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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 192 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3821 IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 10.0 $1K NEW $130.40 +0.2%
3822 PEBK PEOPLES BANCORP N C INC COM Financial Services 30.0 $1K $43.10 +5.0%
3823 QTRX QUANTERIX CORP COM Healthcare 299.0 $1K -391.0 -56.7% $4.32 -38.0%
3824 FWRG FIRST WATCH RESTAURANT GROUP I COM Consumer Cyclical 100.0 $1K NEW $12.89 -6.8%
3825 BARK BARK INC COM NEW Consumer Cyclical 129.0 $1K NEW $9.98 +1.2%
3826 REZOLVE AI PLC ORD SHS 404.0 $1K -127.0 -23.9% $3.15
3827 AQST AQUESTIVE THERAPEUTICS INC COM Healthcare 299.0 $1K $4.16 +3.8%
3828 CHRS COHERUS ONCOLOGY INC COM Healthcare 885.0 $1K -325.0 -26.9% $1.40 -4.3%
3829 FORTITUDE GOLD CORP COM 248.0 $1K $4.99
3830 VFLO VICTORY PORTFOLIOS II SHS FR CA FL ETF 27.0 $1K $45.74 +17.3%
3831 IMO IMPERIAL OIL LTD COM NEW Energy 11.0 $1K $112.00 +21.2%
3832 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 214.0 $1K NEW $5.74 -44.9%
3833 OMER OMEROS CORP COM Healthcare 128.0 $1K $9.51 +80.8%
3834 EVGO EVGO INC CL A COM Consumer Cyclical 637.0 $1K $1.91 -21.5%
3835 BYRN BYRNA TECHNOLOGIES INC COM NEW Industrials 181.0 $1K +46.0 +34.1% $6.71 -41.9%
3836 QSI QUANTUM SI INC COM CL A Healthcare 1,373.0 $1K -457.0 -25.0% $0.88 -17.7%
3837 JELD JELD WEN HLDG INC COM Industrials 807.0 $1K +541.0 +203.4% $1.50 +22.6%
3838 SPAB SPDR SERIES TRUST ST STR AGGRE ETF 47.0 $1K $25.51 -1.6%
3839 TCI TRANSCONTINENTAL RLTY INVS COM NEW Real Estate 26.0 $1K $46.00 -21.9%
3840 DAIWA SECS GROUP INC SPONSORED ADR 120.0 $1K $9.94
Page 192 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%