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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 65 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 REDEIA CORPORACION S A UNSPONSORED ADR 22,990.0 $197K 0.01% +11K +88.4% $8.55
1282 MSA MSA SAFETY INC COM Industrials 1,124.0 $196K 0.01% +385.0 +52.1% $174.58 +8.2%
1283 SBH SALLY BEAUTY HLDGS INC COM Consumer Cyclical 13,841.0 $196K 0.01% -1K -7.9% $14.14 +18.2%
1284 TDC TERADATA CORP DEL COM Technology 5,646.0 $196K 0.01% +541.0 +10.6% $34.65 -20.6%
1285 WABC WESTAMERICA BANCORPORATION COM Financial Services 3,327.0 $195K 0.01% +890.0 +36.5% $58.67 -0.6%
1286 CBT CABOT CORP COM Basic Materials 2,149.0 $195K 0.01% +454.0 +26.8% $90.82 -7.6%
1287 FUL FULLER H B CO COM Basic Materials 3,333.0 $194K 0.01% +158.0 +5.0% $58.29 -0.5%
1288 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 11,552.0 $194K 0.01% +2K +15.5% $16.81 -1.3%
1289 IJK ISHARES TR S P MC 400GR ETF 1,652.0 $194K 0.01% +1K +189.3% $117.50 -2.7%
1290 IJS ISHARES TR SP SMCP600VL ETF 1,418.0 $194K 0.01% +622.0 +78.1% $136.68 +0.9%
1291 MGY MAGNOLIA OIL GAS CORP CL A Energy 7,572.0 $194K 0.01% +697.0 +10.1% $25.58 +6.4%
1292 POR PORTLAND GEN ELEC CO COM NEW Utilities 3,737.0 $194K 0.01% -374.0 -9.1% $51.83 -4.1%
1293 ZM ZOOM COMMUNICATIONS INC CL A Technology 2,244.0 $194K 0.01% +590.0 +35.7% $86.31 +21.5%
1294 CE CELANESE CORP DEL COM Basic Materials 4,207.0 $194K 0.01% -533.0 -11.2% $46.00 -1.6%
1295 IBDV ISHARES TR IBONDS DEC 2030 8,866.0 $193K 0.01% +8K +966.9% $21.80 -0.8%
1296 HFWA HERITAGE FINL CORP WASH COM Financial Services 6,519.0 $193K 0.01% +710.0 +12.2% $29.62 -2.0%
1297 DGII DIGI INTL INC COM Technology 2,576.0 $193K 0.01% +374.0 +17.0% $74.95 -1.4%
1298 IYG ISHARES TR U S FIN SVC ETF 2,123.0 $192K 0.01% +592.0 +38.7% $90.47 +8.1%
1299 SN SHARKNINJA INC COM SHS Consumer Cyclical 1,261.0 $192K 0.01% +398.0 +46.1% $152.27 +20.2%
1300 JARDINE MATHESON HLDGS LTD UNSPONSORD ADR 3,111.0 $191K 0.01% -411.0 -11.7% $61.52
Page 65 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%