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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 4 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APH AMPHENOL CORPORATION CLASS A Technology 260,001.0 $32.9M 0.25% -5K -1.9% $126.35 +31.3%
62 CRM SALESFORCE INC COM Technology 170,824.0 $31.9M 0.24% -11K -6.0% $186.67 -19.6%
63 AXP AMERICAN EXPRESS CO. Financial Services 104,481.0 $31.6M 0.24% -2K -2.0% $302.48 +11.8%
64 DIS WALT DISNEY CO/THE Communication Services 325,273.0 $31.4M 0.24% -19K -5.6% $96.38 +6.3%
65 COP CONOCOPHILLIPS Energy 227,027.0 $30.0M 0.23% -16K -6.7% $132.00 -16.9%
66 PFE PFIZER INC COM Healthcare 1,049,570.0 $29.5M 0.23% -18K -1.7% $28.08 -10.7%
67 SCHW THE CHARLES SCHWAB CORPORATION Financial Services 307,738.0 $28.9M 0.22% -11K -3.3% $93.98 -2.1%
68 BA THE BOEING COMPANY Industrials 143,323.0 $28.5M 0.22% -2K -1.3% $199.03 +11.0%
69 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,772.0 $28.5M 0.22% -340.0 -4.8% $4210.28 -96.0%
70 MCK MCKESSON CORPORATION Healthcare 32,843.0 $28.4M 0.22% +6K +21.0% $865.36 -13.9%
71 ADI ANALOG DEVICES INC COM Technology 88,998.0 $28.3M 0.22% -3K -3.1% $318.14 +40.0%
72 PANW PALO ALTO NETWORKS INC Technology 168,945.0 $27.1M 0.21% +19K +12.8% $160.32 +78.6%
73 QCOM QUALCOMM INC Technology 208,392.0 $26.8M 0.20% -7K -3.0% $128.78 +72.3%
74 UNP UNION PACIFIC CORP. Industrials 110,122.0 $26.7M 0.20% -2K -1.6% $242.62 +7.1%
75 ANET ARISTA NETWORKS INC COM SHS Technology 217,213.0 $26.7M 0.20% -11K -4.9% $122.78 +42.2%
76 HON HONEYWELL INTL INC Industrials 115,157.0 $26.0M 0.20% -2K -1.9% $226.03 +0.9%
77 DE DEERE COMPANY Industrials 46,043.0 $25.9M 0.20% -884.0 -1.9% $563.30 +6.3%
78 BLK BLACKROCK INC COM Financial Services 26,569.0 $25.6M 0.20% -591.0 -2.2% $961.72 +9.4%
79 ETN EATON CORP PLC SHS COM Industrials 70,607.0 $25.3M 0.19% -2K -2.4% $357.67 +21.8%
80 INTU INTUIT INC Technology 58,383.0 $25.2M 0.19% -2K -3.8% $432.39 -40.4%
Page 4 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%