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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 40 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 AVUV AMERICAN CENTY ETF TR 6,393.0 $798K 0.00% +743.0 +13.2% $124.76 +1.4%
782 SLVM SYLVAMO CORP Basic Materials 21,008.0 $794K 0.00% +255.0 +1.2% $37.80 -2.7%
783 VMBS VANGUARD SCOTTSDALE FDS 16,765.0 $785K 0.00% +3K +23.7% $46.81 -1.4%
784 OUTFRONT MEDIA INC 22,536.0 $738K 0.00% +9K +64.7% $32.76
785 IUSB ISHARES TR 15,967.0 $737K 0.00% +658.0 +4.3% $46.15 -1.6%
786 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 23,513.0 $734K 0.00% +940.0 +4.2% $31.20 +3.7%
787 OSCR OSCAR HEALTH INC Healthcare 24,847.0 $709K 0.00% +10K +66.7% $28.52 +12.3%
788 MLPA GLOBAL X FDS 13,301.0 $706K 0.00% +2K +15.8% $53.08 +6.2%
789 XEL XCEL ENERGY INC Utilities 8,578.0 $689K 0.00% +669.0 +8.5% $80.30 -5.0%
790 EQL ALPS ETF TR 13,631.0 $688K 0.00% +115.0 +0.8% $50.45 +3.7%
791 ICFI ICF INTL INC Industrials 9,235.0 $673K 0.00% +3K +52.2% $72.86 +22.2%
792 MGK VANGUARD WORLD FD 7,640.0 $672K 0.00% +6K +404.6% $87.91 +1.2%
793 IFRA ISHARES TR 10,415.0 $657K 0.00% +1K +15.8% $63.04 -5.3%
794 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,219.0 $651K 0.00% +19.0 +0.9% $293.18 +4.1%
795 MUR MURPHY OIL CORP Energy 19,881.0 $647K 0.00% +3K +20.3% $32.56 +14.9%
796 VCEL VERICEL CORP Healthcare 14,293.0 $636K 0.00% +2K +20.3% $44.49 -4.1%
797 EQX EQUINOX GOLD CORP Basic Materials 65,102.0 $633K 0.00% +20K +44.1% $9.72 +39.2%
798 NTRS NORTHERN TR CORP Financial Services 3,590.0 $624K 0.00% +103.0 +3.0% $173.84 +5.8%
799 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 5,516.0 $612K 0.00% +668.0 +13.8% $111.03 -0.9%
800 VNQ VANGUARD INDEX FDS 6,056.0 $584K 0.00% +673.0 +12.5% $96.43 +2.1%
Page 40 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%