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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 125 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 HDUS LATTICE STRATEGIES TR HART DI EQUI ETF 540.0 $38K 0.00% $71.11 +3.7%
2482 AIRR FIRST TR EXCHANGE TRADED FD VI RBA INDL ETF 288.0 $38K 0.00% $133.25 -15.7%
2483 NN NEXTNAV INC COMMON STOCK Communication Services 2,147.0 $38K 0.00% +123.0 +6.1% $17.83 -11.4%
2484 QDEL QUIDELORTHO CORP COM Healthcare 2,185.0 $38K 0.00% +882.0 +67.7% $17.51 -17.3%
2485 UPWK UPWORK INC COM Industrials 4,575.0 $38K 0.00% +1K +43.7% $8.36 +2.5%
2486 CACC CREDIT ACCEP CORP MICH COM Financial Services 60.0 $38K 0.00% +11.0 +22.4% $636.73 -5.3%
2487 LNN LINDSAY CORP COM Industrials 308.0 $38K 0.00% -83.0 -21.2% $123.80 -6.1%
2488 CNXN PC CONNECTION INC COM Technology 522.0 $38K 0.00% +17.0 +3.4% $72.99 +5.1%
2489 GLDM WORLD GOLD TR SPDR GLD MINIS Financial Services 476.0 $38K 0.00% $79.42 +15.9%
2490 GHC GRAHAM HLDGS CO COM CL B Consumer Defensive 33.0 $38K 0.00% +3.0 +10.0% $1141.42 +3.0%
2491 ARKEMA SPON ADR 600.0 $38K 0.00% -14.0 -2.3% $62.75
2492 OPCH OPTION CARE HEALTH INC COM NEW Healthcare 1,794.0 $38K 0.00% -3K -61.0% $20.97 +12.9%
2493 INFORMA PLC SPONSORED ADR NE 1,564.0 $38K 0.00% +907.0 +138.1% $24.05
2494 CNQ CANADIAN NAT RES LTD MED TERM COM Energy 951.0 $38K 0.00% +7.0 +0.7% $39.50 +28.4%
2495 SEPN SEPTERNA INC COM Healthcare 1,119.0 $37K 0.00% +9.0 +0.8% $33.49 +21.0%
2496 OCFC OCEANFIRST FINL CORP COM Financial Services 1,918.0 $37K 0.00% +1K +174.8% $19.53 -3.0%
2497 JAPAN POST BK CO LTD ADR 1,970.0 $37K 0.00% NEW $18.99
2498 DK DELEK US HLDGS INC NEW COM Energy 732.0 $37K 0.00% +32.0 +4.6% $50.81 +34.0%
2499 NBTX NANOBIOTIX SPONSORED ADS Healthcare 985.0 $37K 0.00% +157.0 +19.0% $37.70 +5.2%
2500 CRESUD S A C I F Y A SPONSORED ADR 3,310.0 $37K 0.00% -400.0 -10.8% $11.21
Page 125 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%