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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 110 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 FLMI FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN 2,365.0 $60K 0.00% $25.17 -2.1%
2182 XNCR XENCOR INC COM Healthcare 3,697.0 $60K 0.00% -146.0 -3.8% $16.10 +82.0%
2183 NX QUANEX BLDG PRODS CORP COM Industrials 3,195.0 $59K 0.00% -188.0 -5.6% $18.62 +7.1%
2184 IUSV ISHARES TR CORE S P US VLU 538.0 $59K 0.00% +43.0 +8.7% $110.15 +4.4%
2185 FMAO FARMERS MERCHANTS BANCORP IN COM Financial Services 1,935.0 $59K 0.00% +93.0 +5.0% $30.58 +10.1%
2186 BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT Utilities 1,703.0 $59K 0.00% $34.73 -5.5%
2187 NEBIUS GROUP N V SHS CLASS A 214.0 $59K 0.00% +35.0 +19.6% $276.17
2188 TGS TRANSPORTADORA DE GAS DEL SUR SPONSORED ADS B Energy 1,986.0 $59K 0.00% -50.0 -2.5% $29.73 -4.4%
2189 SARTORIUS STEDIM BIOTECH AUBGN UNSPONSRD ADS 2,856.0 $59K 0.00% NEW $20.67
2190 LUNR INTUITIVE MACHINES INC CLASS A COM Industrials 2,754.0 $59K 0.00% +49.0 +1.8% $21.39 -22.4%
2191 JMST J P MORGAN EXCHANGE TRADED FD ULTRA SHT 1,155.0 $59K 0.00% $51.00 -0.1%
2192 SYRE SPYRE THERAPEUTICS INC COM NEW Healthcare 663.0 $59K 0.00% +140.0 +26.8% $88.78 +20.9%
2193 BEACON FINANCIAL CORP COM 1,933.0 $59K 0.00% +24.0 +1.3% $30.45
2194 BGC BGC GROUP INC CL A Financial Services 5,495.0 $59K 0.00% +620.0 +12.7% $10.69 +10.4%
2195 FLUTTER ENTMT PLC SHS 574.0 $59K 0.00% +85.0 +17.4% $102.17
2196 RUSHA RUSH ENTERPRISES INC CL A Consumer Cyclical 803.0 $59K 0.00% +117.0 +17.1% $72.99 +5.7%
2197 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 3,028.0 $59K 0.00% -35.0 -1.1% $19.32 -12.3%
2198 TRN TRINITY INDS INC COM Industrials 1,680.0 $58K 0.00% +238.0 +16.5% $34.58 -14.4%
2199 OLP ONE LIBERTY PPTYS INC COM Real Estate 2,377.0 $58K 0.00% +241.0 +11.3% $24.42 +0.6%
2200 AUR AURORA INNOVATION INC CLASS A COM Technology 8,501.0 $58K 0.00% +4K +79.7% $6.82 -15.4%
Page 110 of 209  ·  4,173 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%