Joel Greenblatt
Gotham Asset Management, LLC
Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC), Greenblatt is founder and managing partner of Gotham Asset Management, LLC. He is the author of two investment books, including "The Little Book that Beats the Market." He is also an Adjunct Professor with Columbia Business School.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Software & IT Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Semiconductors & Semiconductor Equipment
Insurance
Computers, Phones & Household Electronics
Healthcare Equipment & Supplies
Hotels & Entertainment Services
Pharmaceuticals
Professional & Commercial Services
Electric Utilities & IPPs
Oil & Gas
Other
Holdings
2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
1.98%
+90.05K
$550.76M
$551.00M
2.95M
Semiconductors & Semiconductor Equipment
2025-12-31
1.53%
+133.63K
$424.81M
$397.89M
1.56M
Computers, Phones & Household Electronics
2025-12-31
8
iShares 0-3 Month Treasury Bond ETF ()
SGOV
0.65%
+235.22K
$179.42M
$179.99M
1.79M
--
2025-12-31
0.59%
+17.94K
$163.13M
$126.70M
521.19K
Software & IT Services
2025-12-31
