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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 12 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WAB WABTEC Industrials 232.0 $50K 0.02% NEW $213.44 +22.5%
222 FCOM FIDELITY COVINGTON TRUST 662.0 $49K 0.02% NEW $73.28 +1.7%
223 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 600.0 $48K 0.02% NEW $80.30 -2.1%
224 SLB SLB LIMITED Energy 1,250.0 $48K 0.02% NEW $38.38 +42.4%
225 CRM SALESFORCE INC Technology 181.0 $48K 0.02% NEW $264.91 -27.7%
226 ITW ILLINOIS TOOL WKS INC Industrials 190.0 $47K 0.02% NEW $246.30 +1.0%
227 HWM HOWMET AEROSPACE INC Industrials 220.0 $45K 0.02% NEW $205.02 +25.7%
228 CB CHUBB LIMITED Financial Services 140.0 $44K 0.02% NEW $312.12 +0.2%
229 ADC AGREE RLTY CORP Real Estate 600.0 $43K 0.02% NEW $72.03 +2.2%
230 PH PARKER-HANNIFIN CORP Industrials 49.0 $43K 0.02% NEW $878.96 -3.1%
231 FLEX FLEX LTD Technology 700.0 $42K 0.02% NEW $60.42 +152.5%
232 OTIS OTIS WORLDWIDE CORP Industrials 475.0 $41K 0.02% NEW $87.35 -18.7%
233 WMB WILLIAMS COS INC Energy 690.0 $41K 0.02% NEW $60.11 +18.5%
234 VGK VANGUARD INTL EQUITY INDEX F 496.0 $41K 0.02% NEW $83.61 +7.3%
235 DVY ISHARES TR 289.0 $41K 0.02% NEW $141.14 +9.8%
236 LYFT LYFT INC Technology 2,100.0 $41K 0.02% NEW $19.37 -28.1%
237 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 250.0 $40K 0.02% NEW $161.96 -8.5%
238 SAIL SAILPOINT INC Technology 2,000.0 $40K 0.02% NEW $20.23 -12.7%
239 ENB ENBRIDGE INC Energy 834.0 $40K 0.02% NEW $47.83 +15.0%
240 SCHH SCHWAB STRATEGIC TR 1,908.0 $40K 0.02% NEW $20.89 +12.4%
Page 12 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%