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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 26 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 ENEL SOCIETA PER AZIONI UNSPONSORD ADR 63,542.0 $726K 0.03% +4K +7.3% $11.43
502 HEI HEICO CORP NEW COM Industrials 2,038.0 $726K 0.03% +164.0 +8.8% $356.19 -0.3%
503 BAX BAXTER INTL INC COM Healthcare 33,909.0 $723K 0.03% +17K +98.3% $21.32 +23.5%
504 ERSTE GROUP BK A G SPONSORED ADR 10,848.0 $722K 0.03% +596.0 +5.8% $66.60
505 PSTG EVERPURE INC CL A 9,168.0 $722K 0.03% +2K +24.1% $78.79
506 HITACHI LTD ADR 2 COM 26,039.0 $720K 0.03% +1K +4.5% $27.65
507 ATO ATMOS ENERGY CORP COM Utilities 4,172.0 $719K 0.03% +409.0 +10.9% $172.27 -3.1%
508 RMD RESMED INC COM Healthcare 3,646.0 $711K 0.03% -744.0 -16.9% $194.88 +18.8%
509 FICO FAIR ISAAC CORP COM Technology 594.0 $710K 0.03% +171.0 +40.4% $1194.78 -1.9%
510 USFD US FOODS HLDG CORP COM Consumer Defensive 6,939.0 $710K 0.03% +438.0 +6.7% $102.25 +7.2%
511 RGA REINSURANCE GROUP AMER INC COM NEW Financial Services 3,336.0 $709K 0.03% +197.0 +6.3% $212.65 +14.3%
512 DISCO CORP UNSPONSORED ADR 13,486.0 $706K 0.03% +125.0 +0.9% $52.37
513 BDX BECTON DICKINSON CO COM Healthcare 4,660.0 $705K 0.03% +81.0 +1.8% $151.33 +26.9%
514 VSCO VICTORIAS SECRET AND CO COMMON STOCK Consumer Cyclical 8,426.0 $703K 0.03% +170.0 +2.1% $83.48 +9.6%
515 MSCI MSCI INC COM Financial Services 1,254.0 $702K 0.03% +183.0 +17.1% $560.08 +0.6%
516 MYRG MYR GROUP INC COM Industrials 1,399.0 $700K 0.03% +117.0 +9.1% $500.40 -37.9%
517 ENVA ENOVA INTL INC COM Financial Services 2,897.0 $697K 0.03% +73.0 +2.6% $240.73 +0.9%
518 ITOT ISHARES TR CORE S P TTL STK 4,242.0 $697K 0.03% $164.27 +2.3%
519 PSA PUBLIC STORAGE COM Real Estate 2,189.0 $697K 0.03% +566.0 +34.9% $318.31 +1.3%
520 CAG CONAGRA BRANDS INC COM Consumer Defensive 51,664.0 $695K 0.03% +30K +136.4% $13.46 +22.2%
Page 26 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 35.6%
Financial Services 13.0%
Industrials 10.7%
Healthcare 9.6%
Consumer Cyclical 9.2%
Communication Services 6.2%
Consumer Defensive 4.9%
Energy 3.8%
Utilities 3.1%
Basic Materials 2.0%