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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 19 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ATO ATMOS ENERGY CORP Utilities 31,013.0 $5.7M 0.04% +1K +4.5% $184.73 -6.5%
362 RPM RPM INTERNATIONAL INC DELAWARE Basic Materials 57,570.0 $5.7M 0.04% +1K +1.8% $99.39 +10.6%
363 WSO WATSCO INC Industrials 15,705.0 $5.7M 0.04% +230.0 +1.5% $363.77 +9.4%
364 GLPI GAMING AND LEISURE PROPERTIE Real Estate 127,615.0 $5.7M 0.04% +4K +3.0% $44.37 +2.6%
365 AR ANTERO RESOURCES CORP Energy 133,277.0 $5.7M 0.04% $42.44 -18.7%
366 CG CARLYLE GROUP INC Financial Services 116,839.0 $5.7M 0.04% +1K +1.0% $48.39 -15.2%
367 UAL UNITED AIRLINES HOLDINGS INC Industrials 61,387.0 $5.7M 0.04% -9K -12.5% $92.07 +40.7%
368 FISV FISERV INC Technology 101,273.0 $5.7M 0.04% -6K -5.8% $55.80 -13.4%
369 PAYX PAYCHEX INC Industrials 61,265.0 $5.6M 0.04% -2K -3.1% $92.12 +5.0%
370 SOLS SOLSTICE ADVANCED MATLS INC COM Basic Materials 73,747.0 $5.6M 0.04% +22K +41.7% $76.17 +14.0%
371 WAT WATERS CORPORATION Healthcare 18,821.0 $5.6M 0.04% +7K +54.5% $297.81 +24.1%
372 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 29,611.0 $5.6M 0.04% +2K +7.6% $189.05 +22.7%
373 ELAN ELANCO ANIMAL HEALTH INC Healthcare 233,902.0 $5.6M 0.04% +7K +3.0% $23.93 +0.3%
374 RRX REGAL REXNORD CORPORATION COM Industrials 29,853.0 $5.6M 0.04% $187.25 +15.4%
375 BWA BORGWARNER INC COM Consumer Cyclical 103,013.0 $5.6M 0.04% +6K +6.3% $54.26 +24.9%
376 KTOS KRATOS DEFENSE SECURITY SOLUTIONS INC. Industrials 79,253.0 $5.6M 0.04% +8K +11.6% $70.51 -30.4%
377 CACI CACI INTERNATIONAL INC -CL A Technology 10,261.0 $5.6M 0.04% +498.0 +5.1% $543.90 -15.4%
378 STLD STEEL DYNAMICS INC Basic Materials 30,986.0 $5.6M 0.04% +2K +7.2% $179.98 +34.1%
379 ROIV ROIVANT SCIENCES LTD SHS COM Healthcare 200,452.0 $5.6M 0.04% +11K +5.6% $27.70 +23.9%
380 CBOE CBOE GLOBAL MARKETS INC. Financial Services 19,623.0 $5.5M 0.04% +275.0 +1.4% $281.05 -8.4%
Page 19 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%