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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 38 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AGX ARGAN INC Industrials 1,691.0 $1.4M 0.00% +327.0 +24.0% $798.55 -37.2%
742 IEF ISHARES TR 14,177.0 $1.3M 0.00% +9K +175.1% $94.57 -1.9%
743 HYS PIMCO ETF TR 14,284.0 $1.3M 0.00% +9K +170.6% $93.52 -0.7%
744 NGVT INGEVITY CORP Basic Materials 17,757.0 $1.3M 0.00% +3K +20.8% $74.67 -5.9%
745 PAVE GLOBAL X FDS 22,484.0 $1.3M 0.00% +3K +16.1% $58.92 -4.3%
746 BCO BRINKS CO Industrials 13,883.0 $1.3M 0.00% +6K +66.8% $94.49 +17.9%
747 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 27,691.0 $1.3M 0.00% +13K +93.4% $47.27 +8.5%
748 CRI CARTERS INC Consumer Cyclical 31,707.0 $1.3M 0.00% +23K +257.7% $41.16 -13.1%
749 MCY MERCURY GENL CORP NEW Financial Services 11,982.0 $1.3M 0.00% +891.0 +8.0% $106.62 -0.9%
750 VIS VANGUARD WORLD FD 3,479.0 $1.3M 0.00% +1K +42.5% $360.38 -4.1%
751 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 4,957.0 $1.2M 0.00% +1K +26.9% $249.98 -4.1%
752 CGMS CAPITAL GRP FIXED INCM ETF T 45,238.0 $1.2M 0.00% +16K +53.7% $27.33 -0.7%
753 USIG ISHARES TR 23,924.0 $1.2M 0.00% +5K +23.9% $51.29 -2.1%
754 ORC ORCHID IS CAP INC Real Estate 170,421.0 $1.2M 0.00% +24K +16.4% $6.97 -3.9%
755 NAT NORDIC AMERICAN TANKERS LIMI Industrials 204,719.0 $1.1M 0.00% +170K +493.2% $5.54 +25.8%
756 HYBL SSGA ACTIVE TR 40,301.0 $1.1M 0.00% +6K +17.9% $27.95 +0.1%
757 CUSHMAN AND WAKEFIELD LTD 83,953.0 $1.1M 0.00% +1K +1.5% $13.39
758 DX DYNEX CAP INC Real Estate 85,179.0 $1.1M 0.00% +14K +19.7% $13.11 -0.6%
759 CBZ CBIZ INC Industrials 34,530.0 $1.1M 0.00% +11K +45.7% $32.08 +70.4%
760 AGNC AGNC INVT CORP Real Estate 101,517.0 $1.1M 0.00% +5K +5.2% $10.90 -0.1%
Page 38 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%