Gamma Investing LLC

CIK Number: 0002010235

1.33B
Market Value
3,102
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AAPL Apple Inc.
201.59
+0.29% 230.72K +15.24% 57.78M 215.19 4.93%
2 NVDA NVIDIA Corporat...
144.35
+0.35% 397.92K +11.87% 53.44M 93.03 4.56%
3 MSFT Microsoft Corpo...
486.43
+1.89% 115.61K +12.90% 48.73M 412.75 4.16%
4 AMZN Amazon.com, Inc...
208.46
-0.59% 140.54K +17.90% 30.83M 180.3 2.63%
5 AVGO Broadcom Inc.
253.77
+1.51% 94.51K +10.40% 21.91M 148.23 1.87%
6 JPM JPMorgan Chase ...
278.49
+1.27% 90.73K +11.02% 21.75M 188.97 1.85%
7 META Meta Platforms,...
698.78
+2.41% 34.86K +12.81% 20.41M 467.07 1.74%
8 GOOGL Alphabet Inc.
165.22
-0.85% 93.97K +14.41% 17.79M 162.36 1.52%
9 GOOG Alphabet Inc.
166.08
-0.98% 76.75K +15.91% 14.62M 162.61 1.25%
10 TSLA Tesla, Inc.
348.75
+8.25% 35.71K +35.43% 14.42M 288.26 1.23%
11 MUB iShares Nationa...
104.10
+0.13% 114.41K +13.76% 12.19M 107.79 1.04%
12 V Visa Inc.
344.10
+1.63% 38.33K +15.19% 12.11M 271.72 1.03%
13 IEMG iShares Core MS...
58.05
+0.85% 211.92K +6.79% 11.07M 53.05 0.94%
14 LLY Eli Lilly and C...
770.08
+0.96% 14.3K -1.29% 11.04M 764.93 0.94%
15 BRK-B Berkshire Hatha...
487.76
+0.60% 22.44K +9.35% 10.17M 401.54 0.87%
16 HD The Home Depot,...
356.75
+2.04% 26.05K +19.38% 10.13M 361.46 0.86%
17 SUB iShares Short-T...
106.19
+0.02% 81.49K +17.02% 8.6M 105.32 0.73%
18 UNH UnitedHealth Gr...
300.83
-0.39% 14.75K +2.47% 7.46M 530.59 0.64%
19 NFLX Netflix, Inc.
1254.28
+1.86% 8.06K +13.22% 7.18M 637.54 0.61%
20 WMT Walmart Inc.
97.88
+1.83% 79.42K +10.79% 7.18M 67.17 0.61%
21 XOM Exxon Mobil Cor...
111.78
-2.55% 65.94K -9.42% 7.09M 110.09 0.60%
22 COST Costco Wholesal...
1004.46
+2.47% 7.66K +15.03% 7.02M 771.82 0.60%
23 ABBV AbbVie Inc.
183.90
-0.76% 39.45K +9.55% 7.01M 170.97 0.60%
24 JEPI JPMorgan Equity...
56.16
+0.74% 120.63K +46.59% 6.94M 58.21 0.59%
25 MA Mastercard Inco...
542.88
+1.86% 12.51K +19.03% 6.59M 461.4 0.56%
26 PG The Procter & G...
161.14
+1.29% 38.12K +7.52% 6.39M 159.75 0.54%
27 MCHI iShares MSCI Ch...
54.12
+1.16% 123.89K +45.08% 5.81M 44.92 0.49%
28 CSCO Cisco Systems, ...
67.41
+1.64% 93.36K +13.10% 5.53M 51.62 0.47%
29 ORCL Oracle Corporat...
207.19
+0.98% 31.46K +5.44% 5.24M 135.46 0.45%
30 BIV Vanguard Interm...
76.70
+0.30% 69.35K +3.59% 5.18M 76.13 0.44%
31 IBHF iShares iBonds ...
23.18
+0.06% 207.35K +50.02% 4.8M 23.14 0.41%
32 BAC Bank of America...
46.31
+1.78% 103.09K +9.34% 4.53M 36.79 0.39%
33 PFF iShares Preferr...
30.36
+0.16% 143.82K +4.23% 4.52M 32.54 0.39%
34 KO The Coca-Cola C...
69.77
+1.34% 69.97K -4.05% 4.36M 62.98 0.37%
35 ETN Eaton Corporati...
333.23
+0.60% 13.12K +6.86% 4.36M 288.1 0.37%
36 MRK Merck & Co., In...
80.15
+1.38% 42.93K -5.48% 4.27M 116.07 0.36%
