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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 53 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 HOG HARLEY DAVIDSON INC. Consumer Cyclical 52,762.0 $1.1M 0.01% -968.0 -1.8% $20.22 +26.8%
1042 PATK PATRICK INDUSTRIES INC Consumer Cyclical 9,555.0 $1.1M 0.01% -89.0 -0.9% $111.04 -16.7%
1043 SKYW SKYWEST INC Industrials 11,557.0 $1.1M 0.01% -111.0 -0.9% $91.81 +8.1%
1044 SOFI SOFI TECHNOLOGIES INC COM Financial Services 66,761.0 $1.1M 0.01% -2K -3.1% $15.88 +9.8%
1045 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 12,224.0 $1.1M 0.01% -109.0 -0.9% $86.47 +42.4%
1046 SFBS SERVISFIRST BANCSHARES Financial Services 14,512.0 $1.1M 0.01% -131.0 -0.9% $72.84 +18.4%
1047 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 22,762.0 $1.1M 0.01% $46.35 +77.5%
1048 UNF UNIFIRST CORPORATION Industrials 4,182.0 $1.1M 0.01% -54.0 -1.3% $251.55 +4.5%
1049 OTTR OTTER TAIL CORP Utilities 11,956.0 $1.0M 0.01% -114.0 -0.9% $87.74 +1.5%
1050 XRAY DENTSPLY SIRONA INC Healthcare 89,766.0 $1.0M 0.01% $11.60 -6.7%
1051 KTB KONTOOR BRANDS INC Consumer Cyclical 14,764.0 $1.0M 0.01% -216.0 -1.4% $70.31 +12.5%
1052 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 12,180.0 $1.0M 0.01% -378.0 -3.0% $85.06
1053 HP HELMERICH PAYNE Energy 28,647.0 $1.0M 0.01% -159.0 -0.6% $36.02 -6.3%
1054 MDB MONGODB INC Technology 4,212.0 $1.0M 0.01% -197.0 -4.5% $244.78 +19.9%
1055 VIKING HOLDINGS LTD ORD SHS COM 13,983.0 $1.0M 0.01% -971.0 -6.5% $73.45
1056 BGC BGC GROUP INC COM CL A Financial Services 104,543.0 $1.0M 0.01% $9.78 +25.8%
1057 SHAK SHAKE SHACK INC CLASS A Consumer Cyclical 11,545.0 $1.0M 0.01% -106.0 -0.9% $88.44 -37.8%
1058 CHH CHOICE HOTELS INTL INC Consumer Cyclical 9,853.0 $1.0M 0.01% +207.0 +2.1% $103.52 +8.2%
1059 CALM CAL-MAINE FOODS INC Consumer Defensive 12,877.0 $1.0M 0.01% -326.0 -2.5% $79.13 -2.9%
1060 OII OCEANEERING INTL INC Energy 28,697.0 $1.0M 0.01% -377.0 -1.3% $35.47 +9.1%
Page 53 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%