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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 14 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CRM SALESFORCE INC Technology 181.0 $34K 0.01% $186.67 +1.3%
262 WTM WHITE MTNS INS GROUP LTD Financial Services 15.0 $33K 0.01% $2196.93 -5.0%
263 FIDELITY COVINGTON TRUST 465.0 $33K 0.01% $70.36
264 MAR MARRIOTT INTL INC NEW Consumer Cyclical 100.0 $33K 0.01% $327.07 +16.8%
265 SDY SPDR SERIES TRUST 215.0 $31K 0.01% $145.94 +2.7%
266 IAU ISHARES GOLD TR Financial Services 355.0 $31K 0.01% $88.16 -3.4%
267 SCHI SCHWAB STRATEGIC TR 1,378.0 $31K 0.01% $22.68 +0.1%
268 ET ENERGY TRANSFER L P Energy 1,600.0 $31K 0.01% $19.30 -0.1%
269 XLE SELECT SECTOR SPDR TR 486.0 $30K 0.01% $61.26 -7.6%
270 QUAL ISHARES TR 154.0 $30K 0.01% $191.81 +12.7%
271 SIRI SIRIUSXM HOLDINGS INC Communication Services 1,271.0 $29K 0.01% $23.08 +27.1%
272 THQ ABRDN HEALTHCARE OPPORTUNITI Financial Services 1,745.0 $29K 0.01% $16.80 +11.7%
273 Q QNITY ELECTRONICS INC Technology 250.0 $29K 0.01% $115.38 +35.6%
274 DLR DIGITAL RLTY TR INC Real Estate 160.0 $29K 0.01% $180.21 +5.8%
275 EEM ISHARES TR 500.0 $28K 0.01% $56.79 +21.0%
276 LYFT LYFT INC Technology 2,100.0 $28K 0.01% $13.30 +4.2%
277 UAL UNITED AIRLS HLDGS INC Industrials 300.0 $28K 0.01% $92.07 +26.0%
278 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 100.0 $28K 0.01% $275.18 +2.2%
279 SAIL SAILPOINT INC Technology 2,000.0 $26K 0.01% $13.24 +31.5%
280 JCI JOHNSON CONTROLS INTERNATION Industrials 200.0 $26K 0.01% $130.95 +3.9%
Page 14 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%