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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 110 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 STAA STAAR SURGICAL CO COM PAR 0 01 Healthcare 1,832.0 $42K 0.00% NEW $23.09 +38.9%
2182 SM SM ENERGY CO COM Energy 2,262.0 $42K 0.00% NEW $18.70 +65.8%
2183 NICE NICE LTD SPONSORED ADR Technology 374.0 $42K 0.00% NEW $113.04 -17.4%
2184 ACMR ACM RESH INC COM CL A Technology 1,070.0 $42K 0.00% NEW $39.45 +120.5%
2185 MFA MFA FINL INC COM Real Estate 4,530.0 $42K 0.00% NEW $9.31 +3.3%
2186 BSJS INVESCO EXCH TRD SLF IDX FD TR INVSCO 28 HYCORP 1,916.0 $42K 0.00% NEW $22.00 -0.9%
2187 BBD BANCO BRADESCO S A SP ADR PFD NEW Financial Services 12,641.0 $42K 0.00% NEW $3.33 +6.5%
2188 HTBK HERITAGE COMM CORP COM Financial Services 3,501.0 $42K 0.00% NEW $12.01 +12.0%
2189 VKTX VIKING THERAPEUTICS INC COM Healthcare 1,195.0 $42K 0.00% NEW $35.18 -10.3%
2190 PRDO PERDOCEO ED CORP COM Consumer Defensive 1,428.0 $42K 0.00% NEW $29.33 +14.8%
2191 FMAO FARMERS MERCHANTS BANCORP IN COM Financial Services 1,692.0 $42K 0.00% NEW $24.72 +14.5%
2192 MLN VANECK ETF TRUST LONG MUNI ETF 2,383.0 $42K 0.00% NEW $17.53 -0.4%
2193 CNS COHEN STEERS INC COM Financial Services 663.0 $42K 0.00% NEW $62.78 +14.4%
2194 ABM ABM INDS INC COM Industrials 984.0 $42K 0.00% NEW $42.30 -4.9%
2195 HGV HILTON GRAND VACATIONS INC COM Consumer Cyclical 925.0 $41K 0.00% NEW $44.75 +13.1%
2196 KESKO OYJ UNSPONSORED ADR 3,669.0 $41K 0.00% NEW $11.24
2197 EISAI CO LTD UNSPONSORED ADR 5,585.0 $41K 0.00% NEW $7.38
2198 SPYM SPDR SERIES TRUST STATE STREET SPD 512.0 $41K 0.00% NEW $80.22 +10.1%
2199 MTN VAIL RESORTS INC COM Consumer Cyclical 309.0 $41K 0.00% NEW $132.80 -2.4%
2200 VIST VISTA ENERGY S A B DE C V SPONSORED ADS Energy 842.0 $41K 0.00% NEW $48.66 +48.5%
Page 110 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%