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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 9 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MDU MDU RES GROUP INC Industrials 503,877.0 $10.4M 0.03% -12K -2.3% $20.72 +8.0%
162 ED CONSOLIDATED EDISON INC Utilities 91,441.0 $10.3M 0.03% -39K -30.1% $113.18 -4.3%
163 CORPAY INC 35,407.0 $10.3M 0.03% -24K -40.6% $290.99
164 OTIS OTIS WORLDWIDE CORP Industrials 132,922.0 $10.2M 0.03% -23K -14.7% $77.08 -8.8%
165 NWSA NEWS CORP NEW Communication Services 408,280.0 $10.2M 0.03% -195K -32.3% $24.93 +3.6%
166 RYN RAYONIER INC Real Estate 489,844.0 $10.1M 0.03% -273K -35.8% $20.62 -2.7%
167 ROM PROSHARES TR 127,157.0 $10.0M 0.03% -45K -26.0% $78.40 +70.9%
168 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 174,091.0 $9.8M 0.03% -95K -35.4% $56.49 -11.5%
169 DHR DANAHER CORP DEL Healthcare 51,269.0 $9.7M 0.03% -55K -51.7% $189.60 -13.2%
170 BHF BRIGHTHOUSE FINL INC Financial Services 160,957.0 $9.6M 0.03% -6K -3.3% $59.88 +4.3%
171 COOPER COS INC 132,431.0 $9.5M 0.03% -111K -45.6% $71.50
172 VRTX VERTEX PHARMACEUTICALS INC Healthcare 20,887.0 $9.3M 0.03% -624.0 -2.9% $446.54 -2.2%
173 PHIN PHINIA INC Consumer Cyclical 133,886.0 $9.2M 0.03% -6K -4.5% $68.44 +6.8%
174 FTV FORTIVE CORP Technology 165,177.0 $9.1M 0.03% -22K -11.8% $55.28 +4.6%
175 JAMES HARDIE INDS PLC 481,722.0 $9.1M 0.03% -5K -1.1% $18.94
176 WYNN WYNN RESORTS LTD Consumer Cyclical 89,251.0 $9.1M 0.03% -47K -34.4% $101.55 -6.8%
177 MANH MANHATTAN ASSOCIATES INC Technology 65,024.0 $8.7M 0.03% -26K -28.4% $133.12 -1.6%
178 RBLX ROBLOX CORP Technology 150,482.0 $8.5M 0.03% -2K -1.4% $56.56 -21.6%
179 WM WASTE MGMT INC DEL Industrials 37,009.0 $8.5M 0.03% -2K -4.3% $229.79 -4.1%
180 AEM AGNICO EAGLE MINES LTD Basic Materials 40,813.0 $8.3M 0.03% -1K -2.5% $202.98 -14.2%
Page 9 of 27  ·  526 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%