Gables Capital Management Inc.

13F filer · CIK 0001740839

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$277MU.S. long equity reported on 13F

Positions38727 new · 7 closed

Net flow last quarter+$8.76MBuys minus sells

Top 10 positions weight36.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026387 positions
NVDANvidia Corp	$21.4M	7.73%	0.00%	+0.4%	Q1 2018
AAPLApple Inc.	$16.2M	5.84%	0.00%	+0.9%	Q1 2018
CPRXCatalyst Pharmaceuticals, Inc.	$13.2M	4.76%	0.34%	-1.3%	Q1 2018
MTZMastec Inc	$8.14M	2.94%	0.02%	-3.5%	Q1 2018
PLTRPalantir Technologies Inc.	$8.01M	2.89%	0.00%	+2.4%	Q3 2020
CATCaterpillar Inc	$7.72M	2.79%	0.00%	Not reported	Q1 2018
JPMJPMorgan Chase & Co	$7.17M	2.59%	0.00%	+0.9%	Q1 2018
MUMicron Technology Inc	$6.93M	2.50%	0.00%	-14.5%	Q3 2024
GOOGAlphabet Inc.	$6M	2.17%	Not reported	+14.6%	Q1 2018
HDHome Depot, Inc.	$5.59M	2.02%	0.00%	-0.4%	Q1 2018
AMZNAmazon Com Inc	$5.5M	1.99%	0.00%	+2.6%	Q1 2018
BACBank of America Corp	$5.18M	1.87%	0.00%	Not reported	Q1 2018
GEVGE Vernova Inc.	$4.35M	1.57%	0.00%	+4.8%	Q2 2024
MSFTMicrosoft Corp	$4.23M	1.53%	0.00%	-3.1%	Q1 2018
WMTWalmart Inc.	$3.96M	1.43%	0.00%	+0.6%	Q1 2018
VVisa Inc.	$3.87M	1.40%	0.00%	+1.3%	Q1 2018
MCDMcdonalds Corp	$3.66M	1.32%	0.00%	+3.8%	Q1 2018
DELLDell Technologies Inc.	$3.64M	1.32%	0.00%	Not reported	Q1 2019
GOOGLAlphabet Inc.	$3.52M	1.27%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$3.36M	1.22%	0.00%	+1.6%	Q1 2018
KOCoca Cola Co	$3.35M	1.21%	0.00%	-0.5%	Q1 2018
CVXChevron Corp	$3.31M	1.20%	0.00%	Not reported	Q1 2018
JNJJohnson & Johnson	$3.12M	1.13%	0.00%	Not reported	Q1 2018
