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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 135 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2681 TTI TETRA TECHNOLOGIES INC DEL COM Energy 1,892.0 $18K 0.00% NEW $9.37 +10.9%
2682 AVDE AMERICAN CENTY ETF TR INTL EQT ETF 215.0 $18K 0.00% NEW $82.32 +11.2%
2683 NTST NETSTREIT CORP COM Real Estate 1,003.0 $18K 0.00% NEW $17.64 +13.7%
2684 HNRG HALLADOR ENERGY COMPANY COM Energy 929.0 $18K 0.00% NEW $19.04 +3.1%
2685 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 910.0 $18K 0.00% NEW $19.43 +39.4%
2686 SRCE 1ST SOURCE CORP COM Financial Services 282.0 $18K 0.00% NEW $62.49 +17.9%
2687 INFINITY NAT RES INC COM CL A 1,194.0 $18K 0.00% NEW $14.73
2688 NN NEXTNAV INC COMMON STOCK Communication Services 1,056.0 $18K 0.00% NEW $16.64 +29.1%
2689 PAX PATRIA INVESTMENTS LIMITED COM CL A Financial Services 1,105.0 $18K 0.00% NEW $15.89 -27.8%
2690 TNC TENNANT CO COM Industrials 238.0 $18K 0.00% NEW $73.70 +17.9%
2691 USHY ISHARES TR BROAD USD HIGH 469.0 $18K 0.00% NEW $37.39 -0.8%
2692 SPTM SPDR SERIES TRUST STATE STREET SPD 212.0 $17K 0.00% NEW $82.50 +10.3%
2693 NGS NATURAL GAS SVCS GROUP INC COM Energy 517.0 $17K 0.00% NEW $33.65 +21.6%
2694 AHRT ARMADA HOFFLER PPTYS INC COM Financial Services 2,620.0 $17K 0.00% NEW $6.62 +3.2%
2695 TRIP TRIPADVISOR INC COM Consumer Cyclical 1,190.0 $17K 0.00% NEW $14.56 -30.0%
2696 DCO DUCOMMUN INC DEL COM Industrials 182.0 $17K 0.00% NEW $95.13 +56.3%
2697 WHR WHIRLPOOL CORP COM Consumer Cyclical 240.0 $17K 0.00% NEW $72.14 -38.5%
2698 BGS B G FOODS INC NEW COM Consumer Defensive 4,021.0 $17K 0.00% NEW $4.30 -3.5%
2699 FRHC FREEDOM HLDG CORP NEV COM Financial Services 142.0 $17K 0.00% NEW $121.68 +16.8%
2700 CONVATEC GROUP PLC UNSPONSORE ADR 1,317.0 $17K 0.00% NEW $13.07
Page 135 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%