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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 135 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 CGSD CAPITAL GRP FIXED INCM ETF TR SHORT DURATION 1,043.0 $27K 0.00% NEW $25.73 -0.0%
2682 MD PEDIATRIX MEDICAL GROUP INC COM Healthcare 1,058.0 $27K 0.00% +42.0 +4.1% $25.33 +4.9%
2683 BSJS INVESCO EXCH TRD SLF IDX FD TR INVSCO 28 HYCORP 1,232.0 $27K 0.00% $21.75 +0.5%
2684 FRESENIUS SE CO KGAA SPONSORED ADR 2,340.0 $27K 0.00% -2K -49.9% $11.43
2685 CTOS CUSTOM TRUCK ONE SOURCE INC COM CL A Industrials 2,255.0 $27K 0.00% +314.0 +16.2% $11.81 -17.3%
2686 ARQT ARCUTIS BIOTHERAPEUTICS INC COM Healthcare 1,014.0 $27K 0.00% -81.0 -7.4% $26.22 -4.3%
2687 IHI CORP UNSPONSORED ADR 1,593.0 $27K 0.00% NEW $16.69
2688 RUSHB RUSH ENTERPRISES INC CL B 347.0 $27K 0.00% +54.0 +18.4% $76.50
2689 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 889.0 $26K 0.00% +87.0 +10.8% $29.74 -13.2%
2690 ORSTED A S UNSPONSORED ADR 3,553.0 $26K 0.00% +463.0 +15.0% $7.44
2691 WRBY WARBY PARKER INC CL A COM Healthcare 871.0 $26K 0.00% +182.0 +26.4% $30.34 -9.6%
2692 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 941.0 $26K 0.00% +38.0 +4.2% $27.92 -0.6%
2693 SD SANDRIDGE ENERGY INC COM NEW Energy 1,914.0 $26K 0.00% -1K -38.1% $13.70 +4.8%
2694 FDRR FIDELITY COVINGTON TRUST DIVID ETF RISI 403.0 $26K 0.00% $64.88 +7.0%
2695 SSTK SHUTTERSTOCK INC COM Communication Services 1,870.0 $26K 0.00% +12.0 +0.7% $13.95 -61.9%
2696 RY ROYAL BK CDA COM Financial Services 126.0 $26K 0.00% $206.97 -0.8%
2697 LIND LINDBLAD EXPEDITIONS HLDGS INC COM Consumer Cyclical 923.0 $26K 0.00% -27.0 -2.8% $28.24 +10.1%
2698 BSCT INVESCO EXCH TRD SLF IDX FD TR BULETSHS 2029 1,403.0 $26K 0.00% $18.58 -0.1%
2699 VVX V2X INC COM Industrials 349.0 $26K 0.00% +116.0 +49.8% $74.56 +5.3%
2700 PTON PELOTON INTERACTIVE INC CL A COM Consumer Cyclical 4,399.0 $26K 0.00% +3K +232.0% $5.91 -8.5%
Page 135 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%