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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 112 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2221 CIM CHIMERA INVT CORP COM SHS Real Estate 3,193.0 $40K 0.00% NEW $12.43 +8.8%
2222 PL PLANET LABS PBC COM CL A Industrials 2,011.0 $40K 0.00% NEW $19.72 +151.4%
2223 ASSICURAZIONI GENERALI SPA UNSPONSORD ADR 1,893.0 $40K 0.00% NEW $20.93
2224 OLP ONE LIBERTY PPTYS INC COM Real Estate 1,951.0 $40K 0.00% NEW $20.29 +16.6%
2225 GHC GRAHAM HLDGS CO COM CL B Consumer Defensive 36.0 $40K 0.00% NEW $1098.61 -0.2%
2226 PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 1,792.0 $39K 0.00% NEW $22.00 +5.6%
2227 AUMOVIO SE SPONSORED ADS 3,981.0 $39K 0.00% NEW $9.90
2228 EMBJ EMBRAER S A SPONSORED ADS Industrials 612.0 $39K 0.00% NEW $64.37 -10.1%
2229 RIGL RIGEL PHARMACEUTICALS INC COM Healthcare 918.0 $39K 0.00% NEW $42.83 -30.1%
2230 AVPT AVEPOINT INC COM CL A Technology 2,827.0 $39K 0.00% NEW $13.89 -28.0%
2231 JPMB J P MORGAN EXCHANGE TRADED FD USD EMRNG MKT 968.0 $39K 0.00% NEW $40.36 -0.9%
2232 NWPX NWPX INFRASTRUCTURE INC COM Industrials 625.0 $39K 0.00% NEW $62.49 +91.7%
2233 IPX IPERIONX LTD SPONSORED ADS Basic Materials 1,079.0 $39K 0.00% NEW $36.19 +9.0%
2234 VIKING HOLDINGS LTD ORD SHS 545.0 $39K 0.00% NEW $71.41
2235 SMH VANECK ETF TRUST SEMICONDUCTR ETF 108.0 $39K 0.00% NEW $360.13 +64.3%
2236 PT BANK CENTRAL ASIA TBK UNSPONSORD ADR 3,247.0 $39K 0.00% NEW $11.97
2237 NNI NELNET INC CL A Financial Services 292.0 $39K 0.00% NEW $132.96 -2.7%
2238 SAIC SCIENCE APPLICATIONS INTL CORP COM Technology 385.0 $39K 0.00% NEW $100.66 -0.3%
2239 PFS PROVIDENT FINL SVCS INC COM Financial Services 1,962.0 $39K 0.00% NEW $19.75 +12.1%
2240 SUPV GRUPO SUPERVIELLE S A SPONSORED ADR Financial Services 3,276.0 $39K 0.00% NEW $11.82 -21.7%
Page 112 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%