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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 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DOV DOVER CORP Industrials 230.0 $52K 0.02% NEW $224.28 -14.0%
22 AEE AMEREN CORP Utilities 455.0 $51K 0.02% NEW $113.04 -5.8%
23 HONEYWELL INTL INC 211.0 $47K 0.02% NEW $223.90
24 HONEYWELL AEROSPACE INC 211.0 $47K 0.02% NEW $221.08
25 APLD APPLIED DIGITAL CORP Technology 1,150.0 $43K 0.01% NEW $37.30 -29.3%
26 SPYM SPDR SERIES TRUST 302.0 $27K 0.01% NEW $87.88 +3.2%
27 SYK STRYKER CORPORATION Healthcare 78.0 $25K 0.01% NEW $314.85 -3.7%
28 DUPONT DE NEMOURS INC 166.0 $23K 0.01% NEW $135.64
29 VCSH VANGUARD SCOTTSDALE FDS 233.0 $18K 0.01% NEW $79.03 -1.1%
30 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 3,000.0 $14K 0.01% NEW $4.69 +10.0%
31 WEN WENDYS CO Consumer Cyclical 1,000.0 $8K 0.00% NEW $8.29 -3.1%
32 IEMG ISHARES INC 86.0 $7K 0.00% NEW $82.84 +1.0%
33 JHMD JOHN HANCOCK EXCHANGE TRADED 156.0 $7K 0.00% NEW $44.41 +4.9%
34 CARNIVAL CORP LTD 200.0 $6K 0.00% NEW $28.57
35 VCIT VANGUARD SCOTTSDALE FDS 47.0 $4K 0.00% NEW $82.66 -2.6%
36 FEDEX FGHT HLDG CO INC 24.0 $4K 0.00% NEW $151.00
37 EMLC VANECK ETF TRUST 121.0 $3K 0.00% NEW $25.56 +0.3%
38 SCHG SCHWAB STRATEGIC TR 85.0 $3K 0.00% NEW $33.84 +5.0%
39 VWO VANGUARD INTL EQUITY INDEX F 46.0 $3K 0.00% NEW $59.70 +2.9%
40 BND VANGUARD BD INDEX FDS 33.0 $2K 0.00% NEW $73.42 -2.0%
Page 2 of 3  ·  48 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%