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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 202 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4021 SFBC SOUND FINL BANCORP INC COM Financial Services 7.0 $306.0 NEW $43.71 -2.9%
4022 LPRO OPEN LENDING CORP COM Financial Services 245.0 $306.0 NEW $1.25 +44.1%
4023 J P MORGAN EXCHANGE TRADED FD ULTRA SHRT ETF 6.0 $304.0 NEW $50.67
4024 ARAY ACCURAY INC DEL COM Healthcare 775.0 $301.0 NEW $0.39 -26.4%
4025 VCLT VANGUARD SCOTTSDALE FDS LGTERM COR BD 4.0 $299.0 NEW $74.75 -2.2%
4026 XRX XEROX HOLDINGS CORP COM NEW Technology 230.0 $297.0 -2K -88.3% $1.29 +105.2%
4027 SHYG ISHARES TR 05YR HI YL CP 7.0 $296.0 NEW $42.29 -0.2%
4028 III INFORMATION SVCS GROUP INC COM Technology 77.0 $296.0 -124.0 -61.7% $3.84 +12.1%
4029 SBFG SB FINL GROUP INC COM Financial Services 14.0 $294.0 +7.0 +100.0% $21.00 +2.8%
4030 EML EASTERN CO COM Industrials 14.0 $283.0 NEW $20.21 +1.5%
4031 JYNT JOINT CORP COM Healthcare 32.0 $283.0 NEW $8.84 -1.4%
4032 TVRD TVARDI THERAPEUTICS INC COM Healthcare 89.0 $283.0 NEW $3.18 +16.7%
4033 REMY COINTREAU S A UNSPONSORED ADR 67.0 $281.0 -682.0 -91.0% $4.19
4034 PXF INVESCO EXCHANGETRADED FD TR RAFI DVLPD MRKTS 4.0 $280.0 NEW $70.00 +7.3%
4035 AMBQ AMBIQ MICRO INC COMMON STOCK Technology 11.0 $280.0 $25.45 +180.3%
4036 Altaba Inc Escrow SHS ORD REG 72.0 $272.0 $3.78
4037 ELMD ELECTROMED INC COM Healthcare 11.0 $258.0 -96.0 -89.7% $23.45 +63.0%
4038 FITLIFE BRANDS INC COM NEW 18.0 $256.0 NEW $14.22
4039 VGAS VERDE CLEAN FUELS INC CLASS A COM Utilities 150.0 $254.0 NEW $1.69 +12.2%
4040 LOGISTIC PROPERTIES OF THE AME USD ORD SHS 76.0 $251.0 NEW $3.30
Page 202 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%