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Institutional

Gotham Asset Management, LLC

CIK 0001510387
$32.65B
Reported AUM
1,749
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · Gotham Asset Management, LLC · Q1 2026

AI · grounded in 13F

Gotham Asset Management, LLC increased its stake in AAPL by 83.88% to lead its buying activity. The fund also established a new position in IWV valued at $106.99M and grew its holdings in VOO by 53.26%. On the selling side, the fund trimmed its position in FLO by 88.16% and closed its entire position in 9HI, resulting in a $39.28M reduction.

Portfolio · Q1 2026

SPY$5.86BAAPLNVDAGSPYOther$18.26BGL

Top holdings· first 500 of 1749

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$729.46-1.54%20.48%75.54%$5.86B17.94%HELD
2AAPLAPPLE INC$338.19-0.56%67.77%128.17%$729.2M2.23%HELD
3NVDANVIDIA CORPORATION$190.01-3.55%13.56%782.99%$720.8M2.21%HELD
4GSPYTIDAL TRUST I$40.09-1.50%21.11%75.13%$600.7M1.84%HELD
5IVVISHARES TR$733.12-1.49%20.42%75.78%$284.4M0.87%HELD
6VTVVANGUARD INDEX FDS$219.80-1.43%28.86%76.13%$168.4M0.52%HELD
7VOOVANGUARD INDEX FDS$670.63-1.52%18.74%73.44%$165.4M0.51%HELD
8AMZNAMAZON COM INC$226.65-1.82%7.50%33.03%$164.5M0.50%HELD
9GOOGLALPHABET INC$336.710.90%76.51%132.04%$157.9M0.48%HELD
10SNOWSNOWFLAKE INC$282.904.64%31.87%-11.17%$149.5M0.46%HELD
11SGOVISHARES TR$100.680.02%3.78%19.62%$124.7M0.38%HELD
12IEFAISHARES TR$96.23-0.54%22.68%48.50%$119.0M0.36%HELD
13MSFTMICROSOFT CORP$390.54-0.71%-24.89%34.54%$113.2M0.35%HELD
14IWVISHARES TR$415.81-1.46%20.65%67.63%$107.0M0.33%HELD
15AVGOBROADCOM INC$370.32-2.78%31.81%734.42%$106.9M0.33%HELD
16GVLUTIDAL TRUST I$28.250.07%26.62%65.88%$105.7M0.32%HELD
17WDCWESTERN DIGITAL CORP$462.04-0.32%505.22%871.64%$99.5M0.30%HELD
18APAAPA CORPORATION$36.705.07%105.74%119.19%$98.4M0.30%HELD
19IRDMIRIDIUM COMMUNICATIONS INC$44.36-2.38%88.24%6.42%$93.0M0.28%HELD
20FTITECHNIPFMC PLC$71.73-0.91%105.79%1014.08%$91.4M0.28%HELD
21TPRTAPESTRY INC$150.11-0.52%43.77%326.06%$90.0M0.28%HELD
22CFCF INDUSTRIES HOLD$127.353.60%41.62%208.77%$89.7M0.27%HELD
23IEMGISHARES INC$74.15-2.18%29.78%36.78%$85.6M0.26%HELD
24QQQINVESCO QQQ TR$661.73-2.04%22.54%83.19%$85.5M0.26%HELD
25CATCATERPILLAR INC$782.71-6.91%84.23%304.51%$83.0M0.25%HELD
26MUMICRON TECHNOLOGY INC$739.00-9.94%683.61%1041.72%$82.6M0.25%HELD
27METAMETA PLATFORMS INC$585.61-1.31%-20.62%57.79%$80.8M0.25%HELD
28ABNBAIRBNB INC$153.01-0.07%19.60%-1.21%$78.5M0.24%HELD
29PLTRPALANTIR TECHNOLOGIES INC$123.00-0.43%-19.93%368.98%$78.4M0.24%HELD
30NEMNEWMONT CORP$91.34-0.20%47.49%82.09%$77.2M0.24%HELD
31TSLATESLA INC$298.32-2.97%$76.1M0.23%HELD
32WFRDWEATHERFORD INTL PLC$82.31-1.52%$76.1M0.23%HELD
33BYDBOYD GAMING CORP$90.79-0.52%$70.5M0.22%HELD
