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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 36 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 MARUBENI CORP ADR 1,551.0 $451K 0.02% $290.68
702 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 3,236.0 $450K 0.02% -622.0 -16.1% $139.09 -2.5%
703 MTH MERITAGE HOMES CORP COM Consumer Cyclical 5,365.0 $450K 0.02% +699.0 +15.0% $83.85 -14.5%
704 STANDARD CHARTERED PLC UNSPONSRED ADS 8,245.0 $449K 0.02% +644.0 +8.5% $54.49
705 XYL XYLEM INC COM Industrials 3,793.0 $448K 0.02% -1K -21.5% $118.21 -4.1%
706 E ENI SPA SPONSORED ADR Energy 9,563.0 $448K 0.02% +726.0 +8.2% $46.86 +20.5%
707 BN BROOKFIELD CORP CL A LTD VT SH Financial Services 10,501.0 $447K 0.02% +2K +28.0% $42.59 -2.1%
708 PFF ISHARES TR PFD AND INCM SEC 14,643.0 $446K 0.02% +8K +133.8% $30.49 -0.1%
709 CGNX COGNEX CORP COM Technology 6,162.0 $446K 0.02% +1K +22.4% $72.42 -16.4%
710 SLGN SILGAN HLDGS INC COM Consumer Cyclical 9,619.0 $446K 0.02% +5K +88.2% $46.39 -8.6%
711 BXP BXP INC COM Real Estate 6,720.0 $446K 0.02% +2K +45.2% $66.31 +2.1%
712 POOL POOL CORP COM Industrials 2,071.0 $445K 0.02% +866.0 +71.9% $214.90 -12.5%
713 BALL BALL CORP COM Consumer Cyclical 7,132.0 $445K 0.02% -360.0 -4.8% $62.40 +1.9%
714 RDVY FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV 5,474.0 $444K 0.02% $81.06 +1.1%
715 TTC TORO CO COM Industrials 4,550.0 $443K 0.02% +351.0 +8.4% $97.42 +2.1%
716 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 4,998.0 $443K 0.02% +455.0 +10.0% $88.60 -36.6%
717 GKOS GLAUKOS CORP COM Healthcare 3,165.0 $442K 0.02% +827.0 +35.4% $139.76 +32.3%
718 PINNACLE FINL PARTNERS INC COM 4,360.0 $440K 0.02% +641.0 +17.2% $100.88
719 PKX POSCO HOLDINGS INC SPONSORED ADR Basic Materials 8,530.0 $438K 0.02% +2K +28.7% $51.38 +11.6%
720 PFGC PERFORMANCE FOOD GROUP CO COM Consumer Defensive 3,913.0 $437K 0.02% +440.0 +12.7% $111.79 -6.1%
Page 36 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%