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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $237M AUM 463 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 463 New
Page 21 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 MITT TPG MTG INVTS TR INC Real Estate 516.0 $4K 0.00% NEW $8.52 -8.2%
402 TOL TOLL BROTHERS INC Consumer Cyclical 29.0 $4K 0.00% NEW $135.21 +3.0%
403 BR BROADRIDGE FINL SOLUTIONS IN Technology 17.0 $4K 0.00% NEW $223.18 -32.1%
404 OPK OPKO HEALTH INC Healthcare 3,000.0 $4K 0.00% NEW $1.26 +17.1%
405 OKLO OKLO INC Utilities 50.0 $4K 0.00% NEW $71.76 -9.7%
406 VTWO VANGUARD SCOTTSDALE FDS 36.0 $4K 0.00% NEW $99.53 +17.3%
407 CIBR FIRST TR EXCHANGE TRADED FD 50.0 $4K 0.00% NEW $71.46 +21.8%
408 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 21.0 $4K 0.00% NEW $170.00 +39.2%
409 GSLC GOLDMAN SACHS ETF TR 26.0 $3K 0.00% NEW $132.38 +8.5%
410 TNK TEEKAY TANKERS LTD Energy 63.0 $3K 0.00% NEW $53.41 +31.5%
411 FSK FS KKR CAP CORP Financial Services 225.0 $3K 0.00% NEW $14.81 -27.4%
412 VOD VODAFONE GROUP PLC NEW Communication Services 250.0 $3K 0.00% NEW $13.21 +12.8%
413 BBY BEST BUY INC Consumer Cyclical 47.0 $3K 0.00% NEW $66.94 +13.3%
414 CCI CROWN CASTLE INC Real Estate 35.0 $3K 0.00% NEW $88.86 +1.8%
415 PSEC PROSPECT CAP CORP Financial Services 1,200.0 $3K 0.00% NEW $2.59 -6.4%
416 PHG KONINKLIJKE PHILIPS N V Healthcare 112.0 $3K 0.00% NEW $26.96 -1.2%
417 HAL HALLIBURTON CO Energy 100.0 $3K 0.00% NEW $28.26 +38.6%
418 KRC KILROY RLTY CORP Real Estate 75.0 $3K 0.00% NEW $37.37 -8.9%
419 TU TELUS CORPORATION Communication Services 200.0 $3K 0.00% NEW $13.17 -5.2%
420 NRG NRG ENERGY INC Utilities 16.0 $3K 0.00% NEW $159.25 -15.0%
Page 21 of 24  ·  463 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 29.3%
Financial Services 15.4%
Healthcare 11.4%
Industrials 11.0%
Communication Services 9.0%
Consumer Cyclical 9.0%
Consumer Defensive 6.0%
Energy 3.5%
Utilities 2.7%
Real Estate 1.5%