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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 105 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 NHC NATIONAL HEALTHCARE CORP COM Healthcare 368.0 $59K 0.00% +48.0 +15.0% $159.70 +38.0%
2082 ADAMM ADAMAS TRUST INC COM Financial Services 7,967.0 $59K 0.00% -351.0 -4.2% $7.36 +241.7%
2083 FLMI FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 2,365.0 $59K 0.00% -5K -67.4% $24.79 -0.1%
2084 ELVR ELEVRA LITHIUM LTD SPONSORED ADS Basic Materials 995.0 $59K 0.00% $58.90 -3.0%
2085 VC VISTEON CORP COM NEW Consumer Cyclical 643.0 $59K 0.00% -26.0 -3.9% $91.11 +13.6%
2086 COVESTRO AG SPONSORED ADR 1,729.0 $59K 0.00% -99.0 -5.4% $33.88
2087 SCSC SCANSOURCE INC COM Technology 1,613.0 $59K 0.00% -228.0 -12.4% $36.30 +49.9%
2088 RITM RITHM CAPITAL CORP COM NEW Real Estate 6,174.0 $59K 0.00% -608.0 -9.0% $9.48 -3.5%
2089 RNST RENASANT CORP COM Financial Services 1,616.0 $58K 0.00% +270.0 +20.1% $36.13 +19.9%
2090 INDA ISHARES TR MSCI INDIA ETF 1,245.0 $58K 0.00% $46.84 +3.0%
2091 VIKING HOLDINGS LTD ORD SHS 793.0 $58K 0.00% +248.0 +45.5% $73.48
2092 WS WORTHINGTON STL INC COM SHS Basic Materials 1,914.0 $58K 0.00% +247.0 +14.8% $30.35 +17.5%
2093 AZZ AZZ INC COM Industrials 464.0 $58K 0.00% +60.0 +14.8% $125.13 +20.0%
2094 CENT CENTRAL GARDEN PET CO COM Consumer Defensive 1,578.0 $58K 0.00% +1K +533.7% $36.77 +18.7%
2095 OI OI GLASS INC COM Consumer Cyclical 5,497.0 $58K 0.00% +2K +59.7% $10.51 -13.4%
2096 TROX TRONOX HOLDINGS PLC SHS Basic Materials 5,896.0 $58K 0.00% +839.0 +16.6% $9.77 -32.4%
2097 WSBC WESBANCO INC COM Financial Services 1,669.0 $58K 0.00% +556.0 +50.0% $34.49 +18.5%
2098 ACAD ACADIA PHARMACEUTICALS INC COM Healthcare 2,583.0 $57K 0.00% -826.0 -24.2% $22.26 +12.3%
2099 HTLD HEARTLAND EXPRESS INC COM Industrials 5,526.0 $57K 0.00% +4K +303.9% $10.40 +46.6%
2100 LZ LEGALZOOM COM INC COM Industrials 10,134.0 $57K 0.00% +9K +848.9% $5.67 +24.1%
Page 105 of 206  ·  4,110 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 29.9%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.8%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%