34SCCOSOUTHERN COPPER CORP$175.47-1.95%$67.7M0.21%HELD
35FIXCOMFORT SYS USA INC$1519.96-6.54%$67.3M0.21%HELD
36NDSNNORDSON CORP$294.98-2.53%$67.0M0.21%HELD
37NVTNVENT ELEC PLC$133.61-5.74%$66.7M0.20%HELD
38VTIVANGUARD INDEX FDS$360.42-1.52%$66.6M0.20%HELD
39ASTSAST SPACEMOBILE INC$53.03-6.22%$64.7M0.20%HELD
40DUKDUKE ENERGY CORP NEW$129.08-0.12%$64.6M0.20%HELD
41IAUISHARES GOLD TR$76.040.45%$64.4M0.20%HELD
42REGNREGENERON PHARMACEUTICALS$695.420.03%$64.0M0.20%HELD
43SNDKSANDISK CORP$1015.89-7.32%$63.8M0.20%HELD
44INCYINCYTE CORP$127.10-2.18%$63.7M0.20%HELD
45LRCXLAM RESEARCH CORP$252.35-6.40%$63.6M0.19%HELD
46RBCRBC BEARINGS INC$550.27-4.53%$63.2M0.19%HELD
47NTAPNETAPP INC$173.23-0.74%$62.8M0.19%HELD
48VUGVANGUARD INDEX FDS$82.07-1.51%$62.2M0.19%HELD
49EXPEEXPEDIA GROUP INC$304.272.87%$61.9M0.19%HELD
50CRLCHARLES RIV LABS INTL INC$234.80-2.34%$61.8M0.19%HELD
51JBLJABIL INC$287.14-5.22%$61.7M0.19%HELD
52GMGENERAL MTRS CO$89.40-1.00%$61.5M0.19%HELD
53MRKMERCK & CO INC$130.36-1.11%$60.9M0.19%HELD
54VTRSVIATRIS INC$17.82-0.22%$60.8M0.19%HELD
55HASHASBRO INC$95.17-1.21%$60.8M0.19%HELD
56MASIMASIMO CORP$60.7M0.19%HELD
57AGGISHARES TR$97.55-0.38%$60.3M0.18%HELD
58RLRALPH LAUREN CORP$375.68-0.47%$60.2M0.18%HELD
59RSPINVESCO EXCHANGE TRADED FD T$215.73-0.90%$60.2M0.18%HELD
60APHAMPHENOL CORP$150.314.49%$60.0M0.18%HELD
61OXYOCCIDENTAL PETE CORP$56.033.89%$59.8M0.18%HELD
62PYPLPAYPAL HLDGS INC$58.350.05%$59.7M0.18%HELD
63CSCOCISCO SYS INC$112.48-2.68%$59.6M0.18%HELD
64DALDELTA AIR LINES INC$86.25-3.49%$59.4M0.18%HELD
65BONDPIMCO ETF TR$90.75-0.34%$59.4M0.18%HELD
66FDSFACTSET RESH SYS INC$282.04-0.64%$59.3M0.18%HELD
67DELLDELL TECHNOLOGIES INC$369.64-5.73%$59.2M0.18%HELD
68EVRGEVERGY INC$84.00-1.94%$58.9M0.18%HELD
69DDSDILLARDS INC$589.150.03%$58.6M0.18%HELD
70NVSTENVISTA HOLDINGS CORPORATION$28.375.23%$58.1M0.18%HELD
71BWABORGWARNER INC$62.20-1.60%$57.9M0.18%HELD
72WEXWEX INC$188.413.02%$57.4M0.18%HELD
73ULTAULTA BEAUTY INC$508.091.31%$55.8M0.17%HELD
74CHRWC H ROBINSON WORLDWIDE IN$173.752.60%$55.6M0.17%HELD
75JNJJOHNSON & JOHNSON$265.53-0.45%$55.6M0.17%HELD
76EMEEMCOR GROUP INC$672.48-4.72%$55.3M0.17%HELD
77OCOWENS CORNING NEW$136.37-4.72%$55.2M0.17%HELD
78BILSPDR SERIES TRUST$91.640.01%$55.0M0.17%HELD
79MTZMASTEC INC$287.42-8.01%$54.9M0.17%HELD
80AMATAPPLIED MATLS INC$436.45-8.40%$54.9M0.17%HELD
81HPEHEWLETT PACKARD ENTERPRISE C$44.44-2.52%$54.8M0.17%HELD
82DDDUPONT DE NEMOURS INC$138.10-1.90%$54.7M0.17%HELD
83BIIBBIOGEN INC$209.231.76%$54.7M0.17%HELD
84BKNGBOOKING HOLDINGS INC$201.301.00%$54.5M0.17%HELD
85JCIJOHNSON CONTROLS INTERNATION$139.42-0.61%$53.9M0.17%HELD
86GOOGALPHABET INC$335.760.95%$53.5M0.16%HELD
87VLOVALERO ENERGY CORP$301.320.82%$53.3M0.16%HELD
88SNXTD SYNNEX CORPORATION$248.680.61%$52.9M0.16%HELD
