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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 60 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 AIRR FIRST TR EXCHANGE TRADED FD 13,262.0 $1.8M 0.00% -7K -35.9% $133.25 -15.7%
1182 AMN AMN HEALTHCARE SVCS INC Healthcare 54,428.0 $1.8M 0.00% NEW $32.37 +6.6%
1183 FTRE FORTREA HLDGS INC Healthcare 101,013.0 $1.8M 0.00% NEW $17.40 +5.2%
1184 MODL VICTORY PORTFOLIOS II 34,449.0 $1.8M 0.00% $50.97 +3.6%
1185 TEX TEREX CORP NEW Industrials 24,142.0 $1.7M 0.00% -99K -80.4% $72.39 -9.0%
1186 VET VERMILION ENERGY INC Energy 185,836.0 $1.7M 0.00% +151K +437.2% $9.37 +33.8%
1187 SPMO INVESCO EXCH TRADED FD TR II 10,768.0 $1.7M 0.00% +4K +49.0% $161.54 -9.5%
1188 AVEM AMERICAN CENTY ETF TR 17,939.0 $1.7M 0.00% +12K +216.7% $96.49 -3.5%
1189 HSIC SCHEIN HENRY INC Healthcare 20,616.0 $1.7M 0.00% -51K -71.4% $83.52 +7.2%
1190 MSGE SPHERE ENTERTAINMENT CO Communication Services 9,927.0 $1.7M 0.00% -4K -26.5% $173.03 -54.0%
1191 DDWM WISDOMTREE TR 37,150.0 $1.7M 0.00% +14K +58.1% $46.18 +2.6%
1192 JHG JANUS HENDERSON GROUP PLC Financial Services 32,922.0 $1.7M 0.00% $51.95 -0.0%
1193 ILCG ISHARES TR 14,560.0 $1.7M 0.00% NEW $117.02 -2.9%
1194 SOXX ISHARES TR 2,659.0 $1.7M 0.00% $640.76 -21.0%
1195 USHY ISHARES TR 45,924.0 $1.7M 0.00% +997.0 +2.2% $37.02 -0.4%
1196 BN BROOKFIELD CORP Financial Services 39,859.0 $1.7M 0.00% -5K -11.4% $42.59 -1.5%
1197 EEM ISHARES TR 24,770.0 $1.7M 0.00% $68.41 -3.4%
1198 OPLN OPENLANE INC Consumer Cyclical 40,818.0 $1.7M 0.00% +3K +8.6% $41.24 -17.4%
1199 CNR CORE NATURAL RESOURCES INC Energy 21,011.0 $1.7M 0.00% +6K +39.5% $80.02 +20.2%
1200 VBK VANGUARD INDEX FDS 4,597.0 $1.7M 0.00% $365.70 -3.0%
Page 60 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%