Joel Greenblatt runs Gotham Asset Management, LLC, a diversified book of 1749 stocks worth $32.7B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Russell 3000 ETF and trimmed Amazon.com Inc. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 18% of the equity book. Cloning the disclosed picks since 2013 would be +281% (+11.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +313.9%, a 33.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Joel Greenblatt, Gotham Asset Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
1749 companies · Q1 2026
| # | Stock | % of book | Value | Shares | Last move |
|---|---|---|---|---|---|
| 1 | SS SPDR S&P 500 ETF Trust-USSPY | 17.9% | $5.9B | 9.0M | ▲+34% Added · +2.3M sh |
| 2 | Apple IncAAPL | 2.2% | $729.2M | 2.9M | ▲+84% Added · +1.3M sh |
| 3 | Nvidia CorpNVDA | 2.2% | $720.8M | 4.1M | ▲+40% Added · +1.2M sh |
| 4 | Gotham Enhanced 500 ETFGSPY | 1.8% | $600.7M | 17.0M | ▲+1.5% Added · +253K sh |
| 5 | Ishares Core S&P 500 ETFIVV | 0.9% | $284.4M | 435K | ▲+6.8% Added · +28K sh |
| 6 | Vanguard Value ETFVTV | 0.5% | $168.4M | 858K | ▲+12% Added · +91K sh |
| 7 | Vanguard S&P 500 ETFVOO | 0.5% | $165.4M | 277K | ▲+53% Added · +96K sh |
| 8 | Amazon.com IncAMZN | 0.5% | $164.5M | 790K | ▼−20% Reduced · −204K sh |
| 9 | Alphabet Inc-CL AGOOGL | 0.5% | $157.9M | 549K | ▲+5.3% Added · +28K sh |
| 10 | Snowflake IncSNOW | 0.5% | $149.5M | 991K | ▲+0.1% Added · +1K sh |
| 11 | Ishares 0-3 Month Treasury BSGOV | 0.4% | $124.7M | 1.2M | ▼−31% Reduced · −549K sh |
| 12 | Ishares Core Msci Eafe ETFIEFA | 0.4% | $119.0M | 1.3M | ▲+32% Added · +322K sh |
| 13 | Microsoft CorpMSFT | 0.3% | $113.2M | 306K | ▲+7.0% Added · +20K sh |
| 14 | Ishares Russell 3000 ETFIWV | 0.3% | $107.0M | 289K | ▲New +289K sh |
| 15 | Broadcom IncAVGO | 0.3% | $106.9M | 345K | ▲+3.5% Added · +12K sh |
| 16 | Gotham 1000 Value ETFGVLU | 0.3% | $105.7M | 4.2M | ▲+9.1% Added · +350K sh |
| 17 | Western Digital CorpWDC | 0.3% | $99.5M | 368K | ▼−27% Reduced · −139K sh |
| 18 | Apa CorpAPA | 0.3% | $98.4M | 2.3M | ▲+1.3% Added · +30K sh |
| 19 | Iridium Communications IncIRDM | 0.3% | $93.0M | 3.4M | ▲+45% Added · +1.0M sh |
| 20 | Technipfmc PLCFTI | 0.3% | $91.4M | 1.3M | ▼−1.1% Reduced · −15K sh |
| 21 | Tapestry IncTPR | 0.3% | $90.0M | 638K | ▲+11% Added · +61K sh |
| 22 | CF Industries Holdings IncCF | 0.3% | $89.7M | 691K | ▲+13% Added · +81K sh |
| 23 | Ishares Core Msci EmergingIEMG | 0.3% | $85.6M | 1.2M | ▲+21% Added · +214K sh |
| 24 | Invesco QQQ Trust Series 1QQQ | 0.3% | $85.5M | 148K | ▲+43% Added · +44K sh |
| 25 | Caterpillar IncCAT | 0.3% | $83.0M | 117K | ▼−4.4% Reduced · −5K sh |
1 vehicle
Aggregated from SEC Form 13F filings (institutional long equity positions, reported quarterly, up to 45 days after quarter-end). Holdings are public domain, sourced to SEC EDGAR. The book totals, weighting, concentration and sectors are long equity only; disclosed put/call options are listed separately and excluded from those figures. The performance line is a simulation of the disclosed long book, not an audited fund return. Every panel is one call to the Arkolith API & MCP server.