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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 15 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HSBC HSBC HLDGS PLC SPON ADR NEW Financial Services 15,217.0 $1.3M 0.06% +1K +9.2% $82.49 +9.3%
282 VRSK VERISK ANALYTICS INC COM Industrials 6,599.0 $1.3M 0.06% +2K +41.4% $189.75 -9.6%
283 OXY OCCIDENTAL PETE CORP COM Energy 19,199.0 $1.2M 0.06% +3K +15.8% $65.00 -8.2%
284 FIVE FIVE BELOW INC COM Consumer Cyclical 5,458.0 $1.2M 0.06% +780.0 +16.7% $228.48 -4.4%
285 FTCS FIRST TR EXCHANGETRADED FD CAP STRENGTH ETF 13,411.0 $1.2M 0.06% +334.0 +2.5% $92.76 +0.9%
286 KVUE KENVUE INC COM Consumer Defensive 72,133.0 $1.2M 0.06% +20K +37.4% $17.24 -0.3%
287 BKR BAKER HUGHES COMPANY CL A Energy 20,236.0 $1.2M 0.06% +2K +8.8% $61.05 +7.2%
288 TDY TELEDYNE TECHNOLOGIES INC COM Technology 2,027.0 $1.2M 0.06% +823.0 +68.4% $605.01 +2.1%
289 MTB M T BK CORP COM Financial Services 5,921.0 $1.2M 0.06% +365.0 +6.6% $206.72 -0.2%
290 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 7,367.0 $1.2M 0.06% +334.0 +4.8% $166.07 +2.2%
291 CTRA COTERRA ENERGY INC COM Energy 34,796.0 $1.2M 0.06% +6K +22.5% $35.14 -7.3%
292 L LOEWS CORP COM Financial Services 11,443.0 $1.2M 0.06% +846.0 +8.0% $106.74 +1.2%
293 WAB WABTEC COM Industrials 4,880.0 $1.2M 0.06% +319.0 +7.0% $249.91 +4.1%
294 MCHP MICROCHIP TECHNOLOGY INC COM Technology 18,872.0 $1.2M 0.06% +1K +5.6% $64.61 +43.6%
295 SHEL SHELL PLC SPON ADS Energy 13,062.0 $1.2M 0.06% +2K +23.4% $93.00 -4.7%
296 ON ON SEMICONDUCTOR CORP COM Technology 19,523.0 $1.2M 0.06% +3K +15.3% $61.92 +76.7%
297 CFG CITIZENS FINL GROUP INC COM Financial Services 19,982.0 $1.2M 0.06% +1K +7.5% $59.97 +2.3%
298 HAL HALLIBURTON CO COM Energy 30,501.0 $1.2M 0.06% +5K +18.9% $38.99 +9.7%
299 HOLOGIC INC COM 15,695.0 $1.2M 0.06% +1K +8.2% $75.59
300 HII HUNTINGTON INGALLS INDS INC COM Industrials 3,097.0 $1.2M 0.06% +60.0 +2.0% $379.90 -13.3%
Page 15 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%