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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 12 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTRS VIATRIS INC Healthcare 3,951.0 $53K 0.02% -187.0 -4.5% $13.51 +18.7%
222 DFIV DIMENSIONAL ETF TRUST 1,000.0 $53K 0.02% $52.78 +5.6%
223 CHMI CHERRY HILL MTG INVT CORP Real Estate 20,691.0 $52K 0.02% -1K -5.3% $2.50 -3.1%
224 B BARRICK MNG CORP Basic Materials 1,259.0 $51K 0.02% $40.79 +1.6%
225 HWM HOWMET AEROSPACE INC Industrials 220.0 $51K 0.02% $230.46 +10.7%
226 WMB WILLIAMS COS INC Energy 690.0 $50K 0.02% $72.78 -1.7%
227 ITW ILLINOIS TOOL WKS INC Industrials 190.0 $49K 0.02% $260.29 -4.8%
228 APA APA CORPORATION Energy 1,146.0 $49K 0.02% $42.44 -14.3%
229 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 600.0 $49K 0.02% $80.95 -3.1%
230 IBM INTERNATIONAL BUSINESS MACHS Technology 200.0 $48K 0.02% $242.39 +18.9%
231 OPTX SYNTEC OPTICS HLDGS INC Technology 6,500.0 $46K 0.02% NEW $7.03 +41.0%
232 CB CHUBB LTD SWITZ Financial Services 140.0 $46K 0.02% $325.93 -3.2%
233 ED CONSOLIDATED EDISON INC Utilities 400.0 $45K 0.02% $113.18 -6.5%
234 ADC AGREE RLTY CORP Real Estate 600.0 $45K 0.02% $75.38 -2.0%
235 FCOM FIDELITY COVINGTON TRUST 662.0 $45K 0.02% $68.12 +9.0%
236 EQT EQT CORP Energy 700.0 $45K 0.02% $63.64 -13.5%
237 PH PARKER-HANNIFIN CORP Industrials 49.0 $44K 0.02% $895.24 -4.8%
238 DVY ISHARES TR 289.0 $44K 0.02% $151.41 +2.5%
239 GLW CORNING INC Technology 321.0 $44K 0.02% $135.97 +29.3%
240 BRO BROWN & BROWN INC Financial Services 668.0 $44K 0.02% $65.21 -13.6%
Page 12 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%