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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 59 of 86  ·  1,719 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 HTRB HARTFORD FDS EXCHANGE TRADED 39,492.0 $1.3M 0.01% +4K +12.5% $34.15 -1.7%
1162 APPF APPFOLIO INC Technology 5,794.0 $1.3M 0.01% +2K +61.8% $232.65 -30.2%
1163 TGTX TG THERAPEUTICS INC Healthcare 45,181.0 $1.3M 0.01% $29.81 +33.4%
1164 UNF UNIFIRST CORP MASS Industrials 6,951.0 $1.3M 0.01% -3K -33.3% $192.90 +37.0%
1165 CNR CORE NATURAL RESOURCES INC Energy 15,071.0 $1.3M 0.01% $88.51 -5.1%
1166 MET METLIFE INC Financial Services 16,895.0 $1.3M 0.01% +886.0 +5.5% $78.94 +6.8%
1167 JEF JEFFERIES FINL GROUP INC Financial Services 21,479.0 $1.3M 0.01% $61.97 -15.4%
1168 KNSL KINSALE CAP GROUP INC Financial Services 3,393.0 $1.3M 0.01% -1K -23.2% $391.12 -20.2%
1169 VONV VANGUARD SCOTTSDALE FDS 14,366.0 $1.3M 0.01% $92.30 +11.5%
1170 AWK AMERICAN WTR WKS CO INC NEW Utilities 10,132.0 $1.3M 0.01% -6K -37.9% $130.50 -5.1%
1171 IMO IMPERIAL OIL LTD Energy 15,286.0 $1.3M 0.01% +10K +196.9% $86.31 +55.1%
1172 DOLE DOLE PLC Consumer Defensive 87,715.0 $1.3M 0.01% NEW $14.99 -3.0%
1173 CUSHMAN AND WAKEFIELD LTD 81,130.0 $1.3M 0.01% NEW $16.19
1174 GDXJ VANECK ETF TRUST 11,532.0 $1.3M 0.01% $113.78 -1.4%
1175 KNF KNIFE RIVER CORP Basic Materials 18,646.0 $1.3M 0.01% -199.0 -1.1% $70.35 +4.7%
1176 DOCN DIGITALOCEAN HLDGS INC Technology 27,257.0 $1.3M 0.01% -2K -8.3% $48.12 +229.1%
1177 NOBL PROSHARES TR 12,544.0 $1.3M 0.01% $104.07 +3.1%
1178 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 47,937.0 $1.3M 0.01% NEW $27.15 -27.8%
1179 LMAT LEMAITRE VASCULAR INC Healthcare 16,027.0 $1.3M 0.01% +9K +137.4% $81.10 +22.7%
1180 MDB MONGODB INC Technology 3,086.0 $1.3M 0.01% -2K -43.0% $419.69 -24.3%
Page 59 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%