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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 22 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MRNA MODERNA INC COM Healthcare 15,297.0 $777K 0.04% +5K +49.5% $50.80 -9.0%
422 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 5,686.0 $774K 0.04% -1K -15.2% $136.09 -9.4%
423 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 2,649.0 $770K 0.04% -778.0 -22.7% $290.70 -13.5%
424 AKAM AKAMAI TECHNOLOGIES INC COM Technology 6,674.0 $767K 0.04% +2K +51.1% $114.85 +22.3%
425 ABB LTD SPONSORED ADR 9,491.0 $764K 0.04% +1K +14.6% $80.48
426 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 16,855.0 $764K 0.04% -399.0 -2.3% $45.30 -31.8%
427 DTM DT MIDSTREAM INC COMMON STOCK Energy 5,657.0 $762K 0.04% +414.0 +7.9% $134.67 +12.4%
428 DGX QUEST DIAGNOSTICS INC COM Healthcare 3,884.0 $761K 0.04% +394.0 +11.3% $195.98 -2.5%
429 FN FABRINET SHS Technology 1,455.0 $759K 0.04% +51.0 +3.6% $521.52 +30.5%
430 SF STIFEL FINL CORP COM Financial Services 10,180.0 $753K 0.04% +3K +45.2% $73.92 -1.3%
431 AXON AXON ENTERPRISE INC COM Industrials 1,768.0 $751K 0.04% -195.0 -9.9% $424.69 -8.4%
432 FSLR FIRST SOLAR INC COM Energy 3,787.0 $747K 0.04% -690.0 -15.4% $197.26 +13.6%
433 RNR RENAISSANCERE HLDGS LTD COM Financial Services 2,492.0 $741K 0.04% +161.0 +6.9% $297.23 +1.9%
434 NXPI NXP SEMICONDUCTORS N V COM Technology 3,751.0 $738K 0.03% -333.0 -8.2% $196.86 +50.3%
435 ADVANTEST CORP SPON ADR NEW 5,426.0 $737K 0.03% +362.0 +7.2% $135.81
436 AWI ARMSTRONG WORLD INDS INC NEW COM Industrials 4,446.0 $733K 0.03% +2K +54.8% $164.80 -7.4%
437 LUV SOUTHWEST AIRLS CO COM Industrials 19,341.0 $727K 0.03% +4K +29.1% $37.57 +0.5%
438 HITACHI LTD ADR 2 COM 24,916.0 $725K 0.03% +271.0 +1.1% $29.11
439 AZO AUTOZONE INC COM Consumer Cyclical 214.0 $723K 0.03% $3377.78 -1.8%
440 WRB BERKLEY W R CORP COM Financial Services 10,902.0 $723K 0.03% -1K -11.8% $66.28 +2.2%
Page 22 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%