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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 14 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RBC RBC BEARINGS INC Industrials 14,435.0 $7.8M 0.06% +337.0 +2.4% $543.12 +18.0%
262 FITB FIFTH THIRD BANCORP Financial Services 168,528.0 $7.8M 0.06% +40K +31.1% $46.46 +18.9%
263 ED CONSOLIDATED EDISON INC Utilities 68,844.0 $7.8M 0.06% +2K +2.7% $113.18 -2.4%
264 WAB WABTEC CORP Industrials 31,179.0 $7.8M 0.06% -617.0 -1.9% $249.91 +9.4%
265 NRG NRG ENERGY INC Utilities 52,906.0 $7.7M 0.06% +8K +17.8% $146.15 -3.0%
266 NXT NEXTPOWER INC CLASS A Technology 64,110.0 $7.7M 0.06% +2K +2.7% $120.54 -2.9%
267 HIG HARTFORD INSURANCE GROUP INC Financial Services 56,991.0 $7.7M 0.06% +5K +8.9% $135.23 -1.9%
268 OVV OVINTIV INC Energy 129,029.0 $7.7M 0.06% +9K +7.3% $59.36 -11.4%
269 MSCI MSCI INC Financial Services 14,116.0 $7.6M 0.06% -944.0 -6.3% $539.03 +8.5%
270 PYPL PAYPAL HOLDINGS INC Financial Services 167,529.0 $7.6M 0.06% -22K -11.5% $45.23 -5.6%
271 PR PERMIAN RESOURCES CORP CLASS A COM Energy 354,706.0 $7.6M 0.06% +19K +5.8% $21.32 -12.8%
272 ROK ROCKWELL AUTOMATION INC Industrials 21,007.0 $7.5M 0.06% -389.0 -1.8% $358.88 +28.4%
273 AIG AMERICAN INTERNATIONAL GROUP Financial Services 99,927.0 $7.5M 0.06% -3K -2.5% $75.25 +2.3%
274 CBRE CBRE GROUP INC Real Estate 55,321.0 $7.5M 0.06% -1K -2.5% $135.46 -0.3%
275 ITT ITT INC Industrials 39,242.0 $7.5M 0.06% +2K +4.2% $190.54 +1.9%
276 SOMNIGROUP INTERNATIONAL INC 100,743.0 $7.4M 0.06% +1K +1.1% $73.92
277 PEG PUBLIC SERVICE ENTERPRISE GROUP INC Utilities 90,807.0 $7.4M 0.06% -1K -1.6% $80.95 +1.0%
278 RS RELIANCE INC COM Basic Materials 24,157.0 $7.3M 0.06% +749.0 +3.2% $303.93 +30.4%
279 EQT EQT CORPORATION Energy 112,994.0 $7.2M 0.06% -7K -5.8% $63.64 -18.7%
280 MET METLIFE INC. Financial Services 101,183.0 $7.2M 0.06% -3K -3.1% $70.72 +20.4%
Page 14 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%