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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 9 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BK BANK NEW YORK MELLON CORP Financial Services 1,100.0 $130K 0.06% $118.63 +19.6%
162 SCHX SCHWAB STRATEGIC TR 5,025.0 $129K 0.06% $25.64 +14.3%
163 F FORD MTR CO Consumer Cyclical 11,100.0 $128K 0.05% $11.54 +23.2%
164 TOTALENERGIES SE 1,350.0 $123K 0.05% $90.98
165 SHY ISHARES TR 1,469.0 $121K 0.05% $82.57 -0.7%
166 LPLA LPL FINL HLDGS INC Financial Services 400.0 $120K 0.05% $300.83 +8.0%
167 ABR ARBOR REALTY TRUST INC Real Estate 15,467.0 $119K 0.05% -500.0 -3.1% $7.71 -32.8%
168 ABT ABBOTT LABORATORIES Healthcare 1,160.0 $119K 0.05% $102.67 -1.9%
169 MSGE SPHERE ENTERTAINMENT CO Communication Services 1,000.0 $117K 0.05% NEW $117.40 -35.9%
170 DFAC DIMENSIONAL ETF TRUST 3,000.0 $117K 0.05% $38.86 +13.7%
171 VXX BARCLAYS BANK PLC Financial Services 3,254.0 $116K 0.05% -1K -27.0% $35.70 -37.0%
172 CARR CARRIER GLOBAL CORPORATION Industrials 2,050.0 $115K 0.05% $56.31 +22.0%
173 EPD ENTERPRISE PRODS PARTNERS L Energy 3,000.0 $114K 0.05% $37.84 +1.0%
174 ZTS ZOETIS INC Healthcare 956.0 $113K 0.05% $118.21 -35.2%
175 RIO RIO TINTO PLC Basic Materials 1,200.0 $112K 0.05% $93.29 -3.4%
176 VB VANGUARD INDEX FDS 424.0 $111K 0.05% $261.92 +13.1%
177 AXP AMERICAN EXPRESS CO Financial Services 365.0 $110K 0.05% +25.0 +7.3% $302.48 +17.5%
178 IVV ISHARES TR 168.0 $110K 0.05% $653.21 +14.3%
179 TXN TEXAS INSTRS INC Technology 565.0 $110K 0.05% $194.14 +46.3%
180 DOW DOW HLDGS INC Basic Materials 2,627.0 $109K 0.05% -85.0 -3.1% $41.65 -28.2%
Page 9 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%