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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 187 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3721 FNKO FUNKO INC COM CL A Consumer Cyclical 525.0 $2K +444.0 +548.1% $3.15 +63.8%
3722 FUNC FIRST UTD CORP COM Financial Services 45.0 $2K -19.0 -29.7% $36.64 +2.5%
3723 BTBT BIT DIGITAL INC SHS Financial Services 1,258.0 $2K -830.0 -39.8% $1.31 +48.1%
3724 LILAK LIBERTY LATIN AMERICA LTD COM CL C Communication Services 186.0 $2K +81.0 +77.1% $8.82 -5.6%
3725 PNRG PRIMEENERGY RESOURCES CORP COM Energy 7.0 $2K +3.0 +75.0% $232.86 +5.6%
3726 LMNR LIMONEIRA CO COM Consumer Defensive 121.0 $2K +61.0 +101.7% $13.42 -4.6%
3727 SBC MED GROUP HLDGS INC COM 387.0 $2K +300.0 +344.8% $4.18
3728 APPS DIGITAL TURBINE INC COM NEW Technology 560.0 $2K -910.0 -61.9% $2.88 +54.8%
3729 COMMUNITY WEST BANCSHARES NEW COM 153.0 $2K +70.0 +84.3% $10.51
3730 PRTH PRIORITY TECHNOLOGY HLDGS INC COM Technology 340.0 $2K +65.0 +23.6% $4.72 +23.1%
3731 GLBE GLOBAL E ONLINE LTD SHS Consumer Cyclical 52.0 $2K +44.0 +550.0% $30.85 -2.3%
3732 MONOPAR THERAPEUTICS INC COM NEW 29.0 $2K +15.0 +107.1% $54.79
3733 TH TARGET HOSPITALITY CORP COM Industrials 171.0 $2K +79.0 +85.9% $9.28 +96.8%
3734 NTR NUTRIEN LTD COM Basic Materials 21.0 $2K $75.48 -6.9%
3735 FEP FIRST TR EXCH TRD ALPHDX FD II EUROPE ALPHADEX 29.0 $2K -230.0 -88.8% $54.62 +8.2%
3736 ELECTROVAYA INC COM NEW 199.0 $2K NEW $7.82
3737 TIP ISHARES TR TIPS BD ETF 14.0 $2K NEW $110.36 +0.0%
3738 TLSI TRISALUS LIFE SCIENCES INC COM Healthcare 386.0 $2K +328.0 +565.5% $4.00 -19.0%
3739 ITIC INVESTORS TITLE CO NC COM Financial Services 7.0 $2K -11.0 -61.1% $217.29 +12.3%
3740 OPK OPKO HEALTH INC COM Healthcare 1,334.0 $2K NEW $1.14 +12.3%
Page 187 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%