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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 179 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3561 SYM SYMBOTIC INC CLASS A COM Industrials 54.0 $3K +1.0 +1.9% $53.20 -6.1%
3562 WEST WESTROCK COFFEE CO COM Consumer Defensive 672.0 $3K -16.0 -2.3% $4.25 +99.1%
3563 WYFI WHITEFIBER INC SHS Technology 239.0 $3K +174.0 +267.7% $11.91 +103.1%
3564 COMMUNITY WEST BANCSHARES NEW COM 121.0 $3K +21.0 +21.0% $23.30
3565 KRO KRONOS WORLDWIDE INC COM Basic Materials 427.0 $3K NEW $6.57 +3.5%
3566 ZEVRA THERAPEUTICS INC COM NEW 298.0 $3K +24.0 +8.8% $9.32
3567 ADCT ADC THERAPEUTICS SA SHS Healthcare 732.0 $3K +240.0 +48.8% $3.75 -9.3%
3568 SONY FINANCIAL HOL SHS 3,465.0 $3K +177.0 +5.4% $0.79
3569 MYFW FIRST WESTN FINL INC COM Financial Services 111.0 $3K +19.0 +20.6% $24.58 +15.4%
3570 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 506.0 $3K +247.0 +95.4% $5.37 -6.1%
3571 SJNK SPDR SERIES TRUST STATE STREET SPD 108.0 $3K NEW $24.98 +0.2%
3572 PBYI PUMA BIOTECHNOLOGY INC COM Healthcare 422.0 $3K +283.0 +203.6% $6.39 +10.3%
3573 ATEC ALPHATEC HLDGS INC COM NEW Healthcare 246.0 $3K -422.0 -63.2% $10.88 -24.3%
3574 GNE GENIE ENERGY LTD CL B Utilities 187.0 $3K +34.0 +22.2% $14.14 -2.0%
3575 BH BIGLARI HLDGS INC COM STK CL B Consumer Cyclical 8.0 $3K $329.62 -16.9%
3576 RLGT RADIANT LOGISTICS INC COM Industrials 372.0 $3K +93.0 +33.3% $7.05 +19.8%
3577 CRMD CORMEDIX INC COM Healthcare 386.0 $3K -176.0 -31.3% $6.79 +18.7%
3578 ARKO ARKO CORP COM Consumer Cyclical 469.0 $3K -162.0 -25.7% $5.56 +35.1%
3579 EVI EVI INDS INC COM Industrials 126.0 $3K +15.0 +13.5% $20.58 -9.6%
3580 SIBN SI BONE INC COM Healthcare 205.0 $3K -89.0 -30.3% $12.63 +17.3%
Page 179 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%