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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 149 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 695.0 $10K 0.00% NEW $14.94 -31.7%
2962 RAPP RAPPORT THERAPEUTICS INC COM Healthcare 342.0 $10K 0.00% NEW $30.34 +17.7%
2963 ASR GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B Industrials 32.0 $10K 0.00% NEW $323.41 -4.5%
2964 EVCM EVERCOMMERCE INC COM Technology 849.0 $10K 0.00% NEW $12.11 -13.7%
2965 CCBG CAPITAL CITY BK GROUP INC COM Financial Services 240.0 $10K 0.00% NEW $42.57 +9.7%
2966 IMXI INTERNATIONAL MNY EXPRESS INC COM Technology 664.0 $10K 0.00% NEW $15.36 -0.8%
2967 MSBI MIDLAND STATES BANCORP INC COM Financial Services 481.0 $10K 0.00% NEW $21.17 +30.3%
2968 TRC TEJON RANCH CO COM Industrials 645.0 $10K 0.00% NEW $15.77 +23.8%
2969 CGEM CULLINAN THERAPEUTICS INC COM Healthcare 980.0 $10K 0.00% NEW $10.35 +35.1%
2970 IXC ISHARES TR GLOBAL ENERG ETF 241.0 $10K 0.00% NEW $41.93 +33.7%
2971 TWIN TWIN DISC INC COM Industrials 603.0 $10K 0.00% NEW $16.68 -4.1%
2972 SFST SOUTHERN FIRST BANCSHARES COM Financial Services 195.0 $10K 0.00% NEW $51.52 +9.5%
2973 CMB TECH NV SHS 1,041.0 $10K 0.00% NEW $9.65
2974 MNTK MONTAUK RENEWABLES INC COM Utilities 6,002.0 $10K 0.00% NEW $1.67 -8.4%
2975 APEI AMERICAN PUB ED INC COM Consumer Defensive 265.0 $10K 0.00% NEW $37.80 +36.5%
2976 CLNE CLEAN ENERGY FUELS CORP COM Energy 4,760.0 $10K 0.00% NEW $2.10 -3.3%
2977 IYE ISHARES TR U S ENERGY ETF 209.0 $10K NEW $47.53 +31.9%
2978 AMAL AMALGAMATED FINANCIAL CORP COM Financial Services 310.0 $10K NEW $32.03 +29.2%
2979 GGB GERDAU SA SPON ADR REP PFD Basic Materials 2,685.0 $10K NEW $3.69 +27.4%
2980 WTBA WEST BANCORPORATION INC CAP STK Financial Services 446.0 $10K NEW $22.19 +6.5%
Page 149 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%