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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 170 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3381 LBRX LB PHARMACEUTICALS INC COM SHS Healthcare 196.0 $6K +34.0 +21.0% $32.45 +45.5%
3382 AMPH AMPHASTAR PHARMACEUTICALS INC COM Healthcare 312.0 $6K -27.0 -8.0% $20.18 +7.4%
3383 PSCH INVESCO EXCHANGE TRADED FD TR S P SMLCP HELT 120.0 $6K $52.37 +5.5%
3384 SPARK NEW ZEALAND LTD SPONSORED ADR 1,177.0 $6K -6K -82.8% $5.31
3385 SBLK STAR BULK CARRIERS CORP SHS PAR Industrials 250.0 $6K $24.97 +20.4%
3386 MAX MEDIAALPHA INC CL A Communication Services 496.0 $6K +50.0 +11.2% $12.57 +4.8%
3387 AUGO AURA MINERALS INC SHS NEW Basic Materials 99.0 $6K +81.0 +450.0% $62.95 +37.7%
3388 DR ING H C F PORSCHE AG UNSPONSORED ADR 1,237.0 $6K NEW $5.01
3389 ODC OIL DRI CORP AMER COM Basic Materials 60.0 $6K $102.22 -9.8%
3390 VCIT VANGUARD SCOTTSDALE FDS INT TERM CORP 74.0 $6K -59.0 -44.4% $82.65 -1.9%
3391 SMBK SMARTFINANCIAL INC COM NEW Financial Services 130.0 $6K $46.92 +8.6%
3392 IDR IDAHO STRATEGIC RESOURCES COM NEW Basic Materials 185.0 $6K +35.0 +23.3% $32.75 -5.0%
3393 YEXT YEXT INC COM Technology 1,296.0 $6K -1K -45.2% $4.67 +33.6%
3394 FRONTVIEW REIT INC COM 298.0 $6K +12.0 +4.2% $20.23
3395 RZLT REZOLUTE INC COM NEW Healthcare 1,154.0 $6K $5.20 -10.4%
3396 HRTG HERITAGE INSURANCE HLDGS INC COM Financial Services 230.0 $6K -54.0 -19.0% $26.08 +29.0%
3397 ASUR ASURE SOFTWARE INC COM Technology 755.0 $6K -549.0 -42.1% $7.94 +6.2%
3398 RC READY CAPITAL CORP COM Real Estate 3,413.0 $6K -442.0 -11.5% $1.75 +8.6%
3399 NUS NU SKIN ENTERPRISES INC CL A Consumer Defensive 1,129.0 $6K -225.0 -16.6% $5.28 -11.9%
3400 MRBK MERIDIAN CORP COM Financial Services 297.0 $6K +101.0 +51.5% $20.03 -2.2%
Page 170 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%