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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 23 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BBY BEST BUY INC Consumer Cyclical 47.0 $4K 0.00% $75.87 +19.0%
442 VOD VODAFONE GROUP PLC Communication Services 250.0 $3K 0.00% $13.22 +27.8%
443 PHG KONINKLIJKE PHILIPS N V Healthcare 116.0 $3K 0.00% +4.0 +3.6% $27.10 -4.5%
444 CMP COMPASS MINERALS INTL INC Basic Materials 100.0 $3K 0.00% $31.13 -18.7%
445 EMLC VANECK ETF TRUST 121.0 $3K 0.00% NEW $25.56 +0.3%
446 DBC INVESCO DB COMMDY INDX TRCK Financial Services 113.0 $3K 0.00% $26.66 +19.6%
447 SCHG SCHWAB STRATEGIC TR 85.0 $3K 0.00% NEW $33.84 +5.0%
448 KRC KILROY REALTY CORP Real Estate 75.0 $3K 0.00% $37.47 -0.9%
449 PSEC PROSPECT CAP CORP Financial Services 1,200.0 $3K 0.00% $2.31 -3.5%
450 VWO VANGUARD INTL EQUITY INDEX F 46.0 $3K 0.00% NEW $59.70 +2.9%
451 VSNT VERSANT MEDIA GROUP INC Industrials 75.0 $3K 0.00% $36.01 +7.2%
452 SUN SUNOCO LP/SUNOCO FIN CORP Energy 40.0 $3K 0.00% $67.50 +12.0%
453 CCI CROWN CASTLE INC Real Estate 35.0 $3K 0.00% $75.74 +0.1%
454 OKLO OKLO INC Utilities 50.0 $3K 0.00% $52.34 -21.2%
455 BND VANGUARD BD INDEX FDS 33.0 $2K 0.00% NEW $73.42 -2.0%
456 FSK FS KKR CAP CORP Financial Services 225.0 $2K 0.00% $10.50 +18.5%
457 NRG NRG ENERGY INC Utilities 16.0 $2K 0.00% $146.06 -18.5%
458 BR BROADRIDGE FINL SOLUTIONS IN Technology 17.0 $2K 0.00% $136.94 +26.2%
459 WU WESTERN UN CO Financial Services 300.0 $2K 0.00% -2K -84.3% $7.70 -6.8%
460 MJ AMPLIFY ETF TR 83.0 $2K 0.00% $25.75 +2.3%
Page 23 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%