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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 50 of 88  ·  1,749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 PFFV GLOBAL X FDS 145,587.0 $3.2M 0.01% +67K +85.0% $21.83 +2.2%
982 TOST TOAST INC Technology 119,691.0 $3.2M 0.01% +83K +228.2% $26.51 -12.0%
983 APLS APELLIS PHARMACEUTICALS INC Healthcare 78,750.0 $3.2M 0.01% -90K -53.2% $40.23 +2.0%
984 RKLB ROCKET LAB CORP Industrials 49,235.0 $3.2M 0.01% +46K +1252.2% $64.22 +109.1%
985 SMH VANECK ETF TRUST 8,152.0 $3.1M 0.01% +3K +67.2% $383.40 +48.0%
986 DIVO AMPLIFY ETF TR 69,128.0 $3.1M 0.01% NEW $44.85 +2.3%
987 STT STATE STR CORP Financial Services 24,490.0 $3.1M 0.01% +2K +8.8% $126.56 +21.7%
988 SMG SCOTTS MIRACLE-GRO CO Basic Materials 50,586.0 $3.1M 0.01% -35K -40.8% $60.81 -4.1%
989 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 78,913.0 $3.1M 0.01% -226K -74.1% $38.97 -6.8%
990 EAT BRINKER INTL INC Consumer Cyclical 21,389.0 $3.1M 0.01% +4K +22.8% $142.77 -4.3%
991 PYLD PIMCO ETF TR 116,511.0 $3.1M 0.01% +84K +256.2% $26.20 +0.3%
992 GLDM WORLD GOLD TR Financial Services 32,901.0 $3.0M 0.01% -2K -5.5% $92.69 -3.0%
993 COF CAPITAL ONE FINL CORP Financial Services 16,459.0 $3.0M 0.01% +160.0 +1.0% $182.43 +2.3%
994 PENN PENN ENTERTAINMENT INC Consumer Cyclical 199,569.0 $3.0M 0.01% NEW $15.03 +11.1%
995 MMM 3M CO Industrials 20,598.0 $3.0M 0.01% +13K +185.6% $145.23 +4.4%
996 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 31,832.0 $3.0M 0.01% +22K +238.7% $93.87 +106.0%
997 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 312,961.0 $3.0M 0.01% +96K +44.3% $9.52 -12.1%
998 PNC PNC FINL SVCS GROUP INC Financial Services 14,300.0 $3.0M 0.01% $208.09 +4.2%
999 QTWO Q2 HLDGS INC Technology 62,770.0 $3.0M 0.01% -4K -5.8% $47.30 -0.5%
1000 PRIM PRIMORIS SVCS CORP Industrials 20,658.0 $3.0M 0.01% -15K -42.9% $143.04 -25.4%
Page 50 of 88  ·  1,749 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%