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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 154 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3061 REPX RILEY EXPLORATION PERMIAN INC COM Energy 402.0 $13K +5.0 +1.3% $32.96 +15.8%
3062 CLDX CELLDEX THERAPEUTICS INC NEW COM NEW Healthcare 356.0 $13K +80.0 +29.0% $37.21 +8.5%
3063 KRMN KARMAN HLDGS INC COMMON STOCK Industrials 265.0 $13K -218.0 -45.1% $49.92 +7.0%
3064 FDIS FIDELITY COVINGTON TRUST MSCI CONSM DIS 128.0 $13K $102.84 +0.3%
3065 AVUV AMERICAN CENTY ETF TR US SML CP VALU 105.0 $13K $124.76 +1.4%
3066 EMXC ISHARES INC MSCI EMRG CHN 128.0 $13K $102.30 -4.4%
3067 KIDS ORTHOPEDIATRICS CORP COM Healthcare 684.0 $13K +37.0 +5.7% $19.13 +34.1%
3068 BMNR BITMINE IMMERSION TECHS INC COM NEW Financial Services 983.0 $13K +915.0 +1345.6% $13.31 +71.5%
3069 BOC BOSTON OMAHA CORP CL A COM STK Communication Services 956.0 $13K +409.0 +74.8% $13.64 +3.6%
3070 MCFT MASTERCRAFT BOAT HLDGS INC COM Consumer Cyclical 505.0 $13K +33.0 +7.0% $25.82 -1.4%
3071 FVCB FVCBANKCORP INC COM Financial Services 745.0 $13K $17.50 +6.2%
3072 SVCO SILVACO GROUP INC COM Technology 944.0 $13K +366.0 +63.3% $13.79 -51.2%
3073 FRST PRIMIS FINANCIAL CORP COM Financial Services 795.0 $13K $16.37 -1.3%
3074 LCID LUCID GROUP INC COM NEW Consumer Cyclical 1,944.0 $13K -3K -61.3% $6.69 -17.6%
3075 MINT PIMCO ETF TR ENHAN SHRT MA AC 128.0 $13K -71.0 -35.7% $100.81 -0.1%
3076 IYR ISHARES TR U S REAL ES ETF 126.0 $13K $102.25 +2.4%
3077 VOYG VOYAGER TECHNOLOGIES INC COM CL A Industrials 399.0 $13K +47.0 +13.3% $32.25 +19.1%
3078 HNI HNI CORP COM Industrials 318.0 $13K -174.0 -35.4% $40.41 +21.8%
3079 LXU LSB INDS INC COM Basic Materials 1,186.0 $13K -60.0 -4.8% $10.81 +2.9%
3080 JOUT JOHNSON OUTDOORS INC CL A Consumer Cyclical 278.0 $13K $46.04 +3.0%
Page 154 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%