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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 81 of 86  ·  1,719 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 KFY KORN FERRY Industrials 3,979.0 $263K 0.00% -13K -76.6% $66.02 +10.9%
1602 OZK BANK OZK LITTLE ROCK ARK Financial Services 5,700.0 $262K 0.00% -152.0 -2.6% $46.02 +13.2%
1603 SLDP SOLID POWER INC Industrials 61,283.0 $260K 0.00% -226K -78.6% $4.25 -34.1%
1604 MELI MERCADOLIBRE INC Consumer Cyclical 129.0 $260K 0.00% -20.0 -13.4% $2014.26 -21.1%
1605 IWN ISHARES TR 1,433.0 $260K 0.00% $181.21 +20.5%
1606 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 4,379.0 $259K 0.00% NEW $59.08 +41.0%
1607 SCHA SCHWAB STRATEGIC TR 8,996.0 $256K 0.00% NEW $28.48 +22.3%
1608 SXI STANDEX INTL CORP Industrials 1,175.0 $255K 0.00% NEW $217.28 +39.5%
1609 RKLB ROCKET LAB CORP Industrials 3,641.0 $254K 0.00% -126K -97.2% $69.76 +46.8%
1610 ARHS ARHAUS INC Consumer Cyclical 22,587.0 $253K 0.00% -23K -50.1% $11.21 -36.0%
1611 WK WORKIVA INC Technology 2,912.0 $251K 0.00% NEW $86.25 -43.0%
1612 SLAB SILICON LABORATORIES INC Technology 1,920.0 $251K 0.00% -4K -67.2% $130.70 +67.9%
1613 EXTR EXTREME NETWORKS Technology 15,060.0 $251K 0.00% -50K -76.9% $16.65 +86.8%
1614 BKH BLACK HILLS CORP Utilities 3,611.0 $251K 0.00% NEW $69.42 +5.9%
1615 DOUBLELINE ETF TRUST 4,960.0 $251K 0.00% NEW $50.52
1616 ADMA ADMA BIOLOGICS INC Healthcare 13,627.0 $249K 0.00% +3K +23.8% $18.24 -55.0%
1617 IXP ISHARES TR 2,037.0 $247K 0.00% $121.22 -1.7%
1618 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 19,523.0 $246K 0.00% -6K -23.9% $12.60 +28.6%
1619 EQNR EQUINOR ASA Energy 10,394.0 $246K 0.00% -72.0 -0.7% $23.63 +53.1%
1620 PSK SPDR SERIES TRUST 7,732.0 $245K 0.00% +459.0 +6.3% $31.69 -3.1%
Page 81 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%