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Portfolio (Quarterly) Guide ↗

GABLES CAPITAL MANAGEMENT INC.

· CIK 0001740839
13F Portfolio $237M AUM 463 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 463 New
Page 22 of 24  ·  463 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 DBC INVESCO DB COMMDY INDX TRCK Financial Services 113.0 $3K 0.00% NEW $22.36 +32.7%
422 MJ AMPLIFY ETF TR 83.0 $2K 0.00% NEW $29.80 -8.8%
423 MBC MASTERBRAND INC Consumer Cyclical 200.0 $2K 0.00% NEW $11.04 -15.3%
424 SUN SUNOCO LP/SUNOCO FIN CORP Energy 40.0 $2K 0.00% NEW $52.40 +26.4%
425 RYN RAYONIER INC Real Estate 94.0 $2K 0.00% NEW $21.63 -2.6%
426 CMP COMPASS MINERALS INTL INC Basic Materials 100.0 $2K 0.00% NEW $19.64 +64.0%
427 KHC KRAFT HEINZ CO Consumer Defensive 80.0 $2K 0.00% NEW $24.25 +1.0%
428 IDYA IDEAYA BIOSCIENCES INC Healthcare 50.0 $2K 0.00% NEW $34.58 -15.4%
429 OLN OLIN CORP Basic Materials 82.0 $2K 0.00% NEW $20.83 +27.7%
430 HIGHLAND OPPS & INCOME FD 269.0 $2K 0.00% NEW $5.98
431 TV GRUPO TELEVISA S A B Communication Services 500.0 $1K 0.00% NEW $2.91 -3.8%
432 DFAX DIMENSIONAL ETF TRUST 43.0 $1K 0.00% NEW $32.72 +15.1%
433 TWO HBRS INVT CORP 125.0 $1K 0.00% NEW $10.50
434 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 50.0 $1K 0.00% NEW $25.52 +8.0%
435 GSIE GOLDMAN SACHS ETF TR 29.0 $1K 0.00% NEW $42.93 +6.7%
436 ONITY GROUP INC 27.0 $1K 0.00% NEW $45.78
437 VOE VANGUARD INDEX FDS 6.0 $1K NEW $177.33 +9.7%
438 VBR VANGUARD INDEX FDS 5.0 $1K NEW $211.80 +11.2%
439 FG F&G ANNUITIES & LIFE INC Financial Services 34.0 $1K NEW $30.85 -9.7%
440 NEBIUS GROUP N.V. 12.0 $1K NEW $83.67
Page 22 of 24  ·  463 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 29.3%
Financial Services 15.4%
Healthcare 11.4%
Industrials 11.0%
Communication Services 9.0%
Consumer Cyclical 9.0%
Consumer Defensive 6.0%
Energy 3.5%
Utilities 2.7%
Real Estate 1.5%