TTWOTake Two Interactive Software Inc	$3.12M	1.13%	0.01%	+20.6%	Q4 2018
PGPROCTER & GAMBLE Co	$2.88M	1.04%	0.00%	+0.1%	Q1 2018
MAMastercard Inc	$2.81M	1.02%	0.00%	Not reported	Q1 2018
BABoeing Co	$2.55M	0.92%	0.00%	-0.2%	Q1 2018
IRMIron Mountain Inc	$2.42M	0.88%	0.01%	-0.8%	Q1 2018
RSGRepublic Services, Inc.	$2.35M	0.85%	0.00%	Not reported	Q1 2018
VZVerizon Communications Inc	$2.12M	0.76%	0.00%	+2.5%	Q1 2018
MRKMerck & Co., Inc.	$2.09M	0.76%	0.00%	-0.3%	Q1 2018
GLDSPDR Gold Trust	$2.06M	0.74%	0.00%	Not reported	Q1 2018
SPYSPDR S&P 500 ETF Trust	$2.04M	0.74%	Not reported	-0.7%	Q1 2018
RTXRTX Corp	$2.03M	0.73%	0.00%	+5.4%	Q2 2020
SHOPShopify Inc.	$2M	0.72%	0.00%	+20.2%	Q3 2019
NFLXNetflix Inc	$1.96M	0.71%	0.00%	-1.8%	Q1 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.95M	0.70%	Not reported	+0.2%	Q3 2019
BEBloom Energy Corp	$1.82M	0.66%	0.00%	New	Q2 2026
TMOThermo Fisher Scientific Inc.	$1.67M	0.60%	0.00%	-13.1%	Q1 2018
KTOSKratos Defense & Security Solutions, Inc.	$1.66M	0.60%	0.02%	+20.7%	Q2 2023
DEDeere & Co	$1.65M	0.60%	0.00%	Not reported	Q1 2018
GLWCorning Inc	$1.64M	0.59%	0.00%	+1903.4%	Q2 2018
UNHUnitedhealth Group Inc	$1.5M	0.54%	0.00%	Not reported	Q1 2018
CMGChipotle Mexican Grill Inc	$1.45M	0.52%	0.00%	-3.0%	Q1 2018
KMIKinder Morgan, Inc.	$1.44M	0.52%	0.00%	+2.3%	Q1 2018
GSGoldman Sachs Group Inc	$1.4M	0.50%	0.00%	+4.9%	Q1 2018
ALABAstera Labs, Inc.	$1.35M	0.49%	0.00%	-30.0%	Q1 2026
METAMeta Platforms, Inc.	$1.27M	0.46%	Not reported	-12.9%	Q1 2018
DUKDuke Energy CORP	$1.26M	0.46%	0.00%	Not reported	Q1 2018
SPCXSpace Exploration Technologies Corp	$1.18M	0.43%	Not reported	New	Q2 2026

