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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 50 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PAG PENSKE AUTO GROUP Consumer Cyclical 8,463.0 $1.3M 0.01% +145.0 +1.7% $149.47 +23.0%
982 HEICO CORPORATION 5,972.0 $1.3M 0.01% -246.0 -4.0% $211.15
983 PII POLARIS INC Consumer Cyclical 23,098.0 $1.3M 0.01% +600.0 +2.7% $54.51 +32.4%
984 MYRG MYR GROUP INC Industrials 4,450.0 $1.3M 0.01% -58.0 -1.3% $282.25 +72.7%
985 POOL POOL CORPORATION Industrials 6,164.0 $1.2M 0.01% -401.0 -6.1% $202.30 +2.5%
986 MWA MUELLER WATER PRODUCTS INC-A Industrials 44,940.0 $1.2M 0.01% -463.0 -1.0% $27.48 -1.8%
987 AIR AAR CORP Industrials 11,240.0 $1.2M 0.01% -106.0 -0.9% $109.43 +26.6%
988 YOU CLEAR SECURE INC COM CL A Technology 25,417.0 $1.2M 0.01% -280.0 -1.1% $48.39 +9.9%
989 CSW INDUSTRIALS INC 4,719.0 $1.2M 0.01% -119.0 -2.5% $260.65
990 SMG SCOTTS MIRACLE-GRO CO-CL A Basic Materials 20,054.0 $1.2M 0.01% -583.0 -2.8% $60.79 +14.1%
991 ACIW ACI WORLDWIDE INC. Technology 29,643.0 $1.2M 0.01% -350.0 -1.2% $41.02 +13.7%
992 MC MOELIS COMPANY CLASS A Financial Services 21,314.0 $1.2M 0.01% -243.0 -1.1% $57.00 +14.8%
993 MZTI MARZETTI COMPANY Consumer Defensive 8,767.0 $1.2M 0.01% +209.0 +2.4% $138.36 -18.8%
994 NSA NATIONAL STORAGE AFFILIATES TR Real Estate 31,824.0 $1.2M 0.01% +301.0 +0.9% $37.74 +18.8%
995 HRL HORMEL FOODS CORP. Consumer Defensive 53,000.0 $1.2M 0.01% -2K -2.9% $22.64 +14.9%
996 MTH MERITAGE HOMES CORP Consumer Cyclical 19,320.0 $1.2M 0.01% -1K -5.5% $61.85 +34.7%
997 TDS TELEPHONE AND DATA SYSTEMS INC Communication Services 28,334.0 $1.2M 0.01% -262.0 -0.9% $42.10 -11.6%
998 OSIS OSI SYSTEMS INC. Technology 4,465.0 $1.2M 0.01% -181.0 -3.9% $265.62 -17.6%
999 SKY CHAMPION HOMES INC COM Consumer Cyclical 15,896.0 $1.2M 0.01% -361.0 -2.2% $74.36 +17.0%
1000 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 43,774.0 $1.2M 0.01% +39K +821.6% $26.93 +48.0%
Page 50 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%