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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 163 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 KIDS ORTHOPEDIATRICS CORP COM Healthcare 305.0 $5K NEW $17.76 +3.8%
3242 RES RPC INC COM Energy 993.0 $5K NEW $5.44 +30.0%
3243 SGHT SIGHT SCIENCES INC COM Healthcare 681.0 $5K NEW $7.93 -38.7%
3244 ARDX ARDELYX INC COM Healthcare 923.0 $5K NEW $5.83 +8.9%
3245 DJCO DAILY JOURNAL CORP COM Technology 11.0 $5K NEW $487.36 -4.5%
3246 CLLS CELLECTIS S A SPON ADS Healthcare 1,107.0 $5K NEW $4.84 -27.3%
3247 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 131.0 $5K NEW $40.84 -15.8%
3248 OFLX OMEGA FLEX INC COM Industrials 181.0 $5K NEW $29.44 -2.6%
3249 SMMU PIMCO ETF TR SHTRM MUN BD ACT 105.0 $5K NEW $50.43 -0.2%
3250 NBTX NANOBIOTIX SPONSORED ADS Healthcare 229.0 $5K NEW $23.12 +73.8%
3251 PSCH INVESCO EXCH TRADED FD TR II S P SMLCP HELT 120.0 $5K NEW $44.06 +2.3%
3252 PD PAGERDUTY INC COM Technology 402.0 $5K NEW $13.11 -46.2%
3253 EVH EVOLENT HEALTH INC CL A Healthcare 1,315.0 $5K NEW $4.00 -4.0%
3254 BKV BKV CORP COM Energy 193.0 $5K NEW $27.15 +5.2%
3255 MIDWESTONE FINL GROUP INC NEW COM 136.0 $5K NEW $38.50
3256 SVC SERVICE PPTYS TR COM SH BEN INT Real Estate 2,840.0 $5K NEW $1.84 -3.8%
3257 FCT FIRST TR SR FLTG RATE INCOME F COM Financial Services 517.0 $5K NEW $10.07 -3.8%
3258 CLOV CLOVER HEALTH INVESTMENTS CORP COM CL A Healthcare 2,193.0 $5K NEW $2.35 +53.2%
3259 DNL WISDOMTREE TR GLOBAL EX US QUA 125.0 $5K NEW $41.22 +6.9%
3260 STRS STRATUS PPTYS INC COM NEW Real Estate 213.0 $5K NEW $24.18 +21.4%
Page 163 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%