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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 67 of 86  ·  1,719 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 BURL BURLINGTON STORES INC Consumer Cyclical 2,846.0 $822K 0.00% +25.0 +0.9% $288.85 +9.4%
1322 AGNC AGNC INVT CORP Real Estate 76,517.0 $820K 0.00% $10.72 -4.3%
1323 ITRI ITRON INC Technology 8,815.0 $819K 0.00% +599.0 +7.3% $92.86 -11.9%
1324 QBTS D-WAVE QUANTUM INC Technology 31,246.0 $817K 0.00% -8K -19.9% $26.15 -26.2%
1325 CGMS CAPITAL GRP FIXED INCM ETF T 29,430.0 $813K 0.00% $27.62 -0.7%
1326 ALAB ASTERA LABS INC Technology 4,872.0 $811K 0.00% -4K -43.8% $166.36 +79.0%
1327 FSS FEDERAL SIGNAL CORP Industrials 7,405.0 $804K 0.00% +2K +41.0% $108.59 +2.8%
1328 VCEL VERICEL CORP Healthcare 22,280.0 $802K 0.00% +9K +66.4% $36.01 -1.7%
1329 GTX GARRETT MOTION INC Consumer Cyclical 45,556.0 $794K 0.00% +13K +37.9% $17.43 +90.6%
1330 FSV FIRSTSERVICE CORP NEW Real Estate 5,074.0 $789K 0.00% +3K +163.3% $155.53 -14.4%
1331 BROOKFIELD ASSET MANAGMT LTD 14,867.0 $779K 0.00% -921.0 -5.8% $52.39
1332 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 8,763.0 $773K 0.00% +5K +147.2% $88.21 +16.6%
1333 HSY HERSHEY CO Consumer Defensive 4,212.0 $766K 0.00% -466.0 -10.0% $181.98 +4.6%
1334 SATS ECHOSTAR CORP Technology 6,896.0 $750K 0.00% -793.0 -10.3% $108.70 +30.5%
1335 PBI PITNEY BOWES INC Industrials 70,488.0 $745K 0.00% -196K -73.6% $10.57 +46.6%
1336 KN KNOWLES CORP Technology 34,757.0 $745K 0.00% -2K -4.8% $21.43 +64.4%
1337 AMPH AMPHASTAR PHARMACEUTICALS IN Healthcare 27,802.0 $745K 0.00% +12K +81.0% $26.78 -32.2%
1338 BCO BRINKS CO Industrials 6,320.0 $738K 0.00% NEW $116.73 -10.2%
1339 TRIN TRINITY CAP INC Financial Services 50,000.0 $732K 0.00% $14.65 +15.2%
1340 PCEF INVESCO EXCH TRADED FD TR II 36,739.0 $730K 0.00% +17K +89.2% $19.88 +0.1%
Page 67 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%