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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 179 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3561 ACS ACTIVIDADES DE CONST Y SER UNSPONSORED ADR 114.0 $2K NEW $19.86
3562 SINOPHARM GROUP CO LTD ADR 182.0 $2K NEW $12.40
3563 TRVI TREVI THERAPEUTICS INC COM Healthcare 180.0 $2K NEW $12.52 +10.8%
3564 TEADS HLDG CO COM 3,200.0 $2K NEW $0.70
3565 COMMUNITY WEST BANCSHARES NEW COM 100.0 $2K NEW $22.50
3566 AGILON HEALTH INC COM 3,242.0 $2K NEW $0.69
3567 SCHG SCHWAB STRATEGIC TR US LCAP GR ETF 68.0 $2K NEW $32.62 +5.2%
3568 PAYSAFE LIMITED SHS 274.0 $2K NEW $8.09
3569 PING AN INS GROUP CO CHINA LTD SPON ADR REP H 132.0 $2K NEW $16.78
3570 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 179.0 $2K NEW $12.37 -0.3%
3571 MGRC MCGRATH RENTCORP COM Industrials 21.0 $2K NEW $104.95 +4.5%
3572 PVLA PALVELLA THERAPEUTICS INC NEW COM Healthcare 21.0 $2K NEW $104.67 +10.4%
3573 SCHM SCHWAB STRATEGIC TR US MID CAP ETF 73.0 $2K NEW $30.07 +14.9%
3574 ENGIE BRASIL ENERGIA SA SPONSORED ADR 367.0 $2K NEW $5.97
3575 ALCO ALICO INC COM Consumer Defensive 60.0 $2K NEW $36.38 +12.3%
3576 TREE LENDINGTREE INC NEW COM Financial Services 41.0 $2K NEW $53.10 -29.8%
3577 ON24 INC COM 271.0 $2K NEW $7.96
3578 TECK TECK RESOURCES LTD CL B Basic Materials 45.0 $2K NEW $47.89 +27.8%
3579 SNAP SNAP INC CL A Communication Services 266.0 $2K NEW $8.07 -30.3%
3580 BFLY BUTTERFLY NETWORK INC COM CL A Healthcare 562.0 $2K NEW $3.80 +17.9%
Page 179 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%