Titelia

Holdings of Gotham Neutral Fund

FundVantage Trust ·630 declared positions · as of Mar 31, 2026

Original filing · Net assets 110.6M $ · Ten largest lines: 9.4 % of the equity sleeve

Sector breakdown

  • Technology 13.1 %
  • Health care 7.0 %
  • Industrials 6.4 %
  • Consumer discretionary 6.1 %
  • Energy 3.2 %
  • Communication 3.0 %
  • Materials 2.8 %
  • Consumer staples 2.5 %
  • Financials 2.4 %
  • Utilities 0.9 %
  • Unattributed 52.6 %

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 92.1 %
  • CA 5.1 %
  • KY 0.7 %
  • BM 0.6 %
  • IE 0.4 %
  • LU 0.3 %
  • CH 0.2 %
  • VG 0.2 %
  • NL 0.2 %
  • GB 0.1 %
  • GG 0.1 %
  • MH 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US58289.7M $92.12 %
2CA295M $5.13 %
3KY4659.9K $0.68 %
4BM5588.7K $0.60 %
5IE2378.2K $0.39 %
6LU1260.5K $0.27 %
7CH1212.9K $0.22 %
8VG1210K $0.22 %
9NL1190.2K $0.20 %
10GB189.1K $0.09 %
11GG157.5K $0.06 %
12MH232.5K $0.03 %

