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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.7B AUM 4,173 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 196 New 2321 Added 1084 Reduced 133 Exited
Page 36 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 DGICA DONEGAL GROUP INC CL A Financial Services 787.0 $15K 0.00% -50.0 -6.0% $18.86 -1.5%
702 MLR MILLER INDS INC TENN COM NEW Consumer Cyclical 290.0 $15K 0.00% -3.0 -1.0% $51.15 +9.9%
703 EVER EVERQUOTE INC COM CL A Communication Services 622.0 $15K 0.00% -38.0 -5.8% $23.79 +6.9%
704 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 769.0 $15K 0.00% -66.0 -7.9% $19.12 +11.1%
705 WGS GENEDX HOLDINGS CORP COM CL A Healthcare 214.0 $15K 0.00% -66.0 -23.6% $68.65 +21.4%
706 OCUL OCULAR THERAPEUTIX INC COM Healthcare 1,483.0 $15K 0.00% -616.0 -29.4% $9.82 +16.5%
707 HROW HARROW INC COM Healthcare 342.0 $15K 0.00% -35.0 -9.3% $42.47 -0.3%
708 USHY ISHARES TR BROAD USD HIGH 392.0 $15K 0.00% -12.0 -3.0% $37.02 -0.6%
709 EVAX EVAXION AS SPONSORED ADS Healthcare 4,612.0 $14K 0.00% -586.0 -11.3% $3.10 +4.7%
710 DOLE DOLE PLC ORD SHS Consumer Defensive 1,039.0 $14K 0.00% -401.0 -27.9% $13.72 -2.0%
711 DAKT DAKTRONICS INC COM Technology 727.0 $14K 0.00% -20.0 -2.7% $19.56 -1.7%
712 TCBK TRICO BANCSHARES COM Financial Services 262.0 $14K 0.00% -292.0 -52.7% $53.85 +3.0%
713 JBS N V CL A SHS 1,186.0 $14K 0.00% -111.0 -8.6% $11.85
714 GHM GRAHAM CORP COM Industrials 113.0 $14K 0.00% -7.0 -5.8% $123.79 -18.2%
715 BORR DRILLING LTD SHS 3,348.0 $14K 0.00% -2K -41.0% $4.13
716 WTBA WEST BANCORPORATION INC CAP STK Financial Services 519.0 $14K 0.00% -29.0 -5.3% $26.53 +5.4%
717 BANCO DO BRASIL S A SPONSORED ADR 3,512.0 $14K 0.00% -3K -43.6% $3.92
718 HBT HBT FINL INC COM Financial Services 428.0 $14K 0.00% -14.0 -3.2% $31.99 +10.1%
719 BRSP BRIGHTSPIRE CAPITAL INC COM CL A Real Estate 2,506.0 $14K 0.00% -417.0 -14.3% $5.45 -11.8%
720 CERIBELL INC COM 702.0 $14K 0.00% -16.0 -2.2% $19.45
Page 36 of 55  ·  1,084 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%