89DLRDIGITAL RLTY TR INC$188.18-2.59%$52.7M0.16%HELD
90GILDGILEAD SCIENCES INC$132.73-1.18%$52.4M0.16%HELD
91BMYBRISTOL-MYERS SQUIBB CO$63.10-0.79%$52.3M0.16%HELD
92AFLAFLAC INC$128.67-0.68%$52.3M0.16%HELD
93VTRVENTAS INC$97.72-0.43%$52.1M0.16%HELD
94RRYDER SYS INC$258.24-0.73%$52.1M0.16%HELD
95ROPROPER TECHNOLOGIES INC$408.074.39%$51.7M0.16%HELD
96ONON SEMICONDUCTOR CORP$78.86-6.55%$51.7M0.16%HELD
97XOMEXXON MOBIL CORP$156.752.42%$51.1M0.16%HELD
98CCKCROWN HLDGS INC$119.76-1.19%$51.1M0.16%HELD
99LYBLYONDELLBASELL INDUSTRIES NV$60.493.90%$50.9M0.16%HELD
100BEPCBROOKFIELD RENEWABLE CORP$32.12-1.29%$50.8M0.16%HELD
101CBOECBOE GLOBAL MKTS INC$50.5M0.15%HELD
102LULULULULEMON ATHLETICA INC$50.4M0.15%HELD
103PNWPINNACLE WEST CAP CORP$50.3M0.15%HELD
104TMOTHERMO FISHER SCIENTIFIC INC$50.2M0.15%HELD
105HWMHOWMET AEROSPACE INC$50.0M0.15%HELD
106BRK/BBERKSHIRE HATHAWAY INC DEL$49.9M0.15%HELD
107NFLXNETFLIX INC.$49.7M0.15%HELD
108ITGARTNER INC$49.7M0.15%HELD
109QCOMQUALCOMM INC$49.6M0.15%HELD
110DECKDECKERS OUTDOOR CORP$49.5M0.15%HELD
111AMANTERO MIDSTREAM CORP$49.4M0.15%HELD
112HSTHOST HOTELS & RESORTS INC$49.3M0.15%HELD
113DVNDEVON ENERGY CORP NEW$49.3M0.15%HELD
114MOALTRIA GROUP INC$49.3M0.15%HELD
115XYLXYLEM INC$49.2M0.15%HELD
116LFUSLITTELFUSE INC$49.1M0.15%HELD
117CWCURTISS WRIGHT CORP$49.0M0.15%HELD
118TAPMOLSON COORS BEVERAGE CO$48.8M0.15%HELD
119LHLABCORP HOLDINGS INC$48.6M0.15%HELD
120MDTMEDTRONIC PLC$48.6M0.15%HELD
121WSMWILLIAMS SONOMA INC$48.4M0.15%HELD
122AMKRAMKOR TECHNOLOGY INC$48.3M0.15%HELD
123HALOHALOZYME THERAPEUTICS INC$48.3M0.15%HELD
124VRTVERTIV HOLDINGS CO$48.3M0.15%HELD
125CTVACORTEVA INC$48.1M0.15%HELD
126GDGENERAL DYNAMICS CORP$48.1M0.15%HELD
127JPSTJ P MORGAN EXCHANGE TRADED F$47.8M0.15%HELD
128UTHRUNITED THERAPEUTICS CORP DEL$47.7M0.15%HELD
129NBIXNEUROCRINE BIOSCIENCES INC$47.4M0.15%HELD
130MLIMUELLER INDS INC$47.3M0.14%HELD
131TNLTRAVEL PLUS LEISURE CO$47.2M0.14%HELD
132CIENCIENA CORP$47.1M0.14%HELD
133FFIVF5 INC$46.9M0.14%HELD
134HRHEALTHCARE RLTY TR$46.9M0.14%HELD
135MAAMID-AMER APT CMNTYS INC$46.4M0.14%HELD
136ANAUTONATION INC$46.4M0.14%HELD
137ALSNALLISON TRANSMISSION HLDGS I$46.2M0.14%HELD
138DTMDT MIDSTREAM INC$46.0M0.14%HELD
139ACWIISHARES TR$46.0M0.14%HELD
140KLACKLA CORP$45.7M0.14%HELD
141RRXREGAL REXNORD CORPORATION$45.6M0.14%HELD
142IWBISHARES TR$45.6M0.14%HELD
143RLIRLI CORP$45.3M0.14%HELD
144IDXXIDEXX LABS INC$45.2M0.14%HELD
145EXEEXPAND ENERGY CORPORATION$45.1M0.14%HELD
146MKSIMKS INC.$44.9M0.14%HELD
147TDYTELEDYNE TECHNOLOGIES INC$44.5M0.14%HELD
148HALHALLIBURTON CO$44.5M0.14%HELD
149ESIELEMENT SOLUTIONS INC$44.5M0.14%HELD
150CRUSCIRRUS LOGIC INC$44.4M0.14%HELD
151TSNTYSON FOODS INC$44.3M0.14%HELD
152LSTRLANDSTAR SYS INC$44.3M0.14%HELD
