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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 16 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WTM WHITE MTNS INS GROUP LTD Financial Services 15.0 $31K 0.01% $2073.40 +1.5%
302 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 250.0 $31K 0.01% $123.11 +31.0%
303 ET ENERGY TRANSFER L P Energy 1,600.0 $31K 0.01% $19.12 +12.4%
304 RF REGIONS FINANCIAL CORP NEW Financial Services 1,000.0 $30K 0.01% $30.20 +0.7%
305 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 1,000.0 $30K 0.01% $30.17 +11.4%
306 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 165.0 $30K 0.01% $181.15 +11.2%
307 SAIL SAILPOINT INC Technology 2,000.0 $29K 0.01% $14.64 +28.6%
308 JCI JOHNSON CONTROLS INTERNATION Industrials 200.0 $29K 0.01% $146.11 -0.8%
309 DLR DIGITAL RLTY TR INC Real Estate 160.0 $29K 0.01% $179.58 +4.9%
310 CRM SALESFORCE INC Technology 181.0 $28K 0.01% $156.66 +65.5%
311 VPL VANGUARD INTL EQUITY INDEX F 245.0 $28K 0.01% $115.69 +2.4%
312 SIRI SIRIUSXM HOLDINGS INC Communication Services 950.0 $28K 0.01% -321.0 -25.3% $29.54 -1.9%
313 XLV SELECT SECTOR SPDR TR 175.0 $28K 0.01% $158.66 +8.1%
314 XLE SELECT SECTOR SPDR TR 506.0 $27K 0.01% +20.0 +4.1% $53.11 +20.6%
315 IAU ISHARES GOLD TR Financial Services 355.0 $27K 0.01% $75.51 +10.4%
316 EWJ ISHARES INC 287.0 $27K 0.01% $93.27 +5.4%
317 SPYM SPDR SERIES TRUST 302.0 $27K 0.01% NEW $87.88 +3.2%
318 ALL ALLSTATE CORP Financial Services 108.0 $26K 0.01% $237.94 +9.1%
319 VRIG INVESCO ACTIVELY MANAGED EXC 1,000.0 $25K 0.01% $25.07 +0.0%
320 UBS UBS GROUP AG Financial Services 500.0 $25K 0.01% $49.56 +11.7%
Page 16 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%