Q1 2026Reported May 1, 2026365 positions
NVDANvidia Corp	$18.6M	7.88%	0.00%	+1.2%	Q1 2018
AAPLApple Inc.	$14.1M	5.96%	0.00%	-1.4%	Q1 2018
CPRXCatalyst Pharmaceuticals, Inc.	$10.5M	4.45%	0.35%	0.0%	Q1 2018
PLTRPalantir Technologies Inc.	$9.8M	4.15%	0.00%	-6.2%	Q3 2020
MTZMastec Inc	$6.52M	2.76%	0.03%	-3.7%	Q1 2018
JPMJPMorgan Chase & Co	$6.38M	2.70%	0.00%	+5.7%	Q1 2018
HDHome Depot, Inc.	$5.23M	2.21%	0.00%	-0.2%	Q1 2018
CATCaterpillar Inc	$5.14M	2.18%	0.00%	-4.2%	Q1 2018
AMZNAmazon Com Inc	$4.69M	1.99%	0.00%	+1.8%	Q1 2018
BACBank of America Corp	$4.43M	1.88%	0.00%	-0.2%	Q1 2018
MSFTMicrosoft Corp	$4.33M	1.83%	0.00%	+6.8%	Q1 2018
WMTWalmart Inc.	$4.32M	1.83%	0.00%	-2.8%	Q1 2018
GOOGAlphabet Inc.	$4.25M	1.80%	Not reported	+1.9%	Q1 2018
CVXChevron Corp	$4.14M	1.75%	0.00%	-1.5%	Q1 2018
MCDMcdonalds Corp	$4.06M	1.72%	0.00%	-3.4%	Q1 2018
VVisa Inc.	$3.37M	1.43%	0.00%	-1.3%	Q1 2018
KOCoca Cola Co	$3.15M	1.34%	0.00%	-1.8%	Q1 2018
GEVGE Vernova Inc.	$3.08M	1.31%	0.00%	Not reported	Q2 2024
JNJJohnson & Johnson	$3.01M	1.27%	0.00%	-1.2%	Q1 2018
PGPROCTER & GAMBLE Co	$2.84M	1.20%	0.00%	-2.1%	Q1 2018
GOOGLAlphabet Inc.	$2.83M	1.20%	0.00%	Not reported	Q1 2018
MAMastercard Inc	$2.74M	1.16%	0.00%	-0.5%	Q1 2018
NFLXNetflix Inc	$2.69M	1.14%	0.00%	-5.6%	Q1 2018
LLYELI LILLY & Co	$2.54M	1.08%	0.00%	-2.3%	Q1 2018
VZVerizon Communications Inc	$2.45M	1.04%	0.00%	-0.4%	Q1 2018
RSGRepublic Services, Inc.	$2.42M	1.02%	0.00%	-2.1%	Q1 2018
GLDSPDR Gold Trust	$2.41M	1.02%	0.00%	Not reported	Q1 2018
MUMicron Technology Inc	$2.37M	1.00%	0.00%	+1303.2%	Q3 2024
BABoeing Co	$2.35M	1.00%	0.00%	+6.1%	Q1 2018
TTWOTake Two Interactive Software Inc	$2.04M	0.87%	0.01%	+38.4%	Q4 2018
IRMIron Mountain Inc	$1.98M	0.84%	0.01%	-4.7%	Q1 2018
MRKMerck & Co., Inc.	$1.97M	0.83%	0.00%	-3.3%	Q1 2018
RTXRTX Corp	$1.96M	0.83%	0.00%	+15.7%	Q2 2020
KTOSKratos Defense & Security Solutions, Inc.	$1.94M	0.82%	0.01%	+18.5%	Q2 2023
TMOThermo Fisher Scientific Inc.	$1.88M	0.80%	0.00%	-0.5%	Q1 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.82M	0.77%	Not reported	Not reported	Q3 2019
SPYSPDR S&P 500 ETF Trust	$1.79M	0.76%	Not reported	+0.4%	Q1 2018
SHOPShopify Inc.	$1.72M	0.73%	0.00%	+17.1%	Q3 2019
METAMeta Platforms, Inc.	$1.48M	0.63%	Not reported	-11.9%	Q1 2018
KMIKinder Morgan, Inc.	$1.48M	0.63%	0.00%	-0.8%	Q1 2018
DEDeere & Co	$1.47M	0.62%	0.00%	Not reported	Q1 2018
CMGChipotle Mexican Grill Inc	$1.41M	0.60%	0.00%	-5.2%	Q1 2018
DELLDell Technologies Inc.	$1.39M	0.59%	0.00%	-10.6%	Q1 2019
DUKDuke Energy CORP	$1.3M	0.55%	0.00%	-2.9%	Q1 2018
LMTLockheed Martin Corp	$1.19M	0.51%	0.00%	Not reported	Q1 2018
SPOTSpotify Technology S.A.	$1.15M	0.49%	0.00%	+65.8%	Q3 2018
GSGoldman Sachs Group Inc	$1.11M	0.47%	0.00%	Not reported	Q1 2018
UBERUber Technologies, Inc	$1.08M	0.46%	0.00%	Not reported	Q2 2023
XOMExxonMobil Holdings Corp	$1.01M	0.43%	0.00%	Not reported	Q1 2018
PFEPfizer Inc	$996K	0.42%	0.00%	-3.1%	Q1 2018

