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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 167 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3321 CODI COMPASS DIVERSIFIED SH BEN INT Industrials 960.0 $5K NEW $4.80 +143.8%
3322 HNST HONEST CO INC COM Consumer Cyclical 1,785.0 $5K NEW $2.58 +23.7%
3323 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 208.0 $5K NEW $22.04 +69.6%
3324 PDC EARLYWORKS CO LTD SPONSORED ADS Technology 705.0 $5K NEW $6.48 +7.0%
3325 SERV SERVE ROBOTICS INC COM Industrials 439.0 $5K NEW $10.38 -19.3%
3326 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 174.0 $5K NEW $26.14 +52.8%
3327 LINE LINEAGE INC COM Real Estate 129.0 $5K NEW $35.00 +14.4%
3328 FJP FIRST TR EXCH TRD ALPHDX FD II JAPAN ALPHADEX 67.0 $5K NEW $67.18 +13.1%
3329 GOLD GOLD COM INC COM Financial Services 132.0 $4K NEW $34.05 +22.7%
3330 ITIC INVESTORS TITLE CO NC COM Financial Services 18.0 $4K NEW $249.67 -2.3%
3331 BTMD BIOTE CORP CLASS A COM Healthcare 1,728.0 $4K NEW $2.60 -20.4%
3332 CAPITEC BANK HOLDINGS LTD ADR 35.0 $4K NEW $128.14
3333 VIVENDI SE UNSPONSORD ADR 1,632.0 $4K NEW $2.73
3334 DDD 3 D SYS CORP DEL COM NEW Technology 2,508.0 $4K NEW $1.77 +68.9%
3335 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 359.0 $4K NEW $12.36 -32.3%
3336 BEKE KE HLDGS INC SPONSORED ADS Real Estate 281.0 $4K NEW $15.76 +7.2%
3337 RUM RUMBLE INC COM CL A Technology 700.0 $4K NEW $6.32 +16.6%
3338 MMI MARCUS MILLICHAP INC COM Real Estate 162.0 $4K NEW $27.29 +4.5%
3339 DIVERSIFIED ENERGY CO COMMON STOCK 305.0 $4K NEW $14.48
3340 CRAI CRA INTL INC COM Industrials 22.0 $4K NEW $200.68 -26.6%
Page 167 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%