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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 5 of 29  ·  572 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMER SPORTS INC 995,273.0 $33.7M 0.08% -62K -5.8% $33.84
82 WMT WALMART INC Consumer Defensive 293,891.0 $33.3M 0.08% -31K -9.5% $113.26 -8.4%
83 DECK DECKERS OUTDOOR CORP Consumer Cyclical 332,905.0 $33.1M 0.08% -162K -32.7% $99.29 -7.7%
84 JPM JPMORGAN CHASE & CO Financial Services 100,082.0 $32.8M 0.08% -14K -12.3% $327.33 +7.4%
85 LEA LEAR CORP Consumer Cyclical 243,420.0 $32.6M 0.08% -23K -8.7% $134.06 -4.1%
86 BC BRUNSWICK CORP Consumer Cyclical 386,225.0 $32.5M 0.08% -21K -5.0% $84.24 -4.0%
87 ODFL OLD DOMINION FREIGHT LINE IN Industrials 150,165.0 $32.5M 0.08% -3K -2.1% $216.60 -4.7%
88 SON SONOCO PRODS CO Consumer Cyclical 576,090.0 $32.5M 0.08% -110K -16.1% $56.35 +5.6%
89 RLI RLI CORP Financial Services 537,759.0 $31.8M 0.07% -256K -32.3% $59.07 +10.7%
90 AA ALCOA CORP Basic Materials 607,628.0 $31.7M 0.07% -34K -5.2% $52.14 -0.6%
91 BWXT BWX TECHNOLOGIES INC Industrials 162,234.0 $31.6M 0.07% -15K -8.6% $194.65 -19.5%
92 MILLROSE PPTYS INC 1,049,494.0 $31.5M 0.07% -514K -32.9% $30.05
93 OGE OGE ENERGY CORP Utilities 645,045.0 $31.4M 0.07% -173K -21.1% $48.66 -6.2%
94 RALLIANT CORP 422,045.0 $31.1M 0.07% -147K -25.8% $73.63
95 SM SM ENERGY COMPANY Energy 1,186,853.0 $31.0M 0.07% -42K -3.4% $26.10 +42.5%
96 BX BLACKSTONE INC Financial Services 263,130.0 $31.0M 0.07% -2K -0.6% $117.67 +21.8%
97 AFG AMERICAN FINANCIAL GROUP INC Financial Services 219,568.0 $30.7M 0.07% -22K -9.1% $139.94 +2.7%
98 CINF CINCINNATI FINL CORP Financial Services 163,916.0 $30.3M 0.07% -30K -15.4% $185.14 -9.1%
99 THG HANOVER INS GROUP INC Financial Services 140,954.0 $30.2M 0.07% -11K -7.1% $214.12 +4.2%
100 OKE ONEOK INC NEW Energy 344,077.0 $29.9M 0.07% -10K -2.8% $86.94 +7.3%
Page 5 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%