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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 23 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TWO HARBORS INVENTMENT CORPO 125.0 $1K 0.00% $11.42
442 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 50.0 $1K 0.00% $27.32 +0.8%
443 GSIE GOLDMAN SACHS ETF TR 29.0 $1K 0.00% $43.14 +6.2%
444 NEBIUS GROUP N.V. 12.0 $1K 0.00% $103.75
445 VOE VANGUARD INDEX FDS 6.0 $1K $184.33 +5.8%
446 NATL NCR ATLEOS CORPORATION Technology 25.0 $1K $43.60 +3.6%
447 VBR VANGUARD INDEX FDS 5.0 $1K $217.20 +8.6%
448 ONITY GROUP INC 27.0 $1K $39.26
449 MITT TPG MTG INVTS TR INC Real Estate 133.0 $972.0 -383.0 -74.2% $7.31 +6.9%
450 LILAK LIBERTY LATIN AMERICA LTD Communication Services 108.0 $953.0 $8.82 -8.9%
451 LILA LIBERTY LATIN AMERICA LTD Communication Services 108.0 $933.0 $8.64 -8.9%
452 FG F&G ANNUITIES & LIFE INC Financial Services 34.0 $861.0 $25.32 +9.9%
453 CANOPY GROWTH CORPORATION 805.0 $764.0 -50.0 -5.8% $0.95
454 GSSC GOLDMAN SACHS ETF TR 6.0 $447.0 $74.50 +15.4%
455 VYX NCR VOYIX CORPORATION Technology 50.0 $317.0 $6.34 +5.8%
456 GPMT GRANITE PT MTG TR INC Real Estate 207.0 $300.0 $1.45 -0.6%
457 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 20.0 $299.0 $14.95 +9.6%
458 SHM SPDR SERIES TRUST 6.0 $287.0 $47.83 -0.0%
459 LUMN LUMEN TECHNOLOGIES INC Communication Services 34.0 $236.0 $6.94 +55.1%
460 GEM GOLDMAN SACHS ETF TR 4.0 $173.0 $43.25 +19.9%
Page 23 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%