Fund Holdings — Gotham Asset Management, LLC

Total Portfolio Value
$10.55B
Total Bought
$1.87B
Total Sold
$1.07B
Net Transaction
+$799.30M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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SPDR S&P 500 ETF TR(SPY)1,858,5012,384,018+525,5171,066,3341,397,22513.25%+330,892
APPLE INC(AAPL)529,675620,816+91,141123,414155,4651.47%+32,050
BROOKFIELD RENEWABLE CORP(BEPC)0812,871+812,871022,4840.21%+22,484
GENERAL DYNAMICS CORP(GD)36,761114,558+77,79711,10930,1850.29%+19,076
SNOWFLAKE INC(SNOW)443,006446,248+3,24250,88468,9050.65%+18,021
TIDAL ETF TR2,600,4723,476,950+876,47864,51482,0550.78%+17,540
TIDAL ETF TR14,889,55215,216,988+327,436470,007486,2504.61%+16,243
SCHLUMBERGER LTD(SLB)267,848659,480+391,63211,23625,2840.24%+14,048
DOMINION ENERGY INC(D)213,723488,062+274,33912,35126,2870.25%+13,936
AVEPOINT INC17,540840,963+823,42320613,8840.13%+13,678
BROADCOM INC(AVGO)210,191215,258+5,06736,25849,9050.47%+13,647
WILLIAMS SONOMA INC(WSM)97,841153,070+55,22915,15828,3460.27%+13,188
SOUTHERN CO(SO)44,269208,519+164,2503,99217,1650.16%+13,173
CHEVRON CORP NEW(CVX)103,255195,934+92,67915,20628,3790.27%+13,173
MARSH & MCLENNAN COS INC(MRSH)14,86975,789+60,9203,31716,0980.15%+12,781
CADENCE DESIGN SYSTEM INC(CDNS)74,219109,124+34,90520,11632,7870.31%+12,672
SPDR SER TR
ST STR BLO 1 ETF
30,100166,548+136,4482,76315,2270.14%+12,464
LAM RESEARCH CORP(LRCX)0170,583+170,583012,3210.12%+12,321
ONEOK INC NEW(OKE)62,076177,819+115,7435,65717,8530.17%+12,196
PPG INDS INC(PPG)70,069178,971+108,9029,28121,3780.20%+12,097
INTUITIVE SURGICAL INC16,82725,607+8,7801,69513,3660.13%+11,671
BATH & BODY WORKS INC291,489537,889+246,4009,30420,8540.20%+11,550
CHURCHILL DOWNS INC(CHDN)25,252110,690+85,4383,41414,7820.14%+11,367
EMERSON ELEC CO(EMR)139,514214,352+74,83815,25926,5650.25%+11,306
JOHNSON CTLS INTL PLC
SHS
52,371192,565+140,1944,06515,1990.14%+11,135
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)17,58545,383+27,7986,51217,5280.17%+11,016
L3HARRIS TECHNOLOGIES INC(LHX)2,02852,763+50,73548211,0950.11%+10,613
EOG RES INC(EOG)125,207210,507+85,30015,39225,8040.24%+10,412
CONCENTRIX CORP(CNXC)11,517251,900+240,38359010,9000.10%+10,309
TESLA INC(TSLA)66,21068,319+2,10917,32327,5900.26%+10,267
LKQ CORP(LKQ)335,924640,066+304,14213,41023,5220.22%+10,112
TRIPADVISOR INC(TRIP)396,7961,073,773+676,9775,75015,8600.15%+10,110
SIRIUSXM HOLDINGS INC(SIRI)0442,679+442,679010,0930.10%+10,093
CONSTELLATION BRANDS INC(STZ)7,75749,752+41,9951,99910,9950.10%+8,996
AMEDISYS INC139,198246,918+107,72013,43422,4180.21%+8,984
FTI CONSULTING INC(FCN)13,87363,325+49,4523,15712,1030.11%+8,946
FLOWERS FOODS INC(FLO)344,234813,886+469,6527,94116,8150.16%+8,873
BLACKROCK INC(BLK)08,373+8,37308,5830.08%+8,583
LEIDOS HOLDINGS INC(LDOS)100,825173,414+72,58916,43424,9820.24%+8,548
AMAZON COM INC(AMZN)366,297349,691-16,60668,25276,7190.73%+8,467
EXPEDIA GROUP INC(EXPE)124,308143,738+19,43018,40026,7830.25%+8,383
APPLIED MATLS INC118,638198,858+80,22023,97132,3400.31%+8,369
DILLARDS INC(DDS)8,34826,569+18,2213,20311,4710.11%+8,268
AZENTA INC(AZTA)40,567198,050+157,4831,9659,9030.09%+7,937
CELANESE CORP DEL(CE)19,617153,094+133,4772,66710,5960.10%+7,929
AMER SPORTS INC(AS)701,877681,290-20,58711,19519,0490.18%+7,854
TYSON FOODS INC(TSN)183,349324,570+141,22110,92018,6430.18%+7,723
CHARLES RIV LABS INTL INC(CRL)77,377123,690+46,31315,24122,8330.22%+7,592
