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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 26 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MUSA MURPHY USA INC COM Consumer Cyclical 8,106.0 $4.0M 0.03% $493.96 +7.5%
502 OC OWENS CORNING NEW COM Industrials 36,991.0 $4.0M 0.03% $108.22 +24.0%
503 NTAP NETAPP INC Technology 39,063.0 $4.0M 0.03% -2K -4.2% $102.40 +51.9%
504 BR BROADRIDGE FINANCIAL SOLUTIONS Technology 24,594.0 $4.0M 0.03% -425.0 -1.7% $162.48 -13.8%
505 BRX BRIXMOR PPTY GROUP INC COM Real Estate 138,570.0 $4.0M 0.03% +3K +2.6% $28.80 +10.9%
506 CHRW C.H. ROBINSON WORLDWIDE INC Industrials 23,921.0 $4.0M 0.03% +1K +6.0% $166.09 +6.7%
507 HUM HUMANA INC Healthcare 22,792.0 $4.0M 0.03% -1K -6.0% $173.39 +108.6%
508 SNOW SNOWFLAKE INC Technology 26,162.0 $3.9M 0.03% -2K -5.5% $150.83 +49.8%
509 LNG CHENIERE ENERGY INC Energy 13,903.0 $3.9M 0.03% -989.0 -6.6% $283.75 -18.6%
510 VRSN VERISIGN INC Technology 15,755.0 $3.9M 0.03% +263.0 +1.7% $248.37 -0.5%
511 VNOM VIPER ENERGY INC CL A COM Energy 83,059.0 $3.9M 0.03% +7K +9.5% $46.99 -7.0%
512 AYI ACUITY INC Industrials 13,922.0 $3.9M 0.03% +261.0 +1.9% $280.20 +9.0%
513 CFR CULLEN FROST BANKERS INC Financial Services 28,417.0 $3.9M 0.03% $137.07 +10.1%
514 MASI MASIMO CORPORATION Healthcare 21,832.0 $3.9M 0.03% +281.0 +1.3% $177.86 +1.2%
515 ZION ZIONS BANCORPORATION N.A. Financial Services 67,176.0 $3.9M 0.03% -831.0 -1.2% $57.62 +18.9%
516 CAVA CAVA GROUP INC COM Consumer Cyclical 47,801.0 $3.9M 0.03% $80.90 +1.7%
517 WRB WR BERKLEY CORP Financial Services 58,330.0 $3.9M 0.03% +3K +5.2% $66.28 +4.0%
518 UGI UGI CORPORATION Utilities 106,042.0 $3.9M 0.03% +10K +10.0% $36.42 -4.3%
519 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 25,664.0 $3.9M 0.03% -549.0 -2.1% $150.02 -4.7%
520 ALB ALBEMARLE CORPORATION Basic Materials 21,437.0 $3.8M 0.03% -334.0 -1.5% $179.55 -17.7%
Page 26 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%