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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 56 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 KB KB FINL GROUP INC SPONSORED ADR Financial Services 2,150.0 $185K 0.01% NEW $86.04 +22.0%
1102 SOUTHSTATE BK CORP COM 1,965.0 $185K 0.01% NEW $94.11
1103 ETSY INC COM 3,333.0 $185K 0.01% NEW $55.44
1104 ZS ZSCALER INC COM Technology 818.0 $184K 0.01% NEW $224.92 -22.4%
1105 VEON LTD SPONSORED ADS 3,499.0 $184K 0.01% NEW $52.57
1106 PR PERMIAN RESOURCES CORP CLASS A COM Energy 12,997.0 $182K 0.01% NEW $14.03 +48.9%
1107 NVR NVR INC COM Consumer Cyclical 25.0 $182K 0.01% NEW $7292.76 -17.1%
1108 ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 Technology 18,868.0 $182K 0.01% NEW $9.65 +37.2%
1109 CENTRAL JAPAN RY CO UNSPON ADR 13,233.0 $182K 0.01% NEW $13.75
1110 NOMURA RESEARCH INSTITUTE LTD ADR NEW 4,773.0 $182K 0.01% NEW $38.07
1111 ASCENDIS PHARMA A S SPONSORED ADR 850.0 $181K 0.01% NEW $213.24
1112 AHCO ADAPTHEALTH CORP COMMON STOCK Healthcare 18,175.0 $181K 0.01% NEW $9.96 +5.7%
1113 FLMI FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 7,264.0 $181K 0.01% NEW $24.87 -0.4%
1114 MACQUARIE GROUP LIMITED ADR NEW 1,330.0 $180K 0.01% NEW $135.47
1115 ELS EQUITY LIFESTYLE PPTYS INC COM Real Estate 2,970.0 $180K 0.01% NEW $60.61 +4.0%
1116 BRX BRIXMOR PPTY GROUP INC COM Real Estate 6,852.0 $180K 0.01% NEW $26.22 +17.7%
1117 WCC WESCO INTL INC COM Industrials 734.0 $180K 0.01% NEW $244.64 +43.1%
1118 RGEN REPLIGEN CORP COM Healthcare 1,094.0 $179K 0.01% NEW $163.86 -31.8%
1119 BAH BOOZ ALLEN HAMILTON HLDG CORP CL A Industrials 2,124.0 $179K 0.01% NEW $84.36 -9.5%
1120 FXH FIRST TR EXCHANGE TRADED FD II HLTH CARE ALPH 1,573.0 $179K 0.01% NEW $113.82 +0.5%
Page 56 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%