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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCI SERVICE CORP INTL Consumer Cyclical 934.0 $71K 0.03% +122.0 +15.0% $75.96 +8.2%
62 DVN DEVON ENERGY CORP NEW Energy 1,550.0 $64K 0.02% +1K +287.5% $41.32 +16.3%
63 LOW LOWES COS INC Consumer Cyclical 258.0 $57K 0.02% +188.0 +268.6% $220.49 -7.3%
64 HDV ISHARES TR 2,075.0 $57K 0.02% +2K +400.0% $27.41 +7.3%
65 VGT VANGUARD WORLD FD 376.0 $45K 0.02% +329.0 +700.0% $119.52 +1.5%
66 MGK VANGUARD WORLD FD 395.0 $35K 0.01% +316.0 +400.0% $87.91 +2.6%
67 IWF ISHARES TR 276.0 $34K 0.01% +207.0 +300.0% $124.17 -0.6%
68 RQI COHEN & STEERS QUALITY INCOM Financial Services 2,574.0 $32K 0.01% +1K +81.9% $12.31 -1.6%
69 XLE SELECT SECTOR SPDR TR 506.0 $27K 0.01% +20.0 +4.1% $53.11 +20.6%
70 PHG KONINKLIJKE PHILIPS N V Healthcare 116.0 $3K 0.00% +4.0 +3.6% $27.10 -4.5%
71 MUB ISHARES TR 14.0 $2K 0.00% +13.0 +1300.0% $107.64 -3.4%
Page 4 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%