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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 199 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3961 ECBK ECB BANCORP INC COM Financial Services 30.0 $602.0 NEW $20.07 +3.4%
3962 VYGR VOYAGER THERAPEUTICS INC COM Healthcare 172.0 $602.0 -187.0 -52.1% $3.50 -5.7%
3963 LWAY LIFEWAY FOODS INC COM Consumer Defensive 20.0 $597.0 NEW $29.85 -14.7%
3964 SFIX STITCH FIX INC COM CL A Consumer Cyclical 145.0 $596.0 -106.0 -42.2% $4.11 -20.4%
3965 AMERICAN COASTAL INS CORP COM 53.0 $588.0 +7.0 +15.2% $11.09
3966 GIB CGI INC CL A SUB VTG Technology 9.0 $581.0 -18.0 -66.7% $64.56 +13.0%
3967 ALMONTY INDS INC COM NEW 35.0 $580.0 NEW $16.57
3968 RIO TINTO PLC ORD 6.0 $566.0 $94.33
3969 CRD-B CRAWFORD CO CL A 50.0 $564.0 $11.28 +9.1%
3970 LMRI LUMEXA IMAGING HOLDINGS INC COM Healthcare 50.0 $564.0 NEW $11.28 +6.3%
3971 FF FUTUREFUEL CORP COM Basic Materials 123.0 $556.0 -2.0 -1.6% $4.52 +25.2%
3972 IGLB ISHARES TR 10 YR INVST GRD 11.0 $550.0 $50.00 -4.7%
3973 HWBK HAWTHORN BANCSHARES INC COM Financial Services 14.0 $550.0 NEW $39.29 +1.2%
3974 FEZ SPDR INDEX SHS FDS ST STR EU 50 ETF 8.0 $549.0 -24.0 -75.0% $68.62 +4.0%
3975 LOANDEPOT INC COM CL A 438.0 $548.0 -215.0 -32.9% $1.25
3976 PGEN PRECIGEN INC COM Healthcare 96.0 $547.0 NEW $5.70 +18.5%
3977 RPAY REPAY HLDGS CORP COM CL A Technology 129.0 $542.0 -249.0 -65.9% $4.20 -12.7%
3978 VUZI VUZIX CORP COM NEW Technology 186.0 $539.0 -754.0 -80.2% $2.90 +6.3%
3979 FJP FIRST TR EXCH TRD ALPHDX FD II JAPAN ALPHADEX 7.0 $534.0 $76.29 +0.3%
3980 PYLD PIMCO ETF TR MULTISECTOR BD 20.0 $530.0 $26.50 -1.3%
Page 199 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%