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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 20 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LIBERTY GLOBAL LTD 622.0 $7K 0.00% $11.73
382 TFX TELEFLEX INCORPORATED Healthcare 59.0 $7K 0.00% $119.61 +8.4%
383 SHW SHERWIN WILLIAMS CO Basic Materials 22.0 $7K 0.00% $320.55 -5.1%
384 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 87.0 $7K 0.00% -105.0 -54.7% $80.56 -15.2%
385 FNY FIRST TR EXCHANGE-TRADED ALP 75.0 $7K 0.00% $90.49 +17.1%
386 VCX FUNDRISE INNOVATION FD LLC Financial Services 50.0 $7K 0.00% NEW $130.96 +68.1%
387 INGERSOLL RAND INC 81.0 $6K 0.00% $80.12
388 LSTR LANDSTAR SYS INC Industrials 40.0 $6K 0.00% $160.30 +27.6%
389 O REALTY INCOME CORP Real Estate 100.0 $6K 0.00% $61.18 +0.9%
390 ADBE ADOBE INC Technology 25.0 $6K 0.00% -990.0 -97.5% $243.08 -0.3%
391 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 200.0 $6K 0.00% $30.12 +15.1%
392 MGK VANGUARD WORLD FD 79.0 $6K 0.00% $73.49 +23.4%
393 OGN ORGANON & CO Healthcare 964.0 $6K 0.00% -20.0 -2.0% $5.99 +122.9%
394 VRSN VERISIGN INC Technology 23.0 $6K 0.00% $248.35 +19.2%
395 SCHD SCHWAB STRATEGIC TR 174.0 $5K 0.00% $30.68 +6.4%
396 CCL CARNIVAL CORP Consumer Cyclical 200.0 $5K 0.00% $25.88 +8.4%
397 LNT ALLIANT ENERGY CORP Utilities 70.0 $5K 0.00% -240.0 -77.4% $71.76 +0.3%
398 UNILEVER PLC 88.0 $5K 0.00% $56.97
399 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 137.0 $5K 0.00% $36.39 +2.2%
400 FCPT FOUR CORNERS PPTY TR INC Real Estate 209.0 $5K 0.00% $23.65 +5.1%
Page 20 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%