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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 15 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RF REGIONS FINANCIAL CORP NEW Financial Services 1,000.0 $26K 0.01% $26.12 +21.2%
282 COP CONOCOPHILLIPS Energy 197.0 $26K 0.01% $132.00 -13.1%
283 XLV SELECT SECTOR SPDR TR 175.0 $26K 0.01% $146.61 +9.9%
284 VRIG INVESCO ACTIVELY MANAGED EXC 1,000.0 $25K 0.01% $25.04 +0.4%
285 EWJ ISHARES INC 287.0 $24K 0.01% $84.44 +7.2%
286 VPL VANGUARD INTL EQUITY INDEX F 245.0 $24K 0.01% $97.73 +10.5%
287 FENY FIDELITY COVINGTON TRUST 701.0 $24K 0.01% $34.02 -5.9%
288 SCHW SCHWAB CHARLES CORP Financial Services 249.0 $23K 0.01% $93.98 +8.1%
289 ROST ROSS STORES INC Consumer Cyclical 107.0 $23K 0.01% $216.63 +7.8%
290 DD DUPONT DE NEMOURS INC Basic Materials 500.0 $23K 0.01% $45.80 +195.4%
291 TGT TARGET CORP Consumer Defensive 185.0 $22K 0.01% $121.20 +15.2%
292 ALL ALLSTATE CORP Financial Services 108.0 $22K 0.01% $207.34 +20.5%
293 VSS VANGUARD INTL EQUITY INDEX F 152.0 $22K 0.01% $145.79 +3.4%
294 AAL AMERICAN AIRLINES GROUP INC Industrials 2,000.0 $21K 0.01% $10.74 +39.5%
295 FIDU FIDELITY COVINGTON TRUST 245.0 $21K 0.01% $86.52 +10.3%
296 MKL MARKEL GROUP INC Financial Services 11.0 $21K 0.01% $1914.09 +3.0%
297 TMUS T-MOBILE US INC Communication Services 100.0 $21K 0.01% $210.03 -8.4%
298 CLX CLOROX CO DEL Consumer Defensive 200.0 $21K 0.01% $103.63 -7.1%
299 RDVY FIRST TR EXCHANGE TRADED FD 300.0 $20K 0.01% $68.28 +17.2%
300 CI THE CIGNA GROUP Healthcare 76.0 $20K 0.01% $266.75 +5.5%
Page 15 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%