Titelia

Holdings of Gotham Enhanced Return Fund

FundVantage Trust · 600 declared positions · as of Mar 31, 2026

Original filing · Net assets 427M $ · Ten largest lines: 63.6 % of the equity sleeve

Sector breakdown

  • Technology 8.2 %
  • Health care 3.8 %
  • Industrials 3.2 %
  • Consumer discretionary 2.5 %
  • Communication 2.0 %
  • Consumer staples 1.5 %
  • Financials 1.5 %
  • Energy 1.1 %
  • Materials 0.8 %
  • Utilities 0.3 %
  • Unattributed 75.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 97.8 %
  • CA 1.3 %
  • IE 0.2 %
  • NL 0.2 %
  • BM 0.2 %
  • KY 0.2 %
  • MH 0.0 %
  • LU 0.0 %
  • GB 0.0 %
  • VG 0.0 %
  • CH 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US560321.1M $97.83 %
2CA224.3M $1.32 %
3IE2687.6K $0.21 %
4NL1601K $0.18 %
5BM4569.6K $0.17 %
6KY4494.9K $0.15 %
7MH2138.3K $0.04 %
8LU1121.6K $0.04 %
9GB2115.3K $0.04 %
10VG163.4K $0.02 %
11CH116K $0.00 %

Positions

RankCompanySharesValueWeight
1Tidal Trust I 3,740,00094.7M $22.17 %
2Gotham Enhanced 500 ETF 2,648,00093.7M $21.94 %
3Western Digital Corp 18,7425.1M $1.19 %
4State Street SPDR S&P 500 ETF Trust 6,1394M $0.93 %
5Micron Technology Inc 7,8872.7M $0.62 %
6Microsoft Corp 5,7812.1M $0.50 %
7Lockheed Martin Corp 3,3662M $0.48 %
8Alphabet Inc 5,7471.7M $0.39 %
9Meta Platforms Inc 2,6091.5M $0.35 %
10Pfizer Inc 52,6891.5M $0.35 %
11Sandisk Corp/DE 2,0841.3M $0.31 %
12Teck Resources Ltd 23,8231.2M $0.29 %
13Berkshire Hathaway Inc 2,4361.2M $0.27 %
14AXT Inc 19,8931.1M $0.27 %
15Stanley Black & Decker Inc 15,4911.1M $0.26 %
16Exxon Mobil Corp 6,3261.1M $0.25 %
17Kinross Gold Corp 34,8761.1M $0.25 %
18Stryker Corp 3,1831M $0.24 %
19Transocean Ltd 157,2911M $0.24 %
20ServiceNow Inc 9,8121M $0.24 %
21Apple Inc 3,884985.7K $0.23 %
22NVIDIA Corp 5,628981.5K $0.23 %
23Adobe Inc 3,968964.5K $0.23 %
24Occidental Petroleum Corp 14,570947.1K $0.22 %
25Vistance Networks Inc 51,433936.1K $0.22 %
26Verizon Communications Inc 18,604933.9K $0.22 %
27Cisco Systems, Inc. 11,643903.4K $0.21 %
28Applied Materials Inc 2,538867.5K $0.20 %
29Okta Inc 10,511827.3K $0.19 %
30PTC Inc 5,640803.6K $0.19 %
31ResMed Inc 3,504786.6K $0.18 %
32Advanced Drainage Systems Inc 5,599767.8K $0.18 %
33Plug Power Inc 334,676756.4K $0.18 %
34Gilead Sciences Inc 5,405753.3K $0.18 %
35Terex Corp 12,054712.4K $0.17 %
36Tutor Perini Corp 9,185709K $0.17 %
37CVS Health Corp 9,747700K $0.16 %
38Netflix Inc 7,237695.8K $0.16 %
39Pan American Silver Corp 12,688693.1K $0.16 %
40Target Corp 5,622681.4K $0.16 %
41QUALCOMM Inc 5,274679.2K $0.16 %
42UiPath Inc 60,812675K $0.16 %
43Skyworks Solutions Inc 12,595674.5K $0.16 %
44ON Semiconductor Corp 10,731664.5K $0.16 %
45Johnson Controls International plc 5,070663.9K $0.16 %
46Solventum Corp 10,059656.9K $0.15 %
47McDonald's Corp. 2,072644K $0.15 %
48Becton Dickinson & Co 4,093643.5K $0.15 %
49Textron Inc 7,228632.9K $0.15 %
50Johnson & Johnson 2,564626.7K $0.15 %
51UnitedHealth Group Inc 2,279616.7K $0.14 %
52Oracle Corp 4,128607.3K $0.14 %
53Analog Devices Inc 1,898603.8K $0.14 %
54PepsiCo Inc 3,888603.8K $0.14 %
55eBay Inc 6,610601.6K $0.14 %
56NXP Semiconductors NV 3,053601K $0.14 %
57DuPont de Nemours Inc 13,044597.4K $0.14 %
58Wingstop Inc 3,849596.5K $0.14 %
59Tapestry Inc 4,171588.6K $0.14 %
60nLight Inc 10,306587.6K $0.14 %
61PayPal Holdings Inc 12,820579.8K $0.14 %
62T-Mobile US Inc 2,740575.5K $0.13 %
63Dell Technologies Inc 3,438564.3K $0.13 %
64Coca-Cola Co/The 7,085538.8K $0.13 %
65SiteOne Landscape Supply Inc 3,994531.6K $0.12 %
66MYR Group Inc 1,883531.6K $0.12 %
67Ford Motor Co 45,756528K $0.12 %
68McKesson Corp 610527.9K $0.12 %
69KLA Corp 355522.7K $0.12 %
70Xylem Inc/NY 4,372522.5K $0.12 %
71Valero Energy Corp 2,106520.4K $0.12 %
72NetApp Inc 5,002512.2K $0.12 %
73Walmart Inc 4,106510.3K $0.12 %
74Super Micro Computer Inc 22,383509.7K $0.12 %
75Block Inc 8,421506.8K $0.12 %
76Visa Inc 1,650498.7K $0.12 %
77Dollar Tree Inc 4,397481.5K $0.11 %
78Champion Homes Inc 6,443479.2K $0.11 %
79TransMedics Group Inc 4,799477.1K $0.11 %
80Paymentus Holdings Inc 18,607472.6K $0.11 %
81Progyny Inc 27,718470.7K $0.11 %
82JB Hunt Transport Services Inc 2,211468.5K $0.11 %
83Kimberly-Clark Corp 4,846467.5K $0.11 %
84Kohl's Corp 36,003464.4K $0.11 %
85Merck & Co Inc 3,841462K $0.11 %
86Viking Holdings Ltd 6,231457.9K $0.11 %
87Kinder Morgan, Inc. 13,476451.9K $0.11 %
88Newmont Corp 4,160450.3K $0.11 %
89Otis Worldwide Corp 5,826449.1K $0.11 %
90Fortive Corp 8,015443.1K $0.10 %
91TE Connectivity PLC 2,119442.9K $0.10 %
92HCA Healthcare Inc 929439.6K $0.10 %
93Expedia Group Inc 1,894437.3K $0.10 %
94Roper Technologies Inc 1,202425.3K $0.10 %
95Vertiv Holdings Co 1,670418.5K $0.10 %
96Kraft Heinz Co/The 18,513416.4K $0.10 %
97Westinghouse Air Brake Technologies Corp 1,658414.4K $0.10 %
98Nasdaq Inc 4,870413.4K $0.10 %
99Qualys Inc 4,695412.5K $0.10 %
100Tyson Foods Inc 6,415411K $0.10 %