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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 16 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ESE ESCO TECHNOLOGIES INC Technology 9,522.0 $3.3M 0.01% -3K -23.9% $350.04 -21.3%
302 COF CAPITAL ONE FINL CORP Financial Services 16,135.0 $3.2M 0.01% -324.0 -2.0% $200.62 +7.8%
303 YOU CLEAR SECURE INC Technology 58,054.0 $3.2M 0.01% -797.0 -1.4% $55.73 -19.8%
304 AMTM AMENTUM HOLDINGS INC Industrials 156,113.0 $3.2M 0.01% -365K -70.0% $20.67 -3.0%
305 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 51,603.0 $3.2M 0.01% -57K -52.5% $62.22 -29.9%
306 VICR VICOR CORP Technology 8,420.0 $3.2M 0.01% -3K -25.4% $379.78 -50.0%
307 SKY CHAMPION HOMES INC Consumer Cyclical 34,878.0 $3.1M 0.01% -28K -44.4% $88.12 +3.9%
308 QUAL ISHARES TR 13,961.0 $3.1M 0.01% -244.0 -1.7% $219.43 +2.0%
309 RJF RAYMOND JAMES FINL INC Financial Services 19,598.0 $3.0M 0.01% -143.0 -0.7% $152.03 +16.2%
310 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 34,216.0 $2.9M 0.01% -4K -10.9% $86.20 -3.2%
311 KGS KODIAK GAS SVCS INC Energy 38,729.0 $2.9M 0.01% -2K -5.2% $75.13 -21.2%
312 PTON PELOTON INTERACTIVE INC Consumer Cyclical 485,659.0 $2.9M 0.01% -78K -13.8% $5.91 -9.3%
313 ICUI ICU MED INC Healthcare 19,289.0 $2.8M 0.01% -11K -35.3% $146.60 +24.5%
314 USB US BANCORP Financial Services 46,711.0 $2.8M 0.01% -672.0 -1.4% $60.40 +3.3%
315 RCI ROGERS COMMUNICATIONS INC Communication Services 85,630.0 $2.8M 0.01% -2K -2.8% $32.50 +12.0%
316 MOD MODINE MFG CO Consumer Cyclical 10,281.0 $2.7M 0.01% -239.0 -2.3% $267.02 -29.5%
317 WAY WAYSTAR HLDG CORP Technology 130,940.0 $2.7M 0.01% -47K -26.5% $20.53 +23.5%
318 D DOMINION ENERGY INC Utilities 38,503.0 $2.6M 0.01% -21K -35.4% $68.29 -2.5%
319 VAL VALARIS LTD Energy 35,276.0 $2.6M 0.01% -5K -12.3% $72.60 +18.2%
320 CLS CELESTICA INC Technology 6,818.0 $2.5M 0.01% -485.0 -6.6% $364.80 -19.3%
Page 16 of 29  ·  572 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%