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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 15 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 COIN COINBASE GLOBAL INC COM CL A Financial Services 40,927.0 $7.1M 0.06% -4K -8.4% $174.60 -11.7%
282 WEC WEC ENERGY GROUP INC Utilities 61,705.0 $7.1M 0.06% +1K +2.3% $115.78 -1.0%
283 ANNALY CAPITAL MANAGEMENT INC COM NEW 335,572.0 $7.1M 0.05% +32K +10.6% $21.15
284 MKSI MKS INC. Technology 30,869.0 $7.1M 0.05% +410.0 +1.4% $229.81 +69.4%
285 ADM ARCHER DANIELS MIDLAND CO COM Consumer Defensive 97,163.0 $7.1M 0.05% +5K +5.8% $72.69 -0.3%
286 VTR VENTAS INC Real Estate 86,105.0 $7.0M 0.05% -595.0 -0.7% $81.78 +5.6%
287 DHI D R HORTON INC Consumer Cyclical 51,273.0 $7.0M 0.05% -2K -4.6% $137.23 +21.8%
288 PCG PGE CORPORATION Utilities 399,189.0 $7.0M 0.05% -21K -5.0% $17.57 -3.0%
289 APG API GROUP CORP Industrials 171,883.0 $7.0M 0.05% +8K +5.2% $40.52 +3.9%
290 SYY SYSCO CORPORATION Consumer Defensive 97,625.0 $7.0M 0.05% $71.33 +12.6%
291 NDAQ NASDAQ INC Financial Services 81,813.0 $6.9M 0.05% -2K -1.9% $84.89 -2.8%
292 JBL JABIL INC Technology 26,113.0 $6.9M 0.05% +2K +10.3% $265.61 +43.7%
293 AXON AXON ENTERPRISE INC Industrials 16,302.0 $6.9M 0.05% -695.0 -4.1% $424.67 +8.0%
294 JLL JONES LANG LASALLE INC Real Estate 22,625.0 $6.9M 0.05% +717.0 +3.3% $304.31 -0.4%
295 GRMN GARMIN LTD Technology 29,670.0 $6.9M 0.05% -1K -3.6% $232.02 +6.5%
296 TLN TALEN ENERGY CORP COM Utilities 21,524.0 $6.9M 0.05% +679.0 +3.3% $319.23 +29.7%
297 WPC WP CAREY INC Real Estate 100,848.0 $6.9M 0.05% +4K +4.6% $67.96 +6.7%
298 FANG DIAMONDBACK ENERGY INC COM Energy 34,422.0 $6.8M 0.05% -3K -7.3% $197.78 -6.8%
299 ROP ROPER TECHNOLOGIES INC Industrials 19,211.0 $6.8M 0.05% -598.0 -3.0% $353.86 -6.5%
300 EME EMCOR GROUP INC Industrials 9,192.0 $6.8M 0.05% +51.0 +0.6% $738.36 +15.8%
Page 15 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%