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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 7 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DBI DESIGNER BRANDS INC CL A Consumer Cyclical 166.0 $945.0 NEW $5.69 +6.6%
122 AGL AGILON HEALTH INC COM NEW Healthcare 113.0 $894.0 NEW $7.91 +1014.8%
123 GAMB GAMBLING COM GROUP LIMITED ORDINARY SHARES Consumer Cyclical 224.0 $869.0 NEW $3.88 -40.2%
124 CZWI CITIZENS CMNTY BANCORP INC MD COM Financial Services 43.0 $851.0 NEW $19.79 +2.6%
125 TALK TALKSPACE INC COM Healthcare 161.0 $833.0 NEW $5.17 +0.5%
126 ABUS ARBUTUS BIOPHARMA CORP COM Healthcare 182.0 $819.0 NEW $4.50 -6.7%
127 SUNC SUNOCOCORP LLC COM SHS LLC Energy 13.0 $801.0 NEW $61.62 +15.6%
128 ACTU ACTUATE THERAPEUTICS INC COM Healthcare 286.0 $784.0 NEW $2.74 -12.4%
129 INDI INDIE SEMICONDUCTOR INC CLASS A COM Technology 236.0 $760.0 NEW $3.22 +21.4%
130 INHIBIKASE THERAPEUTICS INC COM NEW 411.0 $690.0 NEW $1.68
131 BV FINL INC COM NEW 36.0 $689.0 NEW $19.14
132 IBHJ ISHARES TR IBONDS 2030 TERM 25.0 $656.0 NEW $26.24 -0.2%
133 NL NL INDS INC COM NEW Industrials 112.0 $653.0 NEW $5.83 +21.9%
134 GLSI GREENWICH LIFESCIENCES INC COM Healthcare 27.0 $649.0 NEW $24.04 +11.8%
135 BIOA BIOAGE LABS INC COM Healthcare 37.0 $647.0 NEW $17.49 -6.4%
136 MNSB MAINSTREET BANCSHARES INC COM Financial Services 29.0 $644.0 NEW $22.21 +0.9%
137 TVGN TEVOGEN BIO HLDGS INC COM NEW Healthcare 140.0 $633.0 NEW $4.52 +118.3%
138 EGAN EGAIN CORP COM NEW Technology 80.0 $631.0 NEW $7.89 -11.3%
139 EBMT EAGLE BANCORP MONT INC COM Financial Services 30.0 $617.0 NEW $20.57 +5.8%
140 OPBK OP BANCORP COM Financial Services 45.0 $599.0 NEW $13.31 +4.4%
Page 7 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%