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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 39 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 BFC BANK FIRST CORP COM Financial Services 70.0 $10K -9.0 -11.4% $148.36 +2.2%
762 ACHR ARCHER AVIATION INC COM CL A Industrials 2,168.0 $10K -211.0 -8.9% $4.73 +29.6%
763 ADSE ADS TEC ENERGY PLC SHS Industrials 802.0 $10K -355.0 -30.7% $12.75 -8.8%
764 DJCO DAILY JOURNAL CORP COM Technology 17.0 $10K -6.0 -26.1% $601.18 +0.3%
765 APPN APPIAN CORP CL A Technology 444.0 $10K -279.0 -38.6% $22.90 +63.3%
766 IRWD IRONWOOD PHARMACEUTICALS INC COM CL A Healthcare 2,382.0 $10K -29.0 -1.2% $4.21 -0.5%
767 TECX TECTONIC THERAPEUTIC INC COM Healthcare 290.0 $10K -40.0 -12.1% $34.38 +5.2%
768 OMAB GRUPO AEROPORTUARIO DEL CENTRO SPON ADR Industrials 88.0 $10K -30.0 -25.4% $113.09 -10.4%
769 IPI INTREPID POTASH INC COM Basic Materials 302.0 $10K -57.0 -15.9% $32.78 +16.1%
770 ALG ALAMO GROUP INC COM Industrials 60.0 $10K -31.0 -34.1% $164.48 -0.9%
771 MGPI MGP INGREDIENTS INC NEW COM Consumer Defensive 562.0 $10K -85.0 -13.1% $17.52 +0.3%
772 HPK HIGHPEAK ENERGY INC COM Energy 1,395.0 $10K -33.0 -2.3% $6.99 +20.6%
773 CAI CARIS LIFE SCIENCES INC COM Healthcare 542.0 $10K -74.0 -12.0% $17.82 +37.1%
774 SEIKO EPSON CORP ADR 1,159.0 $10K -30.0 -2.5% $8.31
775 IVR INVESCO MORTGAGE CAPITAL INC COM Real Estate 1,218.0 $10K -358.0 -22.7% $7.90 -4.5%
776 ITV PLC ADR 886.0 $10K -331.0 -27.2% $10.79
777 WEBULL CORP ORD SHS 1,455.0 $9K -141.0 -8.8% $6.52
778 COUR COURSERA INC COM Consumer Defensive 1,676.0 $9K -2K -51.0% $5.64 +2.7%
779 KOS KOSMOS ENERGY LTD COM Energy 4,472.0 $9K -471.0 -9.5% $2.11 +40.0%
780 NBBK NB BANCORP INC COM Financial Services 444.0 $9K -109.0 -19.7% $21.13 +3.3%
Page 39 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%