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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 163 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3241 NESR NATIONAL ENERGY SERVICES REUNI SHS Energy 313.0 $9K +36.0 +13.0% $29.93 +10.4%
3242 TRP TC ENERGY CORP COM Energy 141.0 $9K $66.29 -6.4%
3243 NG NOVAGOLD RESOURCES INC COM NEW Basic Materials 1,563.0 $9K -432.0 -21.6% $5.97 +46.1%
3244 UMH UMH PPTYS INC COM Real Estate 616.0 $9K +244.0 +65.6% $15.14 +9.1%
3245 ROHM CO LTD UNSPONSORD ADR 277.0 $9K -8.0 -2.8% $33.58
3246 MOWI ASA SPONSORED ADS 502.0 $9K +374.0 +292.2% $18.45
3247 SCHH SCHWAB STRATEGIC TR US REIT ETF 391.0 $9K NEW $23.68 +1.5%
3248 WLDN WILLDAN GROUP INC COM Industrials 117.0 $9K -47.0 -28.7% $79.10 +8.2%
3249 PFSI PENNYMAC FINL SVCS INC NEW COM Financial Services 106.0 $9K +18.0 +20.4% $87.10 -13.8%
3250 REPOSITRAK INC COM NEW 1,025.0 $9K +66.0 +6.9% $9.00
3251 LFVN LIFEVANTAGE CORP COM NEW Consumer Defensive 1,478.0 $9K +502.0 +51.4% $6.24 +7.2%
3252 IMMUNITYBIO INC COM 1,051.0 $9K -1K -49.2% $8.76
3253 EXG EATON VANCE TAX MANAGED GLOBAL COM Financial Services 937.0 $9K -16.0 -1.7% $9.81 +1.0%
3254 FCOM FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 132.0 $9K $69.48 +1.0%
3255 WYFI WHITEFIBER INC SHS Technology 235.0 $9K -4.0 -1.7% $38.85 -46.7%
3256 LOGI LOGITECH INTL S A SHS Technology 97.0 $9K +10.0 +11.5% $94.04 +2.1%
3257 SNDX SYNDAX PHARMACEUTICALS INC COM Healthcare 417.0 $9K +25.0 +6.4% $21.86 -10.1%
3258 ALRS ALERUS FINL CORP COM Financial Services 293.0 $9K -24.0 -7.6% $31.10 +5.4%
3259 QUIK QUICKLOGIC CORP COM NEW Technology 456.0 $9K $19.97 -42.7%
3260 TBPH THERAVANCE BIOPHARMA INC COM Healthcare 535.0 $9K -125.0 -18.9% $17.00 +0.1%
Page 163 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%