BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 21 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 WEN WENDYS CO Consumer Cyclical 1,000.0 $8K 0.00% NEW $8.29 -3.1%
402 LSTR LANDSTAR SYS INC Industrials 40.0 $8K 0.00% $206.80 -14.0%
403 MDT MEDTRONIC PLC Healthcare 103.0 $8K 0.00% $78.23 +20.4%
404 TRMB TRIMBLE INC Technology 157.0 $8K 0.00% $51.18 +16.2%
405 HYG ISHARES TR 100.0 $8K 0.00% $79.97 -1.0%
406 SHW SHERWIN WILLIAMS CO Basic Materials 22.0 $8K 0.00% $344.32 -3.1%
407 TFX TELEFLEX INCORPORATED Healthcare 59.0 $7K 0.00% $126.76 +9.1%
408 IEMG ISHARES INC 86.0 $7K 0.00% NEW $82.84 +1.0%
409 LIBERTY GLOBAL LTD 622.0 $7K 0.00% $11.37
410 SPGI S&P GLOBAL INC Financial Services 18.0 $7K 0.00% $385.22 +15.1%
411 JHMD JOHN HANCOCK EXCHANGE TRADED 156.0 $7K 0.00% NEW $44.41 +4.9%
412 LIBERTY GLOBAL LTD 622.0 $7K 0.00% $11.00
413 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 200.0 $7K 0.00% $33.88 +7.3%
414 INGERSOLL RAND INC 81.0 $7K 0.00% $81.99
415 O REALTY INCOME CORP Real Estate 100.0 $6K 0.00% $61.96 -1.1%
416 PK PARK HOTELS & RESORTS INC Real Estate 425.0 $6K 0.00% $14.25 +7.1%
417 VRSN VERISIGN INC Technology 23.0 $6K 0.00% $251.57 +16.1%
418 CARNIVAL CORP LTD 200.0 $6K 0.00% NEW $28.57
419 SCHD SCHWAB STRATEGIC TR 174.0 $6K 0.00% $31.71 +9.7%
420 LNT ALLIANT ENERGY CORP Utilities 70.0 $5K 0.00% $76.29 -10.9%
Page 21 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%