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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 172 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3421 BBBY BED BATH BEYOND INC COM Consumer Cyclical 640.0 $3K NEW $5.46 +5.0%
3422 BLZE BACKBLAZE INC COM CL A Technology 748.0 $3K NEW $4.66 +58.1%
3423 MDV MODIV INDUSTRIAL INC COM STK CL C Real Estate 242.0 $3K NEW $14.39 +27.0%
3424 VIBRA ENERGIA SA SPONSORED ADS 359.0 $3K NEW $9.70
3425 NVX NOVONIX LIMITED SPONSORED ADS Industrials 3,448.0 $3K NEW $1.01 -37.0%
3426 KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF 41.0 $3K NEW $84.29 +2.1%
3427 LOCO EL POLLO LOCO HLDGS INC COM Consumer Cyclical 330.0 $3K NEW $10.46 +35.2%
3428 SPT SPROUT SOCIAL INC COM CL A Technology 305.0 $3K NEW $11.27 -39.7%
3429 USAU U S GOLD CORP COM NEW Basic Materials 177.0 $3K NEW $19.41 -20.3%
3430 STEM INC COM NEW 228.0 $3K NEW $15.05
3431 SFIX STITCH FIX INC COM CL A Consumer Cyclical 650.0 $3K NEW $5.25 -39.1%
3432 ASAN ASANA INC CL A Technology 247.0 $3K NEW $13.71 -53.6%
3433 BCAL CALIFORNIA BANCORP COM Financial Services 181.0 $3K NEW $18.67 +1.8%
3434 OLPX OLAPLEX HLDGS INC COM Consumer Cyclical 2,518.0 $3K NEW $1.34 +52.2%
3435 CHI CALAMOS CONV OPPORTUNITIES I SH BEN INT Financial Services 321.0 $3K NEW $10.48 +17.1%
3436 OSG OCTAVE SPECIALTY GROUP INC COM NEW Financial Services 431.0 $3K NEW $7.78 -26.2%
3437 JBLU JETBLUE AWYS CORP COM Industrials 736.0 $3K NEW $4.55 +10.1%
3438 PCB PCB BANCORP COM Financial Services 154.0 $3K NEW $21.65 +13.4%
3439 BLSH BULLISH ORD SHS Technology 88.0 $3K NEW $37.88 -5.1%
3440 ESCA ESCALADE INC COM Consumer Cyclical 247.0 $3K NEW $13.49 +38.1%
Page 172 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%