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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 9 of 81  ·  1,618 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ROST ROSS STORES INC Consumer Cyclical 62,179.0 $13.5M 0.10% -1K -1.9% $216.63 +5.7%
162 CL COLGATE PALMOLIVE CO. Consumer Defensive 157,762.0 $13.4M 0.10% -3K -1.8% $85.23 +7.3%
163 EMR EMERSON ELEC CO Industrials 102,460.0 $13.4M 0.10% -2K -2.3% $131.02 +9.3%
164 CRH PLC ORD COM 126,141.0 $13.3M 0.10% -2K -1.3% $105.12
165 UPS UNITED PARCEL SVCS INC COM CL B Industrials 134,213.0 $13.2M 0.10% -7K -5.2% $98.38 +7.6%
166 ECL ECOLAB INC Basic Materials 47,985.0 $12.8M 0.10% -837.0 -1.7% $266.02 +1.0%
167 CASY CASEY'S GEN STORES INC Consumer Cyclical 17,282.0 $12.6M 0.10% +692.0 +4.2% $727.87 +14.3%
168 TRV TRAVELERS COMPANIES INC. Financial Services 42,836.0 $12.5M 0.10% +1K +3.5% $291.67 +8.7%
169 FLEX FLEX LTD COM Technology 187,390.0 $12.3M 0.09% +19K +11.3% $65.46 +132.0%
170 BKR BAKER HUGHES COMPANY CL A Energy 199,458.0 $12.2M 0.09% +1K +0.7% $61.05 -3.9%
171 CTAS CINTAS CORPORATION Industrials 71,851.0 $12.2M 0.09% -2K -3.3% $169.14 -0.2%
172 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 442,138.0 $12.1M 0.09% -15K -3.2% $27.46 -1.9%
173 TDG TRANSDIGM GROUP INC Industrials 10,458.0 $12.1M 0.09% -272.0 -2.5% $1158.92 +12.0%
174 LHX L3 HARRIS TECHNOLOGIES INC Industrials 35,091.0 $12.1M 0.09% +351.0 +1.0% $345.16 -14.9%
175 NSC NORFOLK SOUTHERN CORP. Industrials 41,889.0 $12.0M 0.09% $287.00 +5.7%
176 KMI KINDER MORGAN INC Energy 358,444.0 $12.0M 0.09% -6K -1.6% $33.53 -3.0%
177 UTHR UNITED THERAPEUTICS CORP Healthcare 20,248.0 $12.0M 0.09% +796.0 +4.1% $593.00 -9.2%
178 KKR KKR CO INC Financial Services 128,334.0 $11.9M 0.09% -7K -5.0% $92.50 +1.1%
179 ELV ELEVANCE HEALTH INC Healthcare 40,447.0 $11.8M 0.09% -2K -4.2% $292.75 +35.0%
180 MPWR MONOLITHIC POWER SYSTEMS INC Technology 10,766.0 $11.8M 0.09% $1093.35 +30.2%
Page 9 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%