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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 115 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 OPRX OPTIMIZERX CORP COM NEW Healthcare 1,023.0 $6K +458.0 +81.1% $6.28 -22.7%
2282 KURA KURA ONCOLOGY INC COM Healthcare 787.0 $6K +330.0 +72.2% $8.13 +22.1%
2283 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 547.0 $6K +368.0 +205.6% $11.68 +5.1%
2284 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 43.0 $6K +9.0 +26.5% $148.35 +15.9%
2285 GERN GERON CORP COM Healthcare 4,281.0 $6K +4K +853.5% $1.49 -15.7%
2286 MEG MONTROSE ENVIRONMENTAL GROUP I COM Industrials 291.0 $6K +11.0 +3.9% $21.89 -29.1%
2287 MREO MEREO BIOPHARMA GROUP PLC SPON ADS Healthcare 19,274.0 $6K +10K +101.6% $0.33 -31.4%
2288 SEVN SEVEN HILLS REALTY TRUST COM Real Estate 773.0 $6K +756.0 +4447.1% $8.22 +0.7%
2289 MAMA MAMAS CREATIONS INC COM Consumer Defensive 414.0 $6K +67.0 +19.3% $15.34 -0.1%
2290 CLW CLEARWATER PAPER CORP COM Basic Materials 439.0 $6K +408.0 +1316.1% $14.38 -4.7%
2291 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 3,578.0 $6K +573.0 +19.1% $1.76 +136.9%
2292 BHB BAR HBR BANKSHARES COM Financial Services 191.0 $6K +101.0 +112.2% $32.45 +5.8%
2293 SGC SUPERIOR GROUP OF CO INC COM Consumer Cyclical 610.0 $6K +509.0 +504.0% $10.16 +13.4%
2294 EVH EVOLENT HEALTH INC CL A Healthcare 2,715.0 $6K +1K +106.5% $2.28 +68.9%
2295 TRDA ENTRADA THERAPEUTICS INC COM Healthcare 480.0 $6K +385.0 +405.3% $12.62 -53.3%
2296 LFT LUMENT FINANCE TRUST INC COM Real Estate 4,796.0 $6K +3K +141.6% $1.26 -12.7%
2297 CRAI CRA INTL INC COM Industrials 37.0 $6K +15.0 +68.2% $161.89 -10.0%
2298 NESR NATIONAL ENERGY SERVICES REUNI SHS Energy 277.0 $6K +154.0 +125.2% $21.47 +21.2%
2299 ATNI ATN INTL INC COM Communication Services 216.0 $6K +49.0 +29.3% $27.22 -2.1%
2300 SMMU PIMCO ETF TR SHTRM MUN BD ACT 115.0 $6K +10.0 +9.5% $50.45 -0.4%
Page 115 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%