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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 13 of 150  ·  2,983 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DELL DELL TECHNOLOGIES INC CL C Technology 66,294.0 $8.3M 0.06% NEW $125.88 +239.8%
242 ROK ROCKWELL AUTOMATION INC Industrials 21,396.0 $8.3M 0.06% NEW $389.09 +17.3%
243 MET METLIFE INC. Financial Services 104,421.0 $8.2M 0.06% NEW $78.94 +11.5%
244 EXC EXELON CORPORATION Utilities 188,885.0 $8.2M 0.06% NEW $43.59 +7.0%
245 YUM YUM BRANDS INC. Consumer Cyclical 54,356.0 $8.2M 0.06% NEW $151.28 -0.4%
246 THC TENET HEALTHCARE CORP Healthcare 41,017.0 $8.2M 0.06% NEW $198.72 -9.0%
247 XEL XCEL ENERGY INC Utilities 109,930.0 $8.1M 0.06% NEW $73.86 +6.7%
248 NDAQ NASDAQ INC Financial Services 83,394.0 $8.1M 0.06% NEW $97.13 -15.1%
249 GWRE GUIDEWIRE SOFTWARE INC Technology 40,262.0 $8.1M 0.06% NEW $201.01 -45.5%
250 STX SEAGATE TECHNOLOGY HLDNG PLC ORD SHS Technology 29,328.0 $8.1M 0.06% NEW $275.40 +277.1%
251 EXPE EXPEDIA GROUP INC Consumer Cyclical 28,465.0 $8.1M 0.06% NEW $283.30 -13.5%
252 WWD WOODWARD INC Industrials 26,537.0 $8.0M 0.06% NEW $302.33 +41.2%
253 RGLD ROYAL GOLD INC Basic Materials 35,858.0 $8.0M 0.06% NEW $222.29 -7.1%
254 NUE NUCOR CORPORATION Basic Materials 48,276.0 $7.9M 0.06% NEW $163.10 +46.9%
255 RSG REPUBLIC SVCS INC Industrials 37,126.0 $7.9M 0.06% NEW $211.93 -1.3%
256 UAL UNITED AIRLINES HOLDINGS INC Industrials 70,150.0 $7.8M 0.06% NEW $111.82 +8.7%
257 CARR CARRIER GLOBAL CORPORATION Industrials 147,963.0 $7.8M 0.06% NEW $52.84 +33.9%
258 TLN TALEN ENERGY CORP COM Utilities 20,845.0 $7.8M 0.06% NEW $374.86 +9.9%
259 SPOT SPOTIFY TECHNOLOGY SA Communication Services 13,431.0 $7.8M 0.06% NEW $580.75 -21.6%
260 PSA PUBLIC STORAGE COM Real Estate 30,030.0 $7.8M 0.06% NEW $259.51 +23.8%
Page 13 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%