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Portfolio (Quarterly) Guide ↗

Gotham Asset Management

· CIK 0001510387
13F Portfolio $32.7B AUM 1,749 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 159 New 926 Added 526 Reduced 129 Exited
Page 12 of 47  ·  926 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CINF CINCINNATI FINL CORP Financial Services 193,719.0 $30.5M 0.09% +63K +48.2% $157.35 +6.9%
222 BX BLACKSTONE INC Financial Services 264,769.0 $30.4M 0.09% +241K +1014.4% $114.99 +1.5%
223 DOCS DOXIMITY INC Healthcare 1,304,653.0 $30.4M 0.09% +944K +261.6% $23.30 -15.5%
224 APG API GROUP CORP Industrials 748,169.0 $30.3M 0.09% +437K +140.6% $40.52 +3.1%
225 BSX BOSTON SCIENTIFIC CORP Healthcare 482,978.0 $30.3M 0.09% +324K +203.4% $62.75 -10.1%
226 TRMB TRIMBLE INC Technology 463,779.0 $30.3M 0.09% +160K +52.7% $65.23 -15.3%
227 ODFL OLD DOMINION FREIGHT LINE IN Industrials 153,414.0 $30.0M 0.09% +5K +3.4% $195.40 +6.9%
228 EMN EASTMAN CHEM CO Basic Materials 388,374.0 $29.6M 0.09% +62K +18.9% $76.32 -9.1%
229 BC BRUNSWICK CORP Consumer Cyclical 406,760.0 $29.6M 0.09% +44K +12.0% $72.76 +6.3%
230 VLTO VERALTO CORP Industrials 334,226.0 $29.6M 0.09% +31K +10.1% $88.42 -2.6%
231 PFE PFIZER INC Healthcare 1,051,942.0 $29.5M 0.09% +176K +20.1% $28.08 -8.2%
232 AMD ADVANCED MICRO DEVICES INC Technology 144,845.0 $29.5M 0.09% +24K +20.2% $203.43 +118.5%
233 L LOEWS CORP Financial Services 276,045.0 $29.5M 0.09% +50K +22.0% $106.74 +2.0%
234 HON HONEYWELL INTL INC Industrials 130,275.0 $29.4M 0.09% +19K +17.4% $226.03 -3.8%
235 ALGN ALIGN TECHNOLOGY INC Healthcare 169,256.0 $29.0M 0.09% +37K +28.4% $171.43 -6.6%
236 RTX RTX CORPORATION Industrials 150,314.0 $29.0M 0.09% +3K +2.1% $192.90 -9.4%
237 FCN FTI CONSULTING INC Industrials 163,209.0 $28.9M 0.09% +25K +18.4% $176.77 -11.9%
238 NNN NNN REIT INC Real Estate 684,207.0 $28.8M 0.09% +240K +53.9% $42.03 +7.7%
239 MORN MORNINGSTAR INC Financial Services 169,630.0 $28.7M 0.09% +69K +69.2% $169.05 +1.1%
240 AON AON PLC Financial Services 88,805.0 $28.7M 0.09% +7K +8.9% $322.78 -0.7%
Page 12 of 47  ·  926 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 27.0%
Technology 19.2%
Industrials 13.5%
Consumer Cyclical 10.1%
Healthcare 8.3%
Consumer Defensive 4.4%
Basic Materials 3.9%
Energy 3.9%
Real Estate 3.8%
Communication Services 3.1%