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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 190 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3781 CNDT CONDUENT INC COM Technology 1,013.0 $1K NEW $1.28 +17.5%
3782 FB BANCORP INC COM 94.0 $1K NEW $13.74
3783 PZA INVESCO EXCHANGETRADED FD TR NATL AMT MUNI 56.0 $1K +47.0 +522.2% $22.98 -0.4%
3784 MYO MYOMO INC COM NEW Healthcare 1,898.0 $1K +1K +273.6% $0.68 +32.8%
3785 EVEX EVE HLDG INC COM Industrials 512.0 $1K +438.0 +591.9% $2.48 +14.1%
3786 WEAV WEAVE COMMUNICATIONS INC COM Technology 273.0 $1K -49.0 -15.2% $4.62 +25.9%
3787 MSB MESABI TR CTF BEN INT Financial Services 40.0 $1K +23.0 +135.3% $31.50 -13.6%
3788 BSV VANGUARD BD INDEX FDS SHORT TRM BOND 16.0 $1K +2.0 +14.3% $78.44 -0.7%
3789 WNEB WESTERN NEW ENG BANCORP INC COM Financial Services 97.0 $1K +35.0 +56.5% $12.93 +3.8%
3790 MFIN MEDALLION FINANCIAL CORP COM Financial Services 145.0 $1K NEW $8.56 +10.5%
3791 SRI STONERIDGE INC COM Consumer Cyclical 257.0 $1K -32.0 -11.1% $4.83 +39.7%
3792 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 299.0 $1K +107.0 +55.7% $4.15 +1.6%
3793 BYRN BYRNA TECHNOLOGIES INC COM NEW Industrials 135.0 $1K -60.0 -30.8% $9.18 -43.4%
3794 FORTITUDE GOLD CORP COM 248.0 $1K $4.96
3795 CARL CARLSMED INC COM Healthcare 135.0 $1K NEW $9.05 +29.8%
3796 CADL CANDEL THERAPEUTICS INC COM Healthcare 249.0 $1K -46.0 -15.6% $4.90 +61.3%
3797 INNV INNOVAGE HLDG CORP COM Healthcare 151.0 $1K +24.0 +18.9% $8.02 -8.1%
3798 SPAB SPDR SERIES TRUST STATE STREET SPD 47.0 $1K $25.62 -1.2%
3799 ACHILLES THERAPEUTICS PLC SPONSORED ADS 806.0 $1K $1.48
3800 IMMR IMMERSION CORP COM Technology 218.0 $1K +56.0 +34.6% $5.46 +12.1%
Page 190 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%