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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 133 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 CMDB COSTAMARE BULKERS HLDGS LTD COM SHS Industrials 1,246.0 $19K 0.00% NEW $15.41 +9.9%
2642 CRSP CRISPR THERAPEUTICS AG NAMEN AKT Healthcare 366.0 $19K 0.00% NEW $52.44 +2.1%
2643 CIVB CIVISTA BANCSHARES INC COM NO PAR Financial Services 863.0 $19K 0.00% NEW $22.22 +15.4%
2644 JAMES HARDIE INDS PLC ORD SHS 922.0 $19K 0.00% NEW $20.75
2645 INOD INNODATA INC COM NEW Technology 374.0 $19K 0.00% NEW $50.95 +74.7%
2646 NRC NATIONAL RESH CORP COM NEW Healthcare 1,014.0 $19K 0.00% NEW $18.77 +1.9%
2647 DXC DXC TECHNOLOGY CO COM Technology 1,299.0 $19K 0.00% NEW $14.65 -36.2%
2648 HIPPO HLDGS INC COM NEW 631.0 $19K 0.00% NEW $30.08
2649 BCAX BICARA THERAPEUTICS INC COM Healthcare 1,125.0 $19K 0.00% NEW $16.83 +28.2%
2650 HHH HOWARD HUGHES HOLDINGS INC COM Real Estate 237.0 $19K 0.00% NEW $79.77 -19.9%
2651 CXM SPRINKLR INC CL A Technology 2,428.0 $19K 0.00% NEW $7.78 -32.1%
2652 CRODA INTL PLC UNSPONSORD ADR 1,036.0 $19K 0.00% NEW $18.03
2653 HYLS FIRST TR EXCHANGE TRADED FD IV FIRST TR TA HIYL 446.0 $19K 0.00% NEW $41.86 -2.6%
2654 BWMN BOWMAN CONSULTING GROUP LTD COM Industrials 564.0 $19K 0.00% NEW $33.02 -0.5%
2655 ANAB ANAPTYSBIO INC COM Healthcare 384.0 $19K 0.00% NEW $48.48 +19.0%
2656 BRZE BRAZE INC COM CL A Technology 541.0 $19K 0.00% NEW $34.29 -28.3%
2657 HROW HARROW INC COM Healthcare 378.0 $19K 0.00% NEW $49.00 -29.7%
2658 VSTS VESTIS CORPORATION COM SHS Industrials 2,776.0 $19K 0.00% NEW $6.67 +79.5%
2659 WD WALKER DUNLOP INC COM Financial Services 307.0 $18K 0.00% NEW $60.15 -16.7%
2660 FXD FIRST TR EXCHANGE TRADED FD II CONSUMR DISCRE 269.0 $18K 0.00% NEW $68.37 -0.8%
Page 133 of 205  ·  4,094 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 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%