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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 34 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 FSS FEDERAL SIGNAL CORP COM Industrials 2,786.0 $358K 0.01% +189.0 +7.3% $128.49 -4.7%
662 JXN JACKSON FINANCIAL INC COM CL A Financial Services 3,492.0 $358K 0.01% +181.0 +5.5% $102.39 +26.8%
663 SJM SMUCKER J M CO COM NEW Consumer Defensive 3,177.0 $357K 0.01% +905.0 +39.8% $112.50 +10.5%
664 E ON SE DISC COML PAPER 4 2 SPONSORED ADR 17,425.0 $357K 0.01% +1K +7.6% $20.48
665 VOYA VOYA FINANCIAL INC COM Financial Services 3,940.0 $357K 0.01% +595.0 +17.8% $90.53 +8.0%
666 SSE PLC SPONSORED ADR 10,959.0 $356K 0.01% +335.0 +3.1% $32.52
667 ACWX ISHARES TR MSCI ACWI EX US 4,680.0 $356K 0.01% +3K +126.4% $76.11 +2.4%
668 ALGT ALLEGIANT TRAVEL CO COM Industrials 3,026.0 $356K 0.01% +1K +65.9% $117.60 -30.4%
669 MARA MARA HOLDINGS INC COM Financial Services 25,506.0 $354K 0.01% +4K +20.0% $13.89 -18.9%
670 KT KT CORP SPONSORED ADR Communication Services 20,448.0 $353K 0.01% +8K +60.8% $17.28 +9.4%
671 AGG ISHARES TR CORE US AGGBD ET 3,565.0 $353K 0.01% +3K +993.6% $98.98 -1.6%
672 INSW INTERNATIONAL SEAWAYS INC COM Energy 4,606.0 $353K 0.01% +178.0 +4.0% $76.59 +29.9%
673 JAPAN TOBACCO INC UNSPONSORD ADR 19,168.0 $352K 0.01% +3K +18.1% $18.38
674 DCI DONALDSON INC COM Industrials 3,923.0 $352K 0.01% +1K +36.0% $89.77 +3.9%
675 ALKS ALKERMES PLC SHS Healthcare 6,705.0 $351K 0.01% +1K +24.5% $52.40 -7.8%
676 HALO HALOZYME THERAPEUTICS INC COM Healthcare 4,487.0 $351K 0.01% +542.0 +13.7% $78.27 +38.2%
677 NOK NOKIA CORP SPONSORED ADR Technology 26,390.0 $350K 0.01% +4K +16.6% $13.28 -23.2%
678 SFNC SIMMONS FIRST NATL CORP CL A 1 PAR Financial Services 15,392.0 $349K 0.01% +892.0 +6.2% $22.65 +1.6%
679 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 2,011.0 $348K 0.01% +70.0 +3.6% $173.12 -7.6%
680 SVENSKA HANDELSBANKEN AB NY BR ADR 47,497.0 $347K 0.01% +8K +20.7% $7.31
Page 34 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%