Gotham Asset Management, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$3553.5T

Holdings

1,201

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (1,201 positions)

#StockSharesValue% PortfolioType
1
GSPYTIDAL ETF TR
12,013,007$251.2T7.07%
2
SPYSPDR S&P 500 ETF TR
519,546$198.7T5.59%
3
IVVISHARES TR
166,574$64.0T1.80%
4
SNOWSNOWFLAKE INC
393,087$56.4T1.59%
5
MSFTMICROSOFT CORP
208,575$50.0T1.41%
6
AAPLAPPLE INC
360,067$46.8T1.32%
7
GOOGLALPHABET INC
431,756$38.1T1.07%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
99,762$30.8T0.87%
9
AMZNAMAZON COM INC
316,908$26.6T0.75%
10
IEMGISHARES INC
528,772$24.7T0.69%
11
PYPLPAYPAL HLDGS INC
291,300$20.7T0.58%
12
MRKMERCK & CO INC
175,137$19.4T0.55%
13
METAMETA PLATFORMS INC
157,461$18.9T0.53%
14
CSCOCISCO SYS INC
352,573$16.8T0.47%
15
ACNACCENTURE PLC IRELAND
61,983$16.5T0.47%
16
JNJJOHNSON & JOHNSON
91,201$16.1T0.45%
17
LRCXEURLAM RESEARCH CORP
37,059$15.6T0.44%
18
XOMEXXON MOBIL CORP
140,547$15.5T0.44%
19
LMTLOCKHEED MARTIN CORP
31,797$15.5T0.44%
20
QCOMQUALCOMM INC
135,037$14.8T0.42%
21
CRMSALESFORCE INC
111,068$14.7T0.41%
22
MRNAMODERNA INC
80,542$14.5T0.41%
23
HUMHUMANA INC
28,173$14.4T0.41%
24
PFEPFIZER INC
268,688$13.8T0.39%
25
CVXCHEVRON CORP NEW
76,675$13.8T0.39%
26
WMTWALMART INC
96,409$13.7T0.38%
27
GMGENERAL MTRS CO
403,682$13.6T0.38%
28
BMYBRISTOL-MYERS SQUIBB CO
184,358$13.3T0.37%
29
CMCSACOMCAST CORP NEW
375,739$13.1T0.37%
30
KOCOCA COLA CO
205,109$13.0T0.37%
31
MCDMCDONALDS CORP
49,247$13.0T0.37%
32
CHTRCHARTER COMMUNICATIONS INC N
38,000$12.9T0.36%
33
PGPROCTER AND GAMBLE CO
81,044$12.3T0.35%
34
APOAPOLLO GLOBAL MGMT INC
189,342$12.1T0.34%
35
ADBEADOBE SYSTEMS INCORPORATED
35,177$11.8T0.33%
36
NFLXNETFLIX INC
40,036$11.8T0.33%
37
NXPINXP SEMICONDUCTORS N V
74,561$11.8T0.33%
38
ONON SEMICONDUCTOR CORP
187,879$11.7T0.33%
39
CEGCONSTELLATION ENERGY CORP
134,879$11.6T0.33%
40
MPCMARATHON PETE CORP
99,248$11.6T0.33%
41
EXPDEXPEDITORS INTL WASH INC
111,098$11.5T0.32%
42
COPCONOCOPHILLIPS
94,494$11.2T0.31%
43
ICEINTERCONTINENTAL EXCHANGE IN
106,758$11.0T0.31%
44
OXYOCCIDENTAL PETE CORP
171,751$10.8T0.30%
45
MMM3M CO
90,052$10.8T0.30%
46
NOWSERVICENOW INC
27,783$10.8T0.30%
47
AQLTISHARES TR
171,553$10.6T0.30%