Q4 2025Reported Feb 6, 2026357 positions
NVDANvidia Corp	$19.6M	8.30%	0.00%	-4.8%	Q1 2018
AAPLApple Inc.	$15.3M	6.45%	0.00%	-2.8%	Q1 2018
PLTRPalantir Technologies Inc.	$12.7M	5.37%	0.00%	-2.6%	Q3 2020
CPRXCatalyst Pharmaceuticals, Inc.	$9.91M	4.19%	0.35%	-2.5%	Q1 2018
JPMJPMorgan Chase & Co	$6.61M	2.79%	0.00%	-10.2%	Q1 2018
HDHome Depot, Inc.	$5.48M	2.31%	0.00%	-0.6%	Q1 2018
MSFTMicrosoft Corp	$5.3M	2.24%	0.00%	-1.5%	Q1 2018
AMZNAmazon Com Inc	$5.1M	2.16%	0.00%	-3.4%	Q1 2018
BACBank of America Corp	$5.01M	2.12%	0.00%	-1.0%	Q1 2018
MTZMastec Inc	$4.58M	1.93%	0.03%	+30.3%	Q1 2018
GOOGAlphabet Inc.	$4.56M	1.93%	Not reported	+2.1%	Q1 2018
CATCaterpillar Inc	$4.33M	1.83%	0.00%	-0.2%	Q1 2018
MCDMcdonalds Corp	$4.13M	1.75%	0.00%	-1.5%	Q1 2018
WMTWalmart Inc.	$3.98M	1.68%	0.00%	-3.8%	Q1 2018
VVisa Inc.	$3.96M	1.67%	0.00%	-0.9%	Q1 2018
MAMastercard Inc	$3.14M	1.33%	0.00%	-1.4%	Q1 2018
CVXChevron Corp	$3.09M	1.31%	0.00%	-0.4%	Q1 2018
GOOGLAlphabet Inc.	$3.08M	1.30%	0.00%	-1.0%	Q1 2018
LLYELI LILLY & Co	$3.04M	1.28%	0.00%	+0.2%	Q1 2018
KOCoca Cola Co	$2.95M	1.25%	0.00%	-0.6%	Q1 2018
PGPROCTER & GAMBLE Co	$2.88M	1.22%	0.00%	-1.4%	Q1 2018
NFLXNetflix Inc	$2.77M	1.17%	0.00%	-1.8%	Q1 2018
JNJJohnson & Johnson	$2.58M	1.09%	0.00%	-1.1%	Q1 2018
BABoeing Co	$2.42M	1.02%	0.00%	Not reported	Q1 2018
RSGRepublic Services, Inc.	$2.39M	1.01%	0.00%	Not reported	Q1 2018
GEVGE Vernova Inc.	$2.31M	0.98%	0.00%	+8.0%	Q2 2024
TMOThermo Fisher Scientific Inc.	$2.23M	0.94%	0.00%	+2.3%	Q1 2018
GLDSPDR Gold Trust	$2.22M	0.94%	0.00%	-0.9%	Q1 2018
SHOPShopify Inc.	$2M	0.84%	0.00%	+49.6%	Q3 2019
VZVerizon Communications Inc	$1.99M	0.84%	0.00%	+16.2%	Q1 2018
METAMeta Platforms, Inc.	$1.94M	0.82%	Not reported	-0.5%	Q1 2018
TTWOTake Two Interactive Software Inc	$1.91M	0.81%	0.00%	-0.3%	Q4 2018
SPYSPDR S&P 500 ETF Trust	$1.87M	0.79%	Not reported	+1.1%	Q1 2018
MRKMerck & Co., Inc.	$1.78M	0.75%	0.00%	-2.3%	Q1 2018
KTOSKratos Defense & Security Solutions, Inc.	$1.76M	0.75%	0.01%	-4.1%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.76M	0.75%	Not reported	Not reported	Q3 2019
CMGChipotle Mexican Grill Inc	$1.71M	0.72%	0.00%	-8.6%	Q1 2018
IRMIron Mountain Inc	$1.68M	0.71%	0.01%	-2.4%	Q1 2018
RTXRTX Corp	$1.61M	0.68%	0.00%	Not reported	Q2 2020
UBERUber Technologies, Inc	$1.23M	0.52%	0.00%	-0.7%	Q2 2023
KMIKinder Morgan, Inc.	$1.22M	0.52%	0.00%	Not reported	Q1 2018
DEDeere & Co	$1.21M	0.51%	0.00%	Not reported	Q1 2018
UNHUnitedhealth Group Inc	$1.2M	0.51%	0.00%	-0.7%	Q1 2018
DUKDuke Energy CORP	$1.2M	0.51%	0.00%	+3.5%	Q1 2018
DELLDell Technologies Inc.	$1.19M	0.50%	0.00%	-3.1%	Q1 2019
GSGoldman Sachs Group Inc	$1.16M	0.49%	0.00%	Not reported	Q1 2018
GBTCGrayscale Bitcoin Trust ETF	$1.06M	0.45%	0.01%	+19.2%	Q1 2024
DIASPDR Dow Jones Industrial Average ETF Trust	$976K	0.41%	Not reported	-2.3%	Q1 2018
LMTLockheed Martin Corp	$956K	0.40%	0.00%	+4.0%	Q1 2018
PFEPfizer Inc	$912K	0.39%	0.00%	+1.4%	Q1 2018

