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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 80 of 206  ·  4,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 UPM KYMMENE CORP UNSPONSORED ADS 3,598.0 $112K 0.01% +3K +259.1% $31.20
1582 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 1,762.0 $112K 0.01% +145.0 +9.0% $63.59 +7.2%
1583 HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 Consumer Cyclical 4,603.0 $112K 0.01% -2K -27.9% $24.31 +8.7%
1584 MWA MUELLER WTR PRODS INC COM SER A Industrials 4,066.0 $112K 0.01% +825.0 +25.5% $27.49 -6.2%
1585 PRAA PRA GROUP INC COM Financial Services 6,377.0 $112K 0.01% +5K +313.8% $17.50 -14.1%
1586 NSA NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN Real Estate 2,945.0 $111K 0.01% +2K +193.0% $37.74 +13.2%
1587 MMS MAXIMUS INC COM Industrials 1,732.0 $111K 0.01% +210.0 +13.8% $64.10 -5.0%
1588 IJT ISHARES TR SP SML 600 GWT 767.0 $111K 0.01% -19.0 -2.4% $144.71 +14.0%
1589 ALAB ASTERA LABS INC COM Technology 1,011.0 $111K 0.01% -219.0 -17.8% $109.60 +190.8%
1590 ACHC ACADIA HEALTHCARE COMPANY INC COM Healthcare 4,734.0 $111K 0.01% -128.0 -2.6% $23.39 +0.4%
1591 PSKY PARAMOUNT SKYDANCE CORP COM CL B Communication Services 12,229.0 $110K 0.01% -8K -39.1% $9.02 +15.0%
1592 AIR LIQUIDE ORD 529.0 $110K 0.01% +11.0 +2.1% $208.45
1593 ACI ALBERTSONS COMPANIES INC COMMON STOCK Consumer Defensive 6,465.0 $110K 0.01% +2K +45.9% $17.04 -7.7%
1594 BANF BANCFIRST CORP COM Financial Services 1,015.0 $110K 0.01% +174.0 +20.7% $108.50 +3.6%
1595 3I GROUP PLC UNSPONSORD ADR 13,601.0 $110K 0.01% -6K -29.4% $8.09
1596 NTT INC SPONSORED ADR 4,411.0 $110K 0.01% -1K -22.1% $24.94
1597 EIG EMPLOYERS HLDGS INC COM Financial Services 2,673.0 $110K 0.01% +1K +71.2% $41.14 +6.6%
1598 ADIDAS AG ADR 1,369.0 $110K 0.01% +640.0 +87.8% $80.19
1599 PORSCHE AUTOMOBIL HLDG SE UNSPONSORD ADR 30,729.0 $110K 0.01% +5K +19.0% $3.57
1600 BOLIDEN AB ADR 1,035.0 $110K 0.01% -20.0 -1.9% $105.84
Page 80 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%