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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 44 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 COOPER COS INC COM 4,091.0 $293K 0.01% +1K +57.2% $71.50
862 GLD SPDR GOLD TR GOLD SHS Financial Services 678.0 $292K 0.01% -12.0 -1.7% $430.29 -3.1%
863 SEALED AIR CORP NEW COM 6,934.0 $292K 0.01% +785.0 +12.8% $42.05
864 AM ANTERO MIDSTREAM CORP COM Energy 12,781.0 $291K 0.01% +2K +17.4% $22.80 -4.3%
865 CAKE CHEESECAKE FACTORY INC COM Consumer Cyclical 5,318.0 $291K 0.01% +4K +205.5% $54.75 +10.6%
866 ZURICH INSURANCE GROUP AG ORD 396.0 $291K 0.01% +8.0 +2.1% $734.43
867 INPEX CORP ADR 9,910.0 $290K 0.01% +1K +11.4% $29.30
868 SFM SPROUTS FMRS MKT INC COM Consumer Defensive 3,762.0 $290K 0.01% +395.0 +11.7% $77.13 +14.7%
869 UNITED OVERSEAS BK LTD SPONSORED ADR 5,070.0 $290K 0.01% +445.0 +9.6% $57.16
870 SCCO SOUTHERN COPPER CORP COM Basic Materials 1,681.0 $289K 0.01% +483.0 +40.3% $172.06 +1.2%
871 HL HECLA MINING COMPANY COM Basic Materials 15,492.0 $289K 0.01% +492.0 +3.3% $18.63 -7.1%
872 MTH MERITAGE HOMES CORP COM Consumer Cyclical 4,666.0 $289K 0.01% +160.0 +3.5% $61.84 +3.3%
873 BAX BAXTER INTL INC COM Healthcare 17,100.0 $287K 0.01% +2K +15.4% $16.80 +13.3%
874 NORDEA BK ABP MED TERM NTS SPONSORED ADS 16,620.0 $287K 0.01% +2K +13.1% $17.29
875 HASI HA SUSTAINABLE INFRA CAP INC COM Financial Services 7,813.0 $287K 0.01% +1K +15.8% $36.75 +10.6%
876 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 9,502.0 $286K 0.01% -250.0 -2.6% $30.12 +13.9%
877 RFDI FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 3,471.0 $285K 0.01% -1K -26.7% $82.11 +6.3%
878 CPK CHESAPEAKE UTILS CORP COM Utilities 2,254.0 $285K 0.01% +33.0 +1.5% $126.37 +0.5%
879 ASO ACADEMY SPORTS OUTDOORS INC COM Consumer Cyclical 5,042.0 $285K 0.01% +143.0 +2.9% $56.45 -9.6%
880 XLU SELECT SECTOR SPDR TR STATE STREET UTI 6,188.0 $284K 0.01% $45.89 -1.9%
Page 44 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%