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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.7B AUM 4,173 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 2321 Added 1084 Reduced 133 Exited
Page 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGMB AGOMAB THERAPEUTICS NV SPONSORED ADS Healthcare 1,344.0 $17K 0.00% NEW $12.98 +5.4%
62 BANK OF AMER CORP 5 375 DP PFD KK 800.0 $17K 0.00% NEW $21.47
63 METAPLANET INC SPON ADS EACH 12,981.0 $16K 0.00% NEW $1.25
64 NATIONAL BANK OF GREECE UNSPONSRED ADS 880.0 $16K 0.00% NEW $17.74
65 BARRY CALLEBAUT AG UNSPONSORD ADR 1,111.0 $15K 0.00% NEW $13.84
66 SOITEC SA UNSPONSORED ADR 229.0 $15K 0.00% NEW $67.05
67 TOTVS SA ADS 1,331.0 $15K 0.00% NEW $11.09
68 KONGSBERG GRUPPEN ASA UNSPONSORED ADS 958.0 $14K 0.00% NEW $15.09
69 DELIVERY HERO SE UNSPONSORED ADS 3,097.0 $13K NEW $4.06
70 ANDG ANDERSEN GROUP INC CL A Consumer Cyclical 330.0 $12K NEW $37.72 +29.9%
71 NEXON CO LTD UNSPONSORED ADR 888.0 $12K NEW $13.26
72 PAYP PAYPAY CORP SPONSORED ADS Technology 818.0 $12K NEW $14.33 +4.5%
73 CPAC CEMENTOS PACASMAYO S A A SPONSORED ADR Basic Materials 928.0 $11K NEW $11.96 -1.3%
74 AVAL GRUPO AVAL ACCIONES Y VALORES SPONSORED ADS Financial Services 2,055.0 $10K NEW $5.03 +9.1%
75 SCHH SCHWAB STRATEGIC TR US REIT ETF 391.0 $9K NEW $23.68 +1.1%
76 FIRST TRACKS BIOTHERAPEUTICS ORD SHS 439.0 $9K NEW $20.12
77 ASTRONICS CORP CL B 115.0 $9K NEW $76.00
78 JNK SPDR SERIES TRUST ST BLOO HIGH ETF 83.0 $8K NEW $96.37 -0.5%
79 IVES WEDBUSH SER TR DAN IVE REVO ETF 200.0 $8K NEW $38.10 +4.0%
80 TURB TURBO ENERGY S A SPON ADS Energy 4,636.0 $7K NEW $1.57 -16.6%
Page 4 of 10  ·  196 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%