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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 3 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAYX PAYCHEX INC Industrials 757,118.0 $74.4M 0.17% +481K +174.6% $98.33 +26.6%
42 BOND PIMCO ETF TR 798,729.0 $73.7M 0.17% +156K +24.2% $92.21 -1.9%
43 BKNG BOOKING HOLDINGS INC Consumer Cyclical 410,502.0 $73.2M 0.17% +398K +3068.7% $178.24 +17.6%
44 BBY BEST BUY INC Consumer Cyclical 963,170.0 $73.1M 0.17% +409K +73.8% $75.88 +13.2%
45 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 954,387.0 $72.9M 0.17% +271K +39.8% $76.43 -6.2%
46 WSM WILLIAMS SONOMA INC Consumer Cyclical 308,634.0 $71.9M 0.17% +43K +16.4% $233.10 +1.9%
47 HIW HIGHWOODS PPTYS INC Real Estate 2,382,143.0 $71.8M 0.17% +2.3M +1767.9% $30.16 +4.1%
48 VRT VERTIV HOLDINGS CO Industrials 213,966.0 $71.6M 0.17% +21K +11.1% $334.82 -21.8%
49 ROP ROPER TECHNOLOGIES INC Industrials 209,953.0 $71.0M 0.17% +64K +43.6% $338.39 +21.7%
50 TMO THERMO FISHER SCIENTIFIC INC Healthcare 139,499.0 $69.9M 0.16% +37K +36.7% $501.36 +25.5%
51 GD GENERAL DYNAMICS CORP Industrials 196,280.0 $69.5M 0.16% +56K +40.2% $354.24 +8.5%
52 ADP AUTOMATIC DATA PROCESSING IN Industrials 309,165.0 $69.2M 0.16% +143K +86.6% $223.95 +25.4%
53 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 1,318,390.0 $68.8M 0.16% +976K +284.6% $52.17 +3.9%
54 MRK MERCK & CO INC Healthcare 528,937.0 $68.0M 0.16% +22K +4.4% $128.50 +18.7%
55 VLO VALERO ENERGY CORP Energy 260,471.0 $67.8M 0.16% +45K +20.7% $260.44 +34.0%
56 TKR TIMKEN CO Industrials 462,639.0 $67.2M 0.16% +38K +9.1% $145.32 -13.9%
57 LFUS LITTELFUSE INC Technology 147,110.0 $67.0M 0.16% +3K +1.8% $455.33 -9.5%
58 PYPL PAYPAL HLDGS INC Financial Services 1,538,078.0 $66.4M 0.15% +218K +16.5% $43.18 +42.5%
59 ESI ELEMENT SOLUTIONS INC Basic Materials 1,378,062.0 $65.8M 0.15% +75K +5.8% $47.75 -26.1%
60 VRSK VERISK ANALYTICS INC Industrials 365,407.0 $65.6M 0.15% +141K +62.7% $179.53 +4.4%
Page 3 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%