153VVISA INC$44.2M0.14%HELD
154CNPCENTERPOINT ENERGY INC$44.2M0.14%HELD
155WELLWELLTOWER INC$44.0M0.13%HELD
156MRPMILLROSE PPTYS INC$43.8M0.13%HELD
157DLTRDOLLAR TREE INC$43.5M0.13%HELD
158TAT&T INC$43.5M0.13%HELD
159VICIVICI PPTYS INC$43.3M0.13%HELD
160USFDUS FOODS HLDG CORP$43.3M0.13%HELD
161DINOHF SINCLAIR CORP$43.2M0.13%HELD
162TJXTJX COS INC NEW$43.1M0.13%HELD
163MCKMCKESSON CORP$42.8M0.13%HELD
164TKRTIMKEN CO$42.7M0.13%HELD
165VRSKVERISK ANALYTICS INC$42.6M0.13%HELD
166AAALCOA CORP$42.5M0.13%HELD
167BIOBIO RAD LABS INC$42.5M0.13%HELD
168HLTHILTON WORLDWIDE HLDGS INC$42.3M0.13%HELD
169COPCONOCOPHILLIPS$42.2M0.13%HELD
170ECLECOLAB INC$42.2M0.13%HELD
171ILMNILLUMINA INC$42.1M0.13%HELD
172FCXFREEPORT MCMORAN INC$42.1M0.13%HELD
173INGRINGREDION INC$41.7M0.13%HELD
174ADBEADOBE INC$41.6M0.13%HELD
175DGDOLLAR GEN CORP$41.6M0.13%HELD
176KMXCARMAX INC$40.9M0.13%HELD
177MSGSMADISON SQUARE GRDN SPRT COR$40.7M0.12%HELD
178SOLVSOLVENTUM CORP$40.7M0.12%HELD
179WMSADVANCED DRAIN SYS INC DEL$40.4M0.12%HELD
180WMTWALMART INC$40.4M0.12%HELD
181HIGHARTFORD INSURANCE GROUP INC$39.9M0.12%HELD
182CMICUMMINS INC$39.5M0.12%HELD
183ALAIR LEASE CORP$39.5M0.12%HELD
184EXELEXELIXIS INC$39.5M0.12%HELD
185ITTITT INC$39.4M0.12%HELD
186MNSTMONSTER BEVERAGE CORP NEW$39.4M0.12%HELD
187SAMBOSTON BEER INC$39.2M0.12%HELD
188ROIVROIVANT SCIENCES LTD$39.2M0.12%HELD
189OGEOGE ENERGY CORP$39.2M0.12%HELD
190CMECME GROUP INC$39.2M0.12%HELD
191MAMASTERCARD INCORPORATED$39.1M0.12%HELD
192STZCONSTELLATION BRANDS INC$38.8M0.12%HELD
193KOCOCA COLA CO$38.8M0.12%HELD
194CLHCLEAN HARBORS INC$38.6M0.12%HELD
195JBHTHUNT J B TRANS SVCS INC$38.6M0.12%HELD
196PSAPUBLIC STORAGE OPER CO$38.6M0.12%HELD
197KVUEKENVUE INC$38.5M0.12%HELD
198PIIPOLARIS INC$38.5M0.12%HELD
199CLXCLOROX CO DEL$38.3M0.12%HELD
200SMSM ENERGY COMPANY$38.3M0.12%HELD
201SYKSTRYKER CORPORATION$38.3M0.12%HELD
202GNRCGENERAC HLDGS INC$38.2M0.12%HELD
203KMBKIMBERLY-CLARK CORP$38.1M0.12%HELD
204TERTERADYNE INC$38.1M0.12%HELD
205FERGFERGUSON ENTERPRISES INC$38.0M0.12%HELD
206ATIATI INC$37.9M0.12%HELD
207SWKSSKYWORKS SOLUTIONS INC$37.9M0.12%HELD
208HUBBHUBBELL INC$37.6M0.12%HELD
209NFGNATIONAL FUEL GAS CO$37.6M0.12%HELD
210LUNRINTUITIVE MACHINES INC$37.5M0.11%HELD
211CAHCARDINAL HEALTH INC$37.4M0.11%HELD
212WHWYNDHAM HOTELS & RESORTS INC$37.4M0.11%HELD
213PTCPTC INC$37.1M0.11%HELD
214SONSONOCO PRODS CO$37.1M0.11%HELD
215GDDYGODADDY INC$37.1M0.11%HELD
216PPCPILGRIMS PRIDE CORP$36.9M0.11%HELD
217PLDPROLOGIS INC.$36.9M0.11%HELD
218WTRGESSENTIAL UTILS INC$36.8M0.11%HELD
219SLBSLB LIMITED$36.5M0.11%HELD
220OHIOMEGA HEALTHCARE INVS INC$36.5M0.11%HELD
221BWXTBWX TECHNOLOGIES INC$36.3M0.11%HELD
222NDAQNASDAQ INC$36.3M0.11%HELD
223UIUBIQUITI INC$36.1M0.11%HELD
224LINLINDE PLC$35.9M0.11%HELD
