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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 182 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3621 IPHA INNATE PHARMA S A SPONSORED ADS Healthcare 1,073.0 $2K NEW $1.75 +12.6%
3622 STARZ ENTERTAINMENT CORP COM 160.0 $2K NEW $11.70
3623 ILPT INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT Real Estate 337.0 $2K NEW $5.54 +56.7%
3624 PURPLE BIOTECH LTD SPONSORED ADR 2,836.0 $2K NEW $0.66
3625 MPTI M TRON INDS INC COM Technology 35.0 $2K NEW $53.23 +49.4%
3626 GAMESTOP CORP NEW WT EXP 103026 615.0 $2K NEW $3.01
3627 CLMB CLIMB GLOBAL SOLUTIONS INC COM Technology 18.0 $2K NEW $102.78 -79.8%
3628 LENOVO GROUP LTD SPONSORED ADR 78.0 $2K NEW $23.69
3629 FPI FARMLAND PARTNERS INC COM Real Estate 190.0 $2K NEW $9.69 +8.1%
3630 LAND GLADSTONE LD CORP COM Real Estate 201.0 $2K NEW $9.15 +4.2%
3631 OMER OMEROS CORP COM Healthcare 107.0 $2K NEW $17.18 -30.4%
3632 MRBK MERIDIAN CORPORATION COM Financial Services 104.0 $2K NEW $17.58 -0.5%
3633 ALSTOM SHS PROV REGRO 62.0 $2K NEW $29.34
3634 TOTO LTD SPONSORED ADR 66.0 $2K NEW $27.55
3635 SINGAPORE AIRLINES LIMITED ADR NEW 183.0 $2K NEW $9.92
3636 IYK ISHARES TR US CONSM STAPLES 27.0 $2K NEW $66.93 +8.3%
3637 BWFG BANKWELL FINL GROUP INC COM Financial Services 39.0 $2K NEW $45.82 +15.2%
3638 BND VANGUARD BD INDEX FDS TOTAL BND MRKT 24.0 $2K NEW $74.08 -1.6%
3639 STLA STELLANTIS N V SHS Consumer Cyclical 163.0 $2K NEW $10.89 -30.9%
3640 RLGT RADIANT LOGISTICS INC COM Industrials 279.0 $2K NEW $6.33 +33.5%
Page 182 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%