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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 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FRAF FRANKLIN FINL SVCS CORP COM Financial Services 8.0 $409.0 NEW $51.12 +9.7%
162 LOREAL SA ORD 1.0 $405.0 NEW $405.00
163 RVSB RIVERVIEW BANCORP INC COM Financial Services 73.0 $402.0 NEW $5.51 -0.8%
164 ADVANTAGE SOLUTIONS INC COM NEW CL A 19.0 $402.0 NEW $21.16
165 CHYM CHIME FINL INC COM SHS CL A Financial Services 21.0 $393.0 NEW $18.71 -5.7%
166 TMCI TREACE MED CONCEPTS INC COM Healthcare 289.0 $387.0 NEW $1.34 +105.4%
167 VRM VROOM INC COM NEW Consumer Cyclical 29.0 $386.0 NEW $13.31 -13.5%
168 FPS FORGENT POWER SOLUTIONS INC COM SHS CL A Industrials 13.0 $381.0 NEW $29.31 +46.7%
169 ACTG ACACIA RESH CORP ACACIA TCH COM Industrials 79.0 $380.0 NEW $4.81 -4.5%
170 FIG FIGMA INC CLASS A COM STK Technology 17.0 $359.0 NEW $21.12 +17.9%
171 SWKH SWK HLDGS CORP COM NEW Financial Services 20.0 $340.0 NEW $17.00 -6.5%
172 BKCH GLOBAL X FDS GBL X BLOCKCHAIN 6.0 $335.0 NEW $55.83 +42.1%
173 PDLB PONCE FINANCIAL GROUP INC COMMON STOCK Financial Services 20.0 $334.0 NEW $16.70 +6.1%
174 CLPR CLIPPER RLTY INC COM Real Estate 110.0 $332.0 NEW $3.02 +1.7%
175 SOLV ENERGY INC COM SHS CL A 11.0 $330.0 NEW $30.00
176 FNWD FINWARD BANCORP COM Financial Services 9.0 $327.0 NEW $36.33 -10.8%
177 CIA CITIZENS INC CL A Financial Services 65.0 $327.0 NEW $5.03 -1.6%
178 HGTY HAGERTY INC CL A COM Financial Services 31.0 $326.0 NEW $10.52 +3.4%
179 EDV VANGUARD WORLD FD EXTENDED DUR 5.0 $325.0 NEW $65.00 -6.7%
180 SFBC SOUND FINL BANCORP INC COM Financial Services 7.0 $306.0 NEW $43.71 -2.5%
Page 9 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%