEY'S GEN STORES INC Consumer Cyclical 16,590.0 $9.2M 0.07% NEW $552.68 +43.4%
Page 11 of 150  ·  2,983 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 34.0%
Financial Services 12.0%
Consumer Cyclical 11.0%
Communication Services 9.9%
Healthcare 9.6%
Industrials 9.3%
Consumer Defensive 4.5%
Energy 3.0%
Utilities 2.5%
Real Estate 2.4%