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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 74 of 90  ·  1,791 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 KWEB KRANESHARES TRUST 25,484.0 $624K 0.00% -6K -19.8% $24.47 +8.9%
1462 FORM FORMFACTOR INC Technology 3,881.0 $621K 0.00% -5K -58.0% $159.93 -28.6%
1463 ADMA ADMA BIOLOGICS INC Healthcare 73,829.0 $618K 0.00% NEW $8.37 +17.6%
1464 BHP BHP BILLITON LIMITED Basic Materials 7,396.0 $616K 0.00% $83.31 +16.5%
1465 SEM SELECT MED HLDGS CORP Healthcare 37,138.0 $613K 0.00% -6K -13.4% $16.51 +0.0%
1466 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 5,516.0 $612K 0.00% +668.0 +13.8% $111.03 -0.9%
1467 HBAN HUNTINGTON BANCSHARES INC Financial Services 34,447.0 $611K 0.00% -536.0 -1.5% $17.73 -3.9%
1468 AGL AGILON HEALTH INC Healthcare 5,667.0 $607K 0.00% NEW $107.18 -9.9%
1469 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 16,734.0 $607K 0.00% -5K -21.9% $36.26 -1.7%
1470 USMC PRINCIPAL EXCHANGE TRADED FD 8,145.0 $604K 0.00% -1K -11.4% $74.13 +2.4%
1471 ILCV ISHARES TR 5,958.0 $603K 0.00% $101.24 +6.8%
1472 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 2,188.0 $595K 0.00% -30K -93.1% $271.95 -15.2%
1473 PETROLEO BRASILEIRO S A 40,350.0 $591K 0.00% -20K -33.1% $14.64
1474 BKE BUCKLE INC Consumer Cyclical 13,952.0 $589K 0.00% -8K -36.4% $42.20 +3.8%
1475 PSIX POWER SOLUTIONS INTL INC Industrials 15,072.0 $586K 0.00% -845.0 -5.3% $38.89 -6.3%
1476 BOKF BOK FINL CORP Financial Services 4,213.0 $585K 0.00% -107.0 -2.5% $138.88 +1.1%
1477 ALKS ALKERMES PLC Healthcare 11,157.0 $585K 0.00% -30K -73.2% $52.40 -7.8%
1478 VNQ VANGUARD INDEX FDS 6,056.0 $584K 0.00% +673.0 +12.5% $96.43 +2.1%
1479 KEY KEYCORP Financial Services 25,306.0 $583K 0.00% +5K +25.9% $23.05 -5.1%
1480 AHR AMERICAN HEALTHCARE REIT INC Real Estate 11,161.0 $582K 0.00% -516.0 -4.4% $52.15 +7.2%
Page 74 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%