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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 126 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 MG MISTRAS GROUP INC COM Industrials 121.0 $2K +11.0 +10.0% $14.78 +15.0%
2502 KG KESTREL GROUP LTD COM Financial Services 165.0 $2K +62.0 +60.2% $10.80 +9.7%
2503 AIOT POWERFLEET INC COM Technology 578.0 $2K +126.0 +27.9% $3.08 +5.2%
2504 AELUMA INC COM 136.0 $2K +91.0 +202.2% $13.09
2505 STIM NEURONETICS INC COM Healthcare 1,218.0 $2K +537.0 +78.8% $1.45 -18.6%
2506 RELL RICHARDSON ELECTRS LTD COM Technology 158.0 $2K +49.0 +45.0% $10.95 +43.8%
2507 HBB HAMILTON BEACH BRANDS HLDG CO COM CL A Consumer Cyclical 89.0 $2K +33.0 +58.9% $18.96 -4.0%
2508 EHAB ENHABIT INC COM Healthcare 119.0 $2K +35.0 +41.7% $14.09 -2.1%
2509 FNKO FUNKO INC COM CL A Consumer Cyclical 525.0 $2K +444.0 +548.1% $3.15 +60.6%
2510 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 186.0 $2K +81.0 +77.1% $8.82 -17.0%
2511 PNRG PRIMEENERGY RESOURCES CORP COM Energy 7.0 $2K +3.0 +75.0% $232.86 +15.2%
2512 LMNR LIMONEIRA CO COM Consumer Defensive 121.0 $2K +61.0 +101.7% $13.42 -1.6%
2513 SBC MED GROUP HLDGS INC COM 387.0 $2K +300.0 +344.8% $4.18
2514 COMMUNITY WEST BANCSHARES NEW COM 153.0 $2K +70.0 +84.3% $10.51
2515 PRTH PRIORITY TECHNOLOGY HLDGS INC COM Technology 340.0 $2K +65.0 +23.6% $4.72 +23.9%
2516 GLBE GLOBAL E ONLINE LTD SHS Consumer Cyclical 52.0 $2K +44.0 +550.0% $30.85 -9.6%
2517 MONOPAR THERAPEUTICS INC COM NEW 29.0 $2K +15.0 +107.1% $54.79
2518 TH TARGET HOSPITALITY CORP COM Industrials 171.0 $2K +79.0 +85.9% $9.28 +101.1%
2519 TLSI TRISALUS LIFE SCIENCES INC COM Healthcare 386.0 $2K +328.0 +565.5% $4.00 -24.3%
2520 WBTN WEBTOON ENTMT INC COM Technology 163.0 $1K +79.0 +94.0% $9.19 +31.6%
Page 126 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%