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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 64 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 CDW CDW CORP COM Technology 1,438.0 $202K 0.01% -60.0 -4.0% $140.64 -5.8%
1262 FUJITSU LTD UNSPONSORED ADR 10,163.0 $202K 0.01% +360.0 +3.7% $19.87
1263 ATR APTARGROUP INC COM Healthcare 1,607.0 $201K 0.01% +480.0 +42.6% $125.20 +7.6%
1264 TDW TIDEWATER INC NEW COM Energy 3,015.0 $201K 0.01% +164.0 +5.8% $66.63 +39.5%
1265 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 762.0 $201K 0.01% -8.0 -1.0% $263.26 +38.0%
1266 VNO VORNADO RLTY TR SH BEN INT Real Estate 5,104.0 $201K 0.01% -374.0 -6.8% $39.30 -1.1%
1267 AOS SMITH A O CORP COM Industrials 3,196.0 $200K 0.01% -3K -44.0% $62.72 +0.0%
1268 PK PARK HOTELS RESORTS INC COM Real Estate 14,045.0 $200K 0.01% +2K +17.2% $14.25 +11.3%
1269 VMI VALMONT INDS INC COM Industrials 346.0 $200K 0.01% +42.0 +13.8% $577.60 -16.6%
1270 VFC V F CORP COM Consumer Cyclical 11,952.0 $199K 0.01% +296.0 +2.5% $16.68 -14.2%
1271 NWBI NORTHWEST BANCSHARES INC COM Financial Services 13,119.0 $199K 0.01% +2K +16.7% $15.16 +1.4%
1272 GNTX GENTEX CORP COM Consumer Cyclical 7,870.0 $199K 0.01% +875.0 +12.5% $25.27 -6.6%
1273 GLOBUS MED INC CL A 2,517.0 $199K 0.01% -416.0 -14.2% $79.01
1274 KGS KODIAK GAS SVCS INC COM Energy 2,646.0 $199K 0.01% +456.0 +20.8% $75.13 -21.2%
1275 ACA ARCOSA INC COM Industrials 1,367.0 $199K 0.01% +129.0 +10.4% $145.29 -0.0%
1276 IONQ IONQ INC COM Technology 3,729.0 $199K 0.01% +680.0 +22.3% $53.26 -22.9%
1277 U HAUL HOLDING COMPANY COM SER N 3,441.0 $199K 0.01% +145.0 +4.4% $57.70
1278 UTL UNITIL CORP COM Utilities 3,759.0 $198K 0.01% -1K -28.4% $52.69 +1.7%
1279 ESNT ESSENT GROUP LTD COM Financial Services 3,071.0 $197K 0.01% +302.0 +10.9% $64.28 +6.5%
1280 AVY AVERY DENNISON CORP COM Industrials 1,212.0 $197K 0.01% -808.0 -40.0% $162.35 +13.1%
Page 64 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%