48
DC4DEXCOM INC
93,306$10.6T0.30%
49
TAT&T INC
563,725$10.4T0.29%
50
UPSUNITED PARCEL SERVICE INC
59,615$10.4T0.29%
51
TMUST-MOBILE US INC
70,186$9.8T0.28%
52
BACVERIZON COMMUNICATIONS INC
248,647$9.8T0.28%
53
ABTABBOTT LABS
89,066$9.8T0.28%
54
PEOEXELON CORP
226,041$9.8T0.27%
55
EXPEEXPEDIA GROUP INC
111,478$9.8T0.27%
56
QLYSQUALYS INC
84,943$9.5T0.27%
57
ADMARCHER DANIELS MIDLAND CO
101,931$9.5T0.27%
58
AMATAPPLIED MATLS INC
96,695$9.4T0.26%
59
CVSCVS HEALTH CORP
100,604$9.4T0.26%
60
TXTTEXTRON INC
131,509$9.3T0.26%
61
CFCF INDS HLDGS INC
108,663$9.3T0.26%
62
JPMJPMORGAN CHASE & CO
68,606$9.2T0.26%
63
TROWPRICE T ROWE GROUP INC
84,110$9.2T0.26%
64
AVGOBROADCOM INC
16,204$9.1T0.25%
65
ZBRAZEBRA TECHNOLOGIES CORPORATI
34,900$8.9T0.25%
66
BBWIBATH & BODY WORKS INC
211,518$8.9T0.25%
67
UNPUNION PAC CORP
42,441$8.8T0.25%
68
VVISA INC
42,001$8.7T0.25%
69
CICIGNA CORP NEW
26,302$8.7T0.25%
70
TSNTYSON FOODS INC
138,195$8.6T0.24%
71
MOSMOSAIC CO NEW
193,508$8.5T0.24%
72
HUBBHUBBELL INC
36,166$8.5T0.24%
73
CAHCARDINAL HEALTH INC
110,138$8.5T0.24%
74
CATCATERPILLAR INC
34,988$8.4T0.24%
75
NDAQNASDAQ INC
136,344$8.4T0.24%
76
EMREMERSON ELEC CO
86,719$8.3T0.23%
77
LOWLOWES COS INC
41,242$8.2T0.23%
78
HLTHILTON WORLDWIDE HLDGS INC
64,010$8.1T0.23%
79
7HPHP INC
300,858$8.1T0.23%
80
GDGENERAL DYNAMICS CORP
31,996$7.9T0.22%
81
MOALTRIA GROUP INC
172,299$7.9T0.22%
82
BLKCHFBLACKROCK INC
11,087$7.9T0.22%
83
GWWGRAINGER W W INC
14,114$7.9T0.22%
84
MDTMEDTRONIC PLC
100,212$7.8T0.22%
85
IPINTERNATIONAL PAPER CO
217,947$7.5T0.21%
86
APHAMPHENOL CORP NEW
98,417$7.5T0.21%
87
VRTXVERTEX PHARMACEUTICALS INC
25,740$7.4T0.21%
88
MTCHMATCH GROUP INC NEW
178,908$7.4T0.21%
89
MRO*MARATHON OIL CORP
273,331$7.4T0.21%
90
FOXAFOX CORP
242,522$7.4T0.21%
91
GISGENERAL MLS INC
87,000$7.3T0.21%
92
NUENUCOR CORP
54,766$7.2T0.20%
93
MCKMCKESSON CORP
19,048$7.1T0.20%
94
CECELANESE CORP DEL
69,509$7.1T0.20%
95
EBAEBAY INC.
170,945$7.1T0.20%
96
FFORD MTR CO DEL
608,597$7.1T0.20%
97
TPRTAPESTRY INC
185,610$7.1T0.20%
98
ROSTROSS STORES INC
60,680$7.0T0.20%
99
MAMASTERCARD INCORPORATED
20,114$7.0T0.20%
100
TDYTELEDYNE TECHNOLOGIES INC
17,482$7.0T0.20%
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