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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 109 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 YORW YORK WTR CO COM Utilities 1,367.0 $44K 0.00% NEW $31.84 -5.8%
2162 AZZ AZZ INC COM Industrials 404.0 $43K 0.00% NEW $107.18 +31.7%
2163 AENA SME S A UNSPONSORED ADR 3,025.0 $43K 0.00% NEW $14.31
2164 SHBI SHORE BANCSHARES INC COM Financial Services 2,447.0 $43K 0.00% NEW $17.68 +15.2%
2165 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 2,661.0 $43K 0.00% NEW $16.23 +138.3%
2166 OTLY OATLY GROUP AB SPONSORED ADS Consumer Defensive 4,039.0 $43K 0.00% NEW $10.69 -4.1%
2167 VDE VANGUARD WORLD FD ENERGY ETF 342.0 $43K 0.00% NEW $125.92 +27.7%
2168 INDIVIOR PLC ORD 1,199.0 $43K 0.00% NEW $35.88
2169 GEBERIT AG UNSPONSORED ADR 549.0 $43K 0.00% NEW $78.25
2170 TRUBRIDGE INC COM 1,944.0 $43K 0.00% NEW $22.07
2171 DAITO TRUST CONSTRUCTION CO SPONSORED ADR 8,891.0 $43K 0.00% NEW $4.81
2172 ALHC ALIGNMENT HEALTHCARE INC COM Healthcare 2,165.0 $43K 0.00% NEW $19.75 -19.2%
2173 BEACON FINANCIAL CORP COM 1,616.0 $43K 0.00% NEW $26.37
2174 METALLUS INC COM 2,483.0 $43K 0.00% NEW $17.16
2175 REX REX AMERICAN RES CORP COM Basic Materials 1,317.0 $43K 0.00% NEW $32.32 +48.9%
2176 PCVX VAXCYTE INC COM Healthcare 922.0 $43K 0.00% NEW $46.14 +10.1%
2177 WIX WIX COM LTD SHS Technology 409.0 $42K 0.00% NEW $103.89 -47.1%
2178 OPRA OPERA LTD SPONSORED ADS Communication Services 2,995.0 $42K 0.00% NEW $14.16 +27.5%
2179 NEO NEOGENOMICS INC COM NEW Healthcare 3,602.0 $42K 0.00% NEW $11.76 -19.2%
2180 XPRO EXPRO GROUP HOLDINGS NV COM Energy 3,170.0 $42K 0.00% NEW $13.35 +16.7%
Page 109 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%