225LECOLINCOLN ELEC HLDGS INC$35.8M0.11%HELD
226PRMBPRIMO BRANDS CORPORATION$35.8M0.11%HELD
227LMTLOCKHEED MARTIN CORP$35.6M0.11%HELD
228ROKROCKWELL AUTOMATION INC$35.6M0.11%HELD
229BBYBEST BUY INC$35.6M0.11%HELD
230MRSHMARSH & MCLENNAN COS INC$35.5M0.11%HELD
231ORIOLD REP INTL CORP$35.4M0.11%HELD
232TXTTEXTRON INC$35.4M0.11%HELD
233JJACOBS SOLUTIONS INC$35.2M0.11%HELD
234APPAPPLOVIN CORP$35.1M0.11%HELD
235VEAVANGUARD TAX-MANAGED FDS$35.1M0.11%HELD
236ALLEALLEGION PLC$34.8M0.11%HELD
237ASAMER SPORTS INC$34.8M0.11%HELD
238NYTNEW YORK TIMES CO MTN BE$34.8M0.11%HELD
239VZVERIZON COMMUNICATIONS INC$34.6M0.11%HELD
240ONTOONTO INNOVATION INC$34.5M0.11%HELD
241ADIANALOG DEVICES INC$34.5M0.11%HELD
242LDOSLEIDOS HOLDINGS INC$34.4M0.11%HELD
243STSENSATA TECHNOLOGIES HLDG PL$34.4M0.11%HELD
244FFORD MTR CO$34.4M0.11%HELD
245DOCUDOCUSIGN INC$34.3M0.11%HELD
246CDNSCADENCE DESIGN SYSTEM INC$34.3M0.10%HELD
247SSNCSS&C TECH HLDGS$34.2M0.10%HELD
248ADMARCHER DANIELS MIDLAND CO$34.0M0.10%HELD
249FDXFEDEX CORP$33.9M0.10%HELD
250FLSFLOWSERVE CORP$33.8M0.10%HELD
251VRSNVERISIGN INC$33.8M0.10%HELD
252TDCTERADATA CORP DEL$33.8M0.10%HELD
253CRSCARPENTER TECHNOLOGY CORP$33.7M0.10%HELD
254ADPAUTOMATIC DATA PROCESSING IN$33.7M0.10%HELD
255JPMJPMORGAN CHASE & CO$33.6M0.10%HELD
256CASYCASEYS GEN STORES INC$33.5M0.10%HELD
257CBCHUBB LTD SWITZ$33.3M0.10%HELD
258BROBROWN & BROWN INC$33.3M0.10%HELD
259APTVAPTIV PLC$33.2M0.10%HELD
260SWKSTANLEY BLACK & DECKER INC$33.1M0.10%HELD
261WCCWESCO INTL INC$33.1M0.10%HELD
262VSNTVERSANT MEDIA GROUP INC$33.1M0.10%HELD
263DISDISNEY WALT CO$33.1M0.10%HELD
264BNDVANGUARD BD INDEX FDS$33.0M0.10%HELD
265EBAYEBAY INC.$32.9M0.10%HELD
266UBERUBER TECHNOLOGIES INC$32.6M0.10%HELD
267HPQHP INC$32.6M0.10%HELD
268FBNDFIDELITY MERRIMACK STR TR$32.6M0.10%HELD
269LEALEAR CORP$32.3M0.10%HELD
270OKEONEOK INC NEW$32.0M0.10%HELD
271BFAMBRIGHT HORIZONS FAM SOL IN D$31.9M0.10%HELD
272MTCHMATCH GROUP INC NEW$31.9M0.10%HELD
273INTUINTUIT$31.8M0.10%HELD
274KDKYNDRYL HLDGS INC$31.7M0.10%HELD
275AMEAMETEK INC$31.7M0.10%HELD
276ARMKARAMARK$31.3M0.10%HELD
277BGBUNGE GLOBAL SA$31.2M0.10%HELD
278YETIYETI HLDGS INC$30.9M0.09%HELD
279KEYSKEYSIGHT TECHNOLOGIES INC$30.9M0.09%HELD
280AFGAMERICAN FINANCIAL GROUP INC$30.8M0.09%HELD
281PINSPINTEREST INC$30.8M0.09%HELD
282CCCCCC INTELLIGENT SOLUTIONS HL$30.7M0.09%HELD
283FISVFISERV INC$30.6M0.09%HELD
284CINFCINCINNATI FINL CORP$30.5M0.09%HELD
285BXBLACKSTONE INC$30.4M0.09%HELD
286DOCSDOXIMITY INC$30.4M0.09%HELD
287APOAPOLLO GLOBAL MGMT INC$30.4M0.09%HELD
288APGAPI GROUP CORP$30.3M0.09%HELD
289BSXBOSTON SCIENTIFIC CORP$30.3M0.09%HELD
290TRMBTRIMBLE INC$30.3M0.09%HELD
291ODFLOLD DOMINION FREIGHT LINE IN$30.0M0.09%HELD
292EMNEASTMAN CHEM CO$29.6M0.09%HELD