Q3 2025Reported Nov 6, 2025355 positions
NVDANvidia Corp	$20.6M	8.84%	0.00%	-1.0%	Q1 2018
AAPLApple Inc.	$14.7M	6.30%	0.00%	-0.6%	Q1 2018
PLTRPalantir Technologies Inc.	$13.4M	5.74%	0.00%	-2.3%	Q3 2020
CPRXCatalyst Pharmaceuticals, Inc.	$8.58M	3.68%	0.35%	+6.5%	Q1 2018
JPMJPMorgan Chase & Co	$7.21M	3.09%	0.00%	+7.6%	Q1 2018
HDHome Depot, Inc.	$6.49M	2.78%	0.00%	-0.3%	Q1 2018
MSFTMicrosoft Corp	$5.76M	2.47%	0.00%	-0.1%	Q1 2018
AMZNAmazon Com Inc	$5.03M	2.15%	0.00%	+0.8%	Q1 2018
BACBank of America Corp	$4.75M	2.03%	0.00%	Not reported	Q1 2018
MCDMcdonalds Corp	$4.17M	1.79%	0.00%	-1.1%	Q1 2018
VVisa Inc.	$3.89M	1.67%	0.00%	-0.4%	Q1 2018
WMTWalmart Inc.	$3.83M	1.64%	0.00%	-1.2%	Q1 2018
CATCaterpillar Inc	$3.62M	1.55%	0.00%	-1.3%	Q1 2018
NFLXNetflix Inc	$3.61M	1.55%	0.00%	+14.2%	Q1 2018
GOOGAlphabet Inc.	$3.47M	1.49%	Not reported	-0.3%	Q1 2018
MTZMastec Inc	$3.44M	1.47%	0.02%	-2.0%	Q1 2018
MAMastercard Inc	$3.17M	1.36%	0.00%	-0.9%	Q1 2018
CVXChevron Corp	$3.16M	1.36%	0.00%	-1.7%	Q1 2018
PGPROCTER & GAMBLE Co	$3.13M	1.34%	0.00%	-1.0%	Q1 2018
KOCoca Cola Co	$2.82M	1.21%	0.00%	-1.4%	Q1 2018
RSGRepublic Services, Inc.	$2.59M	1.11%	0.00%	+16.1%	Q1 2018
GOOGLAlphabet Inc.	$2.42M	1.04%	0.00%	Not reported	Q1 2018
BABoeing Co	$2.4M	1.03%	0.00%	+1.2%	Q1 2018
JNJJohnson & Johnson	$2.33M	1.00%	0.00%	-0.5%	Q1 2018
KTOSKratos Defense & Security Solutions, Inc.	$2.22M	0.95%	0.01%	-2.0%	Q2 2023
METAMeta Platforms, Inc.	$2.17M	0.93%	Not reported	-6.1%	Q1 2018
LLYELI LILLY & Co	$2.15M	0.92%	0.00%	-2.8%	Q1 2018
IRMIron Mountain Inc	$2.12M	0.91%	0.01%	-3.5%	Q1 2018
GEVGE Vernova Inc.	$2.01M	0.86%	0.00%	Not reported	Q2 2024
GLDSPDR Gold Trust	$2.01M	0.86%	0.00%	Not reported	Q1 2018
CMGChipotle Mexican Grill Inc	$1.99M	0.85%	0.00%	-2.0%	Q1 2018
TTWOTake Two Interactive Software Inc	$1.94M	0.83%	0.00%	+29.8%	Q4 2018
VZVerizon Communications Inc	$1.85M	0.79%	0.00%	+17.0%	Q1 2018
TMOThermo Fisher Scientific Inc.	$1.82M	0.78%	0.00%	+246.0%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$1.8M	0.77%	Not reported	Not reported	Q1 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.73M	0.74%	Not reported	Not reported	Q3 2019
UBERUber Technologies, Inc	$1.48M	0.64%	0.00%	-1.0%	Q2 2023
RTXRTX Corp	$1.47M	0.63%	0.00%	+0.9%	Q2 2020
MRKMerck & Co., Inc.	$1.45M	0.62%	0.00%	+1.6%	Q1 2018
DELLDell Technologies Inc.	$1.38M	0.59%	0.00%	-4.9%	Q1 2019
UNHUnitedhealth Group Inc	$1.27M	0.54%	0.00%	-9.7%	Q1 2018
KMIKinder Morgan, Inc.	$1.26M	0.54%	0.00%	-1.2%	Q1 2018
SHOPShopify Inc.	$1.23M	0.53%	0.00%	-1.2%	Q3 2019
DUKDuke Energy CORP	$1.23M	0.53%	0.00%	-1.5%	Q1 2018
DEDeere & Co	$1.19M	0.51%	0.00%	+1.2%	Q1 2018
GBTCGrayscale Bitcoin Trust ETF	$1.17M	0.50%	0.01%	Not reported	Q1 2024
SMRNUSCALE POWER Corp	$1.07M	0.46%	0.01%	-2.9%	Q1 2025
GSGoldman Sachs Group Inc	$1.05M	0.45%	0.00%	Not reported	Q1 2018
CRWVCoreWeave, Inc.	$999K	0.43%	Not reported	New	Q3 2025
TAt&T Inc.	$989K	0.42%	0.00%	-0.1%	Q1 2018

Premium opens every quarter this fund has filed