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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 65 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 USFR WISDOMTREE TR 26,337.0 $1.3M 0.00% $50.35 +0.3%
1282 NGVT INGEVITY CORP Basic Materials 17,757.0 $1.3M 0.00% +3K +20.8% $74.67 -7.8%
1283 RIO RIO TINTO PLC Basic Materials 13,960.0 $1.3M 0.00% $94.93 +10.4%
1284 IDEV ISHARES TR 14,885.0 $1.3M 0.00% $89.01 +4.6%
1285 PAVE GLOBAL X FDS 22,484.0 $1.3M 0.00% +3K +16.1% $58.92 -5.1%
1286 SIVR ABRDN SILVER ETF TRUST Financial Services 23,378.0 $1.3M 0.00% $56.22 +16.3%
1287 SPYM SPDR SERIES TRUST 14,937.0 $1.3M 0.00% $87.88 +2.3%
1288 BCO BRINKS CO Industrials 13,883.0 $1.3M 0.00% +6K +66.8% $94.49 +19.4%
1289 HYLB DBX ETF TR 35,845.0 $1.3M 0.00% $36.52 -0.4%
1290 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 27,691.0 $1.3M 0.00% +13K +93.4% $47.27 +10.0%
1291 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 35,866.0 $1.3M 0.00% -28K -44.1% $36.41 +5.7%
1292 CRI CARTERS INC Consumer Cyclical 31,707.0 $1.3M 0.00% +23K +257.7% $41.16 -16.6%
1293 CPRX CATALYST PHARMACEUTICALS INC Healthcare 41,216.0 $1.3M 0.00% -20K -32.8% $31.43 +0.2%
1294 XTL SPDR SERIES TRUST 5,672.0 $1.3M 0.00% $227.49 -8.4%
1295 MCY MERCURY GENL CORP NEW Financial Services 11,982.0 $1.3M 0.00% +891.0 +8.0% $106.62 -0.3%
1296 VVV VALVOLINE INC Energy 32,292.0 $1.3M 0.00% NEW $39.54 -15.6%
1297 SEIC SEI INVTS CO Financial Services 14,351.0 $1.3M 0.00% -204.0 -1.4% $87.71 +26.3%
1298 URA GLOBAL X FDS 28,719.0 $1.3M 0.00% $43.70 +4.6%
1299 VIS VANGUARD WORLD FD 3,479.0 $1.3M 0.00% +1K +42.5% $360.38 -4.9%
1300 SIX FLAGS ENTERTAINMENT CORP 58,423.0 $1.2M 0.00% NEW $21.30
Page 65 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%