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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 150 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2981 SUZ SUZANO S A SPON ADS Basic Materials 1,984.0 $15K 0.00% +608.0 +44.2% $7.76 +13.1%
2982 BARRY CALLEBAUT AG UNSPONSORD ADR 1,111.0 $15K 0.00% NEW $13.84
2983 ZGN ERMENEGILDO ZEGNA N V ORD SHS Consumer Cyclical 1,180.0 $15K 0.00% +165.0 +16.3% $13.02 +6.8%
2984 WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT Energy 351.0 $15K 0.00% -33.0 -8.6% $43.76 +10.5%
2985 SOITEC SA UNSPONSORED ADR 229.0 $15K 0.00% NEW $67.05
2986 IXUS ISHARES TR CORE MSCI TOTAL 160.0 $15K 0.00% -38.0 -19.2% $95.44 +2.6%
2987 FXZ FIRST TR EXCHANGE TRADED FD II MATERIALS ALPH 192.0 $15K 0.00% $79.44 +9.9%
2988 PCT PURECYCLE TECHNOLOGIES INC COM Industrials 1,879.0 $15K 0.00% +283.0 +17.7% $8.11 -16.2%
2989 CWI SPDR INDEX SHS FDS ST STR ACWI ETF 374.0 $15K 0.00% $40.67 +2.1%
2990 OSBC OLD SECOND BANCORP INC DEL COM Financial Services 650.0 $15K 0.00% +11.0 +1.7% $23.32 +8.6%
2991 CCBG CAPITAL CITY BANK COM Financial Services 306.0 $15K 0.00% +42.0 +15.9% $49.42 +3.9%
2992 AVBP ARRIVENT BIOPHARMA INC COM Healthcare 435.0 $15K 0.00% +76.0 +21.2% $34.74 -16.2%
2993 JANX JANUX THERAPEUTICS INC COM Healthcare 981.0 $15K 0.00% +253.0 +34.8% $15.36 +13.2%
2994 AMAL AMALGAMATED FINANCIAL CORP COM Financial Services 327.0 $15K 0.00% $45.90 +6.2%
2995 ANTERIS TECHNOLOGIES GLOBAL COM 1,523.0 $15K 0.00% -422.0 -21.7% $9.85
2996 VERX VERTEX INC CL A Technology 1,305.0 $15K 0.00% -532.0 -29.0% $11.48 +17.3%
2997 QUBT QUANTUM COMPUTING INC COM Technology 1,542.0 $15K 0.00% +397.0 +34.7% $9.70 -8.0%
2998 AGM FEDERAL AGRIC MTG CORP CL C Financial Services 75.0 $15K 0.00% +32.0 +74.4% $199.27 +10.8%
2999 BMA BANCO MACRO S A SPON ADR B Financial Services 161.0 $15K 0.00% -55.0 -25.5% $92.59 -21.3%
3000 BSCR INVESCO EXCH TRD SLF IDX FD TR BULSHS 2027 CB 760.0 $15K 0.00% $19.61 +0.3%
Page 150 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%