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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 69 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 LXU LSB INDS INC Basic Materials 92,000.0 $995K 0.00% NEW $10.81 -0.7%
1362 TRIN TRINITY CAP INC Financial Services 55,455.0 $992K 0.00% $17.89 +4.4%
1363 LPTH LIGHTPATH TECHNOLOGIES INC Technology 60,589.0 $991K 0.00% +35K +139.0% $16.35 -17.1%
1364 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 123,914.0 $981K 0.00% +81K +186.5% $7.92 +10.7%
1365 ZD ZIFF DAVIS INC Communication Services 18,704.0 $980K 0.00% -15K -44.6% $52.37 +6.3%
1366 ADUS ADDUS HOMECARE CORP Healthcare 9,738.0 $978K 0.00% NEW $100.47 +20.5%
1367 GFF GRIFFON CORP Industrials 9,936.0 $969K 0.00% -3K -24.9% $97.53 +4.1%
1368 AVNT AVIENT CORPORATION Basic Materials 26,206.0 $969K 0.00% -4K -12.7% $36.96 +20.0%
1369 ARRY ARRAY TECHNOLOGIES INC Energy 129,326.0 $958K 0.00% $7.41 -38.8%
1370 NOVT NOVANTA INC Technology 5,863.0 $951K 0.00% NEW $162.24 -13.4%
1371 GVA GRANITE CONSTR INC Industrials 5,986.0 $946K 0.00% +236.0 +4.1% $158.08 -22.4%
1372 KFY KORN FERRY Industrials 14,210.0 $946K 0.00% -7K -33.0% $66.58 +27.3%
1373 MCHI ISHARES TR 18,409.0 $939K 0.00% +8K +82.8% $51.02 +7.5%
1374 SENEA SENECA FOODS CORP NEW Consumer Defensive 5,394.0 $938K 0.00% +723.0 +15.5% $173.94 +11.0%
1375 COCO VITA COCO CO INC Consumer Defensive 14,171.0 $937K 0.00% +2K +16.7% $66.14 -3.0%
1376 MOOG INC 2,210.0 $937K 0.00% NEW $423.84
1377 TCAF T ROWE PRICE EXCHANGE-TRADED 22,730.0 $934K 0.00% $41.10 +3.2%
1378 SYF SYNCHRONY FINANCIAL Financial Services 12,170.0 $926K 0.00% +2K +19.4% $76.05 +5.5%
1379 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 32,696.0 $923K 0.00% NEW $28.24 +12.1%
1380 ITRI ITRON INC Technology 10,662.0 $923K 0.00% -12K -53.2% $86.53 +14.2%
Page 69 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%