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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 52 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM Healthcare 13,113.0 $281K 0.01% -68.0 -0.5% $21.45 +21.2%
1022 INVH INVITATION HOMES INC COM Real Estate 9,289.0 $281K 0.01% +3K +57.5% $30.21 -0.3%
1023 CDE COEUR MNG INC COM NEW Basic Materials 17,160.0 $280K 0.01% +8K +87.4% $16.32 +28.5%
1024 PCTY PAYLOCITY HLDG CORP COM Technology 2,678.0 $280K 0.01% +717.0 +36.6% $104.53 +46.7%
1025 GEO GEO GROUP INC COM Industrials 9,469.0 $280K 0.01% +802.0 +9.2% $29.55 +10.7%
1026 TRMB TRIMBLE INC COM Technology 5,464.0 $280K 0.01% -7K -54.9% $51.18 +17.7%
1027 VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 2,845.0 $279K 0.01% +776.0 +37.5% $98.20 +7.2%
1028 XLY SELECT SECTOR SPDR TR ST STR DISCR ETF 2,375.0 $279K 0.01% +564.0 +31.1% $117.28 +0.6%
1029 WMS ADVANCED DRAIN SYS INC DEL COM Industrials 1,766.0 $277K 0.01% +10.0 +0.6% $156.96 -8.4%
1030 ASCENDIS PHARMA A S ORD SHS 1,037.0 $277K 0.01% NEW $266.72
1031 APG API GROUP CORP COM STK Industrials 6,529.0 $277K 0.01% +545.0 +9.1% $42.35 -2.8%
1032 DFUV DIMENSIONAL ETF TRUST US MKTWIDE VALUE 5,025.0 $276K 0.01% NEW $55.01 +4.4%
1033 AAOI APPLIED OPTOELECTRONICS INC COM Technology 1,862.0 $276K 0.01% -21.0 -1.1% $148.16 -15.8%
1034 REPSOL S A SPON ADR 10,997.0 $275K 0.01% +2K +18.1% $25.05
1035 TELIA COMPANY A B UNSPONSORED ADR 28,374.0 $275K 0.01% +4K +15.0% $9.70
1036 NEOG NEOGEN CORP COM Healthcare 30,578.0 $275K 0.01% -2K -5.3% $8.99 +32.9%
1037 VOLVO AB UNSPONSORD ADR 8,113.0 $275K 0.01% +425.0 +5.5% $33.86
1038 SUMITOMO METAL MINING CO LTD UNSPONSORED ADR 23,675.0 $274K 0.01% +1K +6.2% $11.57
1039 UCB S A UNSPONSORED ADR 1,824.0 $273K 0.01% +128.0 +7.5% $149.87
1040 SIG SIGNET JEWELERS LIMITED SHS Consumer Cyclical 3,165.0 $273K 0.01% $86.20 -5.6%
Page 52 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%