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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 13 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IBM INTERNATIONAL BUSINESS MACHS Technology 200.0 $56K 0.02% $281.21 -16.5%
242 VTR VENTAS INC Real Estate 630.0 $56K 0.02% NEW $88.80 +1.7%
243 AZN ASTRAZENECA PLC Healthcare 287.0 $54K 0.02% NEW $189.62 -14.2%
244 DFIV DIMENSIONAL ETF TRUST 1,000.0 $54K 0.02% $54.02 +9.1%
245 USO UNITED STS OIL FD LP Financial Services 500.0 $53K 0.02% NEW $106.44 +33.4%
246 GDX VANECK ETF TRUST 700.0 $53K 0.02% $75.45 +31.6%
247 IREN IREN LIMITED Financial Services 1,150.0 $53K 0.02% NEW $45.73 -2.3%
248 CVS CVS HEALTH CORP Healthcare 500.0 $52K 0.02% $103.45 -6.5%
249 DOV DOVER CORP Industrials 230.0 $52K 0.02% NEW $224.28 -14.0%
250 AEE AMEREN CORP Utilities 455.0 $51K 0.02% NEW $113.04 -5.8%
251 ITW ILLINOIS TOOL WKS INC Industrials 190.0 $51K 0.02% $270.47 -0.1%
252 WMB WILLIAMS COS INC Energy 690.0 $51K 0.02% $74.34 -0.3%
253 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 600.0 $49K 0.02% $81.16 -9.2%
254 PH PARKER-HANNIFIN CORP Industrials 49.0 $48K 0.02% $978.12 -1.6%
255 CB CHUBB LIMITED Financial Services 140.0 $48K 0.02% $340.74 +0.2%
256 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 1,829.0 $47K 0.02% $25.95 +36.1%
257 HONEYWELL INTL INC 211.0 $47K 0.02% NEW $223.90
258 HONEYWELL AEROSPACE INC 211.0 $47K 0.02% NEW $221.08
259 B BARRICK MNG CORP Basic Materials 1,259.0 $46K 0.02% $36.73 +21.8%
260 FCOM FIDELITY COVINGTON TRUST 662.0 $46K 0.02% $69.48 +2.7%
Page 13 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%