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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ALAB ASTERA LABS INC Technology 4,000.0 $438K 0.19% NEW $109.60 +218.6%
2 NOW SERVICENOW INC Technology 4,065.0 $425K 0.18% NEW $104.55 +4.0%
3 AFRM AFFIRM HLDGS INC Technology 6,300.0 $289K 0.12% NEW $45.82 +59.3%
4 SGOV ISHARES TR 1,920.0 $193K 0.08% NEW $100.66 -0.0%
5 CRSP CRISPR THERAPEUTICS AG Healthcare 4,000.0 $190K 0.08% NEW $47.57 +18.5%
6 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,000.0 $117K 0.05% NEW $117.40 -40.7%
7 RKLB ROCKET LAB CORP Industrials 1,500.0 $96K 0.04% NEW $64.22 +130.5%
8 TOST TOAST INC Technology 2,200.0 $58K 0.03% NEW $26.51 -5.8%
9 OPTX SYNTEC OPTICS HLDGS INC Technology 6,500.0 $46K 0.02% NEW $7.03 +57.0%
10 REAL THE REALREAL INC Consumer Cyclical 3,800.0 $35K 0.01% NEW $9.08 +8.0%
11 HOOD ROBINHOOD MKTS INC Financial Services 200.0 $14K 0.01% NEW $69.30 +22.4%
12 WDC WESTERN DIGITAL CORP Technology 50.0 $14K 0.01% NEW $270.50 +96.2%
13 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 840.0 $13K 0.01% NEW $16.06 +14.2%
14 QYLD GLOBAL X FDS 655.0 $11K 0.01% NEW $17.15 +5.3%
15 VCX FUNDRISE INNOVATION FD LLC Financial Services 50.0 $7K 0.00% NEW $130.96 +74.9%
16 VSNT VERSANT MEDIA GROUP INC Industrials 75.0 $3K 0.00% NEW $37.03 +17.2%
17 XXII 22ND CENTY GROUP INC Consumer Defensive 1.0 $2.0 NEW $2.00 -70.8%

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%