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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 8 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 JILL J JILL INC COM Consumer Cyclical 52.0 $596.0 NEW $11.46 +3.7%
142 HQI HIREQUEST INC COM Industrials 59.0 $589.0 NEW $9.98 +27.1%
143 AVIR ATEA PHARMACEUTICALS INC COM Healthcare 109.0 $586.0 NEW $5.38 -23.0%
144 GYRE GYRE THERAPEUTICS INC COM Healthcare 82.0 $572.0 NEW $6.98 -6.1%
145 ATAIBECKLEY INC COM SHS 159.0 $563.0 NEW $3.54
146 JAKK JAKKS PAC INC COM NEW Consumer Cyclical 28.0 $558.0 NEW $19.93 +7.0%
147 BSCU INVESCO EXCH TRD SLF IDX FD TR INVSCO 30 CORP 33.0 $552.0 NEW $16.73 -1.0%
148 LARK LANDMARK BANCORP INC COM Financial Services 22.0 $546.0 NEW $24.82 +11.0%
149 AKBA AKEBIA THREAPEUTICS INC COM Healthcare 382.0 $531.0 NEW $1.39 -27.3%
150 ORBS EIGHTCO HOLDINGS INC COM Technology 564.0 $526.0 NEW $0.93 -17.5%
151 FCAP FIRST CAP INC COM Financial Services 10.0 $496.0 NEW $49.60 +11.1%
152 RITHM PPTY TR INC COM NEW SHS 36.0 $482.0 NEW $13.39
153 FF FUTUREFUEL CORP COM Basic Materials 125.0 $481.0 NEW $3.85 +9.7%
154 HF FOODS GROUP INC COM 253.0 $468.0 NEW $1.85
155 PPBT PURPLE BIOTECH LTD SPONSORED ADS Healthcare 108.0 $436.0 NEW $4.04 -6.4%
156 NKTR NEKTAR THERAPEUTICS COM NEW Healthcare 6.0 $432.0 NEW $72.00 -1.9%
157 MNTN INC CL A 49.0 $431.0 NEW $8.80
158 VIRC VIRCO MFG CO COM Consumer Cyclical 69.0 $422.0 NEW $6.12 -1.6%
159 UNB UNION BANKSHARES INC COM Financial Services 17.0 $413.0 NEW $24.29 -1.4%
160 NODK NI HLDGS INC COM Financial Services 32.0 $412.0 NEW $12.88 +7.2%
Page 8 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%