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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 5 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KRO KRONOS WORLDWIDE INC COM Basic Materials 427.0 $3K NEW $6.57 +2.8%
82 SJNK SPDR SERIES TRUST STATE STREET SPD 108.0 $3K NEW $24.98 -0.2%
83 MRDN MERIDIAN HOLDINGS INC COM Technology 354.0 $3K NEW $7.22 +52.2%
84 HITACHI LTD COM 84.0 $2K NEW $29.70
85 LFMD LIFEMD INC COM Healthcare 684.0 $2K NEW $3.61 +17.5%
86 VODACOM GROUP LIMITED SPONSORED ADR 279.0 $2K NEW $8.64
87 BRIGHT MINDS BIOSCIENCES INC COM NEW 33.0 $2K NEW $72.97
88 NEDBANK GROUP LIMITED SPONSORED ADR 151.0 $2K NEW $15.81
89 KRT KARAT PACKAGING INC COM Consumer Cyclical 83.0 $2K NEW $27.92 -4.1%
90 BRCB BLACK ROCK COFFEE BAR INC CL A Consumer Defensive 175.0 $2K NEW $12.92 -46.5%
91 RGP RESOURCES CONNECTION INC COM Industrials 603.0 $2K NEW $3.73 +15.3%
92 KIMBERLYCLARK DE MEXICO SPON ADR COM A 185.0 $2K NEW $11.80
93 PXH INVESCO EXCHANGETRADED FD TR RAFI EMRGNG 80.0 $2K NEW $26.91 +6.3%
94 IMPERIAL BRANDS PLC SHS 49.0 $2K NEW $42.06
95 RPV INVESCO EXCHANGE TRADED FD TR SP500 PUR VAL 19.0 $2K NEW $107.37 +3.7%
96 FENI FIDELITY COVINGTON TRUST ENHANCED INTL 52.0 $2K NEW $37.19 +6.1%
97 MPLT MAPLIGHT THERAPEUTICS INC COM Healthcare 94.0 $2K NEW $20.33 +30.4%
98 CAE CAE INC COM Industrials 72.0 $2K NEW $26.06 -0.6%
99 IBEX IBEX LTD SHS NEW Technology 67.0 $2K NEW $26.82 +13.9%
100 WHEELS UP EXPERIENCE INC COM CL A 3,403.0 $2K NEW $0.52
Page 5 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%