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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 22 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 UNILEVER PLC 88.0 $5K 0.00% $60.12
422 FCPT FOUR CORNERS PPTY TR INC Real Estate 209.0 $5K 0.00% $24.55 +1.5%
423 ADBE ADOBE INC Technology 25.0 $5K 0.00% $205.04 +30.0%
424 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 21.0 $5K 0.00% $240.95 +2.4%
425 TOL TOLL BROTHERS INC Consumer Cyclical 29.0 $5K 0.00% $164.76 -14.0%
426 BKLN INVESCO EXCH TRADED FD TR II 233.0 $5K 0.00% $20.37 +1.2%
427 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 137.0 $5K 0.00% $34.53 +20.4%
428 VRSK VERISK ANALYTICS INC Industrials 26.0 $5K 0.00% $179.54 +3.5%
429 PDI PIMCO DYNAMIC INCOME FD Financial Services 275.0 $5K 0.00% $16.70 -8.2%
430 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 87.0 $5K 0.00% $52.66 +20.6%
431 CALM CAL MAINE FOODS INC Consumer Defensive 56.0 $5K 0.00% $80.55 -7.4%
432 OPK OPKO HEALTH INC Healthcare 3,000.0 $4K 0.00% $1.50 +9.3%
433 CIBR FIRST TR EXCHANGE-TRADED FD 50.0 $4K 0.00% $89.86 +5.3%
434 VTWO VANGUARD SCOTTSDALE FDS 36.0 $4K 0.00% $121.42 -1.5%
435 TNK TEEKAY TANKERS LTD Energy 63.0 $4K 0.00% $64.87 +43.9%
436 SAP SAP SE Technology 26.0 $4K 0.00% $154.12 +39.6%
437 ADSK AUTODESK INC Technology 20.0 $4K 0.00% $194.40 +12.1%
438 VCIT VANGUARD SCOTTSDALE FDS 47.0 $4K 0.00% NEW $82.66 -2.6%
439 GSLC GOLDMAN SACHS ETF TR 26.0 $4K 0.00% $141.88 +3.6%
440 FEDEX FGHT HLDG CO INC 24.0 $4K 0.00% NEW $151.00
Page 22 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%