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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 18 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 VXUS VANGUARD STAR FDS 298,111.0 $25.5M 0.06% +30K +11.4% $85.49 +2.0%
342 QXO QXO INC Industrials 1,469,844.0 $25.4M 0.06% +1.4M +1874.7% $17.28 -22.4%
343 MPC MARATHON PETE CORP Energy 98,969.0 $25.3M 0.06% +7K +7.1% $255.67 +41.8%
344 SMITHFIELD FOODS INC 1,042,592.0 $25.3M 0.06% +20K +1.9% $24.26
345 ATO ATMOS ENERGY CORP Utilities 146,815.0 $25.3M 0.06% +79K +115.8% $172.27 -2.6%
346 OTIS OTIS WORLDWIDE CORP Industrials 351,227.0 $25.1M 0.06% +218K +164.2% $71.60 +0.8%
347 PH PARKER-HANNIFIN CORP Industrials 25,687.0 $25.1M 0.06% +9K +51.1% $978.12 +3.7%
348 RPM RPM INTL INC Basic Materials 225,307.0 $25.0M 0.06% +139K +162.0% $111.15 -4.3%
349 LNC LINCOLN NATL CORP IND Financial Services 707,709.0 $25.0M 0.06% +568K +405.1% $35.35 +19.9%
350 SNDR SCHNEIDER NATIONAL INC Industrials 682,790.0 $24.9M 0.06% +118K +20.8% $36.53 -4.6%
351 AVTR AVANTOR INC Healthcare 2,516,444.0 $24.9M 0.06% +1.2M +89.5% $9.90 +44.0%
352 FOXA FOX CORP Communication Services 475,115.0 $24.8M 0.06% +112K +30.8% $52.16 +32.7%
353 COOPER COS INC 344,402.0 $24.7M 0.06% +212K +160.1% $71.71
354 NSC NORFOLK SOUTHN CORP Industrials 78,090.0 $24.6M 0.06% +31K +65.0% $314.59 +12.2%
355 MHK MOHAWK INDS INC Consumer Cyclical 201,074.0 $24.4M 0.06% +128K +176.1% $121.33 +10.5%
356 VWO VANGUARD INTL EQUITY INDEX F 406,824.0 $24.3M 0.06% +117K +40.3% $59.69 +0.5%
357 TGT TARGET CORP Consumer Defensive 185,572.0 $24.2M 0.06% +56K +43.0% $130.61 +30.1%
358 SPG SIMON PPTY GROUP INC NEW Real Estate 108,355.0 $24.2M 0.06% +38K +54.0% $223.65 -1.3%
359 VST VISTRA CORP Utilities 152,221.0 $24.1M 0.06% +29K +23.8% $158.63 -14.5%
360 ASH ASHLAND INC Basic Materials 362,258.0 $23.9M 0.06% +273K +306.6% $65.89 +11.9%
Page 18 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%