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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 11 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FTEC FIDELITY COVINGTON TRUST 340.0 $97K 0.04% $285.58 +1.3%
202 ABT ABBOTT LABORATORIES Healthcare 1,065.0 $97K 0.04% -95.0 -8.2% $90.74 +19.4%
203 IJH ISHARES TR 1,229.0 $95K 0.03% +34.0 +2.9% $77.11 -1.6%
204 TFC TRUIST FINL CORP Financial Services 1,850.0 $92K 0.03% $49.82 +3.7%
205 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 2,600.0 $92K 0.03% NEW $35.22 +6.0%
206 PWR QUANTA SVCS INC Industrials 124.0 $89K 0.03% NEW $720.04 -13.3%
207 TJX TJX COS INC NEW Consumer Cyclical 578.0 $88K 0.03% +360.0 +165.1% $151.50 -12.8%
208 DXD PROSHARES TR 5,000.0 $86K 0.03% NEW $17.17 -3.3%
209 QCOM QUALCOMM INC Technology 461.0 $85K 0.03% $184.79 -8.7%
210 BERKSHIRE HATHAWAY INC DEL 170.0 $85K 0.03% $500.39
211 COP CONOCOPHILLIPS Energy 817.0 $85K 0.03% +620.0 +314.7% $103.96 +29.1%
212 MET METLIFE INC Financial Services 1,000.0 $85K 0.03% -365.0 -26.7% $84.61 +15.4%
213 FLEX FLEX LTD Technology 520.0 $84K 0.03% NEW $162.07 -32.4%
214 SCHA SCHWAB STRATEGIC TR 2,324.0 $84K 0.03% $36.13 -4.4%
215 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 300.0 $82K 0.03% -3K -91.7% $271.95 -37.3%
216 XAR SPDR SERIES TRUST 266.0 $75K 0.03% +25.0 +10.4% $283.79 -10.9%
217 CIM CHIMERA INVT CORP Real Estate 5,590.0 $75K 0.03% -615.0 -9.9% $13.34 -12.7%
218 HPQ HP INC Technology 3,350.0 $73K 0.03% $21.94 +48.8%
219 SLB SLB LIMITED Energy 1,550.0 $72K 0.03% +500.0 +47.6% $46.49 +23.7%
220 DOW DOW HLDGS INC Basic Materials 2,627.0 $72K 0.03% $27.36 +7.6%
Page 11 of 26  ·  508 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%