293BCBRUNSWICK CORP$29.6M0.09%HELD
294VLTOVERALTO CORP$29.6M0.09%HELD
295PFEPFIZER INC$29.5M0.09%HELD
296AMDADVANCED MICRO DEVICES INC$29.5M0.09%HELD
297LLOEWS CORP$29.5M0.09%HELD
298HONHONEYWELL INTL INC$29.4M0.09%HELD
299ALGNALIGN TECHNOLOGY INC$29.0M0.09%HELD
300RTXRTX CORPORATION$29.0M0.09%HELD
301FCNFTI CONSULTING INC$28.9M0.09%HELD
302NNNNNN REIT INC$28.8M0.09%HELD
303MORNMORNINGSTAR INC$28.7M0.09%HELD
304AONAON PLC$28.7M0.09%HELD
305SFDSMITHFIELD FOODS INC$28.6M0.09%HELD
306ADCAGREE RLTY CORP$28.6M0.09%HELD
307SIRISIRIUSXM HOLDINGS INC$28.6M0.09%HELD
308NRGNRG ENERGY INC$28.5M0.09%HELD
309CNACNA FINL CORP$28.4M0.09%HELD
310WTWWILLIS TOWERS WATSON PLC LTD$28.4M0.09%HELD
311OMCOMNICOM GROUP INC$28.4M0.09%HELD
312STAGSTAG INDUSTRIAL INC$28.3M0.09%HELD
313BDXBECTON DICKINSON & CO$28.3M0.09%HELD
314GNTXGENTEX CORP$28.2M0.09%HELD
315RGAREINSURANCE GROUP AMER INC$28.2M0.09%HELD
316COHRCOHERENT CORP$28.1M0.09%HELD
317HCAHCA HEALTHCARE INC$28.1M0.09%HELD
318HUNHUNTSMAN CORP$28.0M0.09%HELD
319SWSMURFIT WESTROCK PLC$27.9M0.09%HELD
320TTCTORO CO$27.8M0.09%HELD
321FASTFASTENAL CO$27.8M0.09%HELD
322EMREMERSON ELEC CO$27.7M0.08%HELD
323VMIVALMONT INDS INC$27.7M0.08%HELD
324AEEAMEREN CORP$27.7M0.08%HELD
325PGRPROGRESSIVE CORP$27.6M0.08%HELD
326RSGREPUBLIC SVCS INC$27.6M0.08%HELD
327SCISERVICE CORP INTL$27.6M0.08%HELD
328GENGEN DIGITAL INC$27.6M0.08%HELD
329FIVEFIVE BELOW INC$27.4M0.08%HELD
330THCTENET HEALTHCARE CORP$27.4M0.08%HELD
331BBWIBATH & BODY WORKS INC$27.4M0.08%HELD
332WUWESTERN UN CO$27.3M0.08%HELD
333UPSUNITED PARCEL SVCS INC$27.3M0.08%HELD
334CTEFEA SERIES TRUST$27.2M0.08%HELD
335AGCOAGCO CORP$27.2M0.08%HELD
336TRVTRAVELERS COMPANIES INC$27.1M0.08%HELD
337DVADAVITA INC$27.0M0.08%HELD
338CRWDCROWDSTRIKE HLDGS INC$27.0M0.08%HELD
339CNCCENTENE CORP DEL$26.9M0.08%HELD
340CITHE CIGNA GROUP$26.9M0.08%HELD
341TWTRADEWEB MKTS INC$26.9M0.08%HELD
342LNTALLIANT ENERGY CORP$26.8M0.08%HELD
343DBXDROPBOX INC$26.7M0.08%HELD
344MASMASCO CORP$26.7M0.08%HELD
345ANETARISTA NETWORKS INC$26.6M0.08%HELD
346WECWEC ENERGY GROUP INC$26.6M0.08%HELD
347AXSAXIS CAP HLDGS LTD$26.5M0.08%HELD
348ITWILLINOIS TOOL WKS INC$26.4M0.08%HELD
349SOLSSOLSTICE ADVANCED MATLS INC$26.3M0.08%HELD
350THGHANOVER INS GROUP INC$26.3M0.08%HELD
351DCIDONALDSON INC$26.3M0.08%HELD
352KDPKEURIG DR PEPPER INC$26.0M0.08%HELD
353KMIKINDER MORGAN INC DEL$26.0M0.08%HELD
354JLLJONES LANG LASALLE INC$26.0M0.08%HELD
355CWENCLEARWAY ENERGY INC$25.9M0.08%HELD
356FISFIDELITY NATL INFORMATION SV$25.9M0.08%HELD
357KHCKRAFT HEINZ CO$25.9M0.08%HELD
358ETNEATON CORP PLC$25.9M0.08%HELD
359RSRELIANCE INC$25.8M0.08%HELD
360CGNXCOGNEX CORP$25.8M0.08%HELD
361DGXQUEST DIAGNOSTICS INC$25.6M0.08%HELD
362PLNTPLANET FITNESS MASTER ISSUER$25.5M0.08%HELD
