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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.1B AUM 4,110 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 209 New 2584 Added 944 Reduced 193 Exited
Page 78 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 BFS SAUL CTRS INC COM Real Estate 3,616.0 $118K 0.01% +3K +872.0% $32.58 +6.4%
1542 HIW HIGHWOODS PPTYS INC COM Real Estate 5,501.0 $118K 0.01% +2K +38.1% $21.41 +22.4%
1543 ADYEN N V UNSPONSRED ADS 11,796.0 $118K 0.01% -925.0 -7.3% $9.97
1544 PANASONIC HLDGS CORP UNSPONSORED ADR 7,023.0 $118K 0.01% -239.0 -3.3% $16.74
1545 XHR XENIA HOTELS RESORTS INC COM Real Estate 7,925.0 $118K 0.01% +953.0 +13.7% $14.83 +16.0%
1546 SHISEIDO CO LTD SPONSORED ADR 5,705.0 $117K 0.01% +2K +71.4% $20.59
1547 CWEN CLEARWAY ENERGY INC CL C Utilities 2,986.0 $117K 0.01% +108.0 +3.8% $39.29 +2.1%
1548 IBDT ISHARES TR IBDS DEC28 ETF 4,630.0 $117K 0.01% $25.33 -0.3%
1549 GBCI GLACIER BANCORP INC NEW COM Financial Services 2,617.0 $117K 0.01% +103.0 +4.1% $44.67 +8.3%
1550 SUSA ISHARES TR ESG OPTIMIZED 884.0 $117K 0.01% +150.0 +20.4% $132.10 +15.5%
1551 GRVY GRAVITY CO LTD SPONSORED ADS NE Technology 1,878.0 $116K 0.01% +2K +578.0% $61.96 +1.3%
1552 IBDS ISHARES TR IBONDS 27 ETF 4,793.0 $116K 0.01% $24.24 -0.1%
1553 SCZ ISHARES TR EAFE SML CP ETF 1,481.0 $116K 0.01% -483.0 -24.6% $78.41 +10.2%
1554 CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW 3,240.0 $116K 0.01% -36.0 -1.1% $35.78
1555 TORAY INDS INC ADR 8,150.0 $116K 0.01% -286.0 -3.4% $14.21
1556 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 3,126.0 $116K 0.01% NEW $37.02 +15.8%
1557 HOLCIM LTD NEW SPONSORED ADS 7,001.0 $116K 0.01% -409.0 -5.5% $16.51
1558 EAT BRINKER INTL INC COM Consumer Cyclical 808.0 $115K 0.01% +42.0 +5.5% $142.77 -3.5%
1559 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 10,004.0 $115K 0.01% +2K +31.8% $11.51 +28.3%
1560 VAT GROUP AG UNSPONSORED ADS 1,852.0 $115K 0.01% $62.02
Page 78 of 206  ·  4,110 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 29.8%
Financial Services 13.3%
Industrials 10.5%
Healthcare 9.7%
Consumer Cyclical 9.6%
Communication Services 8.9%
Consumer Defensive 5.6%
Energy 4.9%
Utilities 3.4%
Basic Materials 2.3%