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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 2 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RECKITT BENCKISER GROUP PLC SHS 583.0 $39K 0.00% NEW $66.55
22 VIS VANGUARD WORLD FD INDUSTRIAL ETF 100.0 $31K 0.00% NEW $312.22 +6.9%
23 TRNS TRANSCAT INC COM Industrials 390.0 $29K 0.00% NEW $73.45 +6.0%
24 BBEU J P MORGAN EXCHANGE TRADED FD BETABUILDERS 358.0 $26K 0.00% NEW $72.41 +4.9%
25 HYCROFT MINING HOLDING CORP CL A NEW 721.0 $25K 0.00% NEW $35.20
26 IWL ISHARES TR RUS TOP 200 ETF 150.0 $24K 0.00% NEW $160.48 +14.6%
27 FNDA SCHWAB STRATEGIC TR FUNDAMENTAL US S 726.0 $24K 0.00% NEW $32.43 +7.6%
28 DFTX DEFINIUM THERAPEUTICS INC COM SHS Healthcare 1,111.0 $21K 0.00% NEW $18.90 +11.9%
29 XPERI INC COMMON STOCK 3,501.0 $20K 0.00% NEW $5.60
30 BROOKFIELD BUSINESS CORP CL A SUB VTG SH 580.0 $18K 0.00% NEW $31.64
31 IBDV ISHARES TR IBONDS DEC 2030 831.0 $18K 0.00% NEW $21.89 -0.8%
32 FBYD FALCONS BEYOND GLOBAL INC COM CL A Industrials 1,236.0 $17K 0.00% NEW $14.10 -20.1%
33 MOO VANECK ETF TRUST AGRIBUSINESS ETF 200.0 $17K 0.00% NEW $84.50 -4.0%
34 MDLN MEDLINE INC COM CL A Healthcare 372.0 $17K 0.00% NEW $44.50 -17.8%
35 INDV INDIVIOR PHARMACEUTICALS INC COM Healthcare 497.0 $15K 0.00% NEW $30.48 +20.2%
36 FXZ FIRST TR EXCHANGETRADED FD II MATERIALS ALPH 192.0 $15K 0.00% NEW $76.21 +2.7%
37 BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 300.0 $14K 0.00% NEW $48.05 -0.8%
38 RESONA HLDGS INC OSAKA UNSPONSORED ADS 517.0 $12K 0.00% NEW $23.38
39 IYR ISHARES TR US REAL ES ETF 126.0 $12K 0.00% NEW $94.56 +6.3%
40 ILCB ISHARES TR MORNINGSTR US EQ 121.0 $11K 0.00% NEW $89.86 +13.6%
Page 2 of 11  ·  209 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%