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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 17 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BIL SPDR SERIES TRUST 387,141.0 $35.5M 0.08% -213K -35.5% $91.64 -0.0%
322 VIKING HOLDINGS LTD 338,758.0 $35.5M 0.08% +13K +3.9% $104.67
323 FBND FIDELITY MERRIMACK STR TR 778,810.0 $35.4M 0.08% +65K +9.1% $45.49 -1.1%
324 CLH CLEAN HARBORS INC Industrials 118,271.0 $35.3M 0.08% -16K -12.2% $298.75 +4.9%
325 WEC WEC ENERGY GROUP INC Utilities 301,882.0 $35.3M 0.08% +72K +31.3% $116.77 -8.0%
326 NVR NVR INC Consumer Cyclical 5,163.0 $35.2M 0.08% +3K +199.8% $6813.40 -6.6%
327 KMI KINDER MORGAN INC DEL Energy 1,099,537.0 $35.2M 0.08% +324K +41.7% $31.97 -3.0%
328 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 92,346.0 $35.1M 0.08% +21K +29.0% $380.37 -32.7%
329 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 396,271.0 $35.1M 0.08% +50K +14.6% $88.60 -37.1%
330 SNA SNAP ON INC Industrials 87,045.0 $35.0M 0.08% +36K +69.8% $402.40 -2.5%
331 POOL POOL CORP Industrials 162,371.0 $34.9M 0.08% +86K +113.0% $214.90 -13.0%
332 CCC CCC INTELLIGENT SOLUTIONS HL Technology 6,741,416.0 $34.8M 0.08% +1.6M +31.6% $5.16 +44.6%
333 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 454,532.0 $34.7M 0.08% -13K -2.7% $76.40 +2.3%
334 PKG PACKAGING CORP AMER Consumer Cyclical 144,889.0 $34.5M 0.08% +59K +68.8% $238.28 +5.0%
335 CAG CONAGRA BRANDS INC Consumer Defensive 2,558,417.0 $34.4M 0.08% +1.6M +158.1% $13.46 +23.6%
336 AWI ARMSTRONG WORLD INDS INC NEW Industrials 214,471.0 $34.4M 0.08% +72K +50.2% $160.42 +10.6%
337 J JACOBS SOLUTIONS INC Industrials 271,342.0 $34.2M 0.08% -5K -1.8% $126.00 +20.1%
338 EGP EASTGROUP PPTYS INC Real Estate 168,797.0 $34.2M 0.08% +44K +34.9% $202.53 -0.5%
339 MAR MARRIOTT INTL INC NEW Consumer Cyclical 92,122.0 $34.1M 0.08% +18K +24.9% $370.59 -3.4%
340 A AGILENT TECHNOLOGIES INC Healthcare 256,435.0 $34.1M 0.08% +95K +58.9% $132.83 +15.3%
Page 17 of 90  ·  1,791 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%