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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 113 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2241 CRMT AMERICAS CARMART INC COM Consumer Cyclical 609.0 $8K +532.0 +690.9% $12.73 -6.9%
2242 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 486.0 $8K +199.0 +69.3% $15.89 +9.0%
2243 RM REGIONAL MGMT CORP COM Financial Services 239.0 $8K +120.0 +100.8% $32.25 +6.8%
2244 AMRN AMARIN CORP PLC SPONSORED ADR Healthcare 530.0 $8K +264.0 +99.2% $14.46 -1.4%
2245 WEBULL CORP ORD SHS 1,596.0 $8K +1K +167.8% $4.80
2246 BAK BRASKEM SA SP ADR PFD A Basic Materials 2,091.0 $8K +671.0 +47.2% $3.66 +34.7%
2247 XBI SPDR SERIES TRUST STATE STREET SPD 59.0 $8K +51.0 +637.5% $127.73 +2.9%
2248 VABK VIRGINIA NATL BK CHRLOTSVLE VA COM Financial Services 197.0 $8K +38.0 +23.9% $38.20 +12.6%
2249 ALRS ALERUS FINL CORP COM Financial Services 317.0 $8K +96.0 +43.4% $23.71 +17.8%
2250 ATLO AMES NATL CORP COM Financial Services 264.0 $7K +22.0 +9.1% $28.22 -0.0%
2251 XRN CHIRON REAL ESTATE INC COM NEW Financial Services 225.0 $7K +27.0 +13.6% $33.08 +7.0%
2252 GLRE GREENLIGHT CAP RE LTD CLASS A Financial Services 428.0 $7K +169.0 +65.2% $17.29 +2.4%
2253 RBB RBB BANCORP COM Financial Services 343.0 $7K +131.0 +61.8% $21.37 +10.1%
2254 ALX ALEXANDERS INC COM Real Estate 31.0 $7K +12.0 +63.2% $236.19 +3.1%
2255 ONESTREAM INC CL A 305.0 $7K +260.0 +577.8% $24.00
2256 SEMR SEMRUSH HLDGS INC CL A COM Technology 605.0 $7K +479.0 +380.2% $11.94 +0.5%
2257 CDXS CODEXIS INC COM Healthcare 4,406.0 $7K +2K +69.2% $1.63 +54.2%
2258 GOLD GOLD COM INC COM Financial Services 179.0 $7K +47.0 +35.6% $40.08 -0.2%
2259 TSBK TIMBERLAND BANCORP INC COM Financial Services 181.0 $7K +49.0 +37.1% $39.43 +1.3%
2260 CTKB CYTEK BIOSCIENCES INC COM Healthcare 1,631.0 $7K +1K +215.5% $4.37 -13.4%
Page 113 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%