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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 41 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 LNC LINCOLN NATIONAL CORP. Financial Services 56,732.0 $2.0M 0.01% $35.50 +2.4%
802 KNF KNIFE RIV HLDG CO COMMON STOCK Basic Materials 24,514.0 $2.0M 0.01% +636.0 +2.7% $81.67 +13.8%
803 SIGI SELECTIVE INSURANCE GROUP INC Financial Services 25,999.0 $2.0M 0.01% +548.0 +2.1% $75.39 +25.4%
804 MSM MSC INDL DIRECT INC CL A Industrials 21,228.0 $2.0M 0.01% +1K +5.2% $92.28 +29.4%
805 GEN GEN DIGITAL INC Technology 103,983.0 $2.0M 0.01% -5K -4.8% $18.83 +23.8%
806 MSTR STRATEGY INC CL A Technology 15,656.0 $2.0M 0.01% +2K +14.3% $124.81 -31.6%
807 FTAI AVIATION LTD SHS COM 7,975.0 $2.0M 0.01% -603.0 -7.0% $245.02
808 THO THOR INDUSTRIES INC Consumer Cyclical 24,441.0 $2.0M 0.01% $79.91 -2.4%
809 ECG EVERUS CONSTR GROUP COM Industrials 16,543.0 $2.0M 0.01% -359.0 -2.1% $118.06 +38.5%
810 BDC BELDEN INC COM Technology 16,986.0 $2.0M 0.01% +441.0 +2.7% $114.86 +5.6%
811 SLM SLM CORPORATION Financial Services 91,046.0 $1.9M 0.01% -1K -1.1% $21.41 +15.0%
812 LPLA LPL FINANCIAL HOLDINGS INC Financial Services 6,461.0 $1.9M 0.01% -710.0 -9.9% $300.88 -7.9%
813 DOCN DIGITALOCEAN HLDGS INC COM Technology 22,502.0 $1.9M 0.01% +3K +13.4% $85.77 +69.5%
814 SOLV SOLVENTUM CORP COM SHS Healthcare 29,552.0 $1.9M 0.01% +303.0 +1.0% $65.31 +19.3%
815 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 20,321.0 $1.9M 0.01% -177.0 -0.9% $94.93 +12.3%
816 ALK ALASKA AIR GROUP INC Industrials 52,166.0 $1.9M 0.01% -1K -2.6% $36.79 +44.9%
817 PAYC PAYCOM SOFTWARE INC Technology 15,782.0 $1.9M 0.01% +5K +43.3% $121.53 +2.4%
818 UDR UDR INC. Real Estate 56,776.0 $1.9M 0.01% -1K -2.1% $33.78 +15.7%
819 VEEV VEEVA SYSTEMS INC-CLASS A Healthcare 10,896.0 $1.9M 0.01% -908.0 -7.7% $175.66 -10.0%
820 ZWS ZURN ELKAY WATER SOLUTIONS CORPORATION Industrials 42,665.0 $1.9M 0.01% -669.0 -1.5% $44.84 +14.4%
Page 41 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%