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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 55 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 3,042.0 $143K 0.01% +554.0 +22.3% $47.16 +6.3%
1082 CARREFOUR SA SPONSORED ADR 38,611.0 $143K 0.01% +11K +37.8% $3.72
1083 BILS SPDR SERIES TRUST STATE STREET SPD 1,442.0 $143K 0.01% +33.0 +2.3% $99.44 -0.1%
1084 SUZUKI MOTOR CORP UNSPONSORD ADR 2,959.0 $143K 0.01% +260.0 +9.6% $48.35
1085 UI UBIQUITI INC COM Technology 181.0 $143K 0.01% +24.0 +15.3% $790.29 -24.2%
1086 OII OCEANEERING INTL INC COM Energy 4,032.0 $143K 0.01% +203.0 +5.3% $35.47 +8.5%
1087 MOD MODINE MFG CO COM Consumer Cyclical 659.0 $143K 0.01% +80.0 +13.8% $216.71 +15.4%
1088 DAITO TRUST CONSTRUCTION CO SPONSORED ADR 23,944.0 $143K 0.01% +15K +169.3% $5.96
1089 NWBI NORTHWEST BANCSHARES INC COM Financial Services 11,244.0 $143K 0.01% +1K +15.3% $12.69 +10.1%
1090 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 1,501.0 $142K 0.01% +38.0 +2.6% $94.88 +4.1%
1091 VNO VORNADO RLTY TR SH BEN INT Real Estate 5,478.0 $142K 0.01% +538.0 +10.9% $25.99 +21.6%
1092 ATR APTARGROUP INC COM Healthcare 1,127.0 $142K 0.01% +417.0 +58.7% $126.02 -8.3%
1093 WAY WAYSTAR HLDG CORP COM Technology 5,871.0 $142K 0.01% +4K +233.2% $24.11 -20.3%
1094 CARLSBERG AS SPONSORED ADR 5,621.0 $141K 0.01% +1K +22.9% $25.15
1095 BUREAU VERITAS SA UNSPONSORED ADR 2,356.0 $141K 0.01% +672.0 +39.9% $59.98
1096 WSFS WSFS FINL CORP COM Financial Services 2,158.0 $141K 0.01% +163.0 +8.2% $65.46 +9.7%
1097 SHEN SHENANDOAH TELECOMMUNICATIONS COM Communication Services 9,159.0 $141K 0.01% +1K +15.3% $15.42 +4.3%
1098 SCHL SCHOLASTIC CORP COM Communication Services 3,606.0 $141K 0.01% +317.0 +9.6% $39.06 +0.5%
1099 SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR Technology 1,252.0 $141K 0.01% +133.0 +11.9% $112.29 +129.8%
1100 SWEDBANK AB SHS 4,285.0 $140K 0.01% +131.0 +3.1% $32.73
Page 55 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%