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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 6 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDT MEDTRONIC PLC SHS COM Healthcare 238,875.0 $20.7M 0.16% +2K +0.7% $86.65 -8.5%
102 CRWD CROWDSTRIKE HOLDINGS INC -A Technology 52,774.0 $20.6M 0.16% -2K -3.9% $390.40 +73.0%
103 VRT VERTIV HOLDINGS CO Industrials 81,680.0 $20.5M 0.16% +48K +142.6% $250.58 +34.9%
104 SO SOUTHERN CO Utilities 205,421.0 $19.8M 0.15% +2K +0.9% $96.52 -3.2%
105 TT TRANE TECHNOLOGIES PLC Industrials 47,070.0 $19.6M 0.15% -2K -3.1% $416.74 +18.0%
106 HWM HOWMET AEROSPACE INC Industrials 85,063.0 $19.6M 0.15% -3K -3.1% $230.46 +21.6%
107 GLW CORNING INCORPORATED Technology 143,525.0 $19.5M 0.15% -1K -0.8% $135.97 +54.3%
108 DUK DUKE ENERGY CORP Utilities 148,784.0 $19.5M 0.15% +5K +3.3% $130.94 -5.2%
109 CME CME GROUP INC. Financial Services 65,646.0 $19.4M 0.15% -694.0 -1.1% $295.36 -17.0%
110 SBUX STARBUCKS CORP Consumer Cyclical 211,303.0 $18.9M 0.14% -7K -3.2% $89.59 +11.8%
111 WDC WESTERN DIGITAL CORP Technology 68,989.0 $18.7M 0.14% +2K +2.5% $270.49 +145.9%
112 CMCSA COMCAST CORPORATION CLASS A Communication Services 649,848.0 $18.7M 0.14% -30K -4.4% $28.71 -21.4%
113 TMUS T-MOBILE US INC Communication Services 86,833.0 $18.2M 0.14% -3K -3.0% $210.04 -13.8%
114 WM WASTE MANAGEMENT Industrials 78,450.0 $18.0M 0.14% -2K -2.2% $229.79 -5.6%
115 BX BLACKSTONE INC Financial Services 156,761.0 $18.0M 0.14% -7K -4.3% $114.99 +7.2%
116 NOC NORTHROP GRUMMAN CORP Industrials 25,557.0 $17.4M 0.13% +363.0 +1.4% $682.24 -25.6%
117 EQIX EQUINIX INC Real Estate 17,696.0 $17.3M 0.13% -460.0 -2.5% $980.22 +12.7%
118 BSX BOSTON SCIENTIFIC CORP Healthcare 275,376.0 $17.3M 0.13% -5K -1.9% $62.75 -29.4%
119 VLO VALERO ENERGY CORP Energy 69,633.0 $17.2M 0.13% +8K +12.3% $247.08 -1.3%
120 ADP AUTOMATIC DATA PROCESSING INC. Industrials 83,891.0 $17.0M 0.13% -3K -3.6% $203.18 +8.7%
Page 6 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%