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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 198 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3941 FINANCE OF AMERICA COMPAN COM CL A 25.0 $688.0 NEW $27.52
3942 ALDX ALDEYRA THERAPEUTICS INC COM Healthcare 320.0 $682.0 -797.0 -71.3% $2.13 -27.3%
3943 IBHJ ISHARES TR IBON 2030 TE ETF 25.0 $662.0 $26.48 -0.4%
3944 SSP SCRIPPS E W CO OHIO CL A NEW Communication Services 239.0 $662.0 -156.0 -39.5% $2.77 +19.1%
3945 TRINSEO PLC SHS 412,655.0 $660.0 +411K +10000.0% $0.00
3946 MSB MESABI TR CTF BEN INT Financial Services 26.0 $658.0 -14.0 -35.0% $25.31 -8.4%
3947 CYH COMMUNITY HEALTH SYS INC NEW COM Healthcare 197.0 $658.0 -122.0 -38.2% $3.34 -10.8%
3948 SUNS SUNRISE RLTY TR INC COM Real Estate 83.0 $656.0 -115.0 -58.1% $7.90 -0.0%
3949 III INFORMATION SVCS GROUP INC COM Technology 159.0 $653.0 +82.0 +106.5% $4.11 +20.0%
3950 FCAP FIRST CAP INC COM Financial Services 10.0 $646.0 $64.60 -1.1%
3951 AKTS AKTIS ONCOLOGY INC COM Healthcare 20.0 $645.0 NEW $32.25 -22.5%
3952 EVC ENTRAVISION COMMUNICATIONS CP CL A Communication Services 49.0 $639.0 $13.04 -35.4%
3953 WIX WIX COM LTD SHS Technology 14.0 $635.0 -73.0 -83.9% $45.36 +70.1%
3954 DSGR DISTRIBUTION SOLUTIONS GRP INC COM Industrials 23.0 $629.0 +17.0 +283.3% $27.35 +26.8%
3955 TRIVAGO N V SPON ADS A SHS N 114.0 $624.0 -66.0 -36.7% $5.47
3956 VENTURE GLOBAL INC COM CL A 55.0 $612.0 $11.13
3957 LIFECORE BIOMEDICAL INC COM 116.0 $609.0 -138.0 -54.3% $5.25
3958 MH MCGRAW HILL INC COM Consumer Defensive 64.0 $606.0 -330.0 -83.8% $9.47 +38.6%
3959 CRITICAL METALS CORP PUBCO ORD SHS 59.0 $605.0 -168.0 -74.0% $10.25
3960 BK TECHNOLOGIES CORPORATION COM NEW 7.0 $602.0 $86.00
Page 198 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%