Gotham Asset Management, LLC Q2 2017 Filing

Filed August 14, 2017

Portfolio Value

$7.1T

Holdings

949

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (949 positions)

#StockSharesValue% PortfolioType
1
GILDGILEAD SCIENCES INC
963,721$68.2B0.96%
2
CSCOCISCO SYS INC
2,002,007$62.7B0.88%
3
CVSCVS HEALTH CORP
761,094$61.2B0.86%
4
INTUINTUIT
460,059$61.1B0.86%
5
AAPLAPPLE INC
418,326$60.2B0.84%
6
TWENTY FIRST CENTY FOX INC
2,104,534$59.6B0.84%
7
CATCATERPILLAR INC DEL
516,649$55.5B0.78%
8
LOWLOWES COS INC
711,505$55.2B0.77%
9
FDXFEDEX CORP
247,444$53.8B0.75%
10
EMREMERSON ELEC CO
901,491$53.7B0.75%
11
INTCINTEL CORP
1,542,135$52.0B0.73%
12
AMATAPPLIED MATLS INC
1,192,184$49.2B0.69%
13
WMTWAL-MART STORES INC
649,563$49.2B0.69%
14
HPEHEWLETT PACKARD ENTERPRISE C
2,859,857$47.4B0.67%
15
CPBCAMPBELL SOUP CO
904,321$47.2B0.66%
16
IBMINTERNATIONAL BUSINESS MACHS
304,839$46.9B0.66%
17
KRKROGER CO
1,977,974$46.1B0.65%
18
UNPUNION PAC CORP
413,020$45.0B0.63%
19
WBAWALGREENS BOOTS ALLIANCE INC
566,818$44.4B0.62%
20
BIIBBIOGEN INC
162,464$44.1B0.62%
21
EXPRESS SCRIPTS HLDG CO
682,163$43.5B0.61%
22
BABOEING CO
219,465$43.4B0.61%
23
HONHONEYWELL INTL INC
325,096$43.3B0.61%
24
MCKMCKESSON CORP
263,216$43.3B0.61%
25
URIUNITED RENTALS INC
377,718$42.6B0.60%
26
VAREURVARIAN MED SYS INC
403,452$41.6B0.58%
27
JNPJUNIPER NETWORKS INC
1,462,056$40.8B0.57%
28
AMGNAMGEN INC
234,284$40.4B0.57%
29
MDTMEDTRONIC PLC
441,394$39.2B0.55%
30
HLTHILTON WORLDWIDE HLDGS INC
633,106$39.2B0.55%
31
MARMARRIOTT INTL INC NEW
381,379$38.3B0.54%
32
7HPHP INC
2,175,080$38.0B0.53%
33
NTAPNETAPP INC
928,902$37.2B0.52%
34
TWXCHFTIME WARNER INC
369,533$37.1B0.52%
35
CMCSACOMCAST CORP NEW
939,513$36.6B0.51%
36
BACVERIZON COMMUNICATIONS INC
816,925$36.5B0.51%
37
DALDELTA AIR LINES INC DEL
678,520$36.5B0.51%
38
HRSEURHARRIS CORP DEL
329,220$35.9B0.50%
39
WDCWESTERN DIGITAL CORP
402,696$35.7B0.50%
40
YUMYUM BRANDS INC
477,427$35.2B0.49%
41
HDHOME DEPOT INC
228,489$35.0B0.49%
42
CBS CORP NEW
549,421$35.0B0.49%
43
KLACKLA-TENCOR CORP
373,674$34.2B0.48%
44
AWMSKYWORKS SOLUTIONS INC
352,294$33.8B0.47%
45
GWWGRAINGER W W INC
185,809$33.5B0.47%
46
AMEAMETEK INC NEW
551,734$33.4B0.47%
47
MYLAN N V
833,660$32.4B0.45%
48
DELPHI AUTOMOTIVE PLC
366,779$32.1B0.45%
