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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 83 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 INPOST S A UNSPONSORED ADR 14,558.0 $125K 0.01% $8.60
1642 AVA AVISTA CORP COM Utilities 3,060.0 $125K 0.01% +212.0 +7.4% $40.91 -7.7%
1643 NWN NORTHWEST NAT HLDG CO COM Utilities 2,546.0 $125K 0.01% -212.0 -7.7% $49.06 +1.8%
1644 BSY BENTLEY SYS INC COM CL B Technology 4,162.0 $124K 0.01% -2K -34.9% $29.89 +23.5%
1645 ASAHI KASEI CORP UNSPONSORED ADR 5,629.0 $124K 0.01% +2K +45.1% $22.09
1646 PBH PRESTIGE CONSMR HEALTHCARE INC COM Healthcare 2,628.0 $124K 0.01% -242.0 -8.4% $47.27 +8.8%
1647 STAG STAG INDUSTRIAL INC COM Real Estate 3,260.0 $124K 0.01% +1K +60.6% $38.06 -2.5%
1648 PRVA PRIVIA HEALTH GROUP INC COM Healthcare 4,819.0 $124K 0.01% +592.0 +14.0% $25.73 -17.6%
1649 MMS MAXIMUS INC COM Industrials 2,306.0 $124K 0.01% +574.0 +33.1% $53.76 +8.9%
1650 CMPS COMPASS PATHWAYS PLC SPONSORED ADS Healthcare 8,760.0 $124K 0.01% -267.0 -3.0% $14.15 +5.2%
1651 VOOG VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 1,494.0 $123K 0.01% +1K +295.2% $82.62 +1.0%
1652 WSR WHITESTONE REIT COM Real Estate 6,486.0 $123K 0.01% +293.0 +4.7% $18.96 +0.2%
1653 NMIH NMI HLDGS INC COM Financial Services 2,989.0 $123K 0.01% +310.0 +11.6% $41.09 +10.3%
1654 LQDA LIQUIDIA CORPORATION COM NEW Healthcare 1,540.0 $123K 0.01% -74.0 -4.6% $79.73 -11.6%
1655 WRLD WORLD ACCEP CORPORATION COM Financial Services 548.0 $123K 0.01% +73.0 +15.4% $223.83 -13.6%
1656 BBIO BRIDGEBIO PHARMA INC COM Healthcare 1,646.0 $123K 0.01% +199.0 +13.8% $74.48 +7.9%
1657 KBH KB HOME COM Consumer Cyclical 1,956.0 $122K 0.01% -1K -34.6% $62.59 -8.8%
1658 NGVT INGEVITY CORP COM Basic Materials 1,639.0 $122K 0.01% +49.0 +3.1% $74.67 -7.5%
1659 M3 INC UNSPON ADR 22,161.0 $122K 0.01% +4K +22.6% $5.52
1660 RCUS ARCUS BIOSCIENCES INC COM Healthcare 3,966.0 $122K 0.01% +359.0 +9.9% $30.83 +2.4%
Page 83 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%