363PAYXPAYCHEX INC$25.4M0.08%HELD
364ACIALBERTSONS COS INC$25.4M0.08%HELD
365SGISOMNIGROUP INTERNATIONAL INC$25.2M0.08%HELD
366ZTSZOETIS INC$25.1M0.08%HELD
367PEGAPEGASYSTEMS INC$24.9M0.08%HELD
368SOSOUTHERN CO$24.9M0.08%HELD
369DTEDTE ENERGY CO$24.8M0.08%HELD
370DGROISHARES TR$24.8M0.08%HELD
371PMPHILIP MORRIS INTL INC$24.8M0.08%HELD
372MMACYS INC$24.8M0.08%HELD
373ALBALBEMARLE CORP$24.7M0.08%HELD
374ABTABBOTT LABORATORIES$24.7M0.08%HELD
375QQNITY ELECTRONICS INC$24.6M0.08%HELD
376IUSVISHARES TR$24.6M0.08%HELD
377IWDISHARES TR$24.6M0.08%HELD
378CTRACOTERRA ENERGY INC$24.6M0.08%HELD
379MPWRMONOLITHIC PWR SYS INC$24.6M0.08%HELD
380NXSTNEXSTAR MEDIA GROUP INC$24.3M0.07%HELD
381MCDMCDONALDS CORP$24.2M0.07%HELD
382PGPROCTER & GAMBLE CO$24.2M0.07%HELD
383NEUNEWMARKET CORP$24.1M0.07%HELD
384MARMARRIOTT INTL INC NEW$24.1M0.07%HELD
385SDASEALED AIR CORP NEW$24.1M0.07%HELD
386FRTFEDERAL RLTY INVT TR NEW$24.1M0.07%HELD
387VIKVIKING HOLDINGS LTD$24.0M0.07%HELD
388CHTRCHARTER COMMUNICATIONS INC$23.9M0.07%HELD
389JKHYHENRY JACK & ASSOC INC$23.9M0.07%HELD
390HOGHARLEY DAVIDSON INC$23.9M0.07%HELD
391OVVOVINTIV INC$23.8M0.07%HELD
392CHRDCHORD ENERGY CORPORATION$23.8M0.07%HELD
393BRBRBELLRING BRANDS INC$23.8M0.07%HELD
394RALRALLIANT CORP$23.6M0.07%HELD
395CACICACI INTL INC$23.6M0.07%HELD
396BSYBENTLEY SYS INC$23.6M0.07%HELD
397KEXKIRBY CORP$23.6M0.07%HELD
398AVBAVALONBAY CMNTYS INC$23.5M0.07%HELD
399AWIARMSTRONG WORLD INDS INC NEW$23.5M0.07%HELD
400OLNOLIN CORP$23.5M0.07%HELD
401NTNXNUTANIX INC$23.4M0.07%HELD
402GEHCGE HEALTHCARE TECHNOLOGIES I$23.4M0.07%HELD
403LOPEGRAND CANYON ED INC$23.4M0.07%HELD
404UNHUNITEDHEALTH GROUP INC$23.3M0.07%HELD
405QRVOQORVO INC$23.3M0.07%HELD
406EGPEASTGROUP PPTYS INC$23.2M0.07%HELD
407NUENUCOR CORP$23.1M0.07%HELD
408WSOWATSCO INC$23.1M0.07%HELD
409CSXCSX CORP$22.9M0.07%HELD
410ORLYOREILLY AUTOMOTIVE INC$22.9M0.07%HELD
411REYNREYNOLDS CONSUMER PRODS INC$22.7M0.07%HELD
412TMUST-MOBILE US INC$22.7M0.07%HELD
413UHSUNIVERSAL HLTH SVCS INC$22.6M0.07%HELD
414CHDNCHURCHILL DOWNS INC$22.6M0.07%HELD
415CRCRANE COMPANY$22.6M0.07%HELD
416MPCMARATHON PETE CORP$22.6M0.07%HELD
417GLGLOBE LIFE INC$22.5M0.07%HELD
418QUREQUANTA SVCS INC$22.4M0.07%HELD
419CHHCHOICE HOTELS INTL INC$22.4M0.07%HELD
420MSMMSC INDL DIRECT INC$22.3M0.07%HELD
421CPRTCOPART INC$22.2M0.07%HELD
422AGOASSURED GUARANTY LTD$22.2M0.07%HELD
423AIZASSURANT INC$22.0M0.07%HELD
424FRFIRST INDL RLTY TR INC$22.0M0.07%HELD
425HAYWHAYWARD HLDGS INC$22.0M0.07%HELD
426PCTYPAYLOCITY HLDG CORP$22.0M0.07%HELD
427ETSYETSY INC$21.9M0.07%HELD
428COLMCOLUMBIA SPORTSWEAR CO$21.7M0.07%HELD
429RMDRESMED INC$21.7M0.07%HELD
430STESTERIS PLC$21.6M0.07%HELD
431SSDSIMPSON MFG INC$21.6M0.07%HELD
432XYZBLOCK INC$21.6M0.07%HELD
