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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 162 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 CSQ CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT Financial Services 300.0 $6K NEW $19.20 +5.2%
3222 ACH OWENS MINOR INC NEW COM Healthcare 2,053.0 $6K NEW $2.80 -3.2%
3223 TNET TRINET GROUP INC COM Industrials 97.0 $6K NEW $59.13 -27.9%
3224 IONR IONEER LTD SPONSORED ADS Basic Materials 1,191.0 $6K NEW $4.80 -14.2%
3225 CIBR FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF 80.0 $6K NEW $71.45 +15.0%
3226 PRADA SPA UNSPONSORED ADR 495.0 $6K NEW $11.50
3227 LIXIL CORPORATION UNSPONSORD ADR 235.0 $6K NEW $24.16
3228 KBR KBR INC COM Industrials 141.0 $6K NEW $40.20 -20.1%
3229 GETY GETTY IMAGES HOLDINGS INC CL A COM Communication Services 4,216.0 $6K NEW $1.34 -22.4%
3230 TGS ASA SPONSORED ADR 619.0 $6K NEW $9.09
3231 NRDS NERDWALLET INC COM CL A Financial Services 413.0 $6K NEW $13.55 -39.5%
3232 EXOR N V SHS 66.0 $6K NEW $84.50
3233 NEXXEN INTL LTD SHS NEW 850.0 $6K NEW $6.54
3234 FROG JFROG LTD ORD SHS Technology 89.0 $6K NEW $62.46 +14.4%
3235 ATLO AMES NATL CORP COM Financial Services 242.0 $6K NEW $22.96 +25.4%
3236 DFIS DIMENSIONAL ETF TRUST INTL SMALL CAP E 168.0 $6K NEW $32.94 +10.0%
3237 HYLN HYLIION HOLDINGS CORP COMMON STOCK Consumer Cyclical 3,005.0 $6K NEW $1.84 +128.3%
3238 JBIO JADE BIOSCIENCES INC COM NEW Healthcare 357.0 $6K NEW $15.43 +52.0%
3239 CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A Industrials 949.0 $5K NEW $5.76 +60.4%
3240 TE T1 ENERGY INC COM NEW Industrials 813.0 $5K NEW $6.68 +30.2%
Page 162 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%