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Portfolio (Quarterly) Guide ↗

Gotham Asset Management, LLC

· CIK 0001510387
13F Portfolio $43.0B AUM 1,791 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 Q4 2025 · All 179 New 837 Added 572 Reduced 137 Exited
Page 11 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SYK STRYKER CORPORATION Healthcare 126,090.0 $39.7M 0.09% +10K +8.3% $314.84 +4.6%
202 CHTR CHARTER COMMUNICATIONS INC Communication Services 278,509.0 $39.6M 0.09% +168K +151.4% $142.21 +5.6%
203 SFM SPROUTS FMRS MKT INC Consumer Defensive 467,211.0 $39.5M 0.09% +294K +169.7% $84.58 -4.1%
204 FDX FEDEX CORP Industrials 125,373.0 $39.3M 0.09% +30K +31.9% $313.13 +3.8%
205 SHC SOTERA HEALTH CO Healthcare 2,206,457.0 $39.2M 0.09% +1.1M +92.4% $17.75 +10.3%
206 MCD MCDONALDS CORP Consumer Cyclical 144,666.0 $39.1M 0.09% +67K +85.5% $270.31 +0.2%
207 HD HOME DEPOT INC Consumer Cyclical 110,517.0 $39.0M 0.09% +62K +126.2% $352.68 -4.8%
208 JKHY HENRY JACK & ASSOC INC Technology 280,177.0 $38.6M 0.09% +129K +85.5% $137.74 +20.7%
209 LMT LOCKHEED MARTIN CORP Industrials 74,978.0 $38.2M 0.09% +16K +27.2% $509.46 +10.6%
210 ZTS ZOETIS INC Healthcare 531,415.0 $38.2M 0.09% +319K +150.0% $71.86 +8.2%
211 RTX RTX CORPORATION Industrials 199,494.0 $37.8M 0.09% +49K +32.7% $189.73 +10.6%
212 CPRT COPART INC Industrials 1,341,693.0 $37.8M 0.09% +672K +100.2% $28.19 +19.9%
213 UBER UBER TECHNOLOGIES INC Technology 523,996.0 $37.8M 0.09% +71K +15.6% $72.16 +9.2%
214 CRM SALESFORCE INC Technology 241,069.0 $37.8M 0.09% +162K +206.8% $156.66 +33.5%
215 PRU PRUDENTIAL FINL INC Financial Services 348,084.0 $37.6M 0.09% +189K +119.3% $107.93 +12.2%
216 AIZ ASSURANT INC Financial Services 139,773.0 $37.5M 0.09% +39K +38.3% $268.53 +5.8%
217 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 584,395.0 $37.4M 0.09% +256K +77.7% $64.01 +16.9%
218 CRWV COREWEAVE INC Technology 375,000.0 $37.3M 0.09% +100K +36.4% $99.54 -11.7%
219 NYT NEW YORK TIMES CO MTN BE Communication Services 533,315.0 $37.3M 0.09% +118K +28.4% $69.98 -6.1%
220 WTM WHITE MTNS INS GROUP LTD Financial Services 17,940.0 $37.2M 0.09% +9K +98.3% $2073.39 +1.8%
Page 11 of 42  ·  837 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
Financial Services 28.3%
Technology 19.4%
Industrials 13.9%
Consumer Cyclical 9.8%
Healthcare 8.2%
Consumer Defensive 4.4%
Real Estate 4.2%
Basic Materials 3.5%
Energy 3.1%
Communication Services 2.7%