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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 206 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4101 IBIZ TECHNOLOGY CORP COM NEW 350,000.0 $35.0 $0.00
4102 BED BATH BEYOND INC WT EXP 100726 33.0 $19.0 $0.58
4103 FIRST ST FINL CORP FLA COM 833.0 $18.0 $0.02
4104 IIM INVESCO VALUE MUN INCOME TR COM Financial Services 1.0 $12.0 -250.0 -99.6% $12.00 -0.3%
4105 GEN DIGITAL INC CVR 21.0 $10.0 $0.48
4106 MEDIPHARM LABS CORP COM 200.0 $9.0 $0.04
4107 XEROX HOLDINGS CORP WT EXP 021128 88.0 $8.0 NEW $0.09
4108 GENERAL MOLY INC COM 1,000.0 $5.0 $0.01
4109 LION GROUP HOLDING LTD SPONSORED ADS 5.0 $4.0 -41.0 -89.1% $0.80
4110 VIDEOPROPULSION INC COM 9,000.0 $1.0 $0.00
Page 206 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%