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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 81 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 AN AUTONATION INC COM Consumer Cyclical 708.0 $132K 0.01% +37.0 +5.5% $185.79 +5.4%
1602 TERUMO CORP ADR 9,607.0 $131K 0.01% +4K +81.0% $13.67
1603 PRFZ INVESCO EXCHANGE TRADED FD TR RAFI US 1500 2,354.0 $131K 0.01% $55.77 -0.5%
1604 BMO BANK MONTREAL MEDIUM COM Financial Services 742.0 $131K 0.01% -905.0 -55.0% $176.70 -1.4%
1605 SHIMANO INC UNSPONSORD ADR 12,279.0 $131K 0.01% +5K +67.6% $10.65
1606 SYSMEX CORP UNSPONSORED ADR 14,486.0 $131K 0.01% +10K +241.8% $9.01
1607 CPRX CATALYST PHARMACEUTICALS INC COM Healthcare 4,150.0 $130K 0.01% +639.0 +18.2% $31.43 +0.2%
1608 OPLN OPENLANE INC COM Consumer Cyclical 3,161.0 $130K 0.01% +119.0 +3.9% $41.24 -16.7%
1609 NOVONESIS (NOVOZYMES) B UNSPONSORED ADR 2,061.0 $130K 0.01% +548.0 +36.2% $63.24
1610 ANIP ANI PHARMACEUTICALS INC COM Healthcare 1,572.0 $130K 0.01% +109.0 +7.5% $82.78 -9.0%
1611 NPK INTERNATIONAL INC COM SHS 8,176.0 $130K 0.01% $15.91
1612 BKE BUCKLE INC COM Consumer Cyclical 3,082.0 $130K 0.01% +44.0 +1.4% $42.20 +3.4%
1613 DASSAULT SYSTEMES SPONSORED ADR 6,399.0 $130K 0.01% -1K -18.6% $20.32
1614 FBK FB FINL CORP COM Financial Services 2,346.0 $130K 0.01% +151.0 +6.9% $55.35 +3.6%
1615 WHD CACTUS INC CL A Energy 2,532.0 $130K 0.01% +577.0 +29.5% $51.23 +31.5%
1616 EXTR EXTREME NETWORKS INC COM Technology 4,001.0 $130K 0.01% +465.0 +13.2% $32.37 -30.0%
1617 RDNT RADNET INC COM Healthcare 2,099.0 $129K 0.01% -246.0 -10.5% $61.67 +23.8%
1618 GRUPO CIBEST SA SPON ADS 1,629.0 $129K 0.01% -91.0 -5.3% $79.43
1619 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 3,583.0 $129K 0.01% +457.0 +14.6% $36.01 +9.1%
1620 ATMU ATMUS FILTRATION TECHNOLOGIES COM Industrials 2,526.0 $129K 0.01% +69.0 +2.8% $50.99 -3.5%
Page 81 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%