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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 16 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DVN DEVON ENERGY CORP NEW Energy 400.0 $20K 0.01% $50.32 -12.0%
302 WIW WESTERN AST INFL LKD OPP & I Financial Services 2,364.0 $20K 0.01% $8.46 +0.7%
303 ECL ECOLAB INC Basic Materials 75.0 $20K 0.01% $266.03 -3.0%
304 DFAT DIMENSIONAL ETF TRUST 319.0 $20K 0.01% $62.45 +7.9%
305 FNCL FIDELITY COVINGTON TRUST 283.0 $20K 0.01% $70.20 +4.5%
306 SU SUNCOR ENERGY INC NEW Energy 300.0 $20K 0.01% $66.11 -4.9%
307 MRVL MARVELL TECHNOLOGY INC Technology 200.0 $20K 0.01% $99.05 +102.0%
308 EXC EXELON CORP Utilities 400.0 $20K 0.01% $49.02 -6.9%
309 UBS UBS GROUP AG Financial Services 500.0 $20K 0.01% $39.07 +20.7%
310 SPRE TIDAL TRUST I 993.0 $19K 0.01% $19.59 +7.8%
311 IVZ INVESCO LTD Financial Services 793.0 $19K 0.01% -141.0 -15.1% $24.29 +15.4%
312 NBXG NEUBERGER NEXT GENERATION Financial Services 1,473.0 $19K 0.01% $12.87 +31.5%
313 PFF ISHARES TR 610.0 $18K 0.01% $30.32 +4.1%
314 IWR ISHARES TR 190.0 $18K 0.01% $97.23 +10.1%
315 CWB SPDR SERIES TRUST 200.0 $18K 0.01% $91.52 +17.1%
316 PAAS PAN AMERN SILVER CORP Basic Materials 335.0 $18K 0.01% $54.63 +0.1%
317 FDIS FIDELITY COVINGTON TRUST 192.0 $18K 0.01% $93.26 +12.2%
318 FDX FEDEX CORP Industrials 50.0 $18K 0.01% $356.20 +15.7%
319 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 3,333.0 $18K 0.01% $5.32 -3.7%
320 USB US BANCORP Financial Services 330.0 $17K 0.01% $52.01 +4.6%
Page 16 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%