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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 24 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TU TELUS CORPORATION Communication Services 200.0 $2K 0.00% $10.57 -8.5%
462 MBC MASTERBRAND INC Consumer Cyclical 200.0 $2K 0.00% $10.29 -17.3%
463 RYN RAYONIER INC Real Estate 94.0 $2K 0.00% $21.26 -3.7%
464 VYMI VANGUARD WHITEHALL FDS 20.0 $2K 0.00% NEW $98.20 +9.0%
465 HIGHLAND OPPS & INCOME FD 269.0 $2K 0.00% $7.13
466 KHC KRAFT HEINZ CO Consumer Defensive 80.0 $2K 0.00% $23.62 +5.2%
467 IDYA IDEAYA BIOSCIENCES INC Healthcare 50.0 $2K 0.00% $37.28 +6.9%
468 JNK SPDR SERIES TRUST 19.0 $2K 0.00% NEW $96.37 -1.1%
469 DINO HF SINCLAIR CORP Energy 25.0 $2K 0.00% $69.64 +51.4%
470 OLN OLIN CORP Basic Materials 82.0 $2K 0.00% $19.82 -12.3%
471 GLDM WORLD GOLD TR Financial Services 20.0 $2K 0.00% NEW $79.40 +10.5%
472 DFAX DIMENSIONAL ETF TRUST 43.0 $2K 0.00% $36.84 +4.8%
473 TWO HARBORS INVENTMENT CORPO 125.0 $2K 0.00% $12.41
474 MUB ISHARES TR 14.0 $2K 0.00% +13.0 +1300.0% $107.64 -3.4%
475 CRUX COLUMBIA ETF TR I 47.0 $1K 0.00% NEW $29.98 -2.1%
476 TV GRUPO TELEVISA S A B Communication Services 500.0 $1K $2.71 -3.0%
477 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 50.0 $1K $26.68 +8.1%
478 GSIE GOLDMAN SACHS ETF TR 29.0 $1K $45.69 +5.7%
479 VBR VANGUARD INDEX FDS 5.0 $1K $243.00 +1.7%
480 VOE VANGUARD INDEX FDS 6.0 $1K $197.67 +5.4%
Page 24 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%