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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 115 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 CPSS CONSUMER PORTFOLIO SVCS INC COM Financial Services 147.0 $1K +6.0 +4.3% $9.59 -4.2%
2282 BSCU INVESCO EXCH TRD SLF IDX FD TR INVSCO 30 CORP 82.0 $1K +49.0 +148.5% $16.65 -0.4%
2283 GLSI GREENWICH LIFESCIENCES INC COM Healthcare 58.0 $1K +31.0 +114.8% $23.47 -25.9%
2284 AOMR ANGEL OAK MORTGAGE REIT INC COM Real Estate 149.0 $1K +82.0 +122.4% $9.08 -1.5%
2285 MVST MICROVAST HOLDINGS INC COM Industrials 1,148.0 $1K +399.0 +53.3% $1.17 -31.0%
2286 BYRN BYRNA TECHNOLOGIES INC COM NEW Industrials 181.0 $1K +46.0 +34.1% $6.71 -41.0%
2287 JELD JELD WEN HLDG INC COM Industrials 807.0 $1K +541.0 +203.4% $1.50 +24.6%
2288 RBKB RHINEBECK BANCORP INC COM Financial Services 68.0 $1K +43.0 +172.0% $17.31 -26.7%
2289 OPBK OP BANCORP COM Financial Services 77.0 $1K +32.0 +71.1% $14.99 +3.6%
2290 BXC BLUELINX HLDGS INC COM NEW Industrials 18.0 $1K +6.0 +50.0% $61.89 +37.8%
2291 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 228.0 $1K +46.0 +25.3% $4.80 -1.8%
2292 PAMT CORP COM 77.0 $1K +54.0 +234.8% $14.01
2293 LPRO OPEN LENDING CORP COM Financial Services 339.0 $1K +94.0 +38.4% $3.11 +1.0%
2294 LARK LANDMARK BANCORP INC COM Financial Services 34.0 $1K +12.0 +54.5% $30.71 +4.2%
2295 FLXS FLEXSTEEL INDS INC COM Consumer Cyclical 14.0 $1K +10.0 +250.0% $74.50 -4.9%
2296 ASLE AERSALE CORPORATION COM Industrials 164.0 $1K +12.0 +7.9% $6.32 -6.6%
2297 SFBC SOUND FINL BANCORP INC COM Financial Services 24.0 $1K +17.0 +242.9% $43.12 +7.4%
2298 SOLV ENERGY INC COM SHS CL A 29.0 $987.0 +18.0 +163.6% $34.03
2299 CMPX COMPASS THERAPEUTICS INC COM Healthcare 442.0 $968.0 +218.0 +97.3% $2.19 +5.5%
2300 GYRE GYRE THERAPEUTICS INC COM Healthcare 146.0 $962.0 +64.0 +78.0% $6.59 +3.4%
Page 115 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%