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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 114 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 INFL LISTED FDS TR HORIZON KINETICS 840.0 $37K 0.00% NEW $44.46 +17.2%
2262 GEF GREIF INC CL A Consumer Cyclical 551.0 $37K 0.00% NEW $67.70 -5.8%
2263 DLS WISDOMTREE TR INTL SMCAP DIV 460.0 $37K 0.00% NEW $81.01 +8.4%
2264 MBUU MALIBU BOATS INC COM CL A Consumer Cyclical 1,319.0 $37K 0.00% NEW $28.21 +0.1%
2265 LYNAS RARE EARTHS LTD SPONSORD ADR NEW 4,475.0 $37K 0.00% NEW $8.27
2266 BJRI BJS RESTAURANTS INC COM Consumer Cyclical 939.0 $37K 0.00% NEW $39.40 +17.4%
2267 WSBC WESBANCO INC COM Financial Services 1,113.0 $37K 0.00% NEW $33.24 +5.0%
2268 FRME FIRST MERCHANTS CORP COM Financial Services 987.0 $37K 0.00% NEW $37.48 +7.3%
2269 CAL CALERES INC COM Consumer Cyclical 3,038.0 $37K 0.00% NEW $12.17 +19.1%
2270 LOMA LOMA NEGRA C I A S A MTN 144A SPONSORED ADS Basic Materials 2,850.0 $37K 0.00% NEW $12.95 -8.4%
2271 BGC BGC GROUP INC CL A Financial Services 4,125.0 $37K 0.00% NEW $8.93 +18.0%
2272 SLVM SYLVAMO CORP COMMON STOCK Basic Materials 765.0 $37K 0.00% NEW $48.15 -18.8%
2273 MASI MASIMO CORP COM Healthcare 283.0 $37K 0.00% NEW $130.06 +37.5%
2274 GPK GRAPHIC PACKAGING HLDG CO COM Consumer Cyclical 2,442.0 $37K 0.00% NEW $15.06 -28.2%
2275 MARA MARA HOLDINGS INC COM Financial Services 4,093.0 $37K 0.00% NEW $8.98 +59.6%
2276 RIGS ALPS ETF TR RIVRFRNT STR INC 1,591.0 $37K 0.00% NEW $23.05 -1.5%
2277 SBS COMPANHIA DE SANEAMENTO BASICO SPONSORED ADR Utilities 1,534.0 $37K 0.00% NEW $23.85 -76.3%
2278 NIDEC CORP SPONSORED ADR 11,013.0 $37K 0.00% NEW $3.32
2279 ASTRANA HEALTH INC COM NEW 1,473.0 $37K 0.00% NEW $24.81
2280 UPWK UPWORK INC COM Industrials 1,840.0 $36K 0.00% NEW $19.82 -56.4%
Page 114 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%