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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 145 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 QQQJ INVESCO EXCHANGETRADED FD TR 401.0 $15K 0.00% $36.21 +17.7%
2882 WRBY WARBY PARKER INC CL A COM Healthcare 689.0 $15K 0.00% +68.0 +10.9% $21.07 +16.0%
2883 INN SUMMIT HOTEL PPTYS COM Real Estate 3,281.0 $15K 0.00% +2K +142.9% $4.42 +27.6%
2884 REPX RILEY EXPLORATION PERMIAN INC COM Energy 397.0 $14K 0.00% +31.0 +8.5% $36.45 +6.4%
2885 BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 300.0 $14K 0.00% NEW $48.05 -0.1%
2886 DGICA DONEGAL GROUP INC CL A Financial Services 837.0 $14K 0.00% -160.0 -16.1% $17.18 +2.2%
2887 UAMY UNITED STATES ANTIMONY CORP COM Basic Materials 1,634.0 $14K 0.00% +1K +701.0% $8.73 -4.6%
2888 ACNB ACNB CORP COM Financial Services 297.0 $14K 0.00% +16.0 +5.7% $47.87 +14.4%
2889 LIBERTY GLOBAL LTD COM CL A 1,175.0 $14K 0.00% +430.0 +57.7% $12.09
2890 ONEW ONEWATER MARINE INC CL A COM Consumer Cyclical 1,501.0 $14K 0.00% +1K +335.1% $9.45 +12.7%
2891 HY HYSTERYALE INC CL A Industrials 433.0 $14K 0.00% +165.0 +61.6% $32.51 +2.3%
2892 HRMY HARMONY BIOSCIENCES HLDGS INC COM Healthcare 501.0 $14K 0.00% -691.0 -58.0% $28.01 +8.9%
2893 MATIV HOLDINGS INC COM 1,599.0 $14K 0.00% -69.0 -4.1% $8.70
2894 AEBI SCHMIDT HLDG AG COM 1,431.0 $14K 0.00% +527.0 +58.3% $9.71
2895 SFL SFL CORPORATION LTD SHS Industrials 1,286.0 $14K 0.00% +233.0 +22.1% $10.79 +17.9%
2896 POWER CORP CDA COM 287.0 $14K 0.00% $48.07
2897 SUZ SUZANO S A SPON ADS Basic Materials 1,376.0 $14K 0.00% +359.0 +35.3% $10.01 -15.6%
2898 NRC NATIONAL RESH CORP COM NEW Healthcare 810.0 $14K 0.00% -204.0 -20.1% $16.98 +12.1%
2899 MSBI MIDLAND STATES BANCORP INC COM Financial Services 616.0 $14K 0.00% +135.0 +28.1% $22.31 +23.6%
2900 KOS KOSMOS ENERGY LTD COM Energy 4,943.0 $14K 0.00% +1K +38.1% $2.78 +12.2%
Page 145 of 206  ·  4,110 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%