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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
Q2 2026 Q1 2026 · All 17 New 26 Added 87 Reduced
Page 19 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SPWO SP FUNDS TRUST 366.0 $10K 0.00% $28.20 +19.8%
362 TRMB TRIMBLE INC Technology 157.0 $10K 0.00% $65.23 -8.8%
363 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 394.0 $10K 0.00% $25.88 +3.5%
364 IBB ISHARES TR 60.0 $10K 0.00% $168.85 +25.5%
365 DFSV DIMENSIONAL ETF TRUST 288.0 $10K 0.00% $35.04 +15.4%
366 DFEM DIMENSIONAL ETF TRUST 287.0 $10K 0.00% $34.55 +18.7%
367 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 130.0 $10K 0.00% $76.16 -16.3%
368 FISV FISERV INC Technology 171.0 $10K 0.00% $55.80 -5.0%
369 AME AMETEK INC Industrials 44.0 $9K 0.00% $214.36 +10.9%
370 USHY ISHARES TR 255.0 $9K 0.00% $36.84 -0.6%
371 MDT MEDTRONIC PLC Healthcare 103.0 $9K 0.00% $86.65 +8.7%
372 LIN LINDE PLC Basic Materials 18.0 $9K 0.00% $495.78 -3.7%
373 XOVR ENTREPRENEURSHARES SERIES TR 500.0 $8K 0.00% $16.89 +24.6%
374 TRU TRANSUNION Industrials 116.0 $8K 0.00% $69.19 +15.5%
375 HYG ISHARES TR 100.0 $8K 0.00% $79.56 -0.5%
376 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 200.0 $8K 0.00% $38.97 +10.6%
377 SPGI S&P GLOBAL INC Financial Services 18.0 $8K 0.00% $425.33 +4.3%
378 LIBERTY GLOBAL LTD 622.0 $8K 0.00% $12.09
379 IJR ISHARES TR 60.0 $7K 0.00% $124.32 +16.9%
380 IWF ISHARES TR 69.0 $7K 0.00% $106.59 +15.8%
Page 19 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 27.9%
Financial Services 14.4%
Industrials 13.1%
Healthcare 11.7%
Consumer Cyclical 8.5%
Communication Services 7.0%
Consumer Defensive 6.5%
Energy 4.7%
Utilities 3.2%
Real Estate 1.7%