VANGUARD INDEX FDS3,18728,982+25,7959028,3990.08%+7,497
HEWLETT PACKARD ENTERPRISE C(HPE)486,993811,545+324,5529,96417,3260.16%+7,363
TALEN ENERGY CORP(TLN)036,437+36,43707,3410.07%+7,341
MERCK & CO INC(MRK)308,924425,018+116,09435,08142,2810.40%+7,199
ETSY INC(ETSY)105,406245,881+140,4755,85313,0050.12%+7,151
BOOKING HOLDINGS INC(BKNG)3,6054,384+77915,18521,7820.21%+6,597
TAPESTRY INC(TPR)532,364481,920-50,44425,01031,4840.30%+6,473
EXELIXIS INC(EXEL)301,480427,855+126,3757,82314,2480.14%+6,424
ACADIA HEALTHCARE COMPANY IN(ACHC)0157,461+157,46106,2430.06%+6,243
YUM BRANDS INC(YUM)91,050140,412+49,36212,72118,8380.18%+6,117
LULULEMON ATHLETICA INC(LULU)66,30562,945-3,36017,99224,0710.23%+6,079
AVALONBAY CMNTYS INC22,20850,273+28,0655,00211,0590.10%+6,056
PALANTIR TECHNOLOGIES INC(PLTR)329,959242,174-87,78512,27418,3160.17%+6,041
KBR INC(KBR)140,893261,621+120,7289,17615,1560.14%+5,979
CLOROX CO DEL(CLX)25,32262,064+36,7424,12510,0800.10%+5,955
ELEVANCE HEALTH INC(ELV)26,65353,686+27,03313,86019,8050.19%+5,945
PROGRESSIVE CORP(PGR)20,84046,759+25,9195,28811,2040.11%+5,916
LABCORP HOLDINGS INC(LH)025,643+25,64305,8800.06%+5,880
UNION PAC CORP(UNP)27,81455,077+27,2636,85612,5600.12%+5,704
PUBLIC STORAGE OPER CO(PSA)11,86833,433+21,5654,31810,0110.09%+5,693
ROCKET LAB USA INC152,929281,718+128,7891,4887,1750.07%+5,687
HESS CORP28,84971,802+42,9533,9189,5500.09%+5,633
DAVITA INC(DVA)85,486131,345+45,85914,01419,6430.19%+5,629
ALPHABET INC(GOOG)416,503394,504-21,99969,07774,6800.71%+5,603
HOST HOTELS & RESORTS INC(HST)599,776921,833+322,05710,55616,1510.15%+5,594
CONOCOPHILLIPS(COP)223,154293,090+69,93623,49429,0660.28%+5,572
BIOGEN INC(BIIB)42,44489,626+47,1828,22713,7060.13%+5,478
OVINTIV INC(OVV)91,689221,580+129,8913,5138,9740.09%+5,461
ECOLAB INC(ECL)52,54080,485+27,94513,41518,8590.18%+5,444
AMERICAN HOMES 4 RENT(AMH)377,763528,432+150,66914,50219,7740.19%+5,272
NEWMONT CORP(NEM)138,362339,542+201,1807,39512,6380.12%+5,242
EMCOR GROUP INC(EME)24,94535,151+10,20610,74015,9550.15%+5,215
INTERNATIONAL PAPER CO(IP)244,850318,731+73,88111,96117,1540.16%+5,193
UNIVERSAL DISPLAY CORP(OLED)44,05498,487+54,4339,24714,3990.14%+5,152
LATTICE SEMICONDUCTOR CORP(LSCC)43,309128,918+85,6092,2987,3030.07%+5,005
APOLLO GLOBAL MGMT INC(APO)102,045107,314+5,26912,74617,7240.17%+4,978
PENTAIR PLC(PNR)156,743201,384+44,64115,32820,2670.19%+4,939
EASTMAN CHEM CO(EMN)27,58687,763+60,1773,0888,0150.08%+4,926
ESSEX PPTY TR INC(ESS)36,43054,681+18,25110,76215,6080.15%+4,846
AXIS CAP HLDGS LTD
SHS
17,39369,564+52,1711,3856,1650.06%+4,780
TEXAS PACIFIC LAND CORPORATI(TPL)1,8275,716+3,8891,6166,3220.06%+4,705
WESTERN DIGITAL CORP(WDC)212,345321,928+109,58314,50119,1970.18%+4,696
TJX COS INC NEW(TJX)92,888129,220+36,33210,91815,6110.15%+4,693
NATERA INC(NTRA)99,609109,504+9,89512,64517,3340.16%+4,689
TE CONNECTIVITY PLC(TEL)032,620+32,62004,6640.04%+4,664
CONSTELLATION ENERGY CORP(CEG)52,53781,810+29,27313,66118,3020.17%+4,641
VISTRA CORP(VST)35,64663,704+28,0584,2258,7830.08%+4,557
NVIDIA CORPORATION(NVDA)2,190,9892,015,025-175,964266,074270,5982.57%+4,524
ISHARES TR085,148+85,14804,4680.04%+4,468
KEURIG DR PEPPER INC(KDP)453,719666,415+212,69617,00521,4050.20%+4,400
VANGUARD INDEX FDS33,07741,584+8,50712,69917,0680.16%+4,368
EVERGY INC(EVRG)178,073250,199+72,12611,04215,4000.15%+4,357
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Gotham Asset Management, LLC — 13F Holdings — Q4 2024 | TickerTrail