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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 201 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4001 PINE ALPINE INCOME PPTY TR INC COM Real Estate 11.0 $184.0 NEW $16.73 +13.6%
4002 PROP PRAIRIE OPER CO COM Financial Services 109.0 $184.0 NEW $1.69 -48.2%
4003 XERS XERIS BIOPHARMA HOLDINGS INC COM Healthcare 23.0 $181.0 NEW $7.87 -23.6%
4004 BIOHAVEN LTD COM 16.0 $181.0 NEW $11.31
4005 RBKB RHINEBECK BANCORP INC COM Financial Services 15.0 $180.0 NEW $12.00 +31.8%
4006 SANUWAVE HEALTH INC COM 6.0 $179.0 NEW $29.83
4007 LUMINE GROUP INC SUB VTG SHS 9.0 $179.0 NEW $19.89
4008 TRAEGER INC COMMON STOCK 165.0 $178.0 NEW $1.08
4009 NEPTUNE INS HLDGS INC CL A 6.0 $175.0 NEW $29.17
4010 ECF ELLSWORTH GROWTH INCOME FD L COM Financial Services 15.0 $174.0 NEW $11.60 +8.0%
4011 TLRY TILRAY BRANDS INC COM Healthcare 19.0 $172.0 NEW $9.05 -42.8%
4012 ZIM ZIM INTEGRATED SHIPPING SERV SHS Industrials 8.0 $170.0 NEW $21.25 +20.7%
4013 ASIC ATEGRITY SPECIALTY IN CO HO COM Financial Services 8.0 $168.0 NEW $21.00 -1.0%
4014 BANKFINANCIAL CORP COM 14.0 $168.0 NEW $12.00
4015 STRATA CRITICAL MEDICAL INC CL A COM 35.0 $168.0 NEW $4.80
4016 RICK RCI HOSPITALITY HLDGS INC COM Consumer Cyclical 7.0 $167.0 NEW $23.86 -1.5%
4017 DSGR DISTRIBUTION SOLUTIONS GRP INC COM Industrials 6.0 $164.0 NEW $27.33 -1.3%
4018 OVBC OHIO VY BANC CORP COM Financial Services 4.0 $160.0 NEW $40.00 +14.5%
4019 GEMI GEMINI SPACE STA INC CL A COM Financial Services 16.0 $159.0 NEW $9.94 -46.0%
4020 FLXS FLEXSTEEL INDS INC COM Consumer Cyclical 4.0 $158.0 NEW $39.50 +34.6%
Page 201 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%