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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 76 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 IFV FIRST TR EXCHANGE TRADED FD VI DORSEY WRIGHT 4,447.0 $110K 0.01% NEW $24.83 +11.2%
1502 FUJIFILM HLDGS CORP ADR 2 ORD 10,445.0 $110K 0.01% NEW $10.57
1503 PTCT PTC THERAPEUTICS INC COM Healthcare 1,451.0 $110K 0.01% NEW $75.96 -9.4%
1504 WSFS WSFS FINL CORP COM Financial Services 1,995.0 $110K 0.01% NEW $55.24 +29.8%
1505 CXW CORECIVIC INC COM Real Estate 5,766.0 $110K 0.01% NEW $19.11 +12.5%
1506 FRPT FRESHPET INC COM Consumer Defensive 1,807.0 $110K 0.01% NEW $60.93 -15.3%
1507 ECG EVERUS CONSTR GROUP COM Industrials 1,286.0 $110K 0.01% NEW $85.56 +73.7%
1508 EAT BRINKER INTL INC COM Consumer Cyclical 766.0 $110K 0.01% NEW $143.52 -4.3%
1509 TDIV FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV 1,134.0 $110K 0.01% NEW $96.84 +19.7%
1510 ADEA ADEIA INC COM Technology 6,352.0 $110K 0.01% NEW $17.25 +55.7%
1511 TORAY INDS INC ADR 8,436.0 $109K 0.01% NEW $12.97
1512 TPH TRI POINTE HOMES INC COM Consumer Cyclical 3,476.0 $109K 0.01% NEW $31.47 +49.2%
1513 ACIW ACI WORLDWIDE INC COM Technology 2,287.0 $109K 0.01% NEW $47.81 -10.6%
1514 CHWY CHEWY INC CL A Consumer Cyclical 3,296.0 $109K 0.01% NEW $33.05 -37.3%
1515 IMCD N V ADR 2,407.0 $109K 0.01% NEW $45.25
1516 HOV HOVNANIAN ENTERPRISES INC CL A NEW Consumer Cyclical 1,114.0 $109K 0.01% NEW $97.54 +7.9%
1517 SOFTBANK CORP UNSPONSRED ADS 7,950.0 $109K 0.01% NEW $13.65
1518 BBIO BRIDGEBIO PHARMA INC COM Healthcare 1,418.0 $108K 0.01% NEW $76.49 -9.6%
1519 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 2,824.0 $108K 0.01% NEW $38.40 +12.7%
1520 PRFZ INVESCO EXCHANGE TRADED FD TR RAFI US 1500 2,354.0 $108K 0.01% NEW $45.89 +11.5%
Page 76 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%