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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 127 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2521 SSP SCRIPPS E W CO OHIO CL A NEW Communication Services 395.0 $1K +360.0 +1028.6% $3.72 -8.0%
2522 NOMD NOMAD FOODS LTD USD ORD SHS Consumer Defensive 150.0 $1K +28.0 +22.9% $9.61 +4.8%
2523 CF BANKSHARES INC COM 50.0 $1K +15.0 +42.9% $27.92
2524 FXNC FIRST NATL CORP VA COM Financial Services 51.0 $1K +18.0 +54.5% $26.92 +0.4%
2525 CRCT CRICUT INC COM CL A Technology 367.0 $1K +187.0 +103.9% $3.74 +5.7%
2526 TUHURA BIOSCIENCES INC COM 762.0 $1K +421.0 +123.5% $1.79
2527 REZOLVE AI PLC ORD SHS 531.0 $1K +270.0 +103.5% $2.56
2528 FATE FATE THERAPEUTICS INC COM Healthcare 1,130.0 $1K +908.0 +409.0% $1.20 +42.9%
2529 OMER OMEROS CORP COM Healthcare 128.0 $1K +21.0 +19.6% $10.56 +14.1%
2530 FINW FINWISE BANCORP COM Financial Services 85.0 $1K +2.0 +2.4% $15.86 -16.0%
2531 ASIX ADVANSIX INC COM Basic Materials 54.0 $1K +36.0 +200.0% $24.41 -10.9%
2532 PZA INVESCO EXCHANGETRADED FD TR NATL AMT MUNI 56.0 $1K +47.0 +522.2% $22.98 -0.2%
2533 MYO MYOMO INC COM NEW Healthcare 1,898.0 $1K +1K +273.6% $0.68 +21.8%
2534 EVEX EVE HLDG INC COM Industrials 512.0 $1K +438.0 +591.9% $2.48 +15.5%
2535 MSB MESABI TR CTF BEN INT Financial Services 40.0 $1K +23.0 +135.3% $31.50 -9.8%
2536 BSV VANGUARD BD INDEX FDS SHORT TRM BOND 16.0 $1K +2.0 +14.3% $78.44 -0.8%
2537 WNEB WESTERN NEW ENG BANCORP INC COM Financial Services 97.0 $1K +35.0 +56.5% $12.93 +3.5%
2538 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 299.0 $1K +107.0 +55.7% $4.15 +1.7%
2539 INNV INNOVAGE HLDG CORP COM Healthcare 151.0 $1K +24.0 +18.9% $8.02 -8.0%
2540 IMMR IMMERSION CORP COM Technology 218.0 $1K +56.0 +34.6% $5.46 +13.4%
Page 127 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%