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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $236M AUM 472 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 26 Added 87 Reduced 8 Exited
Page 4 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EARN ELLINGTON CREDIT COMPANY Financial Services 32,477.0 $144K 0.06% -8K -19.7% $4.43 +10.9%
62 PRU PRUDENTIAL FINL INC Financial Services 1,429.0 $140K 0.06% -144.0 -9.2% $97.69 +3.7%
63 ABR ARBOR REALTY TRUST INC Real Estate 15,467.0 $119K 0.05% -500.0 -3.1% $7.71 -27.0%
64 VXX BARCLAYS BANK PLC Financial Services 3,254.0 $116K 0.05% -1K -27.0% $35.70 -31.0%
65 DOW DOW HLDGS INC Basic Materials 2,627.0 $109K 0.05% -85.0 -3.1% $41.65 -16.7%
66 AJG GALLAGHER ARTHUR J & CO Financial Services 450.0 $97K 0.04% -130.0 -22.4% $216.58 -6.3%
67 HON HONEYWELL INTL INC Industrials 429.0 $97K 0.04% -100.0 -18.9% $226.03 +2.9%
68 TFC TRUIST FINL CORP Financial Services 1,850.0 $85K 0.04% -203.0 -9.9% $45.97 +3.6%
69 CIM CHIMERA INVT CORP Real Estate 6,205.0 $78K 0.03% -499.0 -7.4% $12.55 +7.7%
70 QCOM QUALCOMM INC Technology 461.0 $59K 0.03% -151.0 -24.7% $128.78 +89.8%
71 WAB WABTEC Industrials 228.0 $57K 0.02% -4.0 -1.7% $249.92 +4.6%
72 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,829.0 $55K 0.02% -60.0 -3.2% $29.99 +8.4%
73 SLB SLB LIMITED Energy 1,050.0 $54K 0.02% -200.0 -16.0% $51.39 +7.6%
74 VTRS VIATRIS INC Healthcare 3,951.0 $53K 0.02% -187.0 -4.5% $13.51 +18.8%
75 CHMI CHERRY HILL MTG INVT CORP Real Estate 20,691.0 $52K 0.02% -1K -5.3% $2.50 -3.0%
76 VEU VANGUARD INTL EQUITY INDEX F 500.0 $38K 0.02% -300.0 -37.5% $75.10 +11.8%
77 ENB ENBRIDGE INC Energy 648.0 $35K 0.01% -186.0 -22.3% $54.14 +3.1%
78 IVZ INVESCO LTD Financial Services 793.0 $19K 0.01% -141.0 -15.1% $24.29 +14.5%
79 CMCSA COMCAST CORP NEW Communication Services 466.0 $13K 0.01% -1K -75.4% $28.71 -12.9%
80 D DOMINION ENERGY INC Utilities 210.0 $13K 0.01% -110.0 -34.4% $61.82 +10.0%
Page 4 of 5  ·  87 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 27.3%
Financial Services 14.2%
Industrials 12.9%
Healthcare 11.5%
Communication Services 8.8%
Consumer Cyclical 8.3%
Consumer Defensive 6.3%
Energy 4.6%
Utilities 3.1%
Real Estate 1.6%