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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 144 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 HENSOLDT AG UNSPONSORED ADS 2,483.0 $19K 0.00% NEW $7.70
2862 FWRD FORWARD AIR CORP COM Industrials 1,412.0 $19K 0.00% -1K -50.0% $13.51 +34.0%
2863 DCH DAUCH CORP COM Industrials 3,510.0 $19K 0.00% +604.0 +20.8% $5.42 +26.9%
2864 IVA INVENTIVA SA ADS Healthcare 5,020.0 $19K 0.00% +505.0 +11.2% $3.78 +23.8%
2865 PLPC PREFORMED LINE PRODS CO COM Industrials 46.0 $19K 0.00% $410.57 +4.6%
2866 FBYD FALCONS BEYOND GLOBAL INC COM CL A Industrials 1,053.0 $19K 0.00% -183.0 -14.8% $17.92 -40.6%
2867 CVLG COVENANT LOGISTICS GROUP INC CL A Industrials 427.0 $19K 0.00% +34.0 +8.7% $44.18 -20.3%
2868 FIGR FIGURE TECHNOLOGY SOLUTIO COM CL A Financial Services 611.0 $19K 0.00% +93.0 +17.9% $30.71 +27.3%
2869 LBRDK LIBERTY BROADBAND CORP COM SER C Communication Services 563.0 $19K 0.00% -50.0 -8.2% $33.26 +8.3%
2870 CCC CCC INTELLIGENT SOLUTIONS HLD COM Technology 3,623.0 $19K 0.00% -5K -58.4% $5.16 +44.6%
2871 STVN STEVANATO GROUP S P A ORD SHS Healthcare 1,034.0 $19K 0.00% NEW $18.07 +25.1%
2872 RMR RMR GROUP INC CL A Real Estate 910.0 $19K 0.00% +65.0 +7.7% $20.53 -2.6%
2873 FXD FIRST TR EXCHANGE TRADED FD II CONSUMR DISCRE 269.0 $19K 0.00% $69.17 +1.2%
2874 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 259.0 $19K 0.00% -44.0 -14.5% $71.49 -7.0%
2875 ACWV ISHARES INC MSCI GBL MIN VOL 154.0 $19K 0.00% $120.23 +5.8%
2876 NFBK NORTHFIELD BANCORP INC DEL COM Financial Services 1,252.0 $18K 0.00% +33.0 +2.7% $14.73 +3.9%
2877 AHRT AH RLTY TR INC COM Financial Services 2,603.0 $18K 0.00% -2K -48.9% $7.08 -5.8%
2878 BBJP J P MORGAN EXCHANGE TRADED FD BETABULDRS 244.0 $18K 0.00% $75.31 +2.1%
2879 CTRI CENTURI HOLDINGS INC COM SHS Utilities 607.0 $18K 0.00% -6.0 -1.0% $30.24 -29.4%
2880 EE EXCELERATE ENERGY INC CL A COM Utilities 482.0 $18K 0.00% +36.0 +8.1% $37.99 +3.6%
Page 144 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%