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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 6 of 55  ·  1,084 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 2,831.0 $477K 0.02% -1K -29.4% $168.42 +12.3%
102 JKHY HENRY JACK ASSOC INC COM Technology 3,459.0 $476K 0.02% -768.0 -18.2% $137.74 +8.8%
103 MAA MID AMER APT CMNTYS INC COM Real Estate 3,410.0 $474K 0.02% -51.0 -1.5% $138.94 -5.6%
104 BBY BEST BUY INC COM Consumer Cyclical 6,239.0 $473K 0.02% -1K -16.0% $75.88 +12.6%
105 PNW PINNACLE WEST CAP CORP COM Utilities 4,394.0 $470K 0.02% -44.0 -1.0% $107.00 -6.2%
106 DEUTSCHE TELEKOM AG SPONSORED ADS 16,901.0 $461K 0.02% -2K -9.3% $27.28
107 DECK DECKERS OUTDOOR CORP COM Consumer Cyclical 4,545.0 $451K 0.02% -514.0 -10.2% $99.29 -9.2%
108 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 3,236.0 $450K 0.02% -622.0 -16.1% $139.09 -6.1%
109 XYL XYLEM INC COM Industrials 3,793.0 $448K 0.02% -1K -21.5% $118.21 -0.6%
110 BALL BALL CORP COM Consumer Cyclical 7,132.0 $445K 0.02% -360.0 -4.8% $62.40 -2.0%
111 COIN COINBASE GLOBAL INC COM CL A Financial Services 2,991.0 $437K 0.02% -2K -35.9% $146.19 +3.0%
112 CLX CLOROX CO DEL COM Consumer Defensive 4,531.0 $432K 0.02% -117.0 -2.5% $95.44 +11.0%
113 PODD INSULET CORP COM Healthcare 2,813.0 $428K 0.02% -110.0 -3.8% $152.25 -8.2%
114 DOW DOW HLDGS INC COM Basic Materials 15,638.0 $428K 0.02% -5K -25.8% $27.36 +14.5%
115 MUNICH RE GROUP UNSPONSORED ADR 38,087.0 $427K 0.02% -2K -3.9% $11.20
116 FOX FOX CORP CL B COM Communication Services 9,096.0 $426K 0.02% -3K -22.5% $46.84 +31.3%
117 EXPAND ENERGY CORPORATION COM 4,667.0 $426K 0.02% -1K -17.7% $91.19
118 FTDR FRONTDOOR INC COM Consumer Cyclical 5,481.0 $425K 0.02% -140.0 -2.5% $77.59 +7.9%
119 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,252.0 $421K 0.02% -345.0 -13.3% $187.08 +41.4%
120 UFOX ETF SER SOLUTIONS DEFIANCE SPACE A 4,433.0 $421K 0.02% -207.0 -4.5% $95.04 -7.1%
Page 6 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%