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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 25 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 NATL NCR ATLEOS CORPORATION Technology 25.0 $1K $43.40 +6.2%
482 ONITY GROUP INC 27.0 $1K $39.74
483 MITT TPG MTG INVTS TR INC Real Estate 133.0 $1K $7.92 -14.1%
484 FG F&G ANNUITIES & LIFE INC Financial Services 34.0 $904.0 $26.59 -5.8%
485 LILA LIBERTY LATIN AMERICA LTD 108.0 $847.0 $7.84
486 LILAK LIBERTY LATIN AMERICA LTD Communication Services 108.0 $841.0 $7.79 +8.5%
487 CANOPY GROWTH CORPORATION 805.0 $765.0 $0.95
488 EMB ISHARES TR 6.0 $579.0 NEW $96.50 -2.1%
489 GSSC GOLDMAN SACHS ETF TR 6.0 $548.0 $91.33 -1.0%
490 UP WHEELS UP EXPERIENCE INC Industrials 53.0 $476.0 NEW $8.98 -51.5%
491 VYX NCR VOYIX CORPORATION Technology 50.0 $409.0 $8.18 +11.7%
492 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 20.0 $348.0 $17.40 +11.0%
493 GPMT GRANITE PT MTG TR INC Real Estate 207.0 $311.0 $1.50 -30.8%
494 SHM SPDR SERIES TRUST 6.0 $288.0 $48.00 -0.9%
495 LUMN LUMEN TECHNOLOGIES INC Communication Services 34.0 $261.0 $7.68 -11.8%
496 GEM GOLDMAN SACHS ETF TR 4.0 $208.0 $52.00 +0.8%
497 FTRE FORTREA HLDGS INC Healthcare 10.0 $174.0 $17.40 +1.7%
498 TRULIEVE CANNABIS CORP 11.0 $108.0 NEW $9.82
499 BSV VANGUARD BD INDEX FDS 1.0 $78.0 $78.00 -1.0%
500 UTSTARCOM HOLDINGS CORP 25.0 $62.0 $2.48
Page 25 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%