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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 48 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 VCIT VANGUARD SCOTTSDALE FDS 61,076.0 $5.0M 0.01% +1K +2.0% $82.65 -1.4%
942 TECH BIO-TECHNE CORP Healthcare 71,175.0 $5.0M 0.01% +45K +169.4% $70.65 +2.4%
943 SPIB SPDR SERIES TRUST 149,499.0 $5.0M 0.01% $33.46 -0.8%
944 ENTG ENTEGRIS INC Technology 27,751.0 $5.0M 0.01% +11K +67.1% $179.86 -20.8%
945 KIM KIMCO REALTY CORP Real Estate 196,800.0 $5.0M 0.01% -2K -0.8% $25.35 -5.2%
946 SPSB SPDR SERIES TRUST 166,116.0 $5.0M 0.01% $30.01 -0.1%
947 SPSM SPDR SERIES TRUST 86,254.0 $5.0M 0.01% $57.67 -1.0%
948 JCPB J P MORGAN EXCHANGE TRADED F 104,736.0 $4.9M 0.01% +28K +35.8% $46.94 -1.2%
949 LEG LEGGETT & PLATT INC Consumer Cyclical 416,774.0 $4.9M 0.01% -226K -35.2% $11.71 -21.4%
950 S SENTINELONE INC Technology 287,500.0 $4.9M 0.01% -122K -29.8% $16.97 +20.9%
951 LNG CHENIERE ENERGY INC Energy 20,386.0 $4.9M 0.01% -7K -25.4% $239.01 +18.9%
952 PSTG EVERPURE INC 61,034.0 $4.8M 0.01% -3K -4.7% $78.79
953 FICO FAIR ISAAC CORP Technology 4,020.0 $4.8M 0.01% +2K +107.9% $1194.78 -5.1%
954 SMIG ETF SER SOLUTIONS 145,154.0 $4.8M 0.01% $32.81 +0.8%
955 TPC TUTOR PERINI CORP Industrials 56,974.0 $4.7M 0.01% -15K -21.1% $82.97 +6.7%
956 PLUG PLUG PWR INC Industrials 1,735,529.0 $4.7M 0.01% -559K -24.4% $2.71 -19.9%
957 VSH VISHAY INTERTECHNOLOGY INC Technology 87,159.0 $4.7M 0.01% NEW $53.78 -43.0%
958 RPV INVESCO EXCHANGE TRADED FD T 40,945.0 $4.7M 0.01% $113.82 +7.9%
959 BK BANK OF NY MELLON CORP Financial Services 32,181.0 $4.7M 0.01% $144.61 -0.6%
960 IEI ISHARES TR 39,564.0 $4.6M 0.01% $117.45 -0.6%
Page 48 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%