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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $237M AUM 463 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 463 New
Page 10 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EPD ENTERPRISE PRODS PARTNERS L Energy 3,000.0 $96K 0.04% NEW $32.06 +15.3%
182 RIO RIO TINTO PLC Basic Materials 1,200.0 $96K 0.04% NEW $80.03 +34.7%
183 CANADIAN PACIFIC KANSAS CITY 1,296.0 $95K 0.04% NEW $73.63
184 EMR EMERSON ELEC CO Industrials 713.0 $95K 0.04% NEW $132.72 +8.0%
185 UNP UNION PAC CORP Industrials 404.0 $93K 0.04% NEW $231.32 +12.6%
186 AWR AMER STATES WTR CO Utilities 1,250.0 $91K 0.04% NEW $72.48 +6.2%
187 NVO NOVO-NORDISK A S Healthcare 1,775.0 $90K 0.04% NEW $50.88 -10.2%
188 TOTALENERGIES SE 1,350.0 $88K 0.04% NEW $65.42
189 BERKSHIRE HATHAWAY INC DEL 170.0 $85K 0.04% NEW $502.65
190 CIM CHIMERA INVT CORP Real Estate 6,704.0 $83K 0.04% NEW $12.43 +9.3%
191 IJH ISHARES TR 1,195.0 $79K 0.03% NEW $66.00 +13.0%
192 FTEC FIDELITY COVINGTON TRUST 340.0 $76K 0.03% NEW $224.67 +27.8%
193 HPQ HP INC Technology 3,350.0 $75K 0.03% NEW $22.28 +23.1%
194 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 227.0 $75K 0.03% NEW $328.60 -23.7%
195 PANW PALO ALTO NETWORKS INC Technology 400.0 $74K 0.03% NEW $184.20 +47.4%
196 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,889.0 $73K 0.03% NEW $38.73 -16.7%
197 TFLO ISHARES TR 1,323.0 $67K 0.03% NEW $50.46 +0.4%
198 SCHA SCHWAB STRATEGIC TR 2,324.0 $66K 0.03% NEW $28.48 +19.2%
199 CVR PARTNERS LP 634.0 $65K 0.03% NEW $102.50
200 DOW DOW INC Basic Materials 2,712.0 $63K 0.03% NEW $23.38 +46.0%
Page 10 of 24  ·  463 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 29.3%
Financial Services 15.4%
Healthcare 11.4%
Industrials 11.0%
Communication Services 9.0%
Consumer Cyclical 9.0%
Consumer Defensive 6.0%
Energy 3.5%
Utilities 2.7%
Real Estate 1.5%