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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 138 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2741 AUMOVIO SE SPONSORED ADS 3,017.0 $24K 0.00% -228.0 -7.0% $7.98
2742 ATKR ATKORE INC COM Industrials 316.0 $24K 0.00% +32.0 +11.3% $76.04 +23.1%
2743 XLP SELECT SECTOR SPDR TR ST STR STAPL ETF 289.0 $24K 0.00% +131.0 +82.9% $83.07 +3.5%
2744 FET FORUM ENERGY TECHNOLOGIES INC COM Energy 477.0 $24K 0.00% +33.0 +7.4% $50.23 +54.1%
2745 TELE2 AB UNSPONSORED ADR 2,763.0 $24K 0.00% NEW $8.67
2746 LC HAPPEN INC COM NEW Financial Services 1,154.0 $24K 0.00% -39.0 -3.3% $20.74 -7.4%
2747 MOAT VANECK ETF TRUST MRNGSTR WDE MOAT 230.0 $24K 0.00% $103.96 +10.1%
2748 MTX MINERALS TECHNOLOGIES INC COM Basic Materials 322.0 $24K 0.00% +27.0 +9.2% $73.97 -3.9%
2749 FTS FORTIS INC COM Utilities 416.0 $24K 0.00% $57.23 -4.1%
2750 EFSC ENTERPRISE FINL SVCS CORP COM Financial Services 361.0 $24K 0.00% +235.0 +186.5% $65.88 -3.4%
2751 LOAR LOAR HOLDINGS INC COM SHS Industrials 294.0 $24K 0.00% -214.0 -42.1% $80.61 -7.0%
2752 OWL BLUE OWL CAPITAL INC COM CL A Financial Services 2,706.0 $24K 0.00% +601.0 +28.6% $8.75 +33.4%
2753 SINGAPORE AIRLINES LIMITED ADR NEW 1,988.0 $24K 0.00% +2K +986.3% $11.87
2754 MBIN MERCHANTS BANCORP IND COM Financial Services 471.0 $24K 0.00% +82.0 +21.1% $50.00 +9.4%
2755 CRODA INTL PLC UNSPONSORD ADR 1,171.0 $24K 0.00% -56.0 -4.6% $20.09
2756 BWB BRIDGEWATER BANCSHARES INC COM Financial Services 1,114.0 $23K 0.00% -73.0 -6.2% $21.04 +2.8%
2757 BCML BAYCOM CORP COM Financial Services 710.0 $23K 0.00% +37.0 +5.5% $32.90 -8.8%
2758 ACDC PROFRAC HLDG CORP CLASS A COM Energy 4,007.0 $23K 0.00% +287.0 +7.7% $5.81 -16.9%
2759 INTA INTAPP INC COM Technology 922.0 $23K 0.00% -657.0 -41.6% $25.21 +64.0%
2760 UUUU ENERGY FUELS INC COM NEW Energy 1,602.0 $23K 0.00% +80.0 +5.3% $14.50 +4.4%
Page 138 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%