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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 147 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2921 BUSE FIRST BUSEY CORP COM NEW Financial Services 470.0 $11K 0.00% NEW $23.79 +12.8%
2922 EMBC EMBECTA CORP COMMON STOCK Healthcare 941.0 $11K 0.00% NEW $11.88 -72.1%
2923 FSBW FS BANCORP INC COM Financial Services 270.0 $11K 0.00% NEW $41.17 +0.1%
2924 TOYOTA INDS CORP ADR 98.0 $11K 0.00% NEW $113.28
2925 CTRN CITI TRENDS INC COM Consumer Cyclical 267.0 $11K 0.00% NEW $41.56 -8.0%
2926 CVRX CVRX INC COM Healthcare 1,559.0 $11K 0.00% NEW $7.10 -14.5%
2927 PAGP PLAINS GP HLDGS L P LTD PARTNR INT A Energy 577.0 $11K 0.00% NEW $19.14 +33.3%
2928 UMH UMH PPTYS INC COM Real Estate 693.0 $11K 0.00% NEW $15.91 -3.3%
2929 ESQ ESQUIRE FINL HLDGS INC COM Financial Services 108.0 $11K 0.00% NEW $102.07 +8.8%
2930 AMPL AMPLITUDE INC COM CL A Technology 951.0 $11K 0.00% NEW $11.58 -43.7%
2931 NEWT NEWTEKONE INC COM NEW Financial Services 970.0 $11K 0.00% NEW $11.35 +17.1%
2932 SGHC SUPER GROUP SGHC LIMITED ORD SHS Consumer Cyclical 921.0 $11K 0.00% NEW $11.95 +15.0%
2933 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 101.0 $11K 0.00% NEW $108.77 -3.8%
2934 SMR NUSCALE PWR CORP CL A COM Utilities 775.0 $11K 0.00% NEW $14.17 -26.7%
2935 IYY ISHARES TR DOW JONES US ETF 66.0 $11K 0.00% NEW $165.80 +8.7%
2936 LIND LINDBLAD EXPEDITIONS HLDGS INC COM Consumer Cyclical 757.0 $11K 0.00% NEW $14.42 +37.9%
2937 CRNC CERENCE INC COM Technology 1,017.0 $11K 0.00% NEW $10.69 -9.4%
2938 SMBC SOUTHERN MO BANCORP INC COM Financial Services 183.0 $11K 0.00% NEW $59.12 +16.0%
2939 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 330.0 $11K 0.00% NEW $32.76 +119.5%
2940 CHH CHOICE HOTELS INTL INC COM Consumer Cyclical 113.0 $11K 0.00% NEW $95.26 +17.0%
Page 147 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%