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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 136 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 CERIBELL INC COM 783.0 $17K 0.00% NEW $21.93
2702 YELP YELP INC CL A Communication Services 564.0 $17K 0.00% NEW $30.39 -22.8%
2703 BUFR FIRST TR EXCHNG TRADED FD VIII FT VEST LADDERED 500.0 $17K 0.00% NEW $34.26 +6.1%
2704 SDGR SCHRODINGER INC COM Healthcare 955.0 $17K 0.00% NEW $17.88 -25.9%
2705 LZB LA Z BOY INC COM Consumer Cyclical 457.0 $17K 0.00% NEW $37.27 +0.8%
2706 MTW MANITOWOC CO INC COM NEW Industrials 1,401.0 $17K 0.00% NEW $11.99 +0.3%
2707 FBIZ FIRST BUSINESS FINL SVCS INC W COM Financial Services 309.0 $17K 0.00% NEW $54.30 +6.0%
2708 IXUS ISHARES TR CORE MSCI TOTAL 198.0 $17K 0.00% NEW $84.64 +14.1%
2709 CUZ COUSINS PPTYS INC COM NEW Real Estate 648.0 $17K 0.00% NEW $25.78 +4.1%
2710 AIN ALBANY INTL CORP CL A Consumer Cyclical 329.0 $17K 0.00% NEW $50.70 +25.7%
2711 SEZL SEZZLE INC COM Financial Services 262.0 $17K 0.00% NEW $63.48 +82.9%
2712 SLRC SLR INVESTMENT CORP COM Financial Services 1,071.0 $17K 0.00% NEW $15.46 -15.0%
2713 BSCS INVESCO EXCH TRD SLF IDX FD TR INVSCO BLSH 28 802.0 $17K 0.00% NEW $20.60 -1.1%
2714 ET ENERGY TRANSFER L P COM UT LTD PTN Energy 1,000.0 $16K 0.00% NEW $16.49 +17.2%
2715 BBWI BATH BODY WORKS INC COM Consumer Cyclical 820.0 $16K 0.00% NEW $20.08 -3.1%
2716 DYN DYNE THERAPEUTICS INC COM Healthcare 841.0 $16K 0.00% NEW $19.56 -7.1%
2717 VALN VALNEVA SE SPONSORED ADS Healthcare 1,857.0 $16K 0.00% NEW $8.82 -28.1%
2718 MLYS MINERALYS THERAPEUTICS INC COM Healthcare 451.0 $16K 0.00% NEW $36.29 -17.3%
2719 FPX FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 100.0 $16K 0.00% NEW $163.59 +18.5%
2720 PEBO PEOPLES BANCORP INC COM Financial Services 544.0 $16K 0.00% NEW $30.03 +15.4%
Page 136 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%