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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 28 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ATR APTARGROUP INC Healthcare 29,013.0 $3.7M 0.03% $126.01 -1.4%
542 TROW T ROWE PRICE GROUP INC Financial Services 40,510.0 $3.7M 0.03% -889.0 -2.1% $90.15 +16.7%
543 GIS GENERAL MILLS INC. Consumer Defensive 97,769.0 $3.6M 0.03% -1K -1.2% $37.22 -6.5%
544 PRI PRIMERICA INC Financial Services 14,513.0 $3.6M 0.03% +326.0 +2.3% $250.47 +12.4%
545 LVS LAS VEGAS SANDS CORP Consumer Cyclical 67,440.0 $3.6M 0.03% -3K -4.3% $53.88 -11.4%
546 KNSL KINSALE CAP GROUP INC COM Financial Services 10,628.0 $3.6M 0.03% -164.0 -1.5% $341.64 -9.1%
547 NNN NNN REIT INC COM Real Estate 86,184.0 $3.6M 0.03% +3K +3.2% $42.03 +10.7%
548 HLI HOULIHAN LOKEY INC. Financial Services 25,205.0 $3.6M 0.03% +361.0 +1.4% $143.62 -3.9%
549 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 76,439.0 $3.6M 0.03% +71K +1337.9% $47.16 +6.2%
550 SFM SPROUTS FARMERS MARKETS INC Consumer Defensive 46,699.0 $3.6M 0.03% -762.0 -1.6% $77.13 +10.7%
551 L LOEWS CORPORATION Financial Services 33,731.0 $3.6M 0.03% +2K +7.5% $106.73 +4.9%
552 MOOG INC. CLASS A 12,281.0 $3.6M 0.03% +4K +48.8% $292.65
553 TTEK TETRA TECH INC Industrials 118,784.0 $3.6M 0.03% +880.0 +0.8% $30.12 -5.1%
554 IDA IDACORP INC Utilities 24,784.0 $3.5M 0.03% +1K +4.6% $142.96 +3.0%
555 CTRE CARETRUST REIT INC Real Estate 96,629.0 $3.5M 0.03% +32K +48.8% $36.65 +7.5%
556 KHC KRAFT HEINZ CO Consumer Defensive 157,302.0 $3.5M 0.03% -2K -1.1% $22.49 +2.0%
557 SNA SNAP-ON INCORPORATED Industrials 9,689.0 $3.5M 0.03% $363.20 +8.0%
558 PFG PRINCIPLE FINANCIAL GROUP Financial Services 38,969.0 $3.5M 0.03% -212.0 -0.5% $90.10 +18.4%
559 CRUS CIRRUS LOGIC INC Technology 24,234.0 $3.5M 0.03% +988.0 +4.2% $144.63 +9.0%
560 BRO BROWN BROWN INC Financial Services 53,663.0 $3.5M 0.03% -1K -2.7% $65.20 -5.2%
Page 28 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%