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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 11 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FTEC FIDELITY COVINGTON TRUST 340.0 $71K 0.03% $208.05 +38.6%
202 LHX L3HARRIS TECHNOLOGIES INC Industrials 200.0 $69K 0.03% $345.15 -10.3%
203 SCHA SCHWAB STRATEGIC TR 2,324.0 $68K 0.03% $29.08 +16.6%
204 SCI SERVICE CORP INTL Consumer Cyclical 812.0 $67K 0.03% $82.51 -7.9%
205 TFLO ISHARES TR 1,323.0 $67K 0.03% $50.63 +0.0%
206 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 227.0 $66K 0.03% $290.70 -13.8%
207 NVO NOVO-NORDISK A S Healthcare 1,775.0 $65K 0.03% $36.75 +23.1%
208 HPQ HP INC Technology 3,350.0 $64K 0.03% $19.21 +45.2%
209 GDX VANECK ETF TRUST 700.0 $64K 0.03% $91.77 -5.2%
210 NFRA FLEXSHARES TR 1,001.0 $64K 0.03% $63.95 +3.0%
211 XAR SPDR SERIES TRUST 241.0 $61K 0.03% +137.0 +131.7% $253.98 +10.6%
212 QCOM QUALCOMM INC Technology 461.0 $59K 0.03% -151.0 -24.7% $128.78 +95.9%
213 CME CME GROUP INC Financial Services 200.0 $59K 0.03% $295.35 -6.1%
214 TOST TOAST INC Technology 2,200.0 $58K 0.03% NEW $26.51 -2.9%
215 WAB WABTEC Industrials 228.0 $57K 0.02% -4.0 -1.7% $249.92 +4.5%
216 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,829.0 $55K 0.02% -60.0 -3.2% $29.99 +7.1%
217 VRTX VERTEX PHARMACEUTICALS INC Healthcare 121.0 $54K 0.02% $446.54 +0.5%
218 SLB SLB LIMITED Energy 1,050.0 $54K 0.02% -200.0 -16.0% $51.39 +7.1%
219 SCZ ISHARES TR 688.0 $54K 0.02% $78.41 +10.2%
220 SSUS STRATEGY SHS 1,149.0 $54K 0.02% $46.69 +19.7%
Page 11 of 24  ·  472 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%