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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 61 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 RFFC ALPS ETF TR ACTIVE EQTY OPPT 2,389.0 $160K 0.01% NEW $67.07 +8.7%
1202 MS AD INS GROUP HLDGS ADR 6,835.0 $160K 0.01% NEW $23.43
1203 KERRY GROUP PLC SPONSORED ADR 1,756.0 $160K 0.01% NEW $91.10
1204 LGIH LGI HOMES INC COM Consumer Cyclical 3,715.0 $160K 0.01% NEW $42.96 +7.6%
1205 SUZUKI MOTOR CORP UNSPONSORD ADR 2,699.0 $160K 0.01% NEW $59.13
1206 ROAD CONSTRUCTION PARTNERS INC COM CL A Industrials 1,467.0 $159K 0.01% NEW $108.55 +3.7%
1207 DSV AS UNSPONSORED ADR 1,260.0 $159K 0.01% NEW $126.34
1208 FYX FIRST TR EXCHANGE TRADED ALPHA COM SHS 1,405.0 $159K 0.01% NEW $113.14 +16.7%
1209 HALMA PLC UNSPONSORD ADS 1,671.0 $159K 0.01% NEW $95.05
1210 JEPQ J P MORGAN EXCHANGE TRADED FD NASDAQ EQT 2,731.0 $159K 0.01% NEW $58.12 +3.4%
1211 HEXAGON AKTIEBOLAG ADR 13,488.0 $158K 0.01% NEW $11.74
1212 EPIROC AKTIEBOLAG SPONS ADS CL A 7,005.0 $158K 0.01% NEW $22.56
1213 IBHF ISHARES TR IBONDS 2026 TERM 6,845.0 $158K 0.01% NEW $23.08 -1.2%
1214 UMBF UMB FINL CORP COM Financial Services 1,373.0 $158K 0.01% NEW $115.04 +13.2%
1215 U UNITY SOFTWARE INC COM Technology 3,575.0 $158K 0.01% NEW $44.17 -40.6%
1216 ELF E L F BEAUTY INC COM Consumer Defensive 2,075.0 $158K 0.01% NEW $76.04 -30.1%
1217 LYB LYONDELLBASELL INDUSTRIES N V SHS A Basic Materials 3,630.0 $157K 0.01% NEW $43.30 +61.8%
1218 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 3,235.0 $157K 0.01% NEW $48.58 +73.9%
1219 URBN URBAN OUTFITTERS INC COM Consumer Cyclical 2,088.0 $157K 0.01% NEW $75.26 -4.8%
1220 POR PORTLAND GEN ELEC CO COM NEW Utilities 3,273.0 $157K 0.01% NEW $47.99 +3.6%
Page 61 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%