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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  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ABT ABBOTT LABORATORIES Healthcare 1,065.0 $97K 0.04% -95.0 -8.2% $90.74 +19.4%
42 MET METLIFE INC Financial Services 1,000.0 $85K 0.03% -365.0 -26.7% $84.61 +15.4%
43 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 300.0 $82K 0.03% -3K -91.7% $271.95 -37.3%
44 CIM CHIMERA INVT CORP Real Estate 5,590.0 $75K 0.03% -615.0 -9.9% $13.34 -12.7%
45 ABR ARBOR REALTY TRUST INC Real Estate 10,833.0 $59K 0.02% -5K -30.0% $5.42 -3.1%
46 RXO RXO INC Industrials 2,060.0 $57K 0.02% -500.0 -19.5% $27.59 -25.1%
47 CHMI CHERRY HILL MTG INVT CORP Real Estate 19,672.0 $46K 0.02% -1K -4.9% $2.32 +27.6%
48 NFRA FLEXSHARES TR 692.0 $44K 0.02% -309.0 -30.9% $64.12 +2.5%
49 APA APA CORPORATION Energy 1,106.0 $36K 0.01% -40.0 -3.5% $32.57 +31.3%
50 NVO NOVO-NORDISK A S Healthcare 675.0 $32K 0.01% -1K -62.0% $47.94 -2.8%
51 SIRI SIRIUSXM HOLDINGS INC Communication Services 950.0 $28K 0.01% -321.0 -25.3% $29.54 -1.9%
52 NKE NIKE INC Consumer Cyclical 550.0 $23K 0.01% -3K -83.0% $41.05 -6.5%
53 IVZ INVESCO LTD Financial Services 638.0 $17K 0.01% -155.0 -19.6% $26.39 +25.3%
54 WU WESTERN UN CO Financial Services 300.0 $2K 0.00% -2K -84.3% $7.70 -6.8%
Page 3 of 3  ·  54 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%