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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 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADP AUTOMATIC DATA PROCESSING IN Industrials 309,165.0 $69.2M 0.16% +143K +86.6% $223.95 +25.4%
82 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 1,318,390.0 $68.8M 0.16% +976K +284.6% $52.17 +3.9%
83 MRK MERCK & CO INC Healthcare 528,937.0 $68.0M 0.16% +22K +4.4% $128.50 +18.7%
84 VLO VALERO ENERGY CORP Energy 260,471.0 $67.8M 0.16% +45K +20.7% $260.44 +34.0%
85 TKR TIMKEN CO Industrials 462,639.0 $67.2M 0.16% +38K +9.1% $145.32 -13.9%
86 LFUS LITTELFUSE INC Technology 147,110.0 $67.0M 0.16% +3K +1.8% $455.33 -9.5%
87 FFIV F5 INC Technology 160,688.0 $66.8M 0.16% -2K -0.9% $415.96 -7.5%
88 PYPL PAYPAL HLDGS INC Financial Services 1,538,078.0 $66.4M 0.15% +218K +16.5% $43.18 +42.5%
89 ESI ELEMENT SOLUTIONS INC Basic Materials 1,378,062.0 $65.8M 0.15% +75K +5.8% $47.75 -26.1%
90 ON ON SEMICONDUCTOR CORP Technology 695,708.0 $65.8M 0.15% -139K -16.7% $94.54 -21.5%
91 VRSK VERISK ANALYTICS INC Industrials 365,407.0 $65.6M 0.15% +141K +62.7% $179.53 +4.4%
92 REGN REGENERON PHARMACEUTICALS Healthcare 105,165.0 $65.6M 0.15% +22K +26.9% $623.54 +33.8%
93 GOOG ALPHABET INC 185,492.0 $65.5M 0.15% $353.33
94 EVRG EVERGY INC Utilities 751,305.0 $64.9M 0.15% +33K +4.5% $86.43 -6.4%
95 VTR VENTAS INC Real Estate 728,429.0 $64.7M 0.15% +91K +14.2% $88.80 +4.8%
96 WFRD WEATHERFORD INTL PLC Energy 789,624.0 $64.4M 0.15% -15K -1.9% $81.50 +11.1%
97 HST HOST HOTELS & RESORTS INC Real Estate 2,712,345.0 $64.3M 0.15% +138K +5.4% $23.71 -2.1%
98 CRS CARPENTER TECHNOLOGY CORP Industrials 104,168.0 $64.3M 0.15% +19K +21.7% $616.84 -20.2%
99 OC OWENS CORNING NEW Industrials 400,722.0 $63.7M 0.15% -110K -21.5% $158.96 -6.9%
100 M MACYS INC Consumer Cyclical 2,700,406.0 $63.6M 0.15% +1.3M +97.4% $23.55 -3.1%
Page 5 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%