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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 18 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HOOD ROBINHOOD MKTS INC Financial Services 200.0 $14K 0.01% NEW $69.30 +20.8%
342 VHT VANGUARD WORLD FD 50.0 $14K 0.01% $272.34 +3.5%
343 WDC WESTERN DIGITAL CORP Technology 50.0 $14K 0.01% NEW $270.50 +95.8%
344 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 840.0 $13K 0.01% NEW $16.06 +14.0%
345 SPTE SP FUNDS TRUST 386.0 $13K 0.01% $34.67 +38.5%
346 CMCSA COMCAST CORP NEW Communication Services 466.0 $13K 0.01% -1K -75.4% $28.71 -13.1%
347 TDTT FLEXSHARES TR 540.0 $13K 0.01% $24.24 +0.2%
348 D DOMINION ENERGY INC Utilities 210.0 $13K 0.01% -110.0 -34.4% $61.82 +9.7%
349 IEUR ISHARES TR 181.0 $13K 0.01% $70.27 +8.0%
350 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 100.0 $13K 0.01% $125.46 +0.2%
351 AA ALCOA CORP Basic Materials 189.0 $13K 0.01% $66.33 +14.0%
352 PDBC INVESCO ACTVELY MNGD ETC FD 715.0 $12K 0.01% $17.32 +2.3%
353 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 876.0 $12K 0.01% $14.13 +11.6%
354 AWK AMERICAN WTR WKS CO INC NEW Utilities 89.0 $12K 0.01% $136.09 -9.8%
355 OKE ONEOK INC NEW Energy 133.0 $12K 0.01% $90.39 -3.2%
356 HDV ISHARES TR 415.0 $11K 0.01% $27.14 +1.2%
357 QYLD GLOBAL X FDS 655.0 $11K 0.01% NEW $17.15 +5.4%
358 GDDY GODADDY INC Technology 135.0 $11K 0.01% $82.67 +4.4%
359 STE STERIS PLC Healthcare 50.0 $11K 0.01% $221.14 -2.5%
360 CDW CDW CORP Technology 86.0 $10K 0.00% $121.02 -4.4%
Page 18 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%