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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 94 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 ASC ARDMORE SHIPPING CORP COM Industrials 6,435.0 $68K 0.00% NEW $10.59 +77.5%
1862 CANON INC SPONSORED ADR 2,303.0 $68K 0.00% NEW $29.55
1863 BILL BILL HOLDINGS INC COM Technology 1,243.0 $68K 0.00% NEW $54.54 -34.7%
1864 TAYLOR WIMPEY PLC ADR ORD SHS 4,687.0 $67K 0.00% NEW $14.40
1865 EIG EMPLOYERS HLDGS INC COM Financial Services 1,561.0 $67K 0.00% NEW $43.17 +2.2%
1866 ANDE ANDERSONS INC COM Consumer Defensive 1,266.0 $67K 0.00% NEW $53.17 +35.5%
1867 INDA ISHARES TR MSCI INDIA ETF 1,245.0 $67K 0.00% NEW $54.05 -10.0%
1868 TRUP TRUPANION INC COM Financial Services 1,786.0 $67K 0.00% NEW $37.37 -41.1%
1869 QTWO Q2 HLDGS INC COM Technology 924.0 $67K 0.00% NEW $72.16 -36.3%
1870 PPA INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN 425.0 $67K 0.00% NEW $156.63 +10.3%
1871 SMC CORP JAPAN SPONSORED ADR 3,854.0 $67K 0.00% NEW $17.26
1872 GIL GILDAN ACTIVEWEAR INC COM Consumer Cyclical 1,064.0 $66K 0.00% NEW $62.46 -5.1%
1873 QDF FLEXSHARES TR QUALT DIVD IDX 822.0 $66K 0.00% NEW $80.81 +10.5%
1874 INBK FIRST INTERNET BANCORP COM Financial Services 3,181.0 $66K 0.00% NEW $20.87 +15.1%
1875 UEC URANIUM ENERGY CORP COM Energy 5,683.0 $66K 0.00% NEW $11.68 +15.6%
1876 GALP ENERGIA SGPS SA UNSPONSORED ADR 7,890.0 $66K 0.00% NEW $8.41
1877 PUBLICIS GROUPE SA SPONSORED ADR 2,561.0 $66K 0.00% NEW $25.88
1878 KAO CORP UNSPONSORD ADS 8,354.0 $66K 0.00% NEW $7.93
1879 ASHTEAD GROUP PLC SPONRD ADS 936.0 $66K 0.00% NEW $70.74
1880 FND FLOOR DECOR HLDGS INC CL A Consumer Cyclical 1,087.0 $66K 0.00% NEW $60.89 -19.9%
Page 94 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%