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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 15 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ROP ROPER TECHNOLOGIES INC COM Industrials 4,395.0 $1.5M 0.06% +2K +81.7% $338.40 +21.3%
282 TOKYO ELECTRON LTD UNSPON ADR 6,113.0 $1.5M 0.06% +612.0 +11.1% $243.01
283 VTR VENTAS INC COM Real Estate 16,698.0 $1.5M 0.06% +769.0 +4.8% $88.80 +4.4%
284 DTE DTE ENERGY CO COM Utilities 9,726.0 $1.5M 0.06% +1K +13.2% $152.37 -9.3%
285 NTRS NORTHERN TR CORP COM Financial Services 8,479.0 $1.5M 0.06% +798.0 +10.4% $173.84 +5.0%
286 NI NISOURCE INC COM Utilities 30,965.0 $1.5M 0.06% +2K +8.5% $47.55 -12.4%
287 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 4,095.0 $1.5M 0.06% +674.0 +19.7% $359.00 -1.5%
288 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 7,763.0 $1.5M 0.05% +396.0 +5.4% $188.34 -23.6%
289 ABNB AIRBNB INC COM CL A Consumer Cyclical 10,165.0 $1.5M 0.05% +2K +17.8% $143.10 +29.3%
290 NDAQ NASDAQ INC COM Financial Services 18,367.0 $1.4M 0.05% -778.0 -4.1% $78.82 +23.8%
291 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 32,091.0 $1.4M 0.05% +4K +14.0% $45.11 +17.2%
292 TEL TE CONNECTIVITY PLC ORD SHS Technology 7,161.0 $1.4M 0.05% +125.0 +1.8% $201.62 -0.5%
293 SYF SYNCHRONY FINANCIAL COM Financial Services 18,981.0 $1.4M 0.05% +2K +11.2% $76.05 +0.9%
294 MKSI MKS INC COM Technology 3,231.0 $1.4M 0.05% +174.0 +5.7% $444.80 -36.6%
295 PKG PACKAGING CORP AMER COM Consumer Cyclical 6,003.0 $1.4M 0.05% +517.0 +9.4% $238.28 +4.7%
296 LH LABCORP HOLDINGS INC COM SHS Healthcare 5,084.0 $1.4M 0.05% -105.0 -2.0% $280.00 +18.9%
297 AZN ASTRAZENECA PLC ORD Healthcare 7,491.0 $1.4M 0.05% -147.0 -1.9% $189.62 -13.3%
298 NUE NUCOR CORP COM Basic Materials 6,367.0 $1.4M 0.05% +1K +23.4% $222.75 +8.0%
299 MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS Financial Services 71,040.0 $1.4M 0.05% +10K +16.0% $19.89 +8.4%
300 BSX BOSTON SCIENTIFIC CORP COM Healthcare 32,958.0 $1.4M 0.05% +8K +30.0% $42.68 +15.7%
Page 15 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%