Positions

RankCompanySharesValueWeight
101Super Micro Computer Inc 11,331258K $0.23 %
102Exxon Mobil Corp 1,520257.9K $0.23 %
103Q2 Holdings Inc 5,452257.9K $0.23 %
104Halliburton Co 6,592257K $0.23 %
105Expand Energy Corp 2,331255.9K $0.23 %
106GigaCloud Technology Inc 5,634255.7K $0.23 %
107Veeva Systems Inc 1,452255.1K $0.23 %
108Simply Good Foods Co/The 17,694253.9K $0.23 %
109Tutor Perini Corp 3,288253.8K $0.23 %
110ConocoPhillips 1,870246.8K $0.22 %
111Keurig Dr Pepper Inc 9,360246.4K $0.22 %
112Fortinet Inc 2,996244.8K $0.22 %
113Hyatt Hotels Corp 1,681241.7K $0.22 %
114Honeywell International Inc 1,069241.6K $0.22 %
115Corteva Inc 2,869240.2K $0.22 %
116Occidental Petroleum Corp 3,685239.5K $0.22 %
117Guidewire Software Inc 1,595238.5K $0.22 %
118BioCryst Pharmaceuticals Inc 25,045238.4K $0.22 %
119eBay Inc 2,608237.4K $0.21 %
120Sonoco Products Co 4,381237K $0.21 %
121General Dynamics Corp 689236.5K $0.21 %
122SSR Mining Inc 8,033236.2K $0.21 %
123Deckers Outdoor Corp 2,350235.2K $0.21 %
124Agilent Technologies Inc 2,063235.1K $0.21 %
125Ollie's Bargain Outlet Holdings Inc 2,553235K $0.21 %
126Arrowhead Pharmaceuticals Inc 3,712232.7K $0.21 %
127ESCO Technologies Inc 827232.7K $0.21 %
128Waystar Holding Corp 9,634232.3K $0.21 %
129NetApp Inc 2,264231.8K $0.21 %
130SS&C Technologies Holdings Inc 3,374228K $0.21 %
131Lumentum Holdings Inc 323227K $0.21 %
132Merck & Co Inc 1,880226.1K $0.20 %
133Otis Worldwide Corp 2,860220.4K $0.20 %
134Match Group Inc 7,140219.3K $0.20 %
135Fortuna Mining Corp 22,001218.5K $0.20 %
136News Corp 8,739217.9K $0.20 %
137Descartes Systems Group Inc/The 3,041217.6K $0.20 %
138Kimberly-Clark Corp 2,252217.3K $0.20 %
139Clear Secure Inc 4,456215.7K $0.20 %
140Workday Inc 1,649214.2K $0.19 %
141Nutanix Inc 5,635214.2K $0.19 %
142Amrize Ltd 3,800212.9K $0.19 %
143PayPal Holdings Inc 4,651210.4K $0.19 %
144Capri Holdings Ltd 11,921210K $0.19 %
145Kraft Heinz Co/The 9,249208K $0.19 %
146Visa Inc 687207.6K $0.19 %
147Gartner Inc 1,311207.6K $0.19 %
148Baker Hughes Co 3,400207.6K $0.19 %
149Roku Inc 2,187206.9K $0.19 %
150TD SYNNEX Corp 1,217205.3K $0.19 %
151UnitedHealth Group Inc 757204.8K $0.19 %
152Box Inc 8,646204.4K $0.18 %
153Northern Oil & Gas Inc 6,958203.4K $0.18 %
154Duolingo Inc 2,048201.9K $0.18 %
155Silicon Laboratories Inc 968201.5K $0.18 %
156Target Corp 1,657200.8K $0.18 %
157Agnico Eagle Mines Ltd 989200.7K $0.18 %
158HCA Healthcare Inc 424200.7K $0.18 %
159Boston Scientific Corp 3,182199.7K $0.18 %
160PepsiCo Inc 1,267196.8K $0.18 %
161T-Mobile US Inc 928194.9K $0.18 %
162GE Vernova Inc 222193.8K $0.18 %
163Hasbro Inc 2,069193.7K $0.18 %
164Credo Technology Group Holding Ltd 2,059193.3K $0.17 %
165LKQ Corp 6,570193K $0.17 %
166CF Industries Holdings Inc 1,480192.2K $0.17 %
167NXP Semiconductors NV 966190.2K $0.17 %
168Nasdaq Inc 2,226189K $0.17 %
169TE Connectivity PLC 903188.7K $0.17 %
170Planet Fitness Inc 2,532188.3K $0.17 %
171Kenvue Inc 10,885187.7K $0.17 %
172Duke Energy Corp 1,428187K $0.17 %
173Tidewater Inc 2,222185.6K $0.17 %
174Expedia Group Inc 803185.4K $0.17 %
175Tyson Foods Inc 2,887185K $0.17 %
176Westinghouse Air Brake Technologies Corp 737184.2K $0.17 %
177EPAM Systems Inc 1,347182.4K $0.17 %
178Fortive Corp 3,298182.3K $0.16 %
179AXT Inc 3,193181.9K $0.16 %
180Blue Bird Corp 3,197181.6K $0.16 %
181Appian Corp 7,503180.9K $0.16 %
182Gilead Sciences Inc 1,286179.2K $0.16 %
183Freshpet Inc 3,025178.4K $0.16 %
184Roper Technologies Inc 502177.6K $0.16 %
185Broadridge Financial Solutions Inc 1,087176.6K $0.16 %
186Alamos Gold Inc 3,936174.9K $0.16 %
187Polaris Inc 3,200174.4K $0.16 %
188Xylem Inc/NY 1,453173.6K $0.16 %
189IDEXX Laboratories Inc 308173.1K $0.16 %
190Nordson Corp 650172.9K $0.16 %
191Amphenol Corp 1,363172.2K $0.16 %
192Butterfly Network Inc 42,415171.4K $0.16 %
193Cigna Group/The 641171K $0.15 %
194Boot Barn Holdings Inc 1,168170.9K $0.15 %
195Dolby Laboratories Inc 2,842170.7K $0.15 %
196SkyWest Inc 1,854170.3K $0.15 %
197National Vision Holdings Inc 6,562170K $0.15 %
198Core & Main Inc 3,418168.8K $0.15 %
199Spotify Technology SA 346167.8K $0.15 %
200Uber Technologies Inc 2,327167.4K $0.15 %