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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 20 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DFEM DIMENSIONAL ETF TRUST 287.0 $12K 0.00% $40.64 +0.9%
382 FIS FIDELITY NATL INFORMATION SV Technology 300.0 $12K 0.00% $38.88 +7.8%
383 OKE ONEOK INC NEW Energy 133.0 $12K 0.00% $86.94 +9.8%
384 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 130.0 $12K 0.00% $88.60 -28.1%
385 GDDY GODADDY INC Technology 135.0 $11K 0.00% $84.88 +19.4%
386 CMCSA COMCAST CORP NEW Communication Services 466.0 $11K 0.00% $24.55 +7.9%
387 IBB ISHARES TR 60.0 $11K 0.00% $190.18 +11.4%
388 PDBC INVESCO ACTVELY MNGD ETC FD 715.0 $11K 0.00% $15.88 +19.7%
389 DFSV DIMENSIONAL ETF TRUST 288.0 $11K 0.00% $38.79 +4.2%
390 KR KROGER CO Consumer Defensive 200.0 $11K 0.00% $55.53 +5.5%
391 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 394.0 $11K 0.00% $27.59 -2.9%
392 AME AMETEK INC Industrials 44.0 $11K 0.00% $241.93 -1.7%
393 STE STERIS PLC Healthcare 50.0 $11K 0.00% $210.58 +6.7%
394 AA ALCOA CORP Basic Materials 189.0 $10K 0.00% $52.14 -4.2%
395 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 100.0 $10K 0.00% $95.98 +18.0%
396 USHY ISHARES TR 255.0 $9K 0.00% $37.02 -1.1%
397 IJR ISHARES TR 60.0 $9K 0.00% $148.32 -2.0%
398 FISV FISERV INC Technology 171.0 $8K 0.00% $49.05 +8.0%
399 TRU TRANSUNION Industrials 116.0 $8K 0.00% $72.14 +10.7%
400 FNY FIRST TR EXCHANGE-TRADED ALP 75.0 $8K 0.00% $110.85 -7.2%
Page 20 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%