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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 10 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LPRO OPEN LENDING CORP COM Financial Services 245.0 $306.0 NEW $1.25 +41.7%
182 J P MORGAN EXCHANGE TRADED FD ULTRA SHRT ETF 6.0 $304.0 NEW $50.67
183 ARAY ACCURAY INC DEL COM Healthcare 775.0 $301.0 NEW $0.39 -24.6%
184 VCLT VANGUARD SCOTTSDALE FDS LGTERM COR BD 4.0 $299.0 NEW $74.75 -1.6%
185 SHYG ISHARES TR 05YR HI YL CP 7.0 $296.0 NEW $42.29 -0.1%
186 EML EASTERN CO COM Industrials 14.0 $283.0 NEW $20.21 +0.5%
187 JYNT JOINT CORP COM Healthcare 32.0 $283.0 NEW $8.84 -1.3%
188 TVRD TVARDI THERAPEUTICS INC COM Healthcare 89.0 $283.0 NEW $3.18 +25.8%
189 PXF INVESCO EXCHANGETRADED FD TR RAFI DVLPD MRKTS 4.0 $280.0 NEW $70.00 +8.2%
190 FITLIFE BRANDS INC COM NEW 18.0 $256.0 NEW $14.22
191 VGAS VERDE CLEAN FUELS INC CLASS A COM Utilities 150.0 $254.0 NEW $1.69 +8.7%
192 LOGISTIC PROPERTIES OF THE AME USD ORD SHS 76.0 $251.0 NEW $3.30
193 SBET SHARPLINK INC COM NEW Financial Services 33.0 $213.0 NEW $6.45 +4.1%
194 MBI MBIA INC COM Financial Services 36.0 $213.0 NEW $5.92 -1.0%
195 EFSI EAGLE FINL SVCS INC COM Financial Services 6.0 $210.0 NEW $35.00 +6.4%
196 TTEC TTEC HLDGS INC COM Technology 83.0 $208.0 NEW $2.51 -5.8%
197 RGC REGENCELL BIOSCIENCE HLDGS LTD ORDINARY SHARES Healthcare 8.0 $203.0 NEW $25.38 +12.6%
198 CBK COMMERCIAL BANCGROUP INC COM Financial Services 7.0 $182.0 NEW $26.00 +7.3%
199 MPAA MOTORCAR PTS AMER INC COM Consumer Cyclical 16.0 $177.0 NEW $11.06 -4.8%
200 POWW OUTDOOR HOLDING CO COM Industrials 86.0 $173.0 NEW $2.01 -1.1%
Page 10 of 11  ·  209 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%