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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 97 of 117  ·  2,321 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 MEI METHODE ELECTRS INC COM Technology 945.0 $18K 0.00% +196.0 +26.2% $18.97 -15.6%
1922 TTI TETRA TECHNOLOGIES INC DEL COM Energy 1,572.0 $18K 0.00% +62.0 +4.1% $11.33 -29.6%
1923 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 616.0 $18K 0.00% +241.0 +64.3% $28.88 -24.1%
1924 FDMT 4D MOLECULAR THERAPEUTICS INC COM Healthcare 1,334.0 $18K 0.00% +147.0 +12.4% $13.30 +10.7%
1925 EMBC EMBECTA CORP COMMON STOCK Healthcare 5,408.0 $18K 0.00% +5K +697.6% $3.26 +56.4%
1926 APEI AMERICAN PUB ED INC COM Consumer Defensive 328.0 $18K 0.00% +5.0 +1.6% $53.70 -16.8%
1927 CIM CHIMERA INVT CORP COM SHS Real Estate 1,320.0 $18K 0.00% +78.0 +6.3% $13.34 -12.1%
1928 FROG JFROG LTD ORD SHS Technology 193.0 $18K 0.00% +162.0 +522.6% $90.88 +0.8%
1929 HY HYSTER YALE INC CL A Industrials 500.0 $18K 0.00% +67.0 +15.5% $35.06 -4.9%
1930 TRS TRIMAS CORP COM NEW Consumer Cyclical 388.0 $17K 0.00% +15.0 +4.0% $45.03 -13.8%
1931 MRDN MERIDIAN HOLDINGS INC COM Technology 1,254.0 $17K 0.00% +900.0 +254.2% $13.92 +1.3%
1932 TRC TEJON RANCH CO COM Industrials 931.0 $17K 0.00% +24.0 +2.6% $18.70 -12.4%
1933 BY BYLINE BANCORP INC COM Financial Services 462.0 $17K 0.00% +29.0 +6.7% $37.66 +3.8%
1934 WMG WARNER MUSIC GROUP CORP COM CL A Communication Services 642.0 $17K 0.00% +27.0 +4.4% $27.07 -2.8%
1935 KRNY KEARNY FINL CORP MD COM Financial Services 1,829.0 $17K 0.00% +140.0 +8.3% $9.46 +3.3%
1936 SGHC SUPER GROUP SGHC LIMITED ORD SHS Consumer Cyclical 1,276.0 $17K 0.00% +226.0 +21.5% $13.55 -5.4%
1937 BUSE FIRST BUSEY CORP COM NEW Financial Services 586.0 $17K 0.00% +88.0 +17.7% $29.50 +4.8%
1938 PAC GRUPO AEROPORTUNARIO DEL PACIF SPON ADS B Industrials 68.0 $17K 0.00% +5.0 +7.9% $253.16 -19.2%
1939 BSCS INVESCO EXCH TRD SLF IDX FD TR INVSCO BLSH 28 845.0 $17K 0.00% +43.0 +5.4% $20.36 +0.1%
1940 GRPN GROUPON INC COM NEW Communication Services 714.0 $17K 0.00% +272.0 +61.5% $24.06 -16.0%
Page 97 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%