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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 19 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SU SUNCOR ENERGY INC NEW Energy 300.0 $16K 0.01% $53.68 +25.4%
362 FDX FEDEX CORP Industrials 50.0 $16K 0.01% $313.12 +3.0%
363 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 839.0 $16K 0.01% $18.64 +2.4%
364 SPLV INVESCO EXCH TRADED FD TR II 206.0 $15K 0.01% $74.90 -0.2%
365 NGG NATIONAL GRID PLC Utilities 183.0 $15K 0.01% $82.87 -5.7%
366 USFR WISDOMTREE TR 300.0 $15K 0.01% $50.35 +0.1%
367 PAAS PAN AMERN SILVER CORP Basic Materials 335.0 $15K 0.01% $44.79 +14.6%
368 VHT VANGUARD WORLD FD 50.0 $15K 0.01% $299.02 +7.6%
369 MLM MARTIN MARIETTA MATLS INC Basic Materials 25.0 $14K 0.01% $576.72 -10.7%
370 D DOMINION ENERGY INC Utilities 210.0 $14K 0.01% $68.29 -3.6%
371 UNCY UNICYCIVE THERAPEUTICS INC Healthcare 3,000.0 $14K 0.01% NEW $4.69 +10.0%
372 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 876.0 $14K 0.01% $15.93 +0.4%
373 IEUR ISHARES TR 181.0 $14K 0.01% $75.17 +3.2%
374 OGN ORGANON & CO Healthcare 964.0 $13K 0.01% $13.54 +1.8%
375 RRC RANGE RES CORP Energy 350.0 $13K 0.01% $37.19 +12.9%
376 TDTT FLEXSHARES TR 540.0 $13K 0.01% $23.91 -1.5%
377 SPWO SP FUNDS TRUST 366.0 $13K 0.01% $34.58 -2.3%
378 CDW CDW CORP Technology 86.0 $12K 0.00% $140.64 +8.3%
379 QYLD GLOBAL X FDS 655.0 $12K 0.00% $18.43 -0.4%
380 AWK AMERICAN WTR WKS CO INC NEW Utilities 89.0 $12K 0.00% $131.58 +6.9%
Page 19 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%