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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 17 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RQI COHEN & STEERS QUALITY INCOM Financial Services 1,415.0 $17K 0.01% $12.05 +11.0%
322 MS MORGAN STANLEY Financial Services 103.0 $17K 0.01% $164.57 +23.9%
323 WU WESTERN UN CO Financial Services 1,909.0 $17K 0.01% $8.73 -7.4%
324 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 27.0 $17K 0.01% $616.78 +10.2%
325 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 180.0 $17K 0.01% $92.31 -4.1%
326 LOW LOWES COS INC Consumer Cyclical 70.0 $17K 0.01% $236.29 -8.1%
327 SCHE SCHWAB STRATEGIC TR 500.0 $16K 0.01% $32.95 +10.5%
328 COF CAPITAL ONE FINL CORP Financial Services 90.0 $16K 0.01% $182.43 +2.1%
329 VLUE ISHARES TR 115.0 $16K 0.01% $142.19 +37.8%
330 FSTA FIDELITY COVINGTON TRUST 308.0 $16K 0.01% $52.33 +1.5%
331 DXJ WISDOMTREE TR 101.0 $16K 0.01% $158.58 +8.0%
332 GPN GLOBAL PMTS INC Industrials 235.0 $16K 0.01% $67.30 +10.1%
333 RRC RANGE RES CORP Energy 350.0 $16K 0.01% $45.18 -12.0%
334 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,000.0 $16K 0.01% $15.65 +2.9%
335 NGG NATIONAL GRID PLC Utilities 183.0 $15K 0.01% $84.60 -0.1%
336 USFR WISDOMTREE TR 300.0 $15K 0.01% $50.34 -0.0%
337 SPLV INVESCO EXCH TRADED FD TR II 206.0 $15K 0.01% $73.14 -0.3%
338 MLM MARTIN MARIETTA MATLS INC Basic Materials 25.0 $15K 0.01% $588.68 -2.7%
339 KR KROGER CO Consumer Defensive 200.0 $14K 0.01% $72.36 -11.9%
340 FIS FIDELITY NATL INFORMATION SV Technology 300.0 $14K 0.01% $46.91 -10.4%
Page 17 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%