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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 74 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 SANTOS LTD SPONSORED ADR 15,004.0 $75K 0.00% +8K +126.1% $5.01
1462 OTTR OTTER TAIL CORP COM Utilities 835.0 $75K 0.00% +96.0 +13.0% $89.98 +1.0%
1463 LEU CENTRUS ENERGY CORP CL A Energy 446.0 $75K 0.00% +170.0 +61.6% $167.87 +11.0%
1464 DSGX DESCARTES SYS GROUP INC COM Technology 1,079.0 $75K 0.00% +138.0 +14.7% $69.24 +13.0%
1465 CENT CENTRAL GARDEN PET CO COM 1,679.0 $74K 0.00% +101.0 +6.4% $44.34
1466 WS WORTHINGTON STL INC COM SHS Basic Materials 2,213.0 $74K 0.00% +299.0 +15.6% $33.58 +4.0%
1467 CSL LTD SPONSORED ADR 3,694.0 $74K 0.00% +1K +47.4% $20.06
1468 KFRC KFORCE INC COM Industrials 1,578.0 $74K 0.00% +184.0 +13.2% $46.92 +24.4%
1469 AENA SME S A UNSPONSORED ADR 4,889.0 $74K 0.00% +352.0 +7.8% $15.12
1470 AUPH AURINIA PHARMACEUTICALS INC COM Healthcare 4,350.0 $74K 0.00% +90.0 +2.1% $16.97 -1.9%
1471 FCBC FIRST CMNTY BANKSHARES INC VA COM Financial Services 1,657.0 $74K 0.00% +85.0 +5.4% $44.42 +10.7%
1472 WK WORKIVA INC COM CL A Technology 1,516.0 $74K 0.00% +89.0 +6.2% $48.51 +54.3%
1473 STEL STELLAR BANCORP INC COM Financial Services 1,862.0 $73K 0.00% +125.0 +7.2% $39.32 -0.0%
1474 DHT DHT HOLDINGS INC SHS NEW Energy 4,414.0 $73K 0.00% +141.0 +3.3% $16.53 +19.9%
1475 GPRE GREEN PLAINS INC COM Basic Materials 4,737.0 $73K 0.00% +51.0 +1.1% $15.38 +5.7%
1476 RNST RENASANT CORP COM Financial Services 1,709.0 $73K 0.00% +93.0 +5.8% $42.54 -2.4%
1477 SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 2,145.0 $73K 0.00% +336.0 +18.6% $33.84 +4.4%
1478 LYNAS RARE EARTHS LTD SPONSORD ADR NEW 5,698.0 $72K 0.00% +559.0 +10.9% $12.58
1479 WSBC WESBANCO INC COM Financial Services 1,832.0 $72K 0.00% +163.0 +9.8% $39.03 +4.7%
1480 PRGS PROGRESS SOFTWARE CORP COM Technology 2,126.0 $71K 0.00% +410.0 +23.9% $33.58 +32.1%
Page 74 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%