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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PPA INVESCO EXCHANGE TRADED FD T 1,790.0 $316K 0.00% NEW $176.65 -1.7%
122 IWS ISHARES TR 1,899.0 $313K 0.00% NEW $164.60 +4.5%
123 SEPN SEPTERNA INC Healthcare 9,322.0 $312K 0.00% NEW $33.49 +19.4%
124 ARM ARM HOLDINGS PLC Technology 868.0 $308K 0.00% NEW $354.57 -31.4%
125 BELFB BEL FUSE INC Technology 908.0 $302K 0.00% NEW $333.04 -23.3%
126 CC CHEMOURS CO Basic Materials 14,722.0 $302K 0.00% NEW $20.52 -22.2%
127 SXC SUNCOKE ENERGY INC Energy 36,977.0 $298K 0.00% NEW $8.05 +20.4%
128 RXT RACKSPACE TECHNOLOGY INC Technology 42,305.0 $276K 0.00% NEW $6.53 -49.2%
129 IPAR INTERPARFUMS INC Consumer Defensive 2,466.0 $276K 0.00% NEW $111.86 +3.3%
130 PREF PRINCIPAL EXCHANGE TRADED FD 14,288.0 $272K 0.00% NEW $19.06 -1.2%
131 AVIG AMERICAN CENTY ETF TR 6,574.0 $272K 0.00% NEW $41.41 -1.7%
132 HRI HERC HLDGS INC Industrials 1,895.0 $272K 0.00% NEW $143.34 +12.9%
133 APOG APOGEE ENTERPRISES INC Industrials 5,659.0 $259K 0.00% NEW $45.74 -9.1%
134 HNGE HINGE HEALTH INC Healthcare 3,092.0 $257K 0.00% NEW $83.00 +6.5%
135 BRC BRADY CORP Industrials 2,638.0 $242K 0.00% NEW $91.57 -0.3%
136 AXSM AXSOME THERAPEUTICS INC. Healthcare 980.0 $240K 0.00% NEW $244.77 -15.1%
137 IMCG ISHARES TR 2,434.0 $239K 0.00% NEW $98.30 -0.2%
138 AEHR AEHR TEST SYS Technology 2,380.0 $229K 0.00% NEW $96.06 +5.9%
139 NVO NOVO-NORDISK A S Healthcare 4,758.0 $228K 0.00% NEW $47.94 -2.5%
140 ARKW ARK ETF TR 1,571.0 $228K 0.00% NEW $144.86 +7.3%
Page 7 of 9  ·  179 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%