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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 152 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 FVCB FVCBANKCORP INC COM Financial Services 643.0 $9K NEW $13.91 +13.2%
3022 FLJP FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 259.0 $9K NEW $34.45 +13.5%
3023 SEB SEABOARD CORP DEL COM Industrials 2.0 $9K NEW $4445.00 +12.4%
3024 FRST PRIMIS FINANCIAL CORP COM Financial Services 639.0 $9K NEW $13.91 +3.3%
3025 MARFRIG GLOBAL FOODS SA SPONSORED ADR 2,433.0 $9K NEW $3.65
3026 RMR RMR GROUP INC CL A Real Estate 593.0 $9K NEW $14.90 +33.0%
3027 RMAX RE MAX HLDGS INC CL A Real Estate 1,160.0 $9K NEW $7.59 +25.7%
3028 EQBK EQUITY BANCSHARES INC COM CL A Financial Services 197.0 $9K NEW $44.65 +2.5%
3029 HYMB SPDR SERIES TRUST STATE STREET SPD 352.0 $9K NEW $24.94 -0.1%
3030 SEAT VIVID SEATS INC COM CL A Communication Services 1,216.0 $9K NEW $7.21 +12.1%
3031 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 1,701.0 $9K NEW $5.14 -1.6%
3032 IOSP INNOSPEC INC COM Basic Materials 114.0 $9K NEW $76.54 +2.9%
3033 GEVO GEVO INC COM PAR Basic Materials 4,362.0 $9K NEW $2.00 -15.0%
3034 LOGI LOGITECH INTL S A SHS Technology 87.0 $9K NEW $100.22 +5.6%
3035 SPYD SPDR SERIES TRUST STATE STREET SPD 200.0 $9K NEW $43.25 +9.2%
3036 CBAN COLONY BANKCORP INC COM Financial Services 485.0 $9K NEW $17.82 +11.1%
3037 ENCORE ENERGY CORP COM NEW 3,485.0 $9K NEW $2.48
3038 NVCR NOVOCURE LTD ORD SHS Healthcare 668.0 $9K NEW $12.93 +38.4%
3039 HBNC HORIZON BANCORP INC COM Financial Services 509.0 $9K NEW $16.96 +8.6%
3040 NBN NORTHEAST BK PORTLAND ME COM Financial Services 83.0 $9K NEW $103.93 +19.6%
Page 152 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%