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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 39 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IWN ISHARES TR 4,845.0 $1.1M 0.00% +400.0 +9.0% $221.20 +1.6%
762 LRN STRIDE INC Consumer Defensive 12,342.0 $1.1M 0.00% +9K +255.7% $86.24 -2.2%
763 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 61,298.0 $1.1M 0.00% +32K +111.1% $17.20 -6.0%
764 SPSC SPS COMM INC Technology 18,010.0 $1.0M 0.00% +11K +154.4% $57.17 +41.8%
765 AIR AAR CORP Industrials 7,188.0 $1.0M 0.00% +3K +85.7% $142.93 -5.7%
766 FTSD FRANKLIN ETF TR 11,185.0 $1.0M 0.00% +98.0 +0.9% $90.51 -0.4%
767 LPTH LIGHTPATH TECHNOLOGIES INC Technology 60,589.0 $991K 0.00% +35K +139.0% $16.35 -11.8%
768 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 123,914.0 $981K 0.00% +81K +186.5% $7.92 +9.8%
769 GVA GRANITE CONSTR INC Industrials 5,986.0 $946K 0.00% +236.0 +4.1% $158.08 -21.7%
770 MCHI ISHARES TR 18,409.0 $939K 0.00% +8K +82.8% $51.02 +9.1%
771 SENEA SENECA FOODS CORP NEW Consumer Defensive 5,394.0 $938K 0.00% +723.0 +15.5% $173.94 +11.6%
772 COCO VITA COCO CO INC Consumer Defensive 14,171.0 $937K 0.00% +2K +16.7% $66.14 -4.2%
773 SYF SYNCHRONY FINANCIAL Financial Services 12,170.0 $926K 0.00% +2K +19.4% $76.05 +4.5%
774 VIOO VANGUARD ADMIRAL FDS INC 6,707.0 $922K 0.00% +462.0 +7.4% $137.54 -0.7%
775 NTR NUTRIEN LTD Basic Materials 14,363.0 $904K 0.00% +10K +246.3% $62.95 +19.6%
776 FA FIRST ADVANTAGE CORP NEW Industrials 49,269.0 $889K 0.00% +20K +67.2% $18.05 +15.8%
777 ARES ARES MANAGEMENT CORPORATION Financial Services 7,960.0 $886K 0.00% +109.0 +1.4% $111.31 +26.9%
778 PCEF INVESCO EXCH TRADED FD TR II 43,225.0 $878K 0.00% +6K +17.6% $20.31 +0.2%
779 ULS UL SOLUTIONS INC Industrials 8,546.0 $870K 0.00% +2K +27.7% $101.86 -26.3%
780 MTB M & T BK CORP Financial Services 3,524.0 $839K 0.00% +1K +40.7% $238.01 +1.0%
Page 39 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%