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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 160 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3181 TG TREDEGAR CORP COM Industrials 1,011.0 $8K +420.0 +71.1% $7.95 -3.6%
3182 ATLC ATLANTICUS HOLDINGS CORP COM Financial Services 153.0 $8K +31.0 +25.4% $52.47 +55.5%
3183 LOGI LOGITECH INTL S A SHS Technology 87.0 $8K $91.11 +16.1%
3184 HUDSON PACIFIC PROPERTIES INC COM 1,336.0 $8K +1K +4353.3% $5.91
3185 URGN UROGEN PHARMA LTD COM Healthcare 439.0 $8K +87.0 +24.7% $17.98 +68.1%
3186 MBLY MOBILEYE GLOBAL INC COMMON CLASS A Consumer Cyclical 1,147.0 $8K NEW $6.87 +42.6%
3187 OBNK ORIGIN BANCORP INC COM Financial Services 190.0 $8K +15.0 +8.6% $41.46 -31.0%
3188 ESRT EMPIRE ST RLTY TR INC CL A Real Estate 1,510.0 $8K +355.0 +30.7% $5.20 +8.5%
3189 FG FG ANNUITIES LIFE INC COMMON STOCK Financial Services 310.0 $8K -622.0 -66.7% $25.32 +9.0%
3190 RXST RXSIGHT INC COM Healthcare 1,274.0 $8K +897.0 +237.9% $6.16 -0.0%
3191 QUBT QUANTUM COMPUTING INC COM Technology 1,145.0 $8K +28.0 +2.5% $6.85 +39.6%
3192 PFIS PEOPLES FINL SVCS CORP COM Financial Services 147.0 $8K +20.0 +15.8% $53.33 +10.1%
3193 WIX WIX COM LTD SHS Technology 87.0 $8K -322.0 -78.7% $90.07 -39.2%
3194 FRMI FERMI INC COM Utilities 1,330.0 $8K +1K +2154.2% $5.84 +3.8%
3195 PWP PERELLA WEINBERG PARTNERS CLASS A COM Financial Services 427.0 $8K +74.0 +21.0% $18.16 -2.5%
3196 CRMT AMERICAS CARMART INC COM Consumer Cyclical 609.0 $8K +532.0 +690.9% $12.73 -5.0%
3197 PSCT INVESCO EXCHANGETRADED FD TR SP SMLCP INFO 129.0 $8K $60.08 +34.2%
3198 CHCT COMMUNITY HEALTHCARE TR INC COM Real Estate 486.0 $8K +199.0 +69.3% $15.89 +11.5%
3199 RM REGIONAL MGMT CORP COM Financial Services 239.0 $8K +120.0 +100.8% $32.25 +8.4%
3200 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 88.0 $8K -200.0 -69.4% $87.40 -0.4%
Page 160 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%