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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 24 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PSIX POWER SOLUTIONS INTL INC Industrials 15,072.0 $586K 0.00% -845.0 -5.3% $38.89 -6.3%
462 BOKF BOK FINL CORP Financial Services 4,213.0 $585K 0.00% -107.0 -2.5% $138.88 +1.1%
463 ALKS ALKERMES PLC Healthcare 11,157.0 $585K 0.00% -30K -73.2% $52.40 -7.8%
464 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,161.0 $582K 0.00% -516.0 -4.4% $52.15 +7.2%
465 SHEL SHELL PLC Energy 7,451.0 $578K 0.00% -217.0 -2.8% $77.54 +20.4%
466 AROC ARCHROCK INC Energy 14,186.0 $578K 0.00% -119.0 -0.8% $40.71 -21.9%
467 SMG SCOTTS MIRACLE-GRO CO Basic Materials 8,475.0 $577K 0.00% -42K -83.2% $68.11 -10.4%
468 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 30,323.0 $576K 0.00% -15K -33.6% $19.01 -5.9%
469 SAM BOSTON BEER INC Consumer Defensive 3,196.0 $566K 0.00% -167K -98.1% $177.03 +5.0%
470 ROG ROGERS CORP Technology 3,424.0 $561K 0.00% -5K -57.9% $163.73 -22.7%
471 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 7,629.0 $557K 0.00% -8K -52.1% $72.99 +7.9%
472 PSMT PRICESMART INC Consumer Defensive 2,829.0 $553K 0.00% -18.0 -0.6% $195.34 -11.5%
473 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 6,696.0 $546K 0.00% -31K -82.5% $81.51 +6.9%
474 BMI BADGER METER INC Technology 3,502.0 $520K 0.00% -2K -32.5% $148.38 -11.2%
475 KRMN KARMAN HLDGS INC Industrials 10,393.0 $519K 0.00% -611.0 -5.5% $49.92 +7.0%
476 KLIC KULICKE & SOFFA INDS INC Technology 3,843.0 $514K 0.00% -27K -87.5% $133.76 -35.9%
477 BKD BROOKDALE SR LIVING INC Healthcare 31,627.0 $509K 0.00% -24K -43.4% $16.09 -26.7%
478 DBND DOUBLELINE ETF TRUST 11,017.0 $502K 0.00% -8K -41.5% $45.59 -1.4%
479 ANIP ANI PHARMACEUTICALS INC Healthcare 6,027.0 $499K 0.00% -18K -75.0% $82.78 -9.0%
480 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 9,496.0 $490K 0.00% -115.0 -1.2% $51.60 +8.9%
Page 24 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%