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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 101 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 SOC SABLE OFFSHORE CORP COM SHS Energy 1,069.0 $18K 0.00% +733.0 +218.2% $16.52 -8.9%
2002 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 518.0 $18K 0.00% +387.0 +295.4% $33.95 +1.3%
2003 IMXI INTERNATIONAL MONEY EXPRESS COM Technology 1,112.0 $18K 0.00% +448.0 +67.5% $15.80 -3.6%
2004 WINA WINMARK CORP COM Consumer Cyclical 41.0 $18K 0.00% +29.0 +241.7% $427.56 -15.9%
2005 WHR WHIRLPOOL CORP COM Consumer Cyclical 325.0 $18K 0.00% +85.0 +35.4% $53.92 -23.0%
2006 MLAB MESA LABS INC COM Technology 198.0 $18K 0.00% +180.0 +1000.0% $88.42 +23.4%
2007 IMVT IMMUNOVANT INC COM Healthcare 704.0 $17K 0.00% +192.0 +37.5% $24.84 +37.4%
2008 DJT TRUMP MEDIA TECHNOLOGY GROUP COM Communication Services 1,884.0 $17K 0.00% +989.0 +110.5% $9.28 -14.3%
2009 APPN APPIAN CORP CL A Technology 723.0 $17K 0.00% +480.0 +197.5% $24.11 -12.3%
2010 FBIZ FIRST BUSINESS FINL SVCS INC W COM Financial Services 322.0 $17K 0.00% +13.0 +4.2% $53.93 +6.1%
2011 FISI FINANCIAL INSTITUTIONS INC COM Financial Services 546.0 $17K 0.00% +45.0 +9.0% $31.71 +11.5%
2012 MTW MANITOWOC CO INC COM NEW Industrials 1,486.0 $17K 0.00% +85.0 +6.1% $11.65 +0.3%
2013 FDLO FIDELITY COVINGTON TRUST LOW VOLITY ETF 268.0 $17K 0.00% +76.0 +39.6% $64.59 +8.1%
2014 BELFA BEL FUSE INC CL A Technology 96.0 $17K 0.00% +2.0 +2.1% $180.20 +31.0%
2015 DCH DAUCH CORP COM Industrials 2,906.0 $17K 0.00% +2K +132.7% $5.93 +3.7%
2016 HLIO HELIOS TECHNOLOGIES INC COM Industrials 266.0 $17K 0.00% +46.0 +20.9% $64.71 +20.5%
2017 HURN HURON CONSULTING GROUP INC COM Industrials 135.0 $17K 0.00% +1.0 +0.8% $127.49 -17.4%
2018 CMT CORE MOLDING TECHNOLOGIES INC COM Basic Materials 768.0 $17K 0.00% +10.0 +1.3% $22.40 +8.0%
2019 TRC TEJON RANCH CO COM Industrials 907.0 $17K 0.00% +262.0 +40.6% $18.84 +3.7%
2020 AMN AMN HEALTHCARE SVCS INC COM Healthcare 922.0 $17K 0.00% +348.0 +60.6% $18.34 +39.9%
Page 101 of 130  ·  2,584 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%