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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 17 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SYK STRYKER CORPORATION Healthcare 78.0 $25K 0.01% NEW $314.85 -3.7%
322 FIDU FIDELITY COVINGTON TRUST 245.0 $24K 0.01% $99.61 -6.5%
323 NBXG NEUBERGER NEXT GENERATION Financial Services 1,473.0 $24K 0.01% $16.54 -6.6%
324 RDVY FIRST TR EXCHANGE TRADED FD 300.0 $24K 0.01% $81.06 +1.2%
325 TGT TARGET CORP Consumer Defensive 185.0 $24K 0.01% $130.61 +25.9%
326 VSS VANGUARD INTL EQUITY INDEX F 152.0 $23K 0.01% $154.29 +4.6%
327 VLUE ISHARES TR 115.0 $23K 0.01% $199.81 +2.9%
328 SCHW SCHWAB CHARLES CORP Financial Services 249.0 $23K 0.01% $92.27 +18.4%
329 ROST ROSS STORES INC Consumer Cyclical 107.0 $23K 0.01% $212.85 +8.4%
330 NKE NIKE INC Consumer Cyclical 550.0 $23K 0.01% -3K -83.0% $41.05 -6.5%
331 DUPONT DE NEMOURS INC 166.0 $23K 0.01% NEW $135.64
332 DFAT DIMENSIONAL ETF TRUST 319.0 $22K 0.01% $69.90 +2.7%
333 FNCL FIDELITY COVINGTON TRUST 283.0 $22K 0.01% $76.56 +8.1%
334 CWB SPDR SERIES TRUST 200.0 $22K 0.01% $107.82 -4.5%
335 MKL MARKEL GROUP INC Financial Services 11.0 $21K 0.01% $1953.00 -6.5%
336 SPRE TIDAL TRUST I 993.0 $21K 0.01% $21.15 -3.4%
337 IWR ISHARES TR 190.0 $21K 0.01% $110.32 +1.4%
338 CI THE CIGNA GROUP Healthcare 76.0 $21K 0.01% $275.68 +2.5%
339 ECL ECOLAB INC Basic Materials 75.0 $21K 0.01% $278.61 +0.2%
340 FENY FIDELITY COVINGTON TRUST 701.0 $21K 0.01% $29.56 +20.2%
Page 17 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%