Fund HoldingsGotham Asset Management, LLC

Total Portfolio Value
$10.55B
Total Bought
$1.86B
Total Sold
$1.07B
Net Transaction
+$790.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
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)0114,558+114,558030,1850.29%+30,185
SNOWFLAKE INC(SNOW)0446,248+446,248068,9050.65%+68,905
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)0659,480+659,480025,2840.24%+25,284
DOMINION ENERGY INC(D)213,723488,062+274,33912,35126,2870.25%+13,936
AVEPOINT INC0840,963+840,963013,8840.13%+13,884
BROADCOM INC(AVGO)0215,258+215,258049,9050.47%+49,905
WILLIAMS SONOMA INC(WSM)0153,070+153,070028,3460.27%+28,346
SOUTHERN CO(SO)0208,519+208,519017,1650.16%+17,165
CHEVRON CORP NEW(CVX)0195,934+195,934028,3790.27%+28,379
MARSH & MCLENNAN COS INC(MRSH)075,789+75,789016,0980.15%+16,098
CADENCE DESIGN SYSTEM INC(CDNS)74,219109,124+34,90520,11632,7870.31%+12,672
SPDR SER TR
ST STR BLO 1 ETF
0166,548+166,548015,2270.14%+15,227
LAM RESEARCH CORP(LRCX)0170,583+170,583012,3210.12%+12,321
ONEOK INC NEW(OKE)0177,819+177,819017,8530.17%+17,853
PPG INDS INC(PPG)0178,971+178,971021,3780.20%+21,378
BATH & BODY WORKS INC0537,889+537,889020,8540.20%+20,854
CHURCHILL DOWNS INC(CHDN)0110,690+110,690014,7820.14%+14,782
EMERSON ELEC CO(EMR)0214,352+214,352026,5650.25%+26,565
JOHNSON CTLS INTL PLC
SHS
0192,565+192,565015,1990.14%+15,199
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)045,383+45,383017,5280.17%+17,528
L3HARRIS TECHNOLOGIES INC(LHX)052,763+52,763011,0950.11%+11,095
EOG RES INC(EOG)0210,507+210,507025,8040.24%+25,804
CONCENTRIX CORP(CNXC)0251,900+251,900010,9000.10%+10,900
TESLA INC(TSLA)66,21068,319+2,10917,32327,5900.26%+10,267
LKQ CORP(LKQ)0640,066+640,066023,5220.22%+23,522
TRIPADVISOR INC(TRIP)01,073,773+1,073,773015,8600.15%+15,860
SIRIUSXM HOLDINGS INC(SIRI)0442,679+442,679010,0930.10%+10,093
CONSTELLATION BRANDS INC(STZ)049,752+49,752010,9950.10%+10,995
AMEDISYS INC0246,918+246,918022,4180.21%+22,418
FTI CONSULTING INC(FCN)063,325+63,325012,1030.11%+12,103
FLOWERS FOODS INC(FLO)0813,886+813,886016,8150.16%+16,815
BLACKROCK INC(BLK)08,373+8,37308,5830.08%+8,583
LEIDOS HOLDINGS INC(LDOS)0173,414+173,414024,9820.24%+24,982
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 INC0198,858+198,858032,3400.31%+32,340
DILLARDS INC(DDS)026,569+26,569011,4710.11%+11,471
AZENTA INC(AZTA)0198,050+198,05009,9030.09%+9,903
CELANESE CORP DEL(CE)0153,094+153,094010,5960.10%+10,596
AMER SPORTS INC(AS)701,877681,290-20,58711,19519,0490.18%+7,854
TYSON FOODS INC(TSN)0324,570+324,570018,6430.18%+18,643
CHARLES RIV LABS INTL INC(CRL)0123,690+123,690022,8330.22%+22,833
VANGUARD INDEX FDS028,982+28,98208,3990.08%+8,399
HEWLETT PACKARD ENTERPRISE C(HPE)0811,545+811,545017,3260.16%+17,326
