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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 28 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 JLL JONES LANG LASALLE INC COM Real Estate 1,441.0 $485K 0.02% NEW $336.47 -14.8%
542 BBY BEST BUY INC COM Consumer Cyclical 7,213.0 $483K 0.02% NEW $66.93 -8.9%
543 SANM SANMINA CORPORATION COM Technology 3,213.0 $482K 0.02% NEW $150.07 +49.7%
544 CORPAY INC COM SHS 1,602.0 $482K 0.02% NEW $300.93
545 GEN GEN DIGITAL INC COM Technology 17,604.0 $479K 0.02% NEW $27.19 -10.6%
546 HUM HUMANA INC COM Healthcare 1,858.0 $476K 0.02% NEW $256.13 +21.2%
547 GSK GSK PLC SPONSORED ADR Healthcare 9,698.0 $476K 0.02% NEW $49.04 +4.1%
548 EXPAND ENERGY CORPORATION COM 4,295.0 $474K 0.02% NEW $110.36
549 HUBB HUBBELL INC COM Industrials 1,065.0 $473K 0.02% NEW $444.11 +3.9%
550 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,376.0 $472K 0.02% NEW $198.72 -3.7%
551 TOTALENERGIES SE ACT 7,216.0 $472K 0.02% NEW $65.42
552 NVO NOVO NORDISK A S ADR Healthcare 9,243.0 $470K 0.02% NEW $50.88 -13.0%
553 ESSILOR LUXOTTICA UNSPONSORED ADR 2,960.0 $469K 0.02% NEW $158.42
554 FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF 7,423.0 $467K 0.02% NEW $62.92 +12.4%
555 TFI SPDR SERIES TRUST STATE STREET SPD 10,173.0 $465K 0.02% NEW $45.71 -1.2%
556 PSTG PURE STORAGE INC CL A Technology 6,938.0 $465K 0.02% NEW $67.01 +25.1%
557 AIA GROUP LTD SPONSORED ADR 11,280.0 $463K 0.02% NEW $41.03
558 Q QNITY ELECTRONICS INC COMMON STOCK Technology 5,640.0 $461K 0.02% NEW $81.65 +77.9%
559 FLEX FLEX LTD ORD Technology 7,613.0 $460K 0.02% NEW $60.42 +109.0%
560 FICO FAIR ISAAC CORP COM Technology 272.0 $460K 0.02% NEW $1690.62 -29.8%
Page 28 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%