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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $236M AUM 472 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 26 Added 87 Reduced 8 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IYF ISHARES TR 1,810.0 $213K 0.09% +255.0 +16.4% $117.66 +3.8%
22 PANW PALO ALTO NETWORKS INC Technology 1,200.0 $192K 0.08% +800.0 +200.0% $160.32 +60.8%
23 VUG VANGUARD INDEX FDS 2,132.0 $155K 0.07% +29.0 +1.4% $72.80 +22.6%
24 VLYPN VALLEY NATL BANCORP Financial Services 12,080.0 $148K 0.06% +80.0 +0.7% $12.28 +111.2%
25 AXP AMERICAN EXPRESS CO Financial Services 365.0 $110K 0.05% +25.0 +7.3% $302.48 +4.2%
26 XAR SPDR SERIES TRUST 241.0 $61K 0.03% +137.0 +131.7% $253.98 +14.0%
Page 2 of 2  ·  26 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 27.3%
Financial Services 14.2%
Industrials 12.9%
Healthcare 11.5%
Communication Services 8.8%
Consumer Cyclical 8.3%
Consumer Defensive 6.3%
Energy 4.6%
Utilities 3.1%
Real Estate 1.6%