433ABBVABBVIE INC$21.5M0.07%HELD
434ROSTROSS STORES INC$21.4M0.07%HELD
435FOURSHIFT4 PMTS INC$21.4M0.07%HELD
436XRAYDENTSPLY SIRONA INC$21.3M0.07%HELD
437CRWVCOREWEAVE INC$21.3M0.07%HELD
438WATWATERS CORP$21.3M0.07%HELD
439ACNACCENTURE PLC IRELAND$21.3M0.07%HELD
440PEPPEPSICO INC$21.3M0.07%HELD
441PPLPPL CORP$21.3M0.07%HELD
442IRINGERSOLL RAND INC$21.3M0.07%HELD
443FOXAFOX CORP$21.2M0.06%HELD
444MUSAMURPHY USA INC$21.2M0.06%HELD
445YUMYUM BRANDS INC$21.1M0.06%HELD
446IUSGISHARES TR$21.0M0.06%HELD
447RNRRENAISSANCERE HLDGS LTD$20.9M0.06%HELD
448IFFINTERNATIONAL FLAVORS&FRAGRA$20.9M0.06%HELD
449VXUSVANGUARD STAR FDS$20.6M0.06%HELD
450DOXAMDOCS LTD$20.6M0.06%HELD
451UDRUDR INC$20.5M0.06%HELD
452TXNTEXAS INSTRS INC$20.4M0.06%HELD
453AVTAVNET INC$20.3M0.06%HELD
454BAHBOOZ ALLEN HAMILTON HLDG COR$20.2M0.06%HELD
455NEARISHARES U S ETF TR$20.2M0.06%HELD
456CCL1EURCARNIVAL CORP$20.1M0.06%HELD
457ECGEVERUS CONSTR GROUP$20.1M0.06%HELD
458OREALTY INCOME CORP$19.9M0.06%HELD
459AVYAVERY DENNISON CORP$19.9M0.06%HELD
460WTMWHITE MTNS INS GROUP LTD$19.9M0.06%HELD
461WBDWARNER BROS DISCOVERY INC$19.7M0.06%HELD
462MDLZMONDELEZ INTL INC$19.7M0.06%HELD
463EHCENCOMPASS HEALTH CORP$19.7M0.06%HELD
464CMCSACOMCAST CORP NEW$19.7M0.06%HELD
465BLKBLACKROCK INC$19.5M0.06%HELD
466GAPGAP INC$19.5M0.06%HELD
467COKECOCA COLA CONS INC$19.3M0.06%HELD
468OSKOSHKOSH CORP$19.2M0.06%HELD
469GSGOLDMAN SACHS GROUP INC$19.0M0.06%HELD
470VGTVANGUARD WORLD FD$19.0M0.06%HELD
471AOSSMITH A O CORP$19.0M0.06%HELD
472IQVIQVIA HLDGS INC$19.0M0.06%HELD
473VNTVONTIER CORPORATION$18.9M0.06%HELD
474AMHAMERICAN HOMES 4 RENT$18.8M0.06%HELD
475NETCLOUDFLARE INC$18.8M0.06%HELD
476VIGVANGUARD SPECIALIZED FUNDS$18.7M0.06%HELD
477ZNGAZOOM COMMUNICATIONS INC$18.7M0.06%HELD
478HXLHEXCEL CORP NEW$18.7M0.06%HELD
479HHHHOWARD HUGHES HOLDINGS INC$18.7M0.06%HELD
480NTRANATERA INC$18.6M0.06%HELD
481SNASNAP ON INC$18.6M0.06%HELD
482ITOTISHARES TR$18.6M0.06%HELD
483PPGPPG INDS INC$18.6M0.06%HELD
484HIIHUNTINGTON INGALLS INDS INC$18.5M0.06%HELD
485EXCEXELON CORP$18.5M0.06%HELD
486VSTVISTRA CORP$18.5M0.06%HELD
487EWEDWARDS LIFESCIENCES CORP$18.4M0.06%HELD
488BALLBALL CORP$18.4M0.06%HELD
489AAGILENT TECHNOLOGIES INC$18.4M0.06%HELD
490CHECHEMED CORP NEW$18.4M0.06%HELD
491ACWXISHARES TR$18.3M0.06%HELD
492PKGPACKAGING CORP AMER$18.2M0.06%HELD
493MCOMOODYS CORP$18.2M0.06%HELD
494KBRKBR INC$18.1M0.06%HELD
495CSGPCOSTAR GROUP INC$18.0M0.06%HELD
496ESSESSEX PPTY TR INC$18.0M0.06%HELD
497HHYATT HOTELS CORP$18.0M0.06%HELD
498CVNACARVANA CO$18.0M0.06%HELD
499TLNTALEN ENERGY CORP$18.0M0.06%HELD
500TPLTEXAS PACIFIC LAND CORPORATI$17.9M0.05%HELD

Source: SEC EDGAR · accession 0001398344-26-009299. 13F discloses long positions only — shorts, foreign equities, and options are excluded.