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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.7B AUM 4,173 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 2321 Added 1084 Reduced 133 Exited
Page 106 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 FDMO FIDELITY COVINGTON TRUST MOMENTUM FACTR 86.0 $8K +45.0 +109.8% $98.57 -2.7%
2102 URG UR ENERGY INC COM Energy 6,205.0 $8K +2K +46.7% $1.36 -1.5%
2103 CADL CANDEL THERAPEUTICS INC COM Healthcare 816.0 $8K +567.0 +227.7% $10.30 +17.0%
2104 UPSTREAM BIO INC COM 1,164.0 $8K +449.0 +62.8% $6.92
2105 CLW CLEARWATER PAPER CORP COM Basic Materials 506.0 $8K +67.0 +15.3% $15.68 +31.8%
2106 GABC GERMAN AMERN BANCORP INC COM Financial Services 166.0 $8K +5.0 +3.1% $47.46 +7.3%
2107 ASST STRIVE INC CL A COM Communication Services 721.0 $8K +379.0 +110.8% $10.91 +17.3%
2108 JACK JACK IN THE BOX INC COM Consumer Cyclical 497.0 $8K +277.0 +125.9% $15.81 +5.8%
2109 CAPR CAPRICOR THERAPEUTICS INC COM NEW Healthcare 323.0 $8K +36.0 +12.5% $24.08 -70.6%
2110 AMLX AMYLYX PHARMACEUTICALS INC COM Healthcare 433.0 $8K +16.0 +3.8% $17.96 +95.5%
2111 NATH NATHANS FAMOUS INC COM Consumer Cyclical 76.0 $8K +65.0 +590.9% $101.61 -4.0%
2112 ENDESA S A UNSPONSORED ADR 342.0 $8K +184.0 +116.5% $22.56
2113 CLPT CLEARPOINT NEURO INC COM Healthcare 432.0 $8K +161.0 +59.4% $17.84 -14.9%
2114 PKBK PARKE BANCORP INC COM Financial Services 228.0 $8K +76.0 +50.0% $33.16 +5.8%
2115 PLBC PLUMAS BANCORP COM Financial Services 128.0 $7K +23.0 +21.9% $58.44 +6.0%
2116 SWIRE PAC LTD SPON ADR A 714.0 $7K +366.0 +105.2% $10.47
2117 ESCA ESCALADE INC COM Consumer Cyclical 398.0 $7K +63.0 +18.8% $18.78 +8.3%
2118 USNA USANA HEALTH SCIENCES INC COM Consumer Defensive 350.0 $7K +91.0 +35.1% $21.35 -38.1%
2119 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 596.0 $7K +8.0 +1.4% $12.51 -14.9%
2120 HIMALAYA SHIPPING LTD ORD SHS 558.0 $7K +217.0 +63.6% $13.36
Page 106 of 117  ·  2,321 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%