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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 169 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3361 ENGIE BRASIL ENERGIA SA SPONSORED ADR 938.0 $7K -656.0 -41.1% $7.24
3362 LIBERTY CAP CORP SER A GCI GROUP 307.0 $7K -111.0 -26.6% $21.90
3363 NECB NORTHEAST CMNTY BANCORP INC COM Financial Services 241.0 $7K +19.0 +8.6% $27.74 -5.8%
3364 ISTR INVESTAR HOLDING CORP COM Financial Services 223.0 $7K +48.0 +27.4% $29.96 +0.2%
3365 SMID SMITH MIDLAND CORP COM Basic Materials 230.0 $7K -52.0 -18.4% $29.00 -4.1%
3366 BSET BASSETT FURNITURE INDS INC COM Consumer Cyclical 376.0 $7K +140.0 +59.3% $17.72 +7.6%
3367 PRCT PROCEPT BIOROBOTICS CORP COM Healthcare 294.0 $7K -40.0 -12.0% $22.58 -4.7%
3368 GCMG GCM GROSVENOR INC COM CL A Financial Services 539.0 $7K -170.0 -24.0% $12.30 +11.8%
3369 SB SAFE BULKERS INC COM Industrials 1,047.0 $7K +144.0 +15.9% $6.31 +35.6%
3370 MPTI M TRON INDS INC COM Technology 66.0 $7K -1.0 -1.5% $99.15 -18.2%
3371 MEC MAYVILLE ENGR CO INC COM Industrials 174.0 $7K $37.46 -40.9%
3372 OOMA OOMA INC COM Communication Services 338.0 $6K +12.0 +3.7% $19.22 +8.2%
3373 IEI ISHARES TR 3 7 YR TREAS BD 55.0 $6K $117.45 -0.9%
3374 XOMA XOMA ROYALTY CORPORATION COM NEW Healthcare 152.0 $6K $42.50 -5.5%
3375 BBW BUILD A BEAR WORKSHOP INC COM Consumer Cyclical 211.0 $6K -89.0 -29.7% $30.61 +25.6%
3376 DCTH DELCATH SYS INC COM NEW Healthcare 512.0 $6K +100.0 +24.3% $12.59 +34.0%
3377 SBET SHARPLINK INC COM NEW Financial Services 1,342.0 $6K +1K +3966.7% $4.80 +65.7%
3378 FIGS FIGS INC CL A Consumer Cyclical 629.0 $6K -14.0 -2.2% $10.23 +46.6%
3379 OKLO OKLO INC COM CL A Utilities 122.0 $6K -20.0 -14.1% $52.33 -20.1%
3380 STRS STRATUS PPTYS INC COM NEW Real Estate 222.0 $6K $28.75 -32.8%
Page 169 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%