GABLES CAPITAL MANAGEMENT INC.
Q2 2026 13F filing
Updated 31 days ago508 disclosed positions worth $276.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $21.4M | 107.0K | 7.73% | — |
| 2 | A AAPL APPLE INC | $16.2M | 55.9K | 5.84% | — |
| 3 | C CPRX CATALYST PHARMACEUTICALS INC | $13.2M | 419.2K | 4.76% | — |
| 4 | M MTZ MASTEC INC | $8.1M | 19.6K | 2.94% | — |
| 5 | P PLTR PALANTIR TECHNOLOGIES INC | $8M | 68.6K | 2.89% | — |
| 6 | C CAT CATERPILLAR INC | $7.7M | 7.3K | 2.79% | — |
| 7 | J JPM-PM JPMORGAN CHASE & CO | $7.2M | 21.9K | 2.59% | — |
| 8 | M MU MICRON TECHNOLOGY INC | $6.9M | 6.0K | 2.50% | — |
| 9 | G GOOGN ALPHABET INC | $6M | 17.0K | 2.17% | — |
| 10 | H HD HOME DEPOT INC | $5.6M | 15.8K | 2.02% | — |
| 11 | A AMZN AMAZON COM INC | $5.5M | 23.1K | 1.99% | — |
| 12 | B BAC-PS BANK OF AMER CORP | $5.2M | 91.0K | 1.87% | — |
| 13 | E ETHA ISHARES TR | $4.8M | 35.0K | 1.74% | — |
| 14 | G GEV GE VERNOVA INC | $4.3M | 3.7K | 1.57% | — |
| 15 | M MSFT MICROSOFT CORP | $4.2M | 11.3K | 1.53% | — |
| 16 | W WMT WALMART INC | $4M | 35.0K | 1.43% | — |
| 17 | V V VISA INC | $3.9M | 11.3K | 1.40% | — |
| 18 | M MCD MCDONALDS CORP | $3.7M | 13.6K | 1.32% | — |
| 19 | D DELL DELL TECHNOLOGIES INC | $3.6M | 8.4K | 1.32% | — |
| 20 | G GOOGN ALPHABET INC | $3.5M | 9.9K | 1.27% | — |
| 21 | L LLY ELI LILLY & CO | $3.4M | 2.8K | 1.22% | — |
| 22 | K KO COCA COLA CO | $3.4M