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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 4 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FCX FREEPORT MCMORAN INC Basic Materials 707,290.0 $44.5M 0.10% -9K -1.3% $62.89 +21.9%
62 TDY TELEDYNE TECHNOLOGIES INC Technology 66,053.0 $44.1M 0.10% -8K -10.3% $666.90 -4.6%
63 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 79,123.0 $42.9M 0.10% -1K -1.6% $541.83 -5.3%
64 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 361,748.0 $40.8M 0.10% -33K -8.4% $112.74 +18.2%
65 ADI ANALOG DEVICES INC Technology 100,963.0 $40.1M 0.09% -7K -6.9% $397.17 -6.1%
66 TJX TJX COS INC NEW Consumer Cyclical 264,066.0 $40.0M 0.09% -6K -2.2% $151.50 -7.3%
67 SWK STANLEY BLACK & DECKER INC Industrials 416,450.0 $39.2M 0.09% -50K -10.7% $94.12 +6.3%
68 XOM EXXON MOBIL CORP Energy 283,629.0 $38.8M 0.09% -18K -5.8% $136.72 +20.8%
69 COHR COHERENT CORP Technology 97,319.0 $38.4M 0.09% -21K -17.6% $394.47 -26.6%
70 CGNX COGNEX CORP Technology 515,014.0 $37.3M 0.09% -11K -2.0% $72.42 -16.4%
71 CDNS CADENCE DESIGN SYSTEM INC Technology 99,203.0 $37.2M 0.09% -24K -19.6% $375.32 -15.0%
72 ANET ARISTA NETWORKS INC Technology 215,509.0 $36.6M 0.09% -1K -0.7% $169.88 +11.0%
73 DVA DAVITA INC Healthcare 163,580.0 $36.4M 0.09% -12K -6.8% $222.48 -21.9%
74 DVN DEVON ENERGY CORP NEW Energy 870,489.0 $36.0M 0.08% -109K -11.1% $41.32 +18.8%
75 UNH UNITEDHEALTH GROUP INC Healthcare 85,497.0 $35.5M 0.08% -641.0 -0.7% $415.63 -6.1%
76 BIL SPDR SERIES TRUST 387,141.0 $35.5M 0.08% -213K -35.5% $91.64 -0.0%
77 CLH CLEAN HARBORS INC Industrials 118,271.0 $35.3M 0.08% -16K -12.2% $298.75 +5.8%
78 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 454,532.0 $34.7M 0.08% -13K -2.7% $76.40 +5.1%
79 J JACOBS SOLUTIONS INC Industrials 271,342.0 $34.2M 0.08% -5K -1.8% $126.00 +19.1%
80 CBOE CBOE GLOBAL MKTS INC Financial Services 139,993.0 $34.0M 0.08% -40K -22.1% $242.67 +23.9%
Page 4 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%