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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 13 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SCHH SCHWAB STRATEGIC TR 1,908.0 $41K 0.02% $21.49 +9.7%
242 VGK VANGUARD INTL EQUITY INDEX F 496.0 $41K 0.02% $82.43 +8.3%
243 CTVA CORTEVA INC Basic Materials 470.0 $39K 0.02% $83.71 -4.0%
244 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 250.0 $39K 0.02% $157.28 -5.8%
245 JAAA JANUS DETROIT STR TR 778.0 $39K 0.02% $50.37 +0.3%
246 CNQ CANADIAN NAT RES LTD MED TER Energy 800.0 $39K 0.02% $48.73 -6.6%
247 CQP CHENIERE ENERGY PARTNERS L P Energy 600.0 $39K 0.02% $64.63 -6.6%
248 VEU VANGUARD INTL EQUITY INDEX F 500.0 $38K 0.02% -300.0 -37.5% $75.10 +11.9%
249 RXO RXO INC Industrials 2,560.0 $37K 0.02% $14.62 +73.9%
250 CVE CENOVUS ENERGY INC Energy 1,400.0 $37K 0.02% $26.53 +5.3%
251 OTIS OTIS WORLDWIDE CORP Industrials 475.0 $37K 0.02% $77.08 -7.4%
252 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 165.0 $36K 0.01% $218.72 -2.6%
253 VOX VANGUARD WORLD FD 200.0 $36K 0.01% $179.84 +9.3%
254 SPHD INVESCO EXCH TRADED FD TR II 724.0 $36K 0.01% $49.61 +0.6%
255 CVS CVS HEALTH CORP Healthcare 500.0 $36K 0.01% $71.82 +27.4%
256 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 1,000.0 $35K 0.01% $35.44 -3.2%
257 ENB ENBRIDGE INC Energy 648.0 $35K 0.01% -186.0 -22.3% $54.14 +2.1%
258 TJX TJX COS INC NEW Consumer Cyclical 218.0 $35K 0.01% $159.70 -2.7%
259 REAL THE REALREAL INC Consumer Cyclical 3,800.0 $35K 0.01% NEW $9.08 +4.8%
260 NUE NUCOR CORP Basic Materials 200.0 $34K 0.01% $169.10 +46.5%
Page 13 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%