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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 19 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DGX QUEST DIAGNOSTICS INC COM Healthcare 5,295.0 $1.1M 0.04% +1K +36.3% $211.95 +13.8%
362 RSP INVESCO EXCHANGE TRADED FD TR S P500 EQL WGT 5,272.0 $1.1M 0.04% $212.77 +3.5%
363 SHEL SHELL PLC SPON ADS Energy 14,412.0 $1.1M 0.04% +1K +10.3% $77.54 +20.8%
364 SIEMENS ENERGY AG SPONSORED ADS 29,209.0 $1.1M 0.04% +24K +517.5% $38.14
365 ABB LTD SPONSORED ADR 10,240.0 $1.1M 0.04% +749.0 +7.9% $108.70
366 CNP CENTERPOINT ENERGY INC COM Utilities 25,227.0 $1.1M 0.04% +2K +11.0% $44.04 -8.7%
367 SITM SITIME CORP COM Technology 1,481.0 $1.1M 0.04% -870.0 -37.0% $745.56 -19.7%
368 RVTY REVVITY INC COM Healthcare 9,906.0 $1.1M 0.04% +4K +66.5% $111.26 +11.6%
369 RF REGIONS FINANCIAL CORP NEW COM Financial Services 36,393.0 $1.1M 0.04% +3K +9.4% $30.20 +0.1%
370 MCO MOODYS CORP COM Financial Services 2,422.0 $1.1M 0.04% +262.0 +12.1% $452.92 +10.1%
371 HLI HOULIHAN LOKEY INC CL A Financial Services 8,140.0 $1.1M 0.04% +2K +24.1% $134.13 -4.5%
372 SWK STANLEY BLACK DECKER INC COM Industrials 11,549.0 $1.1M 0.04% -175.0 -1.5% $94.12 +5.0%
373 VB VANGUARD INDEX FDS SMALL CP ETF 3,584.0 $1.1M 0.04% +130.0 +3.8% $303.12 -0.1%
374 STRL STERLING INFRASTRUCTURE INC COM Industrials 1,292.0 $1.1M 0.04% +116.0 +9.9% $839.36 -38.0%
375 RL RALPH LAUREN CORP CL A Consumer Cyclical 2,694.0 $1.1M 0.04% +240.0 +9.8% $401.41 -7.2%
376 LUV SOUTHWEST AIRLS CO COM Industrials 20,955.0 $1.1M 0.04% +2K +8.3% $51.42 -22.4%
377 DUPONT DE NEMOURS INC COMMON STOCK 7,882.0 $1.1M 0.04% NEW $135.64
378 VMC VULCAN MATLS CO COM Basic Materials 3,611.0 $1.1M 0.04% +442.0 +13.9% $295.01 -8.3%
379 DBS GROUP HOLDINGS LTD SPONSORED ADR 5,244.0 $1.1M 0.04% +303.0 +6.1% $202.89
380 CW CURTISS WRIGHT CORP COM Industrials 1,390.0 $1.1M 0.04% +116.0 +9.1% $757.76 -14.4%
Page 19 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%