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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 156 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 NLOP NET LEASE OFFICE PROPERTIES COM Real Estate 298.0 $8K NEW $25.79 -54.2%
3102 WEIR GROUP PLC SPONSORED ADR 391.0 $8K NEW $19.65
3103 IOVA IOVANCE BIOTHERAPEUTICS INC COM Healthcare 2,813.0 $8K NEW $2.73 +35.5%
3104 RGCO RGC RES INC COM Utilities 359.0 $8K NEW $21.30 +9.8%
3105 EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A Industrials 1,064.0 $8K NEW $7.16 -16.2%
3106 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 227.0 $8K NEW $33.37 +3.7%
3107 VRNS VARONIS SYS INC COM Technology 230.0 $8K NEW $32.80 -5.2%
3108 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 1,155.0 $8K NEW $6.52 -13.5%
3109 XTL BIOPHARMACEUTICALS LTD SPONSORED ADR NE 12,887.0 $7K NEW $0.58
3110 SPGM SPDR INDEX SHS FDS PORTFLI MSCI GBL 97.0 $7K NEW $76.71 +10.8%
3111 IMVP INVESCO INDIA EXCHANGE TRADED INDIA ETF 305.0 $7K NEW $24.31 -14.2%
3112 SMITHFIELD FOODS INC COM 332.0 $7K NEW $22.33
3113 CALUMET INC COM 373.0 $7K NEW $19.87
3114 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 235.0 $7K NEW $31.46 -10.6%
3115 ITV PLC ADR 674.0 $7K NEW $10.95
3116 APPS DIGITAL TURBINE INC COM NEW Technology 1,470.0 $7K NEW $5.00 -10.8%
3117 CAMT CAMTEK LTD ORD Technology 69.0 $7K NEW $106.35 +51.0%
3118 NUVB NUVATION BIO INC COM CL A Healthcare 816.0 $7K NEW $8.96 -46.5%
3119 PSCT INVESCO EXCH TRADED FD TR II S P SMLCP INFO 129.0 $7K NEW $56.60 +42.5%
3120 SION SIONNA THERAPEUTICS INC COM Healthcare 177.0 $7K NEW $41.14 -4.0%
Page 156 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%