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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 18 of 26  ·  508 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 $20K 0.01% $100.28 +21.8%
342 USB US BANCORP Financial Services 330.0 $20K 0.01% $60.40 +4.9%
343 WIW WESTERN AST INFL LKD OPP & I Financial Services 2,364.0 $20K 0.01% $8.40 -1.4%
344 FDIS FIDELITY COVINGTON TRUST 192.0 $20K 0.01% $102.84 -2.2%
345 CLX CLOROX CO DEL Consumer Defensive 200.0 $19K 0.01% $95.44 -2.5%
346 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 27.0 $19K 0.01% $703.33 -1.7%
347 SPTE SP FUNDS TRUST 386.0 $19K 0.01% $48.80 -1.4%
348 EXC EXELON CORP Utilities 400.0 $19K 0.01% $46.62 -6.4%
349 PFF ISHARES TR 610.0 $19K 0.01% $30.49 -0.4%
350 VCSH VANGUARD SCOTTSDALE FDS 233.0 $18K 0.01% NEW $79.03 -1.1%
351 SCHE SCHWAB STRATEGIC TR 500.0 $18K 0.01% $36.26 +3.6%
352 COF CAPITAL ONE FINL CORP Financial Services 90.0 $18K 0.01% $200.62 +9.5%
353 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,000.0 $18K 0.01% $17.73 -3.9%
354 DXJ WISDOMTREE TR 101.0 $18K 0.01% $173.52 +3.7%
355 GPN GLOBAL PMTS INC Industrials 235.0 $17K 0.01% $72.56 +27.5%
356 IVZ INVESCO LTD Financial Services 638.0 $17K 0.01% -155.0 -19.6% $26.39 +25.3%
357 TMUS T-MOBILE US INC Communication Services 100.0 $17K 0.01% $167.73 +8.2%
358 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 180.0 $17K 0.01% $92.09 -4.6%
359 FSTA FIDELITY COVINGTON TRUST 308.0 $16K 0.01% $52.54 +1.3%
360 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 3,333.0 $16K 0.01% $4.84 +16.3%
Page 18 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%