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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 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYMI VANGUARD WHITEHALL FDS 20.0 $2K 0.00% NEW $98.20 +9.0%
42 JNK SPDR SERIES TRUST 19.0 $2K 0.00% NEW $96.37 -1.1%
43 GLDM WORLD GOLD TR Financial Services 20.0 $2K 0.00% NEW $79.40 +10.5%
44 CRUX COLUMBIA ETF TR I 47.0 $1K 0.00% NEW $29.98 -2.1%
45 EMB ISHARES TR 6.0 $579.0 NEW $96.50 -2.1%
46 UP WHEELS UP EXPERIENCE INC Industrials 53.0 $476.0 NEW $8.98 -51.5%
47 TRULIEVE CANNABIS CORP 11.0 $108.0 NEW $9.82
48 22ND CENTY GROUP INC 1.0 $4.0 NEW $4.00
Page 3 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%