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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 69 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 APPF APPFOLIO INC COM CL A Technology 573.0 $133K 0.01% NEW $232.65 -30.2%
1362 PSMT PRICESMART INC COM Consumer Defensive 1,084.0 $133K 0.01% NEW $122.67 +35.3%
1363 UNITED UTILITIES GROUP PLC SPONSORED ADR 4,123.0 $133K 0.01% NEW $32.18
1364 TCBI TEXAS CAP BANCSHARES INC COM Financial Services 1,463.0 $132K 0.01% NEW $90.54 +9.1%
1365 COMPUTERSHARE LTD SPONSORED ADR 5,845.0 $132K 0.01% NEW $22.61
1366 FELE FRANKLIN ELEC INC COM Industrials 1,383.0 $132K 0.01% NEW $95.53 +1.2%
1367 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 2,699.0 $132K 0.01% NEW $48.94 -2.2%
1368 ARCB ARCBEST CORP COM Industrials 1,780.0 $132K 0.01% NEW $74.19 +67.7%
1369 PATK PATRICK INDS INC COM Consumer Cyclical 1,215.0 $132K 0.01% NEW $108.43 -16.8%
1370 TOST TOAST INC CL A Technology 3,706.0 $132K 0.01% NEW $35.51 -34.3%
1371 CCS CENTURY CMNTYS INC COM Consumer Cyclical 2,216.0 $132K 0.01% NEW $59.35 -11.6%
1372 MMS MAXIMUS INC COM Industrials 1,522.0 $131K 0.01% NEW $86.32 -28.9%
1373 SAMPO OYJ ADR 5,431.0 $131K 0.01% NEW $24.18
1374 CLSK CLEANSPARK INC COM NEW Technology 12,961.0 $131K 0.01% NEW $10.12 +55.7%
1375 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 16,828.0 $131K 0.01% NEW $7.77 +21.5%
1376 CYTK CYTOKINETICS INC COM NEW Healthcare 2,056.0 $131K 0.01% NEW $63.54 +22.9%
1377 BANK HAPOALIM BM SPONSORED ADR 1,107.0 $131K 0.01% NEW $118.00
1378 HP HELMERICH PAYNE INC COM Energy 4,553.0 $131K 0.01% NEW $28.68 +38.1%
1379 IWN ISHARES TR RUS 2000 VAL ETF 720.0 $130K 0.01% NEW $181.21 +15.8%
1380 KNX KNIGHT SWIFT TRANSN HLDGS INC CL A Industrials 2,495.0 $130K 0.01% NEW $52.28 +34.4%
Page 69 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%