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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 44 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 IVE ISHARES TR S P 500 VAL ETF 1,537.0 $349K 0.01% -31.0 -2.0% $227.06 +4.5%
862 SFNC SIMMONS FIRST NATL CORP CL A 1 PAR Financial Services 15,392.0 $349K 0.01% +892.0 +6.2% $22.65 +1.6%
863 QQQM INVESCO EXCHANGE TRADED FD TR NASDAQ 100 ETF 1,150.0 $348K 0.01% $302.97 -3.0%
864 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 2,011.0 $348K 0.01% +70.0 +3.6% $173.12 -7.6%
865 SVENSKA HANDELSBANKEN AB NY BR ADR 47,497.0 $347K 0.01% +8K +20.7% $7.31
866 HXL HEXCEL CORP NEW COM Industrials 3,467.0 $347K 0.01% +557.0 +19.1% $100.06 -6.2%
867 RWE AG SPONSORED ADR 5,329.0 $346K 0.01% +229.0 +4.5% $64.96
868 MACQUARIE GROUP LIMITED ADR NEW 1,986.0 $346K 0.01% +290.0 +17.1% $174.10
869 COOPER COS INC COM 4,810.0 $345K 0.01% +719.0 +17.6% $71.71
870 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 12,662.0 $345K 0.01% -120.0 -0.9% $27.21 -32.6%
871 WCC WESCO INTL INC COM Industrials 992.0 $343K 0.01% +161.0 +19.4% $345.43 +1.1%
872 VSAT VIASAT INC COM Technology 3,798.0 $341K 0.01% +626.0 +19.7% $89.81 -16.8%
873 GWRE GUIDEWIRE SOFTWARE INC COM Technology 2,772.0 $341K 0.01% $123.05 +53.8%
874 KNX KNIGHT SWIFT TRANSN HLDGS INC CL A Industrials 4,380.0 $341K 0.01% +729.0 +20.0% $77.87 -8.1%
875 MHO M I HOMES INC COM Consumer Cyclical 2,121.0 $341K 0.01% +190.0 +9.8% $160.79 -5.2%
876 MP MP MATERIALS CORP COM CL A Basic Materials 6,088.0 $341K 0.01% +872.0 +16.7% $56.01 +7.2%
877 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 7,674.0 $340K 0.01% -186.0 -2.4% $44.26 -2.0%
878 JAZZ JAZZ PHARMACEUTICALS PLC SHS USD Healthcare 1,407.0 $339K 0.01% +223.0 +18.8% $240.97 +5.5%
879 LPL LG DISPLAY CO LTD SPONS ADR REP Technology 87,102.0 $339K 0.01% +4K +4.6% $3.89 -15.7%
880 VV VANGUARD INDEX FDS LARGE CAP ETF 983.0 $338K 0.01% $343.91 +2.5%
Page 44 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%