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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 96 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1901 SMITHFIELD FOODS INC COM 832.0 $20K 0.00% +41.0 +5.2% $24.26
1902 FIG FIGMA INC CLASS A COM STK Technology 1,111.0 $20K 0.00% +1K +6435.3% $18.09 +48.1%
1903 HDV ISHARES TR CORE HIGH DV ETF 730.0 $20K 0.00% +584.0 +400.0% $27.41 +9.2%
1904 IONR IONEER LTD SPONSORED ADS Basic Materials 4,531.0 $20K 0.00% +2K +120.5% $4.33 -27.3%
1905 REFI CHICAGO ATLANTIC REAL ESTATE F COM Real Estate 1,808.0 $19K 0.00% +954.0 +111.7% $10.72 -1.2%
1906 ABSI ABSCI CORPORATION COM Healthcare 1,671.0 $19K 0.00% +124.0 +8.0% $11.59 -13.8%
1907 FDLO FIDELITY COVINGTON TRUST LOW VOLITY ETF 283.0 $19K 0.00% +15.0 +5.6% $68.34 +6.7%
1908 AROW ARROW FINL CORP COM Financial Services 471.0 $19K 0.00% +6.0 +1.3% $40.99 -6.9%
1909 DCH DAUCH CORP COM Industrials 3,510.0 $19K 0.00% +604.0 +20.8% $5.42 +22.0%
1910 IVA INVENTIVA SA ADS Healthcare 5,020.0 $19K 0.00% +505.0 +11.2% $3.78 +25.9%
1911 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 427.0 $19K 0.00% +34.0 +8.7% $44.18 -22.5%
1912 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 611.0 $19K 0.00% +93.0 +17.9% $30.71 +20.0%
1913 RMR RMR GROUP INC CL A Real Estate 910.0 $19K 0.00% +65.0 +7.7% $20.53 -2.7%
1914 NFBK NORTHFIELD BANCORP INC DEL COM Financial Services 1,252.0 $18K 0.00% +33.0 +2.7% $14.73 +3.9%
1915 EE EXCELERATE ENERGY INC CL A COM Utilities 482.0 $18K 0.00% +36.0 +8.1% $37.99 +0.4%
1916 CMT CORE MOLDING TECHNOLOGIES INC COM Basic Materials 775.0 $18K 0.00% +7.0 +0.9% $23.60 +10.6%
1917 SAGP ADVISORS INNER CIRCLE FD III STRATEGAS GBL PO 514.0 $18K 0.00% +148.0 +40.4% $35.50 +7.5%
1918 NEWT NEWTEKONE INC COM NEW Financial Services 1,230.0 $18K 0.00% +105.0 +9.3% $14.81 -14.9%
1919 FCEL FUELCELL ENERGY INC COM NEW Industrials 501.0 $18K 0.00% +171.0 +51.8% $36.01 -43.6%
1920 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 1,036.0 $18K 0.00% +319.0 +44.5% $17.31 +4.6%
Page 96 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%