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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 173 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3441 KOLIBRI GLOBAL ENERGY INC COM NEW 1,073.0 $5K -117.0 -9.8% $4.98
3442 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 147.0 $5K $36.26 -3.6%
3443 ARVN ARVINAS INC COM Healthcare 640.0 $5K -382.0 -37.4% $8.31 +10.1%
3444 VIBRA ENERGIA SA SPONSORED ADS 457.0 $5K +98.0 +27.3% $11.57
3445 FC FRANKLIN COVEY CO COM Industrials 215.0 $5K +15.0 +7.5% $24.53 -18.4%
3446 FCCO FIRST CMNTY CORP S C COM Financial Services 161.0 $5K +81.0 +101.2% $32.68 +2.8%
3447 OPRX OPTIMIZERX CORP COM NEW Healthcare 910.0 $5K -113.0 -11.1% $5.72 +43.1%
3448 MGRC MCGRATH RENTCORP COM Industrials 43.0 $5K +6.0 +16.2% $121.02 -3.3%
3449 EBS EMERGENT BIOSOLUTIONS INC COM Healthcare 620.0 $5K +197.0 +46.6% $8.38 -44.3%
3450 MFC MANULIFE FINL CORP COM Financial Services 128.0 $5K $40.51 +4.8%
3451 GNE GENIE ENERGY LTD CL B Utilities 357.0 $5K +170.0 +90.9% $14.45 +4.6%
3452 CAC CAMDEN NATL CORP COM Financial Services 95.0 $5K $54.22 +3.8%
3453 EVLV EVOLV TECHNOLOGIES HLDNGS INC COM CL A Industrials 887.0 $5K -14.0 -1.6% $5.80 -6.3%
3454 FPS FORGENT POWER SOLUTIONS INC COM SHS CL A Industrials 92.0 $5K +79.0 +607.7% $55.86 -40.7%
3455 IGSB ISHARES TR ISHS 1 5YR INVS 98.0 $5K $52.41 -0.5%
3456 CAPITEC BANK HOLDINGS LTD ADR 35.0 $5K $146.34
3457 AMPL AMPLITUDE INC COM CL A Technology 669.0 $5K -1K -63.3% $7.65 +68.3%
3458 SKILLSOFT CORP CL A 985.0 $5K +657.0 +200.3% $5.18
3459 CAL CALERES INC COM Consumer Cyclical 412.0 $5K -148.0 -26.4% $12.37 +3.5%
3460 EXOR N V SHS 66.0 $5K $77.06
Page 173 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%