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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 164 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3261 MTRX MATRIX SVC CO COM Industrials 439.0 $5K NEW $11.70 +7.1%
3262 STRW STRAWBERRY FIELDS REIT INC COM Real Estate 392.0 $5K NEW $13.10 +0.6%
3263 TIPT TIPTREE INC COM Financial Services 279.0 $5K NEW $18.27 -7.6%
3264 SGRY SURGERY PARTNERS INC COM Healthcare 328.0 $5K NEW $15.45 -12.7%
3265 COTY COTY INC COM CL A Consumer Defensive 1,643.0 $5K NEW $3.08 -35.7%
3266 NAGE NIAGEN BIOSCIENCE INC COM NEW Healthcare 791.0 $5K NEW $6.36 -40.4%
3267 PHAT PHATHOM PHARMACEUTICALS INC COM Healthcare 303.0 $5K NEW $16.59 -28.5%
3268 LOANDEPOT INC COM CL A 2,428.0 $5K NEW $2.07
3269 MGC VANGUARD WORLD FD MEGA CAP INDEX 20.0 $5K NEW $251.15 +8.8%
3270 MERCK KGAA SHS 34.0 $5K NEW $147.59
3271 IBCP INDEPENDENT BK CORP MICH COM NEW Financial Services 154.0 $5K NEW $32.53 +4.6%
3272 ROHM CO LTD UNSPONSORD ADR 350.0 $5K NEW $14.25
3273 ALRS ALERUS FINL CORP COM Financial Services 221.0 $5K NEW $22.52 +25.3%
3274 REDHILL BIOPHARMA LTD SPONSORED ADR 4,828.0 $5K NEW $1.03
3275 FSIG FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION 259.0 $5K NEW $19.19 -1.8%
3276 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT Financial Services 100.0 $5K NEW $49.65 -11.4%
3277 VLRS CONTROLADORA VUELA COMP DE AVI SPON ADR RP 10 Industrials 559.0 $5K NEW $8.88 -24.8%
3278 VTIP VANGUARD MALVERN FDS STRM INFPROIDX 100.0 $5K NEW $49.46 +1.6%
3279 FSLY FASTLY INC CL A Technology 485.0 $5K NEW $10.18 +61.1%
3280 SPIRE GLOBAL INC COM CL A NEW 657.0 $5K NEW $7.50
Page 164 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%