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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 6 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WHF WHITEHORSE FIN INC Financial Services 50,974.0 $377K 0.16% -3K -5.8% $7.40 -9.5%
102 SSO PROSHARES TR 7,140.0 $370K 0.16% -100.0 -1.4% $51.88 +33.2%
103 LNG CHENIERE ENERGY INC Energy 1,285.0 $365K 0.15% $283.76 -19.1%
104 GILD GILEAD SCIENCES INC Healthcare 2,600.0 $362K 0.15% -600.0 -18.8% $139.37 -2.3%
105 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 359.0 $358K 0.15% $996.43 -0.1%
106 BCP INVESTMENT CORPORATION 47,071.0 $354K 0.15% $7.52
107 AMD ADVANCED MICRO DEVICES INC Technology 1,705.0 $347K 0.15% $203.43 +154.7%
108 YUM YUM BRANDS INC Consumer Cyclical 2,218.0 $345K 0.15% $155.48 -3.5%
109 AMGN AMGEN INC Healthcare 962.0 $338K 0.14% $351.85 -4.4%
110 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 3,600.0 $338K 0.14% -600.0 -14.3% $93.87 +136.9%
111 FN FABRINET Technology 600.0 $313K 0.13% -600.0 -50.0% $521.52 +28.1%
112 AGG ISHARES TR 3,000.0 $298K 0.13% $99.27 -0.3%
113 AFRM AFFIRM HLDGS INC Technology 6,300.0 $289K 0.12% NEW $45.82 +59.3%
114 VST VISTRA CORP Utilities 1,875.0 $282K 0.12% $150.33 +6.6%
115 GOVT ISHARES TR 12,300.0 $282K 0.12% -666.0 -5.1% $22.91 -0.7%
116 CL COLGATE PALMOLIVE CO Consumer Defensive 3,278.0 $279K 0.12% $85.23 +7.5%
117 DRLL EA SERIES TRUST 7,055.0 $279K 0.12% +595.0 +9.2% $39.48 -9.3%
118 SBUX STARBUCKS CORP Consumer Cyclical 3,065.0 $275K 0.12% $89.59 +12.5%
119 NNN NNN REIT INC Real Estate 6,450.0 $271K 0.12% -650.0 -9.2% $42.03 +6.7%
120 GUNR FLEXSHARES TR 4,821.0 $266K 0.11% -149.0 -3.0% $55.16 -1.9%
Page 6 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%