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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 16 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INGERSOLL RAND INC COM 17,123.0 $1.4M 0.05% -1K -7.8% $81.99
302 AIG AMERICAN INTL GROUP INC COM NEW Financial Services 18,740.0 $1.4M 0.05% +1K +6.7% $74.53 +2.1%
303 BIIB BIOGEN INC COM Healthcare 6,462.0 $1.4M 0.05% +469.0 +7.8% $216.06 +0.3%
304 RBC RBC BEARINGS INC COM Industrials 2,167.0 $1.4M 0.05% +493.0 +29.4% $644.06 -21.5%
305 WAB WABTEC COM Industrials 5,160.0 $1.4M 0.05% +280.0 +5.7% $269.60 +10.4%
306 EXPD EXPEDITORS INTL WASH INC COM Industrials 8,525.0 $1.4M 0.05% +806.0 +10.4% $162.98 +15.2%
307 GL GLOBE LIFE INC COM Financial Services 7,754.0 $1.4M 0.05% +443.0 +6.1% $178.68 -4.3%
308 TDY TELEDYNE TECHNOLOGIES INC COM Technology 2,077.0 $1.4M 0.05% +50.0 +2.5% $666.90 -4.6%
309 GRMN GARMIN LTD SHS Technology 5,794.0 $1.4M 0.05% +61.0 +1.1% $237.54 +24.1%
310 A AGILENT TECHNOLOGIES INC COM Healthcare 10,340.0 $1.4M 0.05% +929.0 +9.9% $132.83 +19.6%
311 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 3,287.0 $1.4M 0.05% +357.0 +12.2% $415.29 +15.7%
312 INTU INTUIT COM Technology 5,133.0 $1.3M 0.05% -2K -28.3% $261.00 +40.6%
313 STT STATE STR CORP COM Financial Services 7,875.0 $1.3M 0.05% +534.0 +7.3% $169.60 +10.3%
314 DRI DARDEN RESTAURANTS INC COM Consumer Cyclical 6,476.0 $1.3M 0.05% +508.0 +8.5% $206.01 +7.6%
315 FANG DIAMONDBACK ENERGY INC COM Energy 7,584.0 $1.3M 0.05% +652.0 +9.4% $175.78 +19.9%
316 UNILEVER PLC SPON ADR NEW 22,077.0 $1.3M 0.05% +7K +46.4% $60.12
317 DG DOLLAR GEN CORP COM Consumer Defensive 11,505.0 $1.3M 0.05% +214.0 +1.9% $115.11 +7.2%
318 MRSH MARSH MCLENNAN COS INC COM Financial Services 7,921.0 $1.3M 0.05% -151.0 -1.9% $166.66 +15.2%
319 STLD STEEL DYNAMICS INC COM Basic Materials 5,750.0 $1.3M 0.05% +682.0 +13.5% $229.46 -0.3%
320 ARMK ARAMARK COM Industrials 23,099.0 $1.3M 0.05% +15K +196.0% $56.90 +5.0%
Page 16 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%