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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 62 of 130  ·  2,584 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 TRMK TRUSTMARK CORP COM Financial Services 2,676.0 $113K 0.01% +148.0 +5.8% $42.14 +5.0%
1222 IBB ISHARES TR ISHARES BIOTECH 667.0 $113K 0.01% +329.0 +97.3% $168.92 +0.1%
1223 EXPERIAN PLC SPONSORED ADR 3,223.0 $113K 0.01% +165.0 +5.4% $34.94
1224 ANIP ANI PHARMACEUTICALS INC COM Healthcare 1,463.0 $113K 0.01% +41.0 +2.9% $76.90 +7.6%
1225 UPM KYMMENE CORP UNSPONSORED ADS 3,598.0 $112K 0.01% +3K +259.1% $31.20
1226 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 1,762.0 $112K 0.01% +145.0 +9.0% $63.59 +4.8%
1227 MWA MUELLER WTR PRODS INC COM SER A Industrials 4,066.0 $112K 0.01% +825.0 +25.5% $27.49 -8.6%
1228 PRAA PRA GROUP INC COM Financial Services 6,377.0 $112K 0.01% +5K +313.8% $17.50 -16.9%
1229 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 2,945.0 $111K 0.01% +2K +193.0% $37.74 +13.4%
1230 MMS MAXIMUS INC COM Industrials 1,732.0 $111K 0.01% +210.0 +13.8% $64.10 -4.2%
1231 AIR LIQUIDE ORD 529.0 $110K 0.01% +11.0 +2.1% $208.45
1232 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 6,465.0 $110K 0.01% +2K +45.9% $17.04 -4.5%
1233 BANF BANCFIRST CORP COM Financial Services 1,015.0 $110K 0.01% +174.0 +20.7% $108.50 +2.6%
1234 EIG EMPLOYERS HLDGS INC COM Financial Services 2,673.0 $110K 0.01% +1K +71.2% $41.14 +6.4%
1235 ADIDAS AG ADR 1,369.0 $110K 0.01% +640.0 +87.8% $80.19
1236 PORSCHE AUTOMOBIL HLDG SE UNSPONSORD ADR 30,729.0 $110K 0.01% +5K +19.0% $3.57
1237 CRI CARTERS INC COM Consumer Cyclical 3,055.0 $109K 0.01% +616.0 +25.3% $35.76 +5.0%
1238 TILE INTERFACE INC COM Consumer Cyclical 4,382.0 $109K 0.01% +117.0 +2.7% $24.92 +15.4%
1239 CALY CALLAWAY GOLF CO COM Consumer Cyclical 7,858.0 $109K 0.01% +58.0 +0.7% $13.88 +14.4%
1240 SONO SONOS INC COM Technology 8,135.0 $109K 0.01% +1K +19.1% $13.40 +12.1%
Page 62 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%