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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 9 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMAT APPLIED MATLS INC Technology 230.0 $166K 0.06% $723.00 -37.1%
162 SCHF SCHWAB STRATEGIC TR 5,922.0 $164K 0.06% $27.70 +3.2%
163 WBD WARNER BROS DISCOVERY INC Communication Services 6,035.0 $161K 0.06% -677.0 -10.1% $26.66 +6.0%
164 BK BANK OF NY MELLON CORP Financial Services 1,100.0 $159K 0.06% $144.61 -1.9%
165 F FORD MTR CO Consumer Cyclical 11,100.0 $154K 0.06% $13.90 +5.2%
166 PRU PRUDENTIAL FINL INC Financial Services 1,429.0 $154K 0.06% $107.93 +13.1%
167 KLAC KLA CORP Technology 510.0 $154K 0.06% +459.0 +900.0% $301.71 -38.5%
168 MBB ISHARES TR 1,627.0 $154K 0.06% $94.52 -1.9%
169 CARR CARRIER GLOBAL CORPORATION Industrials 2,050.0 $150K 0.05% $73.35 -18.6%
170 KGS KODIAK GAS SVCS INC Energy 2,000.0 $150K 0.05% NEW $75.13 -16.7%
171 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,320.0 $149K 0.05% -100.0 -4.1% $64.01 +7.6%
172 SCHX SCHWAB STRATEGIC TR 5,025.0 $148K 0.05% $29.43 +3.2%
173 NEBIUS GROUP N.V. 512.0 $141K 0.05% +500.0 +4166.7% $276.17
174 USIG ISHARES TR 2,651.0 $136K 0.05% $51.29 -2.5%
175 SLV ISHARES SILVER TR Financial Services 2,494.0 $133K 0.05% $53.47 +11.9%
176 DFAC DIMENSIONAL ETF TRUST 3,000.0 $133K 0.05% $44.36 +3.1%
177 XLK SELECT SECTOR SPDR TR 682.0 $130K 0.05% +12.0 +1.8% $190.52 -1.7%
178 RGLD ROYAL GOLD INC Basic Materials 650.0 $130K 0.05% $199.61 +31.3%
179 VB VANGUARD INDEX FDS 428.0 $130K 0.05% +4.0 +0.9% $303.12 -1.0%
180 CRCL CIRCLE INTERNET GROUP INC Financial Services 2,015.0 $126K 0.05% -25.0 -1.2% $62.63 +62.9%
Page 9 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%