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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 143 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2841 UAA UNDER ARMOUR INC CL A Consumer Cyclical 3,086.0 $20K 0.00% -535.0 -14.8% $6.39 -15.7%
2842 MLAB MESA LABS INC COM Technology 198.0 $20K 0.00% $99.55 +25.3%
2843 BIDVEST GROUP LTD SPONSORED ADR 08 663.0 $20K 0.00% $29.65
2844 BANCA MONTE DEI PASCHI SP UNSPONSORED ADS 1,567.0 $20K 0.00% NEW $12.54
2845 MTW MANITOWOC CO INC COM NEW Industrials 1,414.0 $20K 0.00% -72.0 -4.8% $13.89 +41.7%
2846 IONR IONEER LTD SPONSORED ADS Basic Materials 4,531.0 $20K 0.00% +2K +120.5% $4.33 -24.0%
2847 LUXEXPERIENCE BV SPONSORED ADS 2,633.0 $20K 0.00% -1K -34.8% $7.43
2848 MAGS LISTED FDS TR ROUN MA SEVE ETF 304.0 $20K 0.00% NEW $64.30 +4.6%
2849 SHLS SHOALS TECHNOLOGIES GROUP INC CL A Energy 1,971.0 $20K 0.00% -284.0 -12.6% $9.90 -28.3%
2850 MECHANICS BANCORP CL A 1,224.0 $19K 0.00% $15.90
2851 REFI CHICAGO ATLANTIC REAL ESTATE F COM Real Estate 1,808.0 $19K 0.00% +954.0 +111.7% $10.72 +0.6%
2852 ABSI ABSCI CORPORATION COM Healthcare 1,671.0 $19K 0.00% +124.0 +8.0% $11.59 -17.6%
2853 DIN DINE BRANDS GLOBAL INC COM Consumer Cyclical 539.0 $19K 0.00% -70.0 -11.5% $35.90 -0.2%
2854 FDLO FIDELITY COVINGTON TRUST LOW VOLITY ETF 283.0 $19K 0.00% +15.0 +5.6% $68.34 +6.3%
2855 TK TEEKAY CORPORATION LTD SHS Energy 1,933.0 $19K 0.00% -35.0 -1.8% $10.00 +32.4%
2856 THE BALDWIN INSURANCE GRP INC COM CL A 727.0 $19K 0.00% -162.0 -18.2% $26.58
2857 AROW ARROW FINL CORP COM Financial Services 471.0 $19K 0.00% +6.0 +1.3% $40.99 -6.1%
2858 NRIM NORTHRIM BANCORP INC COM Financial Services 695.0 $19K 0.00% $27.74 -7.0%
2859 RHLD RESOLUTE HLDGS MGMT INC COM Industrials 133.0 $19K 0.00% -17.0 -11.3% $144.53 -11.7%
2860 MSBI MIDLAND STATES BANCORP INC COM Financial Services 616.0 $19K 0.00% $31.14 +5.5%
Page 143 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%