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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $277M AUM 508 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 48 New 71 Added 54 Reduced 12 Exited
Page 3 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHRD CHORD ENERGY CORPORATION Energy 2,250.0 $257K 0.09% +900.0 +66.7% $114.30 +28.1%
42 DRLL EA SERIES TRUST 7,580.0 $254K 0.09% +525.0 +7.4% $33.50 +23.6%
43 WM WASTE MGMT INC DEL Industrials 1,055.0 $235K 0.09% +245.0 +30.2% $222.88 -1.7%
44 IYF ISHARES TR 1,820.0 $232K 0.08% +10.0 +0.6% $127.51 +8.2%
45 SYM SYMBOTIC INC Industrials 5,000.0 $225K 0.08% +3K +150.0% $44.95 -4.5%
46 TSLA TESLA INC Consumer Cyclical 511.0 $215K 0.08% +118.0 +30.0% $420.60 -15.8%
47 RKLB ROCKET LAB CORP Industrials 2,000.0 $203K 0.07% +500.0 +33.3% $101.65 -36.8%
48 AXP AMERICAN EXPRESS CO Financial Services 550.0 $186K 0.07% +185.0 +50.7% $338.25 -3.6%
49 KLAC KLA CORP Technology 510.0 $154K 0.06% +459.0 +900.0% $301.71 -38.5%
50 NEBIUS GROUP N.V. 512.0 $141K 0.05% +500.0 +4166.7% $276.17
51 XLK SELECT SECTOR SPDR TR 682.0 $130K 0.05% +12.0 +1.8% $190.52 -1.7%
52 VB VANGUARD INDEX FDS 428.0 $130K 0.05% +4.0 +0.9% $303.12 -1.0%
53 VXX BARCLAYS BANK PLC Financial Services 4,954.0 $109K 0.04% +2K +52.2% $22.09 -19.8%
54 MS MORGAN STANLEY Financial Services 478.0 $100K 0.04% +375.0 +364.1% $209.04 +4.1%
55 IJH ISHARES TR 1,229.0 $95K 0.03% +34.0 +2.9% $77.11 -1.6%
56 TJX TJX COS INC NEW Consumer Cyclical 578.0 $88K 0.03% +360.0 +165.1% $151.50 -12.8%
57 COP CONOCOPHILLIPS Energy 817.0 $85K 0.03% +620.0 +314.7% $103.96 +29.1%
58 XAR SPDR SERIES TRUST 266.0 $75K 0.03% +25.0 +10.4% $283.79 -10.9%
59 SLB SLB LIMITED Energy 1,550.0 $72K 0.03% +500.0 +47.6% $46.49 +23.7%
60 LIN LINDE PLC Basic Materials 138.0 $72K 0.03% +120.0 +666.7% $518.94 -8.0%
Page 3 of 4  ·  71 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 30.8%
Industrials 15.0%
Financial Services 13.5%
Healthcare 11.9%
Consumer Cyclical 7.7%
Communication Services 5.9%
Consumer Defensive 5.6%
Energy 3.7%
Utilities 3.2%
Real Estate 1.6%