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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 7 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMT AMERICAN TOWER CORP NEW COM Real Estate 98,633.0 $17.0M 0.13% -4K -3.8% $172.58 +3.9%
122 PWR QUANTA SERVICES INC Industrials 30,605.0 $16.8M 0.13% -974.0 -3.1% $549.03 +27.9%
123 SANDISK CORP COM 26,427.0 $16.8M 0.13% +1K +4.1% $635.34
124 GD GENERAL DYNAMICS CORP. Industrials 48,826.0 $16.8M 0.13% +2K +4.4% $343.22 +2.1%
125 HCA HCA HEALTHCARE INC Healthcare 35,365.0 $16.7M 0.13% +4K +11.0% $473.24 -18.2%
126 MPC MARATHON PETROLEUM CORP Energy 67,910.0 $16.6M 0.13% +8K +13.2% $244.18 +1.8%
127 ORLY O'REILLY AUTOMOTIVE INC Consumer Cyclical 177,473.0 $16.4M 0.12% -3K -1.9% $92.31 -5.2%
128 WMB WILLIAMS COS Energy 224,947.0 $16.4M 0.12% -3K -1.5% $72.78 +4.1%
129 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 103,144.0 $16.2M 0.12% -2K -1.9% $157.28 -15.4%
130 FCX FREEPORT-MCMORAN INC Basic Materials 272,757.0 $16.0M 0.12% -24K -8.2% $58.78 +9.5%
131 CDNS CADENCE DESIGN SYS INC Technology 57,182.0 $15.9M 0.12% -2K -3.8% $277.87 +36.4%
132 CEG CONSTELLATION ENERGY CORP Utilities 56,895.0 $15.9M 0.12% -2K -4.2% $279.25 -3.2%
133 MRSH MARSH Financial Services 89,691.0 $15.6M 0.12% -3K -2.9% $173.45 -5.5%
134 BK BANK OF NEW YORK MELLON CORP Financial Services 130,533.0 $15.5M 0.12% -954.0 -0.7% $118.63 +19.6%
135 SHW SHERWIN-WILLIAMS CO. Basic Materials 47,955.0 $15.4M 0.12% -2K -3.1% $320.55 +0.7%
136 PNC PNC FINL SVCS GROUP INC COM Financial Services 73,551.0 $15.3M 0.12% -817.0 -1.1% $208.09 +14.7%
137 SNPS SYNOPSYS INC Technology 38,542.0 $15.3M 0.12% -842.0 -2.1% $396.48 +16.4%
138 PSX PHILLIPS 66 COM Energy 83,519.0 $15.2M 0.12% +2K +2.2% $182.17 -6.5%
139 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 55,013.0 $15.1M 0.12% -5K -7.8% $275.17 +12.5%
140 JCI JOHNSON CONTROLS INTERNATIONAL Industrials 115,587.0 $15.1M 0.12% -1K -1.1% $130.95 +7.9%
Page 7 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%