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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 78 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 UNIVERSAL MUSIC GROUP NV UNSPONSORED ADS 5,934.0 $62K 0.00% +1K +22.1% $10.44
1542 PT BK MANDIRI PERSERO TBK UNSPONSORED ADR 7,208.0 $62K 0.00% +3K +83.1% $8.58
1543 SCHA SCHWAB STRATEGIC TR US SML CAP ETF 1,709.0 $62K 0.00% +649.0 +61.2% $36.14 -3.6%
1544 PFBC PREFERRED BK LOS ANGELES CA COM NEW Financial Services 581.0 $62K 0.00% +43.0 +8.0% $106.26 -1.7%
1545 NOG NORTHERN OIL GAS INC COM Energy 3,387.0 $61K 0.00% +100.0 +3.0% $18.15 +50.6%
1546 CBZ CBIZ INC COM Industrials 1,916.0 $61K 0.00% +640.0 +50.2% $32.08 +70.4%
1547 HAMILTON INSURANCE GROUP LTD CL B 1,811.0 $61K 0.00% +126.0 +7.5% $33.94
1548 FRME FIRST MERCHANTS CORP COM Financial Services 1,403.0 $61K 0.00% +280.0 +24.9% $43.69 -3.8%
1549 WTTR SELECT WATER SOLUTIONS INC CL A COM Utilities 3,062.0 $61K 0.00% +190.0 +6.6% $19.98 -1.3%
1550 WU WESTERN UN CO COM Financial Services 7,931.0 $61K 0.00% +2K +27.9% $7.70 -5.3%
1551 IMCR IMMUNOCORE HLDGS PLC ADS Healthcare 1,920.0 $61K 0.00% +1K +202.8% $31.75 +16.2%
1552 MTLS MATERIALISE NV SPONSORED ADS Technology 8,176.0 $61K 0.00% +211.0 +2.6% $7.43 -11.0%
1553 DAIICHI SANKYO CO LTD SPON ADR LEV 1 3,756.0 $61K 0.00% +1K +56.6% $16.17
1554 KINGFISHER PLC SPON ADR PAR 8,027.0 $61K 0.00% +3K +64.3% $7.54
1555 PETROLEO BRASILEIRO S A SP ADR NON VTG 4,126.0 $60K 0.00% +542.0 +15.1% $14.64
1556 PERNOD RICARD SA SPONSORED ADR 4,160.0 $60K 0.00% +2K +59.3% $14.52
1557 IIIN INSTEEL INDS INC COM Industrials 1,998.0 $60K 0.00% +831.0 +71.2% $30.20 +2.4%
1558 ARMOUR RESIDENTIAL REIT INC COM SHS 3,454.0 $60K 0.00% +1K +61.0% $17.45
1559 COLD AMERICOLD REALTY TRUST INC COM Real Estate 3,834.0 $60K 0.00% +2K +79.6% $15.72 -3.0%
1560 PFS PROVIDENT FINL SVCS INC COM Financial Services 2,549.0 $60K 0.00% +88.0 +3.6% $23.64 +0.3%
Page 78 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%