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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $237M AUM 463 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 463 New
Page 17 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PAAS PAN AMERN SILVER CORP Basic Materials 335.0 $17K 0.01% NEW $51.81 +5.8%
322 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,000.0 $17K 0.01% NEW $17.35 -6.7%
323 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 3,333.0 $17K 0.01% NEW $5.16 -0.9%
324 MRVL MARVELL TECHNOLOGY INC Technology 200.0 $17K 0.01% NEW $84.98 +136.0%
325 LOW LOWES COS INC Consumer Cyclical 70.0 $17K 0.01% NEW $241.16 -9.9%
326 GDDY GODADDY INC Technology 135.0 $17K 0.01% NEW $124.08 -31.3%
327 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 180.0 $16K 0.01% NEW $91.21 -2.6%
328 SCHE SCHWAB STRATEGIC TR 500.0 $16K 0.01% NEW $32.75 +10.9%
329 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 27.0 $16K 0.01% NEW $603.30 +12.7%
330 RQI COHEN & STEERS QUALITY INCOM Financial Services 1,408.0 $16K 0.01% NEW $11.42 +16.9%
331 VLUE ISHARES TR 115.0 $16K 0.01% NEW $136.73 +44.7%
332 MLM MARTIN MARIETTA MATLS INC Basic Materials 25.0 $16K 0.01% NEW $622.68 -5.2%
333 FSTA FIDELITY COVINGTON TRUST 308.0 $15K 0.01% NEW $49.19 +6.7%
334 USFR WISDOMTREE TR 300.0 $15K 0.01% NEW $50.32 +0.0%
335 FAST FASTENAL CO Industrials 376.0 $15K 0.01% NEW $40.13 +11.7%
336 SPLV INVESCO EXCH TRADED FD TR II 206.0 $15K 0.01% NEW $71.42 +1.9%
337 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 100.0 $15K 0.01% NEW $146.58 -15.5%
338 DVN DEVON ENERGY CORP NEW Energy 400.0 $15K 0.01% NEW $36.63 +21.1%
339 DXJ WISDOMTREE TR 101.0 $15K 0.01% NEW $144.16 +18.8%
340 FDX FEDEX CORP Industrials 50.0 $14K 0.01% NEW $288.88 +42.4%
Page 17 of 24  ·  463 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 29.3%
Financial Services 15.4%
Healthcare 11.4%
Industrials 11.0%
Communication Services 9.0%
Consumer Cyclical 9.0%
Consumer Defensive 6.0%
Energy 3.5%
Utilities 2.7%
Real Estate 1.5%