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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 5 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WELL WELLTOWER INC COM Real Estate 125,806.0 $24.9M 0.19% $197.71 +10.1%
82 LOW LOWE'S COS INC Consumer Cyclical 102,790.0 $24.3M 0.19% -2K -2.1% $236.28 -9.6%
83 VRTX VERTEX PHARMACEUTICALS INC Healthcare 53,269.0 $23.8M 0.18% -2K -3.4% $446.54 +4.9%
84 LMT LOCKHEED MARTIN CORP Industrials 39,143.0 $23.7M 0.18% -766.0 -1.9% $604.40 -16.7%
85 NEM NEWMONT CORPORATION Basic Materials 218,148.0 $23.6M 0.18% +5K +2.3% $108.25 -9.6%
86 SPGI SP GLOBAL INC COM Financial Services 55,169.0 $23.5M 0.18% -2K -3.1% $425.35 -5.9%
87 BMY BRISTOL-MYERS SQUIBB CO Healthcare 379,144.0 $23.0M 0.18% -9K -2.3% $60.65 -8.4%
88 NOW SERVICENOW INC Technology 219,013.0 $22.9M 0.17% -8K -3.4% $104.55 -8.2%
89 APP APPLOVIN CORP COM CL A Technology 57,127.0 $22.7M 0.17% $398.01 +17.3%
90 CB CHUBB LIMITED COM Financial Services 69,174.0 $22.5M 0.17% +1K +1.9% $325.93 +1.9%
91 PLD PROLOGIS INC Real Estate 169,989.0 $22.5M 0.17% -3K -1.5% $132.18 +9.9%
92 MO ALTRIA GROUP INC Consumer Defensive 336,863.0 $22.2M 0.17% +25K +8.1% $65.99 +8.5%
93 ACN ACCENTURE PLC CLASS A Technology 111,254.0 $22.1M 0.17% -5K -4.4% $198.29 -35.9%
94 PGR PROGRESSIVE CORP Financial Services 109,546.0 $21.7M 0.17% -1K -1.0% $198.24 +8.8%
95 COF CAPITAL ONE FINANCIAL CORP Financial Services 118,772.0 $21.7M 0.17% -5K -4.1% $182.43 +8.4%
96 DHR DANAHER CORPORATION COM Healthcare 114,051.0 $21.6M 0.17% -3K -2.3% $189.60 -5.6%
97 SYK STRYKER CORPORATION Healthcare 64,939.0 $21.3M 0.16% -1K -2.2% $328.59 -5.7%
98 CVS CVS HEALTH CORP COM Healthcare 295,868.0 $21.2M 0.16% +50K +20.2% $71.82 +41.4%
99 PH PARKER HANNIFIN CORP. Industrials 23,352.0 $20.9M 0.16% -308.0 -1.3% $895.26 +5.8%
100 ADBE ADOBE INC Technology 85,969.0 $20.9M 0.16% -8K -8.2% $243.08 -18.8%
Page 5 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%