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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 88 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 WABC WESTAMERICA BANCORPORATION COM Financial Services 1,661.0 $79K 0.00% NEW $47.83 +15.7%
1742 PLUS EPLUS INC COM Technology 904.0 $79K 0.00% NEW $87.70 -2.7%
1743 UPST UPSTART HLDGS INC COM Financial Services 1,812.0 $79K 0.00% NEW $43.73 -34.7%
1744 CRI CARTERS INC COM Consumer Cyclical 2,439.0 $79K 0.00% NEW $32.43 +14.8%
1745 NBTB NBT BANCORP INC COM Financial Services 1,904.0 $79K 0.00% NEW $41.52 +10.6%
1746 ITRI ITRON INC COM Technology 849.0 $79K 0.00% NEW $92.86 -10.6%
1747 CPF CENTRAL PAC FINL CORP COM NEW Financial Services 2,516.0 $78K 0.00% NEW $31.16 +11.5%
1748 IART INTEGRA LIFESCIENCES HLDGS CP COM NEW Healthcare 6,307.0 $78K 0.00% NEW $12.42 +21.6%
1749 ALGM ALLEGRO MICROSYSTEMS INC COM Technology 2,963.0 $78K 0.00% NEW $26.38 +74.2%
1750 CNA CNA FINL CORP COM Financial Services 1,637.0 $78K 0.00% NEW $47.74 -7.7%
1751 ATEN A10 NETWORKS INC COM Technology 4,411.0 $78K 0.00% NEW $17.69 +64.8%
1752 MORN MORNINGSTAR INC COM Financial Services 359.0 $78K 0.00% NEW $217.31 -17.3%
1753 PAVE GLOBAL X FDS US INFR DEV ETF 1,632.0 $78K 0.00% NEW $47.79 +15.0%
1754 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 830.0 $78K 0.00% NEW $93.95 +21.8%
1755 PINS PINTEREST INC CL A Communication Services 3,011.0 $78K 0.00% NEW $25.89 -25.5%
1756 ENPH ENPHASE ENERGY INC COM Energy 2,431.0 $78K 0.00% NEW $32.05 +99.8%
1757 LEONARDO S P A UNSPONSORED ADR 2,725.0 $78K 0.00% NEW $28.59
1758 PTEN PATTERSON UTI ENERGY INC COM Energy 12,742.0 $78K 0.00% NEW $6.11 +101.5%
1759 PCRX PACIRA BIOSCIENCES INC COM Healthcare 3,007.0 $78K 0.00% NEW $25.88 -9.8%
1760 RALLIANT CORP COM 1,527.0 $78K 0.00% NEW $50.91
Page 88 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%