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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 187 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 BETTER HOME FINANCE HOLDING COM NEW CL A 40.0 $1K NEW $32.58
3722 NTR NUTRIEN LTD COM Basic Materials 21.0 $1K NEW $61.71 +16.0%
3723 FLOC FLOWCO HLDGS INC COM CL A Energy 69.0 $1K NEW $18.74 +47.0%
3724 FLWS 1 800 FLOWERS COM INC CL A Consumer Cyclical 329.0 $1K NEW $3.93 +0.5%
3725 NVCT NUVECTIS PHARMA INC COM Healthcare 171.0 $1K NEW $7.55 +36.4%
3726 PKOH PARK OHIO HLDGS CORP COM Industrials 61.0 $1K NEW $20.93 +37.6%
3727 AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Financial Services 33.0 $1K NEW $38.48 +0.5%
3728 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 58.0 $1K NEW $21.74 +23.9%
3729 SPRY ARS PHARMACEUTICALS INC COM Healthcare 108.0 $1K NEW $11.65 -38.4%
3730 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 192.0 $1K NEW $6.46 -35.4%
3731 CWCO CONSOLIDATED WATER CO INC ORD Utilities 35.0 $1K NEW $35.29 -19.0%
3732 GRDN GUARDIAN PHARMACY SVCS INC CL A Healthcare 41.0 $1K NEW $30.10 +20.5%
3733 PANL PANGAEA LOGISTICS SOLUTION LTD SHS Industrials 178.0 $1K NEW $6.88 +18.6%
3734 PANDORA A S UNSPONSORED ADS 88.0 $1K NEW $13.78
3735 SPAB SPDR SERIES TRUST STATE STREET SPD 47.0 $1K NEW $25.74 -1.7%
3736 OBT ORANGE CNTY BANCORP INC COM Financial Services 42.0 $1K NEW $28.55 +17.0%
3737 GOOD GLADSTONE COMMERCIAL CORP COM Real Estate 112.0 $1K NEW $10.67 +16.8%
3738 ACHILLES THERAPEUTICS PLC SPONSORED ADS 806.0 $1K NEW $1.48
3739 ALTG ALTA EQUIPMENT GROUP INC COMMON STOCK Industrials 259.0 $1K NEW $4.60 +19.6%
3740 STKH STEAKHOLDER FOODS LTD SPONSORED ADS Consumer Defensive 514.0 $1K NEW $2.31 -38.9%
Page 187 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%