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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 7 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FICO FAIR ISAAC CORP Technology 250.0 $299K 0.11% NEW $1194.78 -22.0%
122 VST VISTRA CORP Utilities 1,875.0 $297K 0.11% $158.63 -5.9%
123 AGG ISHARES TR 3,000.0 $297K 0.11% $98.98 -2.0%
124 WHF WHITEHORSE FIN INC Financial Services 43,865.0 $294K 0.11% -7K -13.9% $6.70 +6.0%
125 NNN NNN REIT INC Real Estate 6,275.0 $292K 0.10% -175.0 -2.7% $46.53 -4.1%
126 GOVT ISHARES TR 12,300.0 $280K 0.10% $22.78 -1.9%
127 NTRS NORTHERN TR CORP Financial Services 1,600.0 $278K 0.10% $173.84 +7.4%
128 AFRM AFFIRM HLDGS INC Technology 3,400.0 $277K 0.10% -3K -46.0% $81.55 -11.3%
129 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,600.0 $272K 0.10% -250.0 -2.8% $31.61 +10.7%
130 TT TRANE TECHNOLOGIES PLC Industrials 541.0 $266K 0.10% +150.0 +38.4% $491.16 -8.8%
131 CHRD CHORD ENERGY CORPORATION Energy 2,250.0 $257K 0.09% +900.0 +66.7% $114.30 +28.1%
132 DRLL EA SERIES TRUST 7,580.0 $254K 0.09% +525.0 +7.4% $33.50 +23.6%
133 VEA VANGUARD TAX-MANAGED FDS 3,526.0 $251K 0.09% $71.25 +3.5%
134 WM WASTE MGMT INC DEL Industrials 1,055.0 $235K 0.09% +245.0 +30.2% $222.88 -1.7%
135 IYF ISHARES TR 1,820.0 $232K 0.08% +10.0 +0.6% $127.51 +8.2%
136 SYM SYMBOTIC INC Industrials 5,000.0 $225K 0.08% +3K +150.0% $44.95 -4.5%
137 GM GENERAL MTRS CO Consumer Cyclical 2,800.0 $216K 0.08% -200.0 -6.7% $77.08 +13.9%
138 TSLA TESLA INC Consumer Cyclical 511.0 $215K 0.08% +118.0 +30.0% $420.60 -15.8%
139 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,945.0 $214K 0.08% -200.0 -9.3% $109.77 -4.4%
140 GUNR FLEXSHARES TR 4,321.0 $213K 0.08% -500.0 -10.4% $49.28 +15.2%
Page 7 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%