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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 21 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VRSK VERISK ANALYTICS INC Industrials 26.0 $5K 0.00% $189.77 -8.9%
402 ADSK AUTODESK INC Technology 20.0 $5K 0.00% $239.40 +0.7%
403 BKLN INVESCO EXCH TRADED FD TR II 233.0 $5K 0.00% $20.41 +0.4%
404 PDI PIMCO DYNAMIC INCOME FD Financial Services 275.0 $5K 0.00% $17.11 -2.4%
405 TNK TEEKAY TANKERS LTD Energy 63.0 $5K 0.00% $73.32 -1.9%
406 PK PARK HOTELS & RESORTS INC Real Estate 425.0 $4K 0.00% $10.53 +16.0%
407 SAP SAP SE Technology 26.0 $4K 0.00% $171.19 +3.3%
408 CALM CAL MAINE FOODS INC Consumer Defensive 56.0 $4K 0.00% $79.14 -4.9%
409 VGT VANGUARD WORLD FD 47.0 $4K 0.00% $87.21 +36.4%
410 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 21.0 $4K 0.00% $189.05 +24.7%
411 TOL TOLL BROTHERS INC Consumer Cyclical 29.0 $4K 0.00% $136.48 +1.2%
412 VOD VODAFONE GROUP PLC Communication Services 250.0 $4K 0.00% $15.02 -0.5%
413 VTWO VANGUARD SCOTTSDALE FDS 36.0 $4K 0.00% $100.17 +17.8%
414 OPK OPKO HEALTH INC Healthcare 3,000.0 $3K 0.00% $1.14 +23.8%
415 DBC INVESCO DB COMMDY INDX TRCK Financial Services 113.0 $3K 0.00% $28.95 +2.5%
416 GSLC GOLDMAN SACHS ETF TR 26.0 $3K 0.00% $125.12 +14.5%
417 CIBR FIRST TR EXCHANGE-TRADED FD 50.0 $3K 0.00% $62.68 +33.5%
418 PSEC PROSPECT CAP CORP Financial Services 1,200.0 $3K 0.00% $2.61 -8.8%
419 PHG KONINKLIJKE PHILIPS N V Healthcare 112.0 $3K 0.00% $27.29 -2.8%
420 BBY BEST BUY INC Consumer Cyclical 47.0 $3K 0.00% $64.19 +17.8%
Page 21 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%