49
EBAEBAY INC
907,394$31.7B0.44%
50
LRCXEURLAM RESEARCH CORP
222,663$31.5B0.44%
51
DISDISNEY WALT CO
295,664$31.4B0.44%
52
ADMARCHER DANIELS MIDLAND CO
753,089$31.2B0.44%
53
PAYXPAYCHEX INC
537,760$30.6B0.43%
54
AZOAUTOZONE INC
53,055$30.3B0.42%
55
ELLAUDER ESTEE COS INC
313,060$30.0B0.42%
56
TJXTJX COS INC NEW
415,909$30.0B0.42%
57
HCAHCA HEALTHCARE INC
339,339$29.6B0.41%
58
KMBKIMBERLY CLARK CORP
227,338$29.4B0.41%
59
ADPAUTOMATIC DATA PROCESSING IN
280,121$28.7B0.40%
60
HSYHERSHEY CO
262,078$28.1B0.39%
61
TXNTEXAS INSTRS INC
364,192$28.0B0.39%
62
SYYSYSCO CORP
548,195$27.6B0.39%
63
ROSTROSS STORES INC
473,265$27.3B0.38%
64
CAGCONAGRA BRANDS INC
760,021$27.2B0.38%
65
ABGAMERISOURCEBERGEN CORP
287,336$27.2B0.38%
66
STXSEAGATE TECHNOLOGY PLC
694,963$26.9B0.38%
67
PGPROCTER AND GAMBLE CO
308,874$26.9B0.38%
68
GOOGLALPHABET INC
28,897$26.9B0.38%
69
EX9EXELIXIS INC
1,072,961$26.4B0.37%
70
CTXSEURCITRIX SYS INC
328,985$26.2B0.37%
71
JCIJOHNSON CTLS INTL PLC
602,746$26.1B0.37%
72
DYHTARGET CORP
499,006$26.1B0.37%
73
TSNTYSON FOODS INC
415,061$26.0B0.36%
74
VFCV F CORP
449,253$25.9B0.36%
75
HASHASBRO INC
230,783$25.7B0.36%
76
WEBMD HEALTH CORP
436,383$25.6B0.36%
77
CRUSCIRRUS LOGIC INC
405,576$25.4B0.36%
78
AVTAVNET INC
649,572$25.3B0.35%
79
DOW CHEM CO
399,033$25.2B0.35%
80
UTHUNITED THERAPEUTICS CORP DEL
193,990$25.2B0.35%
81
PRGOPERRIGO CO PLC
330,376$24.9B0.35%
82
ORCLORACLE CORP
488,994$24.5B0.34%
83
S9QSPIRIT AEROSYSTEMS HLDGS INC
421,262$24.4B0.34%
84
MCDMCDONALDS CORP
158,576$24.3B0.34%
85
BBBYEURBED BATH & BEYOND INC
774,939$23.6B0.33%
86
VRTXVERTEX PHARMACEUTICALS INC
182,515$23.5B0.33%
87
GMGENERAL MTRS CO
665,877$23.3B0.33%
88
TAT&T INC
613,184$23.1B0.32%
89
MEOHMETHANEX CORP
522,827$23.0B0.32%
90
OMCOMNICOM GROUP INC
277,381$23.0B0.32%
91
FRONTIER COMMUNICATIONS CORP
19,776,306$22.9B0.32%
92
SNASNAP ON INC
143,387$22.7B0.32%
93
MSIMOTOROLA SOLUTIONS INC
259,994$22.6B0.32%
94
LKQ1LKQ CORP
671,281$22.1B0.31%
95
CELGCELGENE CORP
168,817$21.9B0.31%
96
VIABVIACOM INC NEW
643,963$21.6B0.30%
97
WMBWILLIAMS COS INC DEL
713,874$21.6B0.30%
98
ABBVABBVIE INC
297,668$21.6B0.30%
99
JACKJACK IN THE BOX INC
216,248$21.3B0.30%
100
GRMNGARMIN LTD
416,540$21.3B0.30%
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