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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 178 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3541 RCI ROGERS COMMUNICATIONS INC CL B Communication Services 130.0 $4K $32.50 +12.4%
3542 PANL PANGAEA LOGISTICS SOLUTION LTD SHS Industrials 650.0 $4K +164.0 +33.7% $6.50 +20.3%
3543 BARNES NOBLE ED INC COM NEW 336.0 $4K -24.0 -6.7% $12.56
3544 USGO US GOLDMINING INC COM Basic Materials 519.0 $4K NEW $8.13 +13.2%
3545 BCAL CALIFORNIA BANCORP COM Financial Services 202.0 $4K -27.0 -11.8% $20.84 +1.0%
3546 OPFI OPPFI INC COM CL A Technology 421.0 $4K +122.0 +40.8% $9.93 -27.7%
3547 SGRY SURGERY PARTNERS INC COM Healthcare 248.0 $4K -111.0 -30.9% $16.80 -19.0%
3548 IBEX IBEX LTD SHS NEW Technology 137.0 $4K +70.0 +104.5% $30.37 +17.8%
3549 EDIT EDITAS MEDICINE INC COM Healthcare 1,282.0 $4K +82.0 +6.8% $3.24 +0.3%
3550 OMDA OMADA HEALTH INC COM Healthcare 189.0 $4K -149.0 -44.1% $21.95 +11.5%
3551 RCKT ROCKET PHARMACEUTICALS INC COM Healthcare 1,213.0 $4K -1K -46.8% $3.42 +6.7%
3552 SINCLAIR INC CL A 290.0 $4K +37.0 +14.6% $14.25
3553 NTES NETEASE COM INC SPONSORED ADS Technology 32.0 $4K -14.0 -30.4% $128.12 -0.7%
3554 SPFI SOUTH PLAINS FINANCIAL INC COM Financial Services 95.0 $4K $43.08 +2.6%
3555 SWBI SMITH WESSON BRANDS INC COM Industrials 272.0 $4K $15.04 -6.1%
3556 COSO COASTALSOUTH BANCSHARES INC COM NEW Financial Services 152.0 $4K +33.0 +27.7% $26.85 +0.6%
3557 FRBA FIRST BK WILLIAMSTOWN NEW JERS COM Financial Services 230.0 $4K +15.0 +7.0% $17.73 +2.2%
3558 CLBK COLUMBIA FINL INC COM Financial Services 191.0 $4K $21.22 -44.9%
3559 METCB RAMACO RES INC COM CL B Energy 473.0 $4K +7.0 +1.5% $8.55 -21.5%
3560 UIS UNISYS CORP COM NEW Technology 1,100.0 $4K +72.0 +7.0% $3.66 -24.6%
Page 178 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%