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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 14 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 18,740.0 $1.4M 0.05% +1K +6.7% $74.53 +1.9%
262 BIIB BIOGEN INC COM Healthcare 6,462.0 $1.4M 0.05% +469.0 +7.8% $216.06 +1.7%
263 RBC RBC BEARINGS INC COM Industrials 2,167.0 $1.4M 0.05% +493.0 +29.4% $644.06 -20.7%
264 WAB WABTEC COM Industrials 5,160.0 $1.4M 0.05% +280.0 +5.7% $269.60 +9.3%
265 EXPD EXPEDITORS INTL WASH INC COM Industrials 8,525.0 $1.4M 0.05% +806.0 +10.4% $162.98 +15.5%
266 GL GLOBE LIFE INC COM Financial Services 7,754.0 $1.4M 0.05% +443.0 +6.1% $178.68 -3.9%
267 TDY TELEDYNE TECHNOLOGIES INC COM Technology 2,077.0 $1.4M 0.05% +50.0 +2.5% $666.90 -4.5%
268 GRMN GARMIN LTD SHS Technology 5,794.0 $1.4M 0.05% +61.0 +1.1% $237.54 +24.7%
269 A AGILENT TECHNOLOGIES INC COM Healthcare 10,340.0 $1.4M 0.05% +929.0 +9.9% $132.83 +19.4%
270 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 3,287.0 $1.4M 0.05% +357.0 +12.2% $415.29 +16.6%
271 STT STATE STR CORP COM Financial Services 7,875.0 $1.3M 0.05% +534.0 +7.3% $169.60 +9.3%
272 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 6,476.0 $1.3M 0.05% +508.0 +8.5% $206.01 +7.1%
273 FANG DIAMONDBACK ENERGY INC COM Energy 7,584.0 $1.3M 0.05% +652.0 +9.4% $175.78 +22.1%
274 UNILEVER PLC SPON ADR NEW 22,077.0 $1.3M 0.05% +7K +46.4% $60.12
275 DG DOLLAR GEN CORP COM Consumer Defensive 11,505.0 $1.3M 0.05% +214.0 +1.9% $115.11 +6.5%
276 STLD STEEL DYNAMICS INC COM Basic Materials 5,750.0 $1.3M 0.05% +682.0 +13.5% $229.46 -3.1%
277 ARMK ARAMARK COM Industrials 23,099.0 $1.3M 0.05% +15K +196.0% $56.90 +5.1%
278 L LOEWS CORP COM Financial Services 11,578.0 $1.3M 0.05% +135.0 +1.2% $113.21 -2.0%
279 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 73,810.0 $1.3M 0.05% +6K +8.5% $17.73 -3.6%
280 AEE AMEREN CORP COM Utilities 11,561.0 $1.3M 0.05% +1K +11.7% $113.04 -2.8%
Page 14 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%