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Portfolio (Quarterly) Guide ↗

GABELLI & Co INVESTMENT ADVISERS, INC.

· CIK 0000932724
13F Portfolio $674.1B AUM 297 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 77 New 39 Added 27 Reduced 59 Exited
Page 11 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ANET ARISTA NETWORKS INC Technology 2,600.0 $319K 0.05% $122.78 +14.7%
202 WELLS FARGO & COMPANY 7.500 PERP SR:L CVT 275.0 $318K 0.05% $1155.00
203 STT STATE STREET CORP Financial Services 2,500.0 $316K 0.05% -600.0 -19.4% $126.56 +19.5%
204 WMT WALMART INC Consumer Defensive 2,500.0 $311K 0.05% $124.28 +6.8%
205 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 5,800.0 $306K 0.04% -500.0 -7.9% $52.75 -5.4%
206 ENTG ENTEGRIS INC Technology 2,600.0 $305K 0.04% $117.24 +7.6%
207 ABBV ABBVIE INC Healthcare 1,350.0 $294K 0.04% $217.49 -3.6%
208 OLED UNIVERSAL DISPLAY CORP Technology 3,200.0 $293K 0.04% +500.0 +18.5% $91.66 -2.0%
209 FORTINET INC 3,500.0 $286K 0.04% $81.72
210 ARLO ARLO TECHNOLOGIES INC Industrials 20,000.0 $285K 0.04% +10K +100.0% $14.23 -8.5%
211 MSGE SPHERE ENTERTAINMENT CO Communication Services 2,420.0 $284K 0.04% -208.0 -7.9% $117.40 -41.7%
212 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 30,186.0 $282K 0.04% $9.34 -3.8%
213 LITE LUMENTUM HOLDINGS INC Technology 400.0 $281K 0.04% NEW $702.76 +38.1%
214 GILD GILEAD SCIENCES INC Healthcare 2,000.0 $279K 0.04% $139.37 -7.6%
215 ALGN ALIGN TECHNOLOGY INC Healthcare 1,625.0 $279K 0.04% $171.43 -9.2%
216 THC TENET HEALTHCARE CORP Healthcare 1,350.0 $255K 0.04% $188.71 -3.2%
217 JNJ JOHNSON & JOHNSON Healthcare 1,000.0 $244K 0.04% $244.44 -6.3%
218 CI THE CIGNA GROUP Healthcare 900.0 $240K 0.04% $266.75 +6.2%
219 HCA HCA HEALTHCARE INC Healthcare 500.0 $237K 0.04% $473.24 -15.3%
220 TXT TEXTRON INC Industrials 2,700.0 $236K 0.04% $87.56 +2.1%
Page 11 of 15  ·  297 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
Financial Services 22.5%
Healthcare 21.6%
Communication Services 19.0%
Technology 12.2%
Industrials 10.1%
Consumer Cyclical 5.3%
Consumer Defensive 4.3%
Real Estate 2.6%
Utilities 1.5%
Energy 0.9%