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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 74 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 DCOM DIME CMNTY BANCSHARES INC COM Financial Services 3,917.0 $118K 0.01% NEW $30.09 +22.6%
1462 IBDT ISHARES TR IBDS DEC28 ETF 4,630.0 $118K 0.01% NEW $25.46 -0.9%
1463 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 5,105.0 $118K 0.01% NEW $23.06 +8.7%
1464 FR FIRST INDL RLTY TR INC COM Real Estate 2,054.0 $118K 0.01% NEW $57.27 +10.5%
1465 SAFT SAFETY INS GROUP INC COM Financial Services 1,509.0 $118K 0.01% NEW $77.91 -6.7%
1466 WAFD WAFD INC COM Financial Services 3,656.0 $117K 0.01% NEW $32.03 +10.0%
1467 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 2,488.0 $117K 0.01% NEW $47.06 +6.7%
1468 NWBI NORTHWEST BANCSHARES INC MD COM Financial Services 9,750.0 $117K 0.01% NEW $12.00 +16.4%
1469 BOLIDEN AB ADR 1,055.0 $117K 0.01% NEW $110.73
1470 FNX FIRST TR EXCHANGE TRADED ALPHA COM SHS 927.0 $117K 0.01% NEW $125.98 +10.2%
1471 CIVITAS RESOURCES INC COM NEW 4,306.0 $117K 0.01% NEW $27.09
1472 ASICS CORP UNSPONSORD ADR 4,876.0 $117K 0.01% NEW $23.90
1473 INVA INNOVIVA INC COM Healthcare 5,823.0 $116K 0.01% NEW $19.99 +12.4%
1474 IBDS ISHARES TR IBONDS 27 ETF 4,793.0 $116K 0.01% NEW $24.28 -0.3%
1475 DAR DARLING INGREDIENTS INC COM Consumer Defensive 3,225.0 $116K 0.01% NEW $36.00 +62.8%
1476 TBBK BANCORP INC DEL COM Financial Services 1,719.0 $116K 0.01% NEW $67.52 -18.1%
1477 NWN NORTHWEST NAT HLDG CO COM Utilities 2,476.0 $116K 0.01% NEW $46.74 +6.8%
1478 TPC TUTOR PERINI CORP COM Industrials 1,724.0 $116K 0.01% NEW $67.02 +8.6%
1479 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 2,223.0 $115K 0.01% NEW $51.91 -5.9%
1480 TELENOR ASA SPONSORED ADR 7,894.0 $115K 0.01% NEW $14.61
Page 74 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%