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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 3 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UNH UNITEDHEALTH GROUP INC Healthcare 163,848.0 $44.3M 0.34% -8K -4.8% $270.59 +50.3%
42 KLAC KLA CORP Technology 28,812.0 $42.4M 0.33% -555.0 -1.9% $1472.41 -81.7%
43 LIN LINDE PLC SHS COM Basic Materials 84,889.0 $42.1M 0.32% -1K -1.4% $495.77 +4.2%
44 IBM INTERNATIONAL BUSINESS MACHS Technology 172,399.0 $41.8M 0.32% $242.39 +4.1%
45 MCD MCDONALD'S CORP. Consumer Cyclical 130,807.0 $40.7M 0.31% -2K -1.2% $310.79 -13.1%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 804,474.0 $40.4M 0.31% +22K +2.8% $50.20 -9.6%
47 PEP PEPSICO INC Consumer Defensive 255,852.0 $39.7M 0.30% -2K -0.8% $155.29 -9.4%
48 T ATT INC Communication Services 1,367,044.0 $39.6M 0.30% +43K +3.2% $28.99 -23.8%
49 AMGN AMGEN INC Healthcare 111,200.0 $39.1M 0.30% -1K -1.2% $351.85 -2.0%
50 C CITIGROUP INC COM NEW Financial Services 327,268.0 $37.1M 0.28% -15K -4.4% $113.41 +28.4%
51 INTC INTEL CORPORATION Technology 833,921.0 $36.8M 0.28% +13K +1.6% $44.13 +219.4%
52 MS MORGAN STANLEY COM NEW Financial Services 222,716.0 $36.7M 0.28% -2K -0.9% $164.57 +38.0%
53 NEE NEXTERA ENERGY INC Utilities 385,798.0 $35.8M 0.27% -3K -0.8% $92.88 -7.3%
54 TJX TJX COMPANIES INC Consumer Cyclical 222,973.0 $35.6M 0.27% -2K -0.9% $159.70 +2.8%
55 ISRG INTUITIVE SURGICAL INC Healthcare 74,424.0 $34.3M 0.26% -3K -3.6% $460.99 -12.6%
56 TXN TEXAS INSTRUMENTS INC. Technology 175,247.0 $34.0M 0.26% -5K -3.0% $194.14 +71.2%
57 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 68,447.0 $33.6M 0.26% -1K -1.9% $491.53 -5.6%
58 UBER UBER TECHNOLOGIES INC Technology 464,034.0 $33.4M 0.26% -15K -3.1% $71.93 -0.7%
59 GILD GILEAD SCIENCES INC Healthcare 239,216.0 $33.3M 0.26% $139.37 -10.4%
60 ABT ABBOTT LABORATORIES Healthcare 321,390.0 $33.0M 0.25% $102.67 -14.5%
Page 3 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%