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Portfolio (Quarterly) Guide ↗

Gotham Asset Management

· CIK 0001510387
13F Portfolio $27.4B AUM 1,719 positions Filed Feb 17, 2026 ← All Funds
Q1 2026 Q4 2025 · All 163 New 920 Added 482 Reduced
Page 58 of 86  ·  1,719 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 BALI BLACKROCK ETF TRUST 46,143.0 $1.5M 0.01% NEW $31.68 +6.7%
1142 ALGT ALLEGIANT TRAVEL CO Industrials 17,129.0 $1.5M 0.01% -6K -25.9% $85.27 -4.6%
1143 CVSA ADTALEM GLOBAL ED INC Consumer Cyclical 14,060.0 $1.5M 0.01% +255.0 +1.9% $103.47 +19.9%
1144 KBWB INVESCO EXCH TRADED FD TR II 17,221.0 $1.5M 0.01% +7K +72.2% $84.29 +2.1%
1145 CPRX CATALYST PHARMACEUTICALS INC Healthcare 61,965.0 $1.4M 0.01% -79K -56.2% $23.34 +34.0%
1146 SPEM SPDR INDEX SHS FDS 30,705.0 $1.4M 0.01% $46.81 +9.1%
1147 IVE ISHARES TR 6,733.0 $1.4M 0.01% $212.07 +6.6%
1148 GIB CGI INC Technology 15,239.0 $1.4M 0.01% -6K -27.1% $92.30 -28.5%
1149 POWL POWELL INDS INC Industrials 4,398.0 $1.4M 0.01% -936.0 -17.6% $318.78 -15.0%
1150 SAIA SAIA INC Industrials 4,289.0 $1.4M 0.01% +2K +124.3% $326.52 +42.9%
1151 EVER EVERQUOTE INC Communication Services 51,835.0 $1.4M 0.01% -15K -22.6% $27.00 -31.0%
1152 AWR AMER STATES WTR CO Utilities 19,266.0 $1.4M 0.01% +10K +119.6% $72.48 +5.3%
1153 NXT NEXTPOWER INC Technology 15,958.0 $1.4M 0.01% -9K -37.0% $87.11 +38.9%
1154 VBK VANGUARD INDEX FDS 4,597.0 $1.4M 0.01% +518.0 +12.7% $302.11 +13.7%
1155 YOU CLEAR SECURE INC Technology 39,571.0 $1.4M 0.01% NEW $35.08 +76.8%
1156 ATRO ASTRONICS CORP Industrials 25,488.0 $1.4M 0.01% -6K -19.0% $54.24 +47.3%
1157 IVOO VANGUARD ADMIRAL FDS INC 12,246.0 $1.4M 0.01% +9K +256.5% $111.80 +10.3%
1158 EEM ISHARES TR 24,770.0 $1.4M 0.01% $54.71 +20.7%
1159 MBB ISHARES TR 14,226.0 $1.4M 0.01% +2K +17.8% $95.22 -1.4%
1160 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 9,399.0 $1.4M 0.01% -16K -63.6% $143.89 +34.4%
Page 58 of 86  ·  1,719 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 26.0%
Technology 19.2%
Industrials 14.0%
Consumer Cyclical 11.1%
Healthcare 8.3%
Consumer Defensive 4.6%
Real Estate 3.7%
Communication Services 3.7%
Basic Materials 3.5%
Energy 3.1%