37 JNJ Johnson & Johns...
151.34
+1.03% 29.39K -18.19% 4.25M 156.91 0.36%
38 CRM Salesforce, Inc...
263.10
+0.95% 12.44K +20.46% 4.16M 278.25 0.35%
39 IBDQ iShares iBonds ...
25.14
+0.04% 165.36K +54.80% 4.14M 25 0.35%
40 IBHG iShares iBonds ...
22.42
+0.14% 184K +44.73% 4.09M 22.38 0.35%
41 BIL SPDR Bloomberg ...
91.65
+0.01% 44.43K +56.28% 4.06M 91.67 0.35%
42 IBDR iShares iBonds ...
24.20
+0.02% 165.2K +56.35% 3.98M 24.09 0.34%
43 ACN Accenture plc
295.08
+3.40% 11.27K +11.64% 3.97M 338.97 0.34%
44 PCEF Invesco CEF Inc...
19.11
-0.57% 203.95K +52.93% 3.91M 19.52 0.33%
45 IBHH iShares iBonds ...
23.61
+0.11% 163.46K +36.76% 3.82M 23.52 0.33%
46 IWF iShares Russell...
408.31
+1.27% 9.46K +26.42% 3.8M 355.67 0.32%
47 SPSB SPDR Portfolio ...
30.09
+0.08% 124.73K +36.54% 3.72M 29.79 0.32%
48 ABT Abbott Laborato...
133.26
+0.20% 32.88K +17.31% 3.72M 110.51 0.32%
49 IVV iShares Core S&...
603.22
+1.10% 6.29K +33.10% 3.7M 529.65 0.32%
50 CVX Chevron Corpora...
146.92
-1.76% 25.4K +24.78% 3.68M 152 0.31%
51 BILS SPDR Bloomberg ...
99.36
+0.03% 36.83K +59.80% 3.65M 99.42 0.31%
52 PEP PepsiCo, Inc.
129.12
+0.04% 23.89K -4.91% 3.63M 168.24 0.31%
53 IBDS iShares iBonds ...
24.20
+0.14% 150.85K +33.05% 3.61M 24.06 0.31%
54 FI Fiserv, Inc.
170.58
+4.41% 17.55K +20.62% 3.6M 155.44 0.31%
55 GE General Electri...
248.21
+3.69% 21.36K -0.58% 3.56M 131.92 0.30%
56 GS The Goldman Sac...
647.20
+1.00% 6.22K +6.00% 3.56M 433.76 0.30%
57 DGRO iShares Core Di...
62.79
+0.85% 56.44K +0.27% 3.46M 57.75 0.30%
58 BLK BlackRock, Inc.
986.30
+1.22% 3.34K +9.57% 3.43M 956.11 0.29%
59 IBM International B...
289.26
+2.95% 14.83K +9.45% 3.26M 188.21 0.28%
60 T AT&T Inc.
28.23
+1.64% 143.06K +8.40% 3.26M 19.15 0.28%
61 NOW ServiceNow, Inc...
980.03
+0.89% 3.07K +15.46% 3.25M 824.47 0.28%
62 RTX RTX Corporation
145.91
-0.5% 27.87K +5.80% 3.23M 100.18 0.28%
63 CAT Caterpillar Inc...
366.75
+1.73% 8.57K +7.34% 3.11M 331.78 0.27%
64 IBDT iShares iBonds ...
25.32
+0.20% 123.91K +21.39% 3.09M 25.2 0.26%
65 WFC Wells Fargo & C...
77.02
+2.14% 42.48K +13.34% 2.98M 55.45 0.25%
66 EMB iShares J.P. Mo...
91.42
+0.30% 33.51K +28.80% 2.98M 90.59 0.25%
67 TXN Texas Instrumen...
201.48
+1.65% 15.64K +0.79% 2.93M 186.8 0.25%
68 ISRG Intuitive Surgi...
515.21
+1.15% 5.6K +9.96% 2.92M 411.79 0.25%
69 ADBE Adobe Inc.
380.15
+0.86% 6.38K -1.27% 2.84M 561.11 0.24%
70 COP ConocoPhillips
91.80
-3.05% 28.12K +37.97% 2.79M 112.16 0.24%
71 MS Morgan Stanley
134.08
+1.03% 22.15K +9.06% 2.78M 99.9 0.24%
72 PM Philip Morris I...
185.18
+1.03% 22.34K +10.53% 2.69M 105.02 0.23%
73 MCD McDonald's Corp...
289.38
+0.67% 8.94K +7.66% 2.59M 288.15 0.22%
74 DIS The Walt Disney...
117.83
+0.17% 22.97K +16.77% 2.56M 98.36 0.22%
75 INTU Intuit Inc.
