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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 158 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3141 RGCO RGC RES INC COM Utilities 475.0 $11K +43.0 +9.9% $23.90 -7.9%
3142 KRRO KORRO BIO INC COM Healthcare 861.0 $11K +124.0 +16.8% $13.18 -0.0%
3143 KODK EASTMAN KODAK CO COM NEW Industrials 1,223.0 $11K +304.0 +33.1% $9.25 +6.4%
3144 TOWN TOWNEBANK PORTSMOUTH VA COM Financial Services 312.0 $11K +47.0 +17.7% $36.24 +4.2%
3145 CAMT CAMTEK LTD ORD Technology 69.0 $11K $163.12 -10.0%
3146 ESQ ESQUIRE FINL HLDGS INC COM Financial Services 94.0 $11K -8.0 -7.8% $119.11 -3.2%
3147 FERROVIAL NV ORD SHS 163.0 $11K -48.0 -22.8% $68.61
3148 PFIS PEOPLES FINL SVCS CORP COM Financial Services 168.0 $11K +21.0 +14.3% $66.37 +5.7%
3149 TZOO TRAVELZOO COM NEW Communication Services 954.0 $11K -96.0 -9.1% $11.68 -42.8%
3150 FRSH FRESHWORKS INC CLASS A COM Technology 1,101.0 $11K +227.0 +26.0% $10.12 +28.3%
3151 FUTY FIDELITY COVINGTON TRUST MSCI UTILS INDEX 190.0 $11K $58.42 -5.4%
3152 CPAC CEMENTOS PACASMAYO S A A SPONSORED ADR Basic Materials 928.0 $11K NEW $11.96 -2.1%
3153 PINNACLE BANKSHARES CORP COM 200.0 $11K $55.49
3154 IMMR IMMERSION CORP COM Technology 1,636.0 $11K +1K +650.5% $6.77 +10.9%
3155 LVMH MOET HENNESSY LOUIS ORD 20.0 $11K $553.00
3156 BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT Utilities 303.0 $11K $36.49 +6.7%
3157 MED MEDIFAST INC COM Consumer Cyclical 1,042.0 $11K +137.0 +15.1% $10.61 +12.6%
3158 CCOI COGENT COMM HOLDINGS INC COM NEW Communication Services 796.0 $11K -903.0 -53.1% $13.88 -33.9%
3159 ALX ALEXANDERS INC COM Real Estate 40.0 $11K +9.0 +29.0% $275.55 -3.8%
3160 MATIV HOLDINGS INC COM 1,456.0 $11K -143.0 -8.9% $7.57
Page 158 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%