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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 67 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 IESC IES HOLDINGS INC COM Industrials 252.0 $185K 0.01% $734.66 -55.9%
1322 CHRD CHORD ENERGY CORPORATION COM NEW Energy 1,618.0 $185K 0.01% +204.0 +14.4% $114.30 +26.6%
1323 LYFT LYFT INC CL A COM Technology 12,632.0 $185K 0.01% +6K +84.9% $14.61 +21.0%
1324 IPAR INTERPARFUMS INC COM Consumer Defensive 1,647.0 $184K 0.01% +531.0 +47.6% $111.86 +4.4%
1325 ESSILOR LUXOTTICA UNSPONSORED ADR 1,959.0 $184K 0.01% -390.0 -16.6% $93.88
1326 FR FIRST INDL RLTY TR INC COM Real Estate 2,999.0 $184K 0.01% +686.0 +29.7% $61.31 +3.5%
1327 FXH FIRST TR EXCHANGE TRADED FD II HLTH CARE ALPH 1,501.0 $184K 0.01% $122.40 +10.2%
1328 REZI RESIDEO TECHNOLOGIES INC COM Industrials 5,903.0 $184K 0.01% -967.0 -14.1% $31.10 -38.0%
1329 WKC WORLD KINECT CORPORATION COM Energy 5,568.0 $183K 0.01% +2K +80.5% $32.94 +8.1%
1330 CSW INDUSTRIALS INC COM 658.0 $183K 0.01% -17.0 -2.5% $278.30
1331 SNY SANOFI SA SPONSORED ADR Healthcare 4,289.0 $183K 0.01% -107.0 -2.4% $42.66 +7.1%
1332 PERIMETER SOLUTIONS INC COMMON STOCK 5,127.0 $183K 0.01% +425.0 +9.0% $35.65
1333 ACMR ACM RESH INC COM CL A Technology 1,440.0 $183K 0.01% +182.0 +14.5% $126.89 -39.0%
1334 MSM MSC INDL DIRECT INC CL A Industrials 1,534.0 $182K 0.01% +144.0 +10.4% $118.95 +0.3%
1335 SWEDBANK AB SPD ADR 4,868.0 $182K 0.01% +2K +73.8% $37.47
1336 MOD MODINE MFG CO COM Consumer Cyclical 683.0 $182K 0.01% +24.0 +3.6% $267.02 -29.5%
1337 CRGY CRESCENT ENERGY COMPANY CL A COM Energy 18,482.0 $181K 0.01% $9.82 +41.0%
1338 EAT BRINKER INTL INC COM Consumer Cyclical 1,079.0 $181K 0.01% +271.0 +33.5% $168.00 +51.2%
1339 NIPPON STEEL CORP SPONSORED ADS 53,648.0 $181K 0.01% +32K +142.5% $3.37
1340 JULIUS BAER GRUPPE UNSPONSORD ADR 10,473.0 $181K 0.01% +2K +25.3% $17.24
Page 67 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%