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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 114 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 ORKLA ASA SPONSORED ADR A 5,012.0 $53K 0.00% -2K -30.6% $10.54
2262 LLYVA LIBERTY LIVE HOLDINGS INC COM SER A 521.0 $53K 0.00% +38.0 +7.9% $101.26
2263 ATRO ASTRONICS CORP COM Industrials 648.0 $53K 0.00% +26.0 +4.2% $81.26 -8.5%
2264 ABM ABM INDS INC COM Industrials 1,189.0 $53K 0.00% +89.0 +8.1% $44.24 +4.9%
2265 PKE PARK AEROSPACE CORP COM Industrials 1,375.0 $52K 0.00% +117.0 +9.3% $38.16 -15.6%
2266 FNDA SCHWAB STRATEGIC TR FUNDAMENTAL US S 1,375.0 $52K 0.00% +649.0 +89.4% $38.06 -1.6%
2267 ORIENTAL LAND CO LTD ADR 3,419.0 $52K 0.00% +664.0 +24.1% $15.28
2268 KERRY GROUP PLC SPONSORED ADR 567.0 $52K 0.00% +131.0 +30.1% $92.03
2269 VIR VIR BIOTECHNOLOGY INC COM Healthcare 5,120.0 $52K 0.00% +152.0 +3.1% $10.19 +6.4%
2270 KYMR KYMERA THERAPEUTICS INC COM Healthcare 454.0 $52K 0.00% +98.0 +27.5% $114.67 +10.3%
2271 CGON CG ONCOLOGY INC COM Healthcare 731.0 $52K 0.00% +70.0 +10.6% $71.05 +11.0%
2272 SLP SIMULATIONS PLUS INC COM Healthcare 2,831.0 $52K 0.00% +585.0 +26.1% $18.31 +0.5%
2273 ESTC ELASTIC N V ORD SHS Technology 908.0 $52K 0.00% +56.0 +6.6% $57.02 +39.6%
2274 DHC DIVERSIFIED HEALTHCARE TR COM SH BEN INT Real Estate 5,560.0 $52K 0.00% +112.0 +2.1% $9.30 -13.5%
2275 GRUPO FINANCIERO BANORTE S A B ADR 980.0 $52K 0.00% -239.0 -19.6% $52.69
2276 FMC FMC CORP COM NEW Basic Materials 4,481.0 $52K 0.00% +468.0 +11.7% $11.50 -3.7%
2277 FDD FIRST TR EXCHANGE TRADED FD II COMMON SHS 2,775.0 $51K 0.00% $18.55 +11.0%
2278 BLX BLADEX INC SHS E Financial Services 836.0 $51K 0.00% -15.0 -1.8% $61.47 -11.6%
2279 VDE VANGUARD WORLD FD ENERGY ETF 342.0 $51K 0.00% $150.13 +17.3%
2280 BAYERISCHE MOTOREN WERKE A G UNSPONSORED ADR 2,356.0 $51K 0.00% -4K -61.2% $21.75
Page 114 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%