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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 5 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SEIC SEI INVTS CO COM Financial Services 7,179.0 $630K 0.02% -209.0 -2.8% $87.71 +20.2%
82 TECH BIO TECHNE CORP COM Healthcare 8,769.0 $620K 0.02% -1K -12.9% $70.65 +2.5%
83 PHM PULTE GROUP INC COM Consumer Cyclical 4,505.0 $618K 0.02% -269.0 -5.6% $137.21 -6.4%
84 J JACOBS SOLUTIONS INC COM Industrials 4,872.0 $614K 0.02% -302.0 -5.8% $126.00 +14.0%
85 OMC OMNICOM GROUP INC COM Communication Services 8,296.0 $604K 0.02% -900.0 -9.8% $72.83 +17.3%
86 IVW ISHARES TR S P 500 GRWT ETF 4,294.0 $591K 0.02% -120.0 -2.7% $137.53 +2.9%
87 STE STERIS PLC SHS USD Healthcare 2,775.0 $584K 0.02% -169.0 -5.7% $210.57 +9.1%
88 HAS HASBRO INC COM Consumer Cyclical 7,057.0 $583K 0.02% -520.0 -6.9% $82.59 +15.1%
89 IDCC INTERDIGITAL INC COM Technology 2,043.0 $578K 0.02% -164.0 -7.4% $283.13 +23.0%
90 PYPL PAYPAL HLDGS INC COM Financial Services 13,285.0 $574K 0.02% -6K -30.8% $43.18 +40.0%
91 RMBS RAMBUS INC DEL COM Technology 4,139.0 $549K 0.02% -684.0 -14.2% $132.74 -24.2%
92 ACLS AXCELIS TECHNOLOGIES INC COM NEW Technology 2,887.0 $547K 0.02% -38.0 -1.3% $189.45 -23.9%
93 FOXA FOX CORP CL A COM Communication Services 10,346.0 $540K 0.02% -1K -12.4% $52.16 +32.6%
94 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 2,062.0 $539K 0.02% -587.0 -22.2% $261.37 +24.8%
95 WDAY WORKDAY INC CL A Technology 4,356.0 $533K 0.02% -173.0 -3.8% $122.42 +56.2%
96 KMX CARMAX INC COM Consumer Cyclical 9,860.0 $521K 0.02% -2K -15.1% $52.89 +10.7%
97 NCLH NORWEGIAN CRUISE LINE HLDGS LT SHS Consumer Cyclical 24,273.0 $512K 0.02% -4K -12.6% $21.11 -13.9%
98 FVD FIRST TR EXCHANGE TRADED FD SHS 10,443.0 $503K 0.02% -277.0 -2.6% $48.18 +4.8%
99 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 15,669.0 $495K 0.02% -1K -7.0% $31.61 +9.7%
100 IYW ISHARES TR U S TECH ETF 1,896.0 $478K 0.02% -133.0 -6.5% $252.23 +1.0%
Page 5 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%