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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 170 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 VIBRA ENERGIA SA SPONSORED ADS 359.0 $5K $13.17
3382 MGC VANGUARD WORLD FD MEGA CAP INDEX 20.0 $5K $236.35 +15.6%
3383 HESM HESS MIDSTREAM LP CL A SHS Energy 121.0 $5K $38.87 +2.4%
3384 MCBS METROCITY BANKSHARES INC COM Financial Services 164.0 $5K +26.0 +18.8% $28.67 +14.3%
3385 NRDS NERDWALLET INC COM CL A Financial Services 450.0 $5K +37.0 +9.0% $10.38 -21.0%
3386 GDRX GOODRX HLDGS INC COM CL A Healthcare 2,382.0 $5K NEW $1.96 +30.6%
3387 ABSI ABSCI CORPORATION COM Healthcare 1,547.0 $5K +1K +221.6% $3.00 +69.7%
3388 OVLY OAK VY BANCORP OAKDALE CALIF COM Financial Services 143.0 $5K +8.0 +5.9% $32.43 +4.1%
3389 VHI VALHI INC NEW COM Basic Materials 322.0 $5K +25.0 +8.4% $14.30 -10.2%
3390 UOL GROUP LTD SPON ADR 150.0 $5K $30.57
3391 WVE WAVE LIFE SCIENCES LTD SHS Healthcare 632.0 $5K -60.0 -8.7% $7.25 -14.6%
3392 AGEAS SPONSORED ADR NE 62.0 $5K $73.32
3393 RMAX REMAX HLDGS INC CL A Real Estate 788.0 $5K -372.0 -32.1% $5.76 +65.6%
3394 HIMALAYA SHIPPING LTD ORD SHS 341.0 $5K +193.0 +130.4% $13.30
3395 USNA USANA HEALTH SCIENCES INC COM Consumer Defensive 259.0 $5K +104.0 +67.1% $17.47 +3.8%
3396 CQP CHENIERE ENERGY PARTNERS L P COM UNIT Energy 70.0 $5K $64.63 +0.1%
3397 CAC CAMDEN NATL CORP COM Financial Services 95.0 $5K -12.0 -11.2% $47.45 +4.1%
3398 JMHI J P MORGAN EXCHANGE TRADED FD HIGH YIELD MUNI 90.0 $4K +13.0 +16.9% $49.83 -0.1%
3399 MPTI MTRON INDS INC COM Technology 67.0 $4K +32.0 +91.4% $66.85 +19.0%
3400 RNA ATRIUM THERAPEUTICS INC COM Healthcare 335.0 $4K NEW $13.37 -4.9%
Page 170 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%