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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 177 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3521 OFLX OMEGA FLEX INC COM Industrials 107.0 $3K -74.0 -40.9% $31.04 -7.6%
3522 ENDESA S A UNSPONSORED ADR 158.0 $3K $20.95
3523 NIPPON YUSEN KABUSHIKI KAISHA SPON ADR 2006 442.0 $3K $7.46
3524 AIRO AIRO GROUP HLDGS INC COM Industrials 432.0 $3K +98.0 +29.3% $7.60 -17.7%
3525 FDMO FIDELITY COVINGTON TRUST MOMENTUM FACTR 41.0 $3K NEW $80.10 +17.1%
3526 ALEC ALECTOR INC COM Healthcare 1,523.0 $3K +448.0 +41.7% $2.15 +2.8%
3527 SINCLAIR INC CL A 253.0 $3K -30.0 -10.6% $12.94
3528 WOLF WOLFSPEED INC COMMON STOCK Technology 199.0 $3K +196.0 +6533.3% $16.32 +259.2%
3529 KBWB INVESCO EXCHANGETRADED FD TR KBW BK ETF 41.0 $3K $79.12 +8.8%
3530 WEG SA BRAZIL SPONSORED ADR 330.0 $3K $9.81
3531 BBBY BED BATH BEYOND INC COM Consumer Cyclical 693.0 $3K +53.0 +8.3% $4.64 +23.5%
3532 KGC KINROSS GOLD CORP COM Basic Materials 105.0 $3K $30.52 -6.1%
3533 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 88.0 $3K +3.0 +3.5% $36.41 -2.4%
3534 MITT TPG MTG INVTS TR INC COM NEW Real Estate 437.0 $3K +91.0 +26.3% $7.31 +4.4%
3535 BARNES NOBLE ED INC COM NEW 360.0 $3K NEW $8.83
3536 RSPT INVESCO EXCHANGE TRADED FD TR SP500 EQL TEC 70.0 $3K $45.26 +31.1%
3537 MITSUBISHI CORP ADS 92.0 $3K $34.37
3538 FC FRANKLIN COVEY CO COM Industrials 200.0 $3K +182.0 +1011.1% $15.79 +42.0%
3539 CORBUS PHARMACEUTICALS HLDGS COM NEW 336.0 $3K -50.0 -12.9% $9.39
3540 HTZ HERTZ GLOBAL HLDGS INC COM NEW Industrials 682.0 $3K -1K -59.9% $4.61 +9.8%
Page 177 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%