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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 192 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 QTEC FIRST TR EXCHANGETRADED FD SHS 5.0 $1K $216.00 +38.7%
3822 BBCP CONCRETE PUMPING HLDGS INC COM Industrials 151.0 $1K -50.0 -24.9% $7.14 +4.2%
3823 BSVN BANK7 CORP COM Financial Services 27.0 $1K $39.89 +8.5%
3824 GRAB GRAB HOLDINGS LIMITED CLASS A ORD Technology 294.0 $1K -193.0 -39.6% $3.66 -2.7%
3825 VFLO VICTORY PORTFOLIOS II SHARES FREE CASH 27.0 $1K $39.48 +9.7%
3826 BRUNELLO CUCINELLI S P A UNSPONSORED ADR 123.0 $1K $8.63
3827 XPOF XPONENTIAL FITNESS INC COM CL A Consumer Cyclical 175.0 $1K -24.0 -12.1% $6.02 -9.2%
3828 NNOX NANO X IMAGING LTD ORD SHS Healthcare 464.0 $1K +414.0 +828.0% $2.27 -15.8%
3829 PLX PROTALIX BIOTHERAPEUTICS INC COM Healthcare 479.0 $1K +124.0 +34.9% $2.17 -7.3%
3830 PSIX POWER SOLUTIONS INTL INC COM NEW Industrials 17.0 $1K +9.0 +112.5% $60.88 -39.3%
3831 HALEON PLC ORD SHS 207.0 $1K NEW $4.98
3832 KRMD KORU MEDICAL SYSTEMS INC COM Healthcare 238.0 $1K $4.32 -4.2%
3833 LUCD LUCID DIAGNOSTICS INC COM Healthcare 894.0 $1K +752.0 +529.6% $1.15 -13.0%
3834 TAYD TAYLOR DEVICES INC COM Industrials 18.0 $1K $57.00 -10.3%
3835 NIKON CORP UNSPONSORED ADR 83.0 $1K $12.18
3836 MAIN MAIN STR CAP CORP COM Financial Services 19.0 $1K $52.95 -3.6%
3837 INSEEGO CORP COM NEW 90.0 $1K NEW $11.12
3838 SCHI SCHWAB STRATEGIC TR 5 10YR CORP BD 44.0 $998.0 $22.68 -0.8%
3839 SRBK SR BANCORP INC COM Financial Services 59.0 $996.0 NEW $16.88 +7.5%
3840 BBB FOODS INC CL A COM 28.0 $990.0 $35.36
Page 192 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%