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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 41 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 PUK PRUDENTIAL PLC ADR Financial Services 9,136.0 $284K 0.01% NEW $31.12 +0.4%
802 BAX BAXTER INTL INC COM Healthcare 14,811.0 $283K 0.01% NEW $19.11 -0.4%
803 ENTG ENTEGRIS INC COM Technology 3,359.0 $283K 0.01% NEW $84.25 +56.0%
804 FAST RETAILING CO LTD UNSPONSORD ADR 7,806.0 $283K 0.01% NEW $36.20
805 SOFI SOFI TECHNOLOGIES INC COM Financial Services 10,784.0 $282K 0.01% NEW $26.18 -40.1%
806 SANDVIK AB ADR 8,704.0 $281K 0.01% NEW $32.31
807 SSE PLC SPONSORED ADR 9,484.0 $281K 0.01% NEW $29.65
808 MERCEDES BENZ GROUP AG UNSPONSOR ADR 16,001.0 $281K 0.01% NEW $17.57
809 EDP SA SPONSORED ADR 6,102.0 $280K 0.01% NEW $45.89
810 ADC AGREE RLTY CORP COM Real Estate 3,883.0 $280K 0.01% NEW $72.03 +5.1%
811 RS RELIANCE INC COM Basic Materials 965.0 $279K 0.01% NEW $288.87 +25.4%
812 CRUS CIRRUS LOGIC INC COM Technology 2,352.0 $279K 0.01% NEW $118.50 +40.6%
813 LPLA LPL FINL HLDGS INC COM Financial Services 780.0 $279K 0.01% NEW $357.17 -19.4%
814 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 3,479.0 $278K 0.01% NEW $80.03 +29.1%
815 NORDEA BK ABP MED TERM NTS SPONSORED ADS 14,691.0 $278K 0.01% NEW $18.93
816 PEN PENUMBRA INC COM Healthcare 894.0 $278K 0.01% NEW $310.91 +5.5%
817 R RYDER SYS INC COM Industrials 1,452.0 $278K 0.01% NEW $191.39 +22.7%
818 CPK CHESAPEAKE UTILS CORP COM Utilities 2,221.0 $277K 0.01% NEW $124.76 +1.8%
819 DEUTSCHE TELECOM AG NAMEN AKT 8,321.0 $277K 0.01% NEW $33.23
820 MANH MANHATTAN ASSOCIATES INC COM Technology 1,592.0 $276K 0.01% NEW $173.31 -22.4%
Page 41 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%