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)0245,881+245,881013,0050.12%+13,005
BOOKING HOLDINGS INC(BKNG)04,384+4,384021,7820.21%+21,782
TAPESTRY INC(TPR)532,364481,920-50,44425,01031,4840.30%+6,473
EXELIXIS INC(EXEL)0427,855+427,855014,2480.14%+14,248
ACADIA HEALTHCARE COMPANY IN(ACHC)0157,461+157,46106,2430.06%+6,243
YUM BRANDS INC(YUM)0140,412+140,412018,8380.18%+18,838
LULULEMON ATHLETICA INC(LULU)66,30562,945-3,36017,99224,0710.23%+6,079
AVALONBAY CMNTYS INC050,273+50,273011,0590.10%+11,059
PALANTIR TECHNOLOGIES INC(PLTR)329,959242,174-87,78512,27418,3160.17%+6,041
KBR INC(KBR)0261,621+261,621015,1560.14%+15,156
CLOROX CO DEL(CLX)062,064+62,064010,0800.10%+10,080
ELEVANCE HEALTH INC(ELV)26,65353,686+27,03313,86019,8050.19%+5,945
PROGRESSIVE CORP(PGR)046,759+46,759011,2040.11%+11,204
LABCORP HOLDINGS INC(LH)025,643+25,64305,8800.06%+5,880
UNION PAC CORP(UNP)055,077+55,077012,5600.12%+12,560
PUBLIC STORAGE OPER CO(PSA)033,433+33,433010,0110.09%+10,011
ROCKET LAB USA INC0281,718+281,71807,1750.07%+7,175
HESS CORP071,802+71,80209,5500.09%+9,550
DAVITA INC(DVA)0131,345+131,345019,6430.19%+19,643
ALPHABET INC(GOOG)0394,504+394,504074,6800.71%+74,680
HOST HOTELS & RESORTS INC(HST)0921,833+921,833016,1510.15%+16,151
CONOCOPHILLIPS(COP)223,154293,090+69,93623,49429,0660.28%+5,572
BIOGEN INC(BIIB)089,626+89,626013,7060.13%+13,706
OVINTIV INC(OVV)0221,580+221,58008,9740.09%+8,974
ECOLAB INC(ECL)080,485+80,485018,8590.18%+18,859
AMERICAN HOMES 4 RENT(AMH)0528,432+528,432019,7740.19%+19,774
NEWMONT CORP(NEM)0339,542+339,542012,6380.12%+12,638
EMCOR GROUP INC(EME)035,151+35,151015,9550.15%+15,955
INTERNATIONAL PAPER CO(IP)0318,731+318,731017,1540.16%+17,154
UNIVERSAL DISPLAY CORP(OLED)098,487+98,487014,3990.14%+14,399
LATTICE SEMICONDUCTOR CORP(LSCC)0128,918+128,91807,3030.07%+7,303
APOLLO GLOBAL MGMT INC(APO)0107,314+107,314017,7240.17%+17,724
PENTAIR PLC(PNR)156,743201,384+44,64115,32820,2670.19%+4,939
EASTMAN CHEM CO(EMN)087,763+87,76308,0150.08%+8,015
ESSEX PPTY TR INC(ESS)054,681+54,681015,6080.15%+15,608
AXIS CAP HLDGS LTD
SHS
069,564+69,56406,1650.06%+6,165
TEXAS PACIFIC LAND CORPORATI(TPL)05,716+5,71606,3220.06%+6,322
WESTERN DIGITAL CORP(WDC)212,345321,928+109,58314,50119,1970.18%+4,696
TJX COS INC NEW(TJX)0129,220+129,220015,6110.15%+15,611
NATERA INC(NTRA)0109,504+109,504017,3340.16%+17,334
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)063,704+63,70408,7830.08%+8,783
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 FDS041,584+41,584017,0680.16%+17,068
EVERGY INC(EVRG)0250,199+250,199015,4000.15%+15,400
STANDARDAERO INC(SARO)0175,215+175,21504,3380.04%+4,338
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