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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 25 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 WTFC WINTRUST FINANCIAL CORP Financial Services 30,465.0 $4.2M 0.03% +494.0 +1.6% $138.95 +13.3%
482 RF REGIONS FINANCIAL CORP Financial Services 161,778.0 $4.2M 0.03% -9K -5.0% $26.12 +12.9%
483 LEIDOS HOLDINGS INC 27,133.0 $4.2M 0.03% +3K +12.2% $155.53
484 AVB AVALONBAY COMMUNITIES INC Real Estate 25,796.0 $4.2M 0.03% -390.0 -1.5% $163.36 +12.4%
485 NI NISOURCE INC. Utilities 90,306.0 $4.2M 0.03% +2K +2.2% $46.66 +2.1%
486 SAIA SAIA INC. Industrials 11,986.0 $4.2M 0.03% -216.0 -1.8% $351.24 +22.0%
487 KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A Industrials 73,086.0 $4.2M 0.03% +462.0 +0.6% $57.58 +29.4%
488 NU NU HLDGS LTD ORD SHS CL A Financial Services 289,861.0 $4.2M 0.03% -21K -6.6% $14.37 -13.3%
489 DGX QUEST DIAGNOSTICS INC Healthcare 21,093.0 $4.1M 0.03% +467.0 +2.3% $195.99 +3.6%
490 TTC THE TORO COMPANY Industrials 44,201.0 $4.1M 0.03% +393.0 +0.9% $93.44 +1.4%
491 SOUTHSTATE BK CORP COM 44,617.0 $4.1M 0.03% $92.52
492 AMH AMERICAN HOMES 4 RENT -A Real Estate 147,430.0 $4.1M 0.03% +3K +2.2% $27.92 +17.3%
493 WSM WILLIAMS SONOMA INC Consumer Cyclical 22,544.0 $4.1M 0.03% -3K -10.8% $182.31 +24.0%
494 STE STERIS PLC SHS USD COM Healthcare 18,350.0 $4.1M 0.03% $221.14 -6.3%
495 EFX EQUIFAX INC Industrials 22,486.0 $4.0M 0.03% -1K -5.3% $180.07 -12.5%
496 ADC AGREE REALTY CORP Real Estate 53,580.0 $4.0M 0.03% +3K +6.7% $75.38 -0.1%
497 AFG AMERICAN FINANCIAL GROUP INC. Financial Services 31,526.0 $4.0M 0.03% +1K +3.3% $127.70 +8.2%
498 GTLS CHART INDUSTRIES INC Industrials 19,443.0 $4.0M 0.03% +801.0 +4.3% $206.76 +0.9%
499 CHD CHURCH DWIGHT INC Consumer Defensive 43,006.0 $4.0M 0.03% -1K -2.9% $93.31 +5.7%
500 RMBS RAMBUS INC Technology 46,548.0 $4.0M 0.03% +1K +2.7% $86.04 +44.7%
Page 25 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%