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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 145 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2881 CMT CORE MOLDING TECHNOLOGIES INC COM Basic Materials 775.0 $18K 0.00% +7.0 +0.9% $23.60 +10.8%
2882 MLKN MILLERKNOLL INC COM Consumer Cyclical 892.0 $18K 0.00% -1K -61.6% $20.46 +12.6%
2883 SAGP ADVISORS INNER CIRCLE FD III STRATEGAS GBL PO 514.0 $18K 0.00% +148.0 +40.4% $35.50 +7.4%
2884 PSCI INVESCO EXCHANGE TRADED FD TR S P SMLCP INDL 98.0 $18K 0.00% $186.06 -4.7%
2885 QQQJ INVESCO EXCHANGE TRADED FD TR 401.0 $18K 0.00% $45.44 +1.2%
2886 NEWT NEWTEKONE INC COM NEW Financial Services 1,230.0 $18K 0.00% +105.0 +9.3% $14.81 -15.4%
2887 BLMN BLOOMIN BRANDS INC COM Consumer Cyclical 1,990.0 $18K 0.00% $9.14 +27.2%
2888 GNTA GENENTA SCIENCE S P A SPONSORED ADS Healthcare 9,863.0 $18K 0.00% -4K -31.0% $1.84 -31.5%
2889 SARTORIUS AG UNSPONSRD ADS 346.0 $18K 0.00% NEW $52.41
2890 HYLS FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL 446.0 $18K 0.00% $40.65 -0.2%
2891 FCEL FUELCELL ENERGY INC COM NEW Industrials 501.0 $18K 0.00% +171.0 +51.8% $36.01 -45.7%
2892 AMRX AMNEAL PHARMACEUTICALS INC COM STK CL A Healthcare 1,036.0 $18K 0.00% +319.0 +44.5% $17.31 +3.5%
2893 MEI METHODE ELECTRS INC COM Technology 945.0 $18K 0.00% +196.0 +26.2% $18.97 -24.7%
2894 TTI TETRA TECHNOLOGIES INC DEL COM Energy 1,572.0 $18K 0.00% +62.0 +4.1% $11.33 -36.5%
2895 GUARDIAN METAL RES PLC SPONSORED ADS 1,271.0 $18K 0.00% NEW $14.01
2896 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 616.0 $18K 0.00% +241.0 +64.3% $28.88 -24.4%
2897 TEMENOS AG SPONSORED ADR 218.0 $18K 0.00% $81.49
2898 TARS TARSUS PHARMACEUTICALS INC COM Healthcare 282.0 $18K 0.00% -11.0 -3.8% $62.94 +15.5%
2899 FDMT 4D MOLECULAR THERAPEUTICS INC COM Healthcare 1,334.0 $18K 0.00% +147.0 +12.4% $13.30 +19.0%
2900 BGS B G FOODS INC COM Consumer Defensive 4,451.0 $18K 0.00% -3K -38.0% $3.98 -13.1%
Page 145 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%