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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 18 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TRU TRANSUNION Industrials 86,680.0 $6.0M 0.05% $69.19 -0.2%
342 TOL TOLL BROTHERS INC Consumer Cyclical 43,852.0 $6.0M 0.05% -269.0 -0.6% $136.46 +18.4%
343 CCL CARNIVAL CORPORATION Consumer Cyclical 231,036.0 $6.0M 0.05% -17K -6.9% $25.88 +12.7%
344 KVUE KENVUE INC COM Consumer Defensive 346,062.0 $6.0M 0.05% -12K -3.4% $17.24 +9.2%
345 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON ST Healthcare 83,753.0 $6.0M 0.05% -4K -4.4% $71.19 -8.7%
346 RNR RENAISSANCE RE HLDGS LTD Financial Services 20,048.0 $6.0M 0.05% -465.0 -2.3% $297.24 +4.9%
347 BJ BJ'S WHOLESALE CLUB HOLDINGS Consumer Defensive 60,526.0 $6.0M 0.05% +443.0 +0.7% $98.42 -10.9%
348 FIVE FIVE BELOW Consumer Cyclical 26,059.0 $6.0M 0.05% +829.0 +3.3% $228.48 -16.7%
349 HSY THE HERSHEY COMPANY Consumer Defensive 28,585.0 $5.9M 0.04% +672.0 +2.4% $207.91 -12.0%
350 SPOT SPOTIFY TECHNOLOGY SA Communication Services 12,214.0 $5.9M 0.04% -1K -9.1% $484.94 -6.1%
351 A AGILENT TECHNOLOGIES INC Healthcare 51,851.0 $5.9M 0.04% -1K -2.2% $113.98 +15.1%
352 OHI OMEGA HEALTHCARE INVESTORS Real Estate 134,222.0 $5.9M 0.04% +4K +3.1% $43.82 +8.6%
353 DTE DTE ENERGY COMPANY Utilities 40,027.0 $5.9M 0.04% +1K +3.9% $146.23 +3.1%
354 PINNACLE FINL PARTNERS INC 67,647.0 $5.8M 0.04% +39K +139.0% $86.14
355 MTB MT BANK CORPORATION Financial Services 28,167.0 $5.8M 0.04% -1K -4.8% $206.73 +13.2%
356 HBAN HUNTINGTON BANCSHARES INC Financial Services 371,327.0 $5.8M 0.04% +70K +23.1% $15.65 +12.6%
357 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 12,130.0 $5.8M 0.04% -848.0 -6.5% $474.53 -21.5%
358 WDAY WORKDAY INC CLASS A Technology 44,236.0 $5.7M 0.04% -3K -7.3% $129.92 -7.7%
359 MLI MUELLER INDS INC Industrials 51,806.0 $5.7M 0.04% +2K +4.3% $110.80 +21.2%
360 AEE AMEREN CORPORATION Utilities 52,163.0 $5.7M 0.04% +2K +4.2% $109.92 +2.8%
Page 18 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%