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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 1 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 HONEYWELL INTL INC COM 5,619.0 $1.3M 0.05% NEW $223.90
2 HONEYWELL AEROSPACE INC COM 5,619.0 $1.2M 0.05% NEW $221.08
3 CARNIVAL CORP LTD COMMON SHARES 41,427.0 $1.2M 0.04% NEW $28.57
4 DUPONT DE NEMOURS INC COMMON STOCK 7,882.0 $1.1M 0.04% NEW $135.64
5 KIOXIA HLDGS CORP UNSPONSORED ADR 9,354.0 $553K 0.02% NEW $59.15
6 FEDEX FGHT HLDG CO INC COMMON STOCK 2,690.0 $406K 0.01% NEW $151.00
7 CGDV CAPITAL GROUP DIVIDEND VALUE E SHS CREAT UNIT 7,730.0 $381K 0.01% NEW $49.28 +3.0%
8 DFIV DIMENSIONAL ETF TRUST INTERNATNAL VAL 6,206.0 $335K 0.01% NEW $54.02 +7.5%
9 JAPAN AIRLINES CO LTD JAL ADR 34,942.0 $304K 0.01% NEW $8.71
10 ASCENDIS PHARMA A S ORD SHS 1,037.0 $277K 0.01% NEW $266.72
11 DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE 5,025.0 $276K 0.01% NEW $55.01 +4.6%
12 SPACE EXPLORATION TECHN CORP CLASS A COM STK 947.0 $162K 0.01% NEW $170.86
13 DDI DOUBLEDOWN INTERACTIVE CO LTD ADS Technology 13,532.0 $155K 0.01% NEW $11.48 +8.5%
14 DFAS DIMENSIONAL ETF TRUST US SMALL CAP ETF 1,722.0 $142K 0.01% NEW $82.34 +2.2%
15 KYOCERA CORP UNSPONSORED ADS 6,172.0 $139K 0.01% NEW $22.55
16 OBIC CO LTD UNSPONSORED ADS 11,697.0 $137K 0.01% NEW $11.68
17 CGDG CAPITAL GROUP DIVIDEND GROWERS SHS ETF 3,178.0 $119K 0.00% NEW $37.51 +3.4%
18 PT UTD TRACTORS TBK UNSPONSORD ADR 3,711.0 $95K 0.00% NEW $25.68
19 CONSTELLATION SOFTWARE INC UNSPONSORED ADS 9,438.0 $89K 0.00% NEW $9.45
20 REA GROUP LTD UNSPONSORD ADR 3,583.0 $86K 0.00% NEW $24.12
Page 1 of 10  ·  196 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%