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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 154 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 BAR GRANITESHARES GOLD TR SHS BEN INT Financial Services 221.0 $10K NEW $46.13 -3.1%
3062 EVER EVERQUOTE INC COM CL A Communication Services 660.0 $10K +174.0 +35.8% $15.42 +20.8%
3063 CARE CARTER BANKSHARES INC COM NEW Financial Services 434.0 $10K +23.0 +5.6% $23.32 +15.6%
3064 JANX JANUX THERAPEUTICS INC COM Healthcare 728.0 $10K +712.0 +4450.0% $13.90 +3.7%
3065 NBN NORTHEAST BK PORTLAND ME COM Financial Services 90.0 $10K +7.0 +8.4% $112.37 +10.6%
3066 EMXC ISHARES INC MSCI EMRG CHN 128.0 $10K +14.0 +12.3% $78.66 +21.5%
3067 DIVERSIFIED ENERGY CO COMMON STOCK 575.0 $10K +270.0 +88.5% $17.44
3068 LIBERTY GLOBAL LTD COM CL C 854.0 $10K +101.0 +13.4% $11.73
3069 SLRC SLR INVESTMENT CORP COM Financial Services 700.0 $10K -371.0 -34.6% $14.31 -8.4%
3070 AVDV AMERICAN CENTY ETF TR INTL SMCP VLU 100.0 $10K $99.86 +8.5%
3071 TIC TIC SOLUTIONS INC COM Industrials 1,516.0 $10K +929.0 +158.3% $6.58 +30.6%
3072 SOUNDTHINKING INC COM 1,500.0 $10K +1K +1019.4% $6.62
3073 AUTL AUTOLUS THERAPEUTICS LTD SPON ADS Healthcare 7,190.0 $10K -3K -29.4% $1.38 +19.6%
3074 ASIC ATEGRITY SPECIALTY IN CO HO COM Financial Services 499.0 $10K +491.0 +6137.5% $19.77 +3.9%
3075 CARS CARS COM INC COM Consumer Cyclical 1,214.0 $10K -4K -74.5% $8.12 +17.9%
3076 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 1,354.0 $10K -1K -52.3% $7.28 -18.8%
3077 HPK HIGHPEAK ENERGY INC COM Energy 1,428.0 $10K -2K -56.5% $6.90 +5.8%
3078 FSBW FS BANCORP INC COM Financial Services 255.0 $10K -15.0 -5.6% $38.59 +6.8%
3079 GENI GENIUS SPORTS LIMITED SHARES CL A Communication Services 2,221.0 $10K +1K +91.3% $4.43 +10.4%
3080 VXUS VANGUARD STAR FDS VG TL INTL STK F 127.0 $10K NEW $77.11 +9.7%
Page 154 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%