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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 51 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 CHE CHEMED CORP NEW COM Healthcare 620.0 $289K 0.01% +371.0 +149.0% $465.74 +16.1%
1002 SWISSCOM AG SPONSORED ADR 3,741.0 $289K 0.01% +67.0 +1.8% $77.17
1003 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 4,479.0 $289K 0.01% +283.0 +6.7% $64.45 +1.6%
1004 FIS FIDELITY NATL INFORMATION SVCS COM Technology 7,423.0 $289K 0.01% -6K -44.9% $38.88 +6.3%
1005 WTRG ESSENTIAL UTILS INC COM Utilities 7,524.0 $288K 0.01% -3K -28.5% $38.31 +4.9%
1006 RECKITT BENCKISER GROUP PLC SPONSORED ADR 21,967.0 $288K 0.01% +215.0 +1.0% $13.11
1007 RPM RPM INTL INC COM Basic Materials 2,589.0 $288K 0.01% +525.0 +25.4% $111.15 -2.3%
1008 COKE COCA COLA CONS INC COM Consumer Defensive 1,502.0 $287K 0.01% -63.0 -4.0% $190.92 -1.0%
1009 ONB OLD NATL BANCORP IND COM Financial Services 11,060.0 $286K 0.01% +1K +11.5% $25.90 -0.3%
1010 AVT AVNET INC COM Technology 3,223.0 $286K 0.01% +368.0 +12.9% $88.82 -0.2%
1011 ETSY INC COM 3,800.0 $286K 0.01% +750.0 +24.6% $75.33
1012 BRKR BRUKER CORP COM Healthcare 4,755.0 $286K 0.01% +839.0 +21.4% $60.18 -1.0%
1013 GRVY GRAVITY CO LTD SPONSORED ADS NE Technology 4,252.0 $286K 0.01% +2K +126.4% $67.15 +6.0%
1014 NWE NORTHWESTERN ENERGY GROUP INC COM NEW Utilities 3,981.0 $285K 0.01% +182.0 +4.8% $71.62 -3.0%
1015 KEP KOREA ELEC PWR CORP SPONSORED ADR Utilities 23,534.0 $285K 0.01% +6K +37.3% $12.10 -6.9%
1016 ETD ETHAN ALLEN INTERIORS INC COM Consumer Cyclical 12,726.0 $284K 0.01% +715.0 +6.0% $22.34 +4.7%
1017 EQNR EQUINOR ASA SPONSORED ADR Energy 9,033.0 $284K 0.01% +2K +24.1% $31.40 +36.5%
1018 TGTX TG THERAPEUTICS INC COM Healthcare 5,140.0 $282K 0.01% +1K +31.0% $54.94 -1.2%
1019 MTU AERO ENGINES H UNSPONSORD ADR 1,355.0 $282K 0.01% +275.0 +25.5% $208.36
1020 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 937.0 $282K 0.01% -57.0 -5.7% $301.03 -21.5%
Page 51 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%