763.20
+0.27% 4.05K +5.47% 2.54M 631.83 0.22%
76 ANET Arista Networks...
92.02
+6.68% 22.86K +100.00% 2.53M 110.53 0.22%
77 APH Amphenol Corpor...
95.22
+1.49% 35.57K +15.14% 2.47M 59.76 0.21%
78 IWD iShares Russell...
191.07
+0.87% 13.33K +34.11% 2.47M 178.23 0.21%
79 LIN Linde plc
459.97
+0.90% 5.85K +6.17% 2.45M 426.72 0.21%
80 ADP Automatic Data ...
310.33
+1.33% 8.35K +12.52% 2.44M 248.75 0.21%
81 TJX The TJX Compani...
124.83
+1.08% 19.96K +9.99% 2.41M 105.7 0.21%
82 QCOM QUALCOMM Incorp...
153.24
+1.27% 15.69K -3.81% 2.41M 173.07 0.21%
83 VZ Verizon Communi...
42.34
+1.55% 59.84K +1.76% 2.39M 40.36 0.20%
84 SPY SPDR S&P 500 ET...
600.37
+1.02% 4.07K -0.22% 2.39M 529.22 0.20%
85 LMT Lockheed Martin...
472.18
+0.34% 4.83K +7.30% 2.35M 486.3 0.20%
86 PANW Palo Alto Netwo...
203.44
+2.11% 12.75K +128.02% 2.32M 162.55 0.20%
87 AXP American Expres...
299.83
+0.42% 7.8K +10.28% 2.32M 224.82 0.20%
88 TMUS T-Mobile US, In...
227.00
+2.47% 10.39K +12.01% 2.29M 179.91 0.20%
89 AMP Ameriprise Fina...
519.59
+1.81% 4.28K +4.44% 2.28M 427.96 0.19%
90 BKNG Booking Holding...
5337.87
+0.64% 453 +13.25% 2.25M 3922.02 0.19%
91 KMB Kimberly-Clark ...
130.20
+1.49% 17.17K +64.13% 2.25M 129.98 0.19%
92 GOVT iShares U.S. Tr...
22.81
+0.24% 97.7K +5.27% 2.25M 23.17 0.19%
93 AMGN Amgen Inc.
272.63
-5.77% 8.38K -19.54% 2.19M 304.56 0.19%
94 IWR iShares Russell...
90.31
+0.88% 24.68K +19.43% 2.18M 83.27 0.19%
95 C Citigroup Inc.
79.44
+1.26% 30.38K +12.22% 2.14M 59.07 0.18%
96 GEV GE Vernova Inc.
499.81
+2.64% 6.47K +11.76% 2.13M 201.61 0.18%
97 CTAS Cintas Corporat...
220.81
+0.99% 11.46K +83.22% 2.09M 174.86 0.18%
98 TT Trane Technolog...
427.09
+1.76% 5.67K +7.35% 2.09M 314.21 0.18%
99 TMO Thermo Fisher S...
400.32
+0.61% 3.98K -17.85% 2.07M 557.97 0.18%
100 NEE NextEra Energy,...
70.81
-1.01% 28.73K +7.19% 2.06M 69.96 0.18%
101 UNP Union Pacific C...
225.94
+1.54% 9.03K -2.16% 2.06M 239.91 0.18%
102 IJR iShares Core S&...
107.49
+1.27% 17.65K +5.51% 2.03M 109.11 0.17%
103 AMD Advanced Micro ...
129.72
+1.15% 16.47K -12.16% 1.99M 157 0.17%
104 ITW Illinois Tool W...
244.40
+1.57% 7.8K +26.26% 1.98M 252.01 0.17%
105 BSX Boston Scientif...
102.36
+1.05% 21.81K +25.11% 1.95M 73.5 0.17%
106 ZTS Zoetis Inc.
157.49
+0.20% 11.86K +36.39% 1.93M 184.26 0.16%
107 CMCSA Comcast Corpora...
34.60
+0.22% 50.78K -9.17% 1.91M 42.03 0.16%
108 BMY Bristol-Myers S...
46.97
+0.22% 33.42K +22.03% 1.89M 52.6 0.16%
109 VTV Vanguard Value ...
174.68
+0.77% 11.01K +11.64% 1.86M 159.78 0.16%
110 WMB The Williams Co...
60.48
-0.02% 34.4K +10.65% 1.86M 41.6 0.16%
111 PGR The Progressive...
266.36
+1.66% 7.73K +4.80% 1.85M 193.66 0.16%
112 ADI Analog Devices,...
231.18
+1.24% 8.65K +5.05% 1.84M 214.67 0.16%
113 MMM 3M Company
147.69
+2.54% 14.05K +2.90% 1.81M 101.1 0.15%
114 MCK McKesson Corpor...
722.50
+0.22% 3.16K +17.12% 1.8M 543.83 0.15%
115 LRCX Lam Research Co...
91.64
+1.27% 24.2K +100.00% 1.75M 72.23 0.15%
116 SPGI S&P Global Inc.
515.25
+2.19% 3.5K +15.46% 1.74M 457.6 0.15%
117 CMG Chipotle Mexica...
53.80
+1.93% 28.86K +21.83% 1.74M 54.68 0.15%
118 USB U.S. Bancorp
44.09
+1.86% 36.32K +12.78% 1.74M 43.41 0.15%
119 SYK Stryker Corpora...
379.24
+0.98% 4.79K +65.08% 1.72M 341.73 0.15%
120 DHR Danaher Corpora...
196.46
+0.04% 7.47K +66.65% 1.71M 240.42 0.15%
121 QQQ Invesco QQQ Tru...
531.96
+0.97% 3.35K +159.61% 1.71M 491.71 0.15%
122 TRV The Travelers C...
267.60
+0.99% 7.05K +12.74% 1.7M 212.07 0.14%
123 GILD Gilead Sciences...
106.17
-2.15% 18.23K +19.35% 1.68M 81.26 0.14%
124 TSM Taiwan Semicond...
210.42
+0.43% 8.51K +34.38% 1.68M 147.63 0.14%
125 PH Parker-Hannifin...
664.49
+1.80% 2.62K +13.66% 1.67M 535.71 0.14%
126 IR Ingersoll Rand ...
82.02
+2.03% 18.07K +100.61% 1.63M 88.39 0.14%
127 IJH iShares Core S&...
60.99
+0.93% 25.97K -0.56% 1.62M 58.85 0.14%
128 VRTX Vertex Pharmace...
443.70
+0.64% 4K +2.23% 1.61M 434 0.14%
129 AMAT Applied Materia...
172.21
+1.62% 9.86K -2.75% 1.6M 203.21 0.14%
130 MO Altria Group, I...
60.53
+1.31% 30.59K +6.74% 1.6M 45.9 0.14%
131 FTNT Fortinet, Inc.
103.23
+3.39% 16.84K +45.85% 1.59M 72.98 0.14%
132 ADSK Autodesk, Inc.
301.15
+1.33% 5.33K +14.49% 1.57M 258.13 0.13%
133 KKR KKR & Co. Inc.
122.24
-0.29% 10.6K +10.11% 1.57M 97.88 0.13%
134 SCHW The Charles Sch...
88.31
-1.01% 21.15K +16.13% 1.57M 70.87 0.13%
135 CB Chubb Limited
288.19
+1.54% 5.64K +14.21% 1.56M 253.13 0.13%
136 ECL Ecolab Inc.
266.06
+1.85% 6.65K +8.61% 1.56M 221.57 0.13%
137 BX Blackstone Inc.
138.29
+0.44% 8.99K +10.51% 1.55M 141.13 0.13%
138 FLMI Franklin Dynami...
24.15
0.00% 63.4K +57.61% 1.55M 24.5 0.13%
139 SBUX Starbucks Corpo...
92.40
-0.77% 16.89K +11.80% 1.54M 89.67 0.13%
140 LOW Lowe's Companie...
218.67
+2.78% 6.16K +16.00% 1.52M 235.74 0.13%
141 MU Micron Technolo...
122.17
-1.16% 17.89K +14.71% 1.51M 100.93 0.13%
142 WM Waste Managemen...
234.80
+1.23% 7.29K +9.02% 1.47M 195.86 0.13%
143 RCL Royal Caribbean...
273.99
+0.59% 6.34K +11.09% 1.46M 158.77 0.12%
144 AJG Arthur J. Galla...
324.43
+1.33% 5.15K +51.23% 1.46M 262.85 0.12%
145 AEP American Electr...
103.35
+1.57% 15.81K +1.88% 1.46M 86.99 0.12%
146 DLR Digital Realty ...
177.52
+1.20% 8.11K +9.47% 1.44M 150.58 0.12%
147 HON Honeywell Inter...
224.87
+1.38% 6.32K +10.80% 1.43M 210.25 0.12%
148 MPC Marathon Petrol...
166.62
-1.48% 10.23K -5.8% 1.43M 163.61 0.12%
149 SO The Southern Co...
90.72
+1.60% 17.25K -0.76% 1.42M 77.17 0.12%
150 FAST Fastenal Compan...
41.30
+0.88% 19.61K +30.36% 1.41M 69.81 0.12%