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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 149 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2961 GSBC GREAT SOUTHN BANCORP INC COM Financial Services 205.0 $16K 0.00% +5.0 +2.5% $78.41 +0.9%
2962 BB SEGURIDADE PARTICIPACOES SA SPONSORED ADR 2,115.0 $16K 0.00% +881.0 +71.4% $7.60
2963 BLSH BULLISH ORD SHS Technology 686.0 $16K 0.00% -53.0 -7.2% $23.43 +29.8%
2964 DRVN DRIVEN BRANDS HLDGS INC COM Consumer Cyclical 1,144.0 $16K 0.00% +381.0 +49.9% $13.94 -5.5%
2965 DSP VIANT TECHNOLOGY INC COM CL A Technology 1,252.0 $16K 0.00% -439.0 -26.0% $12.66 -1.7%
2966 ATLC ATLANTICUS HOLDINGS CORP COM Financial Services 155.0 $16K 0.00% +2.0 +1.3% $102.25 -6.0%
2967 MOO VANECK ETF TRUST AGRIBUSINESS ETF 200.0 $16K 0.00% $79.20 +7.6%
2968 GIC GLOBAL INDUSTRIAL COMPANY COM Industrials 473.0 $16K 0.00% -42.0 -8.2% $33.46 +17.9%
2969 VTIP VANGUARD MALVERN FDS STRM INFPROIDX 314.0 $16K 0.00% $50.23 -0.9%
2970 NRIX NURIX THERAPEUTICS INC COM Healthcare 650.0 $16K 0.00% +74.0 +12.8% $24.26 +10.1%
2971 BAND BANDWIDTH INC COM CL A Technology 249.0 $16K 0.00% +5.0 +2.0% $63.30 -24.9%
2972 ARRY ARRAY TECHNOLOGIES INC COM SHS Energy 2,117.0 $16K 0.00% -298.0 -12.3% $7.41 -36.7%
2973 FSBC FIVE STAR BANCORP COM Financial Services 322.0 $16K 0.00% -85.0 -20.9% $48.69 -7.3%
2974 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 442.0 $16K 0.00% +90.0 +25.6% $35.40 -7.7%
2975 NATIONAL BANK OF GREECE UNSPONSRED ADS 880.0 $16K 0.00% NEW $17.74
2976 UTMD UTAH MED PRODS INC COM Healthcare 225.0 $16K 0.00% +88.0 +64.2% $68.98 +3.7%
2977 OIS OIL STS INTL INC COM Energy 1,935.0 $15K 0.00% -629.0 -24.5% $8.01 +8.0%
2978 RCKY ROCKY BRANDS INC COM Consumer Cyclical 375.0 $15K 0.00% -11.0 -2.9% $41.24 +13.5%
2979 MADISON SQUARE GARDEN ENTMT COM CL A 191.0 $15K 0.00% +5.0 +2.7% $80.89
2980 SOUNDTHINKING INC COM 1,702.0 $15K 0.00% +202.0 +13.5% $9.05
Page 149 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%