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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 165 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3281 XRN CHIRON REAL ESTATE INC COM NEW Financial Services 231.0 $9K +6.0 +2.7% $37.52 -1.0%
3282 PTLO PORTILLOS INC COM CL A Consumer Cyclical 1,823.0 $9K -8K -81.0% $4.74 +4.9%
3283 BBAX J P MORGAN EXCHANGE TRADED FD BETA DEVE EX ETF 144.0 $9K $59.87 +9.0%
3284 TSSI TSS INC DEL COM Technology 697.0 $9K +59.0 +9.2% $12.30 -28.9%
3285 IBCP INDEPENDENT BK CORP MICH COM NEW Financial Services 236.0 $9K +82.0 +53.2% $36.07 +2.9%
3286 VRDN VIRIDIAN THERAPEUTICS INC COM Healthcare 462.0 $8K +4.0 +0.9% $18.37 +32.2%
3287 FDMO FIDELITY COVINGTON TRUST MOMENTUM FACTR 86.0 $8K +45.0 +109.8% $98.57 -4.0%
3288 URG UR ENERGY INC COM Energy 6,205.0 $8K +2K +46.7% $1.36 +4.4%
3289 CADL CANDEL THERAPEUTICS INC COM Healthcare 816.0 $8K +567.0 +227.7% $10.30 +27.5%
3290 EQBK EQUITY BANCSHARES INC COM CL A Financial Services 171.0 $8K $48.99 +1.8%
3291 SPGM SPDR INDEX SHS FDS ST STR MSCI GLB 97.0 $8K $85.67 +2.5%
3292 SLS SELLAS LIFE SCIENCES GROUP INC COM NEW Healthcare 556.0 $8K -259.0 -31.8% $14.76 +4.7%
3293 SLRC SLR INVESTMENT CORP COM Financial Services 660.0 $8K -40.0 -5.7% $12.37 +2.1%
3294 MOBILICOM LTD ORD SHS NEW 1,584.0 $8K -880.0 -35.7% $5.13
3295 TSBK TIMBERLAND BANCORP INC COM Financial Services 181.0 $8K $44.81 +3.9%
3296 BV BRIGHTVIEW HLDGS INC COM Industrials 570.0 $8K -141.0 -19.8% $14.17 -20.3%
3297 UPSTREAM BIO INC COM 1,164.0 $8K +449.0 +62.8% $6.92
3298 CZFS CITIZENS FINL SVCS INC COM Financial Services 111.0 $8K $72.44 +12.8%
3299 WOLF WOLFSPEED INC COMMON STOCK Technology 166.0 $8K -33.0 -16.6% $48.25 -46.6%
3300 JNK SPDR SERIES TRUST ST BLOO HIGH ETF 83.0 $8K NEW $96.37 -0.5%
Page 165 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%