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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 20 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ACM AECOM Industrials 454,550.0 $31.7M 0.07% +320K +237.3% $69.80 -6.9%
382 AA ALCOA CORP Basic Materials 607,628.0 $31.7M 0.07% -34K -5.2% $52.14 -5.3%
383 BWXT BWX TECHNOLOGIES INC Industrials 162,234.0 $31.6M 0.07% -15K -8.6% $194.65 -23.2%
384 AEE AMEREN CORP Utilities 279,323.0 $31.6M 0.07% +27K +10.9% $113.04 -5.2%
385 MILLROSE PPTYS INC 1,049,494.0 $31.5M 0.07% -514K -32.9% $30.05
386 OGE OGE ENERGY CORP Utilities 645,045.0 $31.4M 0.07% -173K -21.1% $48.66 -5.5%
387 ALGN ALIGN TECHNOLOGY INC Healthcare 185,954.0 $31.4M 0.07% +17K +9.9% $168.66 -5.3%
388 PCTY PAYLOCITY HLDG CORP Technology 298,664.0 $31.2M 0.07% +95K +46.7% $104.53 +45.8%
389 CI THE CIGNA GROUP Healthcare 113,207.0 $31.2M 0.07% +12K +12.4% $275.68 +1.7%
390 CART MAPLEBEAR INC Consumer Cyclical 658,368.0 $31.2M 0.07% +294K +80.9% $47.35 +9.4%
391 RALLIANT CORP 422,045.0 $31.1M 0.07% -147K -25.8% $73.63
392 SM SM ENERGY COMPANY Energy 1,186,853.0 $31.0M 0.07% -42K -3.4% $26.10 +39.7%
393 BX BLACKSTONE INC Financial Services 263,130.0 $31.0M 0.07% -2K -0.6% $117.67 +22.1%
394 AFG AMERICAN FINANCIAL GROUP INC Financial Services 219,568.0 $30.7M 0.07% -22K -9.1% $139.94 +3.2%
395 PPC PILGRIMS PRIDE CORP Consumer Defensive 1,092,233.0 $30.7M 0.07% +114K +11.7% $28.11 +13.1%
396 MSA MSA SAFETY INC Industrials 175,098.0 $30.6M 0.07% +101K +136.4% $174.58 +8.2%
397 CINF CINCINNATI FINL CORP Financial Services 163,916.0 $30.3M 0.07% -30K -15.4% $185.14 -7.5%
398 XLK SELECT SECTOR SPDR TR 158,661.0 $30.2M 0.07% +134K +536.1% $190.52 -5.5%
399 THG HANOVER INS GROUP INC Financial Services 140,954.0 $30.2M 0.07% -11K -7.1% $214.12 +6.2%
400 DGRO ISHARES TR 397,769.0 $30.1M 0.07% +44K +12.5% $75.79 +5.5%
Page 20 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%