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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 175 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3481 SPHQ INVESCO EXCHANGE TRADED FD TR S P500 QUALITY 54.0 $5K $90.09 -4.5%
3482 SANOFI SA SHS 58.0 $5K -248.0 -81.0% $83.55
3483 LTBR LIGHTBRIDGE CORP COM Industrials 551.0 $5K +238.0 +76.0% $8.79 -8.4%
3484 OVLY OAK VY BANCORP OAKDALE CALIF COM Financial Services 143.0 $5K $33.75 +0.8%
3485 USPH U S PHYSICAL THERAPY COM Healthcare 70.0 $5K -733.0 -91.3% $68.69 +15.3%
3486 PELAGOS INS CAP LTD COM 197.0 $5K $24.35
3487 GENC GENCOR INDS INC COM Industrials 321.0 $5K -31.0 -8.8% $14.92 +28.2%
3488 LOCALIZA RENT A CAR SPONSORED ADR 661.0 $5K NEW $7.21
3489 ELME COMMUNITIES SH BEN INT 3,217.0 $5K +68.0 +2.2% $1.48
3490 BDN BRANDYWINE RLTY TR SH BEN INT NEW Real Estate 1,500.0 $5K +637.0 +73.8% $3.17 -3.2%
3491 OFIX ORTHOFIX MED INC COM Healthcare 518.0 $5K -804.0 -60.8% $9.14 +14.6%
3492 CZNC CITIZENS NORTHN CORP COM Financial Services 203.0 $5K -18.0 -8.1% $23.31 +9.7%
3493 MEDIWOUND LTD SHS NEW 321.0 $5K +47.0 +17.1% $14.70
3494 ANIK ANIKA THERAPEUTICS INC COM Healthcare 320.0 $5K +31.0 +10.7% $14.63 +45.3%
3495 ELDN ELEDON PHARMACEUTICALS INC COM Healthcare 1,188.0 $5K $3.94 -9.9%
3496 CONTEXTLOGIC HLDGS INC COM 525.0 $5K $8.90
3497 CD CHAINCE DIGITAL HOLDINGS INC ORDINARY SHARES Technology 1,064.0 $5K +787.0 +284.1% $4.37 -20.8%
3498 KINS KINGSTONE COS INC COM Financial Services 243.0 $5K -99.0 -28.9% $19.03 +4.1%
3499 ADECCO GROUP AG UNSP ADR 503.0 $5K -4K -89.5% $9.18
3500 OSUR ORASURE TECHNOLOGIES INC COM Healthcare 1,032.0 $5K $4.46 -17.0%
Page 175 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%