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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 9 of 209  ·  4,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 7,788.0 $2.7M 0.10% +545.0 +7.5% $350.07 -2.6%
162 CARR CARRIER GLOBAL CORPORATION COM Industrials 36,910.0 $2.7M 0.10% +8K +27.3% $73.35 -16.3%
163 DAL DELTA AIR LINES INC COM NEW Industrials 28,629.0 $2.7M 0.10% +3K +10.5% $93.66 -8.5%
164 HMOP HARTFORD FDS EXCHANGE TRADED T MUN 67,639.0 $2.6M 0.10% +8K +13.6% $39.15 -1.5%
165 JBL JABIL INC COM Technology 6,553.0 $2.5M 0.09% +386.0 +6.3% $385.48 -12.2%
166 TFC TRUIST FINL CORP COM Financial Services 49,748.0 $2.5M 0.09% +3K +7.5% $49.82 +5.2%
167 CAH CARDINAL HEALTH INC COM Healthcare 10,416.0 $2.5M 0.09% -375.0 -3.5% $237.56 -1.1%
168 DVN DEVON ENERGY CORP NEW COM Energy 59,105.0 $2.4M 0.09% +26K +78.7% $41.32 +15.8%
169 GM GENERAL MTRS CO COM Consumer Cyclical 31,455.0 $2.4M 0.09% +2K +7.6% $77.08 +8.6%
170 WM WASTE MGMT INC DEL COM Industrials 10,875.0 $2.4M 0.09% -481.0 -4.2% $222.88 +0.3%
171 SPGI S P GLOBAL INC COM Financial Services 5,947.0 $2.4M 0.09% +895.0 +17.7% $407.27 +2.6%
172 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 6,504.0 $2.4M 0.09% +696.0 +12.0% $370.59 -3.6%
173 NOW SERVICENOW INC COM Technology 24,221.0 $2.4M 0.09% -4K -14.1% $99.28 +20.4%
174 EA ELECTRONIC ARTS INC COM Communication Services 11,645.0 $2.4M 0.09% +3K +29.8% $205.04 +2.3%
175 SYK STRYKER CORPORATION COM Healthcare 7,578.0 $2.4M 0.09% +2K +42.5% $314.85 +5.2%
176 RSG REPUBLIC SVCS INC COM Industrials 11,186.0 $2.4M 0.09% -794.0 -6.6% $213.08 +1.8%
177 FCX FREEPORT MCMORAN INC CL B Basic Materials 37,541.0 $2.4M 0.09% +6K +17.8% $62.89 +5.5%
178 NOC NORTHROP GRUMMAN CORP COM Industrials 4,634.0 $2.4M 0.09% -519.0 -10.1% $509.32 +15.7%
179 DHR DANAHER CORP DEL COM Healthcare 12,380.0 $2.4M 0.09% +2K +24.4% $190.48 +4.8%
180 D DOMINION ENERGY INC COM Utilities 34,393.0 $2.3M 0.09% +3K +10.7% $68.29 +0.5%
Page 9 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%