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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 72 of 88  ·  1,749 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 UEC URANIUM ENERGY CORP Energy 49,438.0 $667K 0.00% NEW $13.50 -5.6%
1422 ANNALY CAPITAL MANAGEMENT IN 31,502.0 $666K 0.00% NEW $21.15
1423 AMPX AMPRIUS TECHNOLOGIES INC Industrials 39,517.0 $666K 0.00% NEW $16.86 -9.3%
1424 SLV ISHARES SILVER TR Financial Services 9,770.0 $666K 0.00% $68.14 +1.9%
1425 SLF SUN LIFE FINANCIAL INC. Financial Services 10,586.0 $662K 0.00% +5K +78.1% $62.56 +16.7%
1426 XPRO EXPRO GROUP HOLDINGS NV Energy 38,034.0 $662K 0.00% -46K -54.6% $17.41 -2.5%
1427 EQX EQUINOX GOLD CORP Basic Materials 45,176.0 $653K 0.00% NEW $14.46 -14.9%
1428 USLM UNITED STS LIME & MINERALS I Basic Materials 4,997.0 $653K 0.00% -1K -17.6% $130.61 -20.3%
1429 GPRE GREEN PLAINS INC Basic Materials 39,551.0 $651K 0.00% +15K +62.5% $16.45 -8.4%
1430 J P MORGAN EXCHANGE TRADED F 10,525.0 $645K 0.00% $61.32
1431 EQL ALPS ETF TR 13,516.0 $643K 0.00% +1K +9.6% $47.56 +5.9%
1432 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,200.0 $639K 0.00% -1K -40.2% $290.49 -0.1%
1433 CBZ CBIZ INC Industrials 23,705.0 $636K 0.00% +18K +348.3% $26.85 +19.4%
1434 VMBS VANGUARD SCOTTSDALE FDS 13,555.0 $636K 0.00% +7K +123.8% $46.95 -1.0%
1435 XEL XCEL ENERGY INC Utilities 7,909.0 $628K 0.00% +4K +91.6% $79.44 +0.5%
1436 WHD CACTUS INC Energy 13,253.0 $628K 0.00% +5K +54.5% $47.37 +31.2%
1437 IMKTA INGLES MKTS INC Consumer Defensive 6,980.0 $627K 0.00% NEW $89.89 -2.8%
1438 PRLB PROTO LABS INC Industrials 10,973.0 $626K 0.00% -197.0 -1.8% $57.02 +24.7%
1439 AVUV AMERICAN CENTY ETF TR 5,650.0 $624K 0.00% +1K +33.9% $110.47 +7.9%
1440 MLPA GLOBAL X FDS 11,490.0 $619K 0.00% $53.87 +3.2%
Page 72 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%