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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 8 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 9,583.0 $3.0M 0.11% +578.0 +6.4% $317.54 -5.5%
142 GD GENERAL DYNAMICS CORP COM Industrials 8,586.0 $3.0M 0.11% +636.0 +8.0% $354.25 +11.1%
143 MMM 3M CO COM Industrials 18,770.0 $3.0M 0.11% +661.0 +3.6% $161.91 +11.8%
144 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 52,327.0 $3.0M 0.11% -2K -2.9% $57.62 +14.6%
145 UBER UBER TECHNOLOGIES INC COM Technology 41,551.0 $3.0M 0.11% +2K +5.2% $72.16 +3.5%
146 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 8,908.0 $2.9M 0.11% +940.0 +11.8% $330.46 -0.8%
147 SO SOUTHERN CO COM Utilities 30,705.0 $2.9M 0.11% +4K +13.6% $95.71 -3.8%
148 COHR COHERENT CORP COM Technology 7,432.0 $2.9M 0.11% +340.0 +4.8% $394.47 -22.3%
149 CL COLGATE PALMOLIVE CO COM Consumer Defensive 31,969.0 $2.9M 0.11% +4K +12.6% $91.68 -0.2%
150 MPWR MONOLITHIC PWR SYS INC COM Technology 2,107.0 $2.9M 0.11% +88.0 +4.4% $1382.36 -3.6%
151 PSX PHILLIPS 66 COM Energy 17,206.0 $2.9M 0.11% +1K +7.0% $169.05 +44.0%
152 LITE LUMENTUM HLDGS INC COM Technology 3,328.0 $2.9M 0.11% -27.0 -0.8% $858.06 +1.8%
153 FIX COMFORT SYS USA INC COM Industrials 1,435.0 $2.8M 0.11% +80.0 +5.9% $1981.95 -12.3%
154 NEM NEWMONT CORP COM Basic Materials 30,285.0 $2.8M 0.10% +271.0 +0.9% $93.40 +24.2%
155 CIEN CIENA CORP COM NEW Technology 5,759.0 $2.8M 0.10% +232.0 +4.2% $490.56 -17.3%
156 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 30,350.0 $2.8M 0.10% +2K +8.1% $92.09 -1.4%
157 ECL ECOLAB INC COM Basic Materials 9,970.0 $2.8M 0.10% +292.0 +3.0% $278.61 +0.5%
158 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 6,956.0 $2.8M 0.10% -2K -23.0% $397.68 -1.6%
159 PAYX PAYCHEX INC COM Industrials 28,090.0 $2.8M 0.10% +13K +91.2% $98.33 +22.0%
160 LOW LOWES COS INC COM Consumer Cyclical 12,382.0 $2.7M 0.10% +212.0 +1.7% $220.49 -2.2%
Page 8 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 34.8%
Financial Services 12.8%
Industrials 10.5%
Healthcare 9.4%
Consumer Cyclical 9.0%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.7%
Utilities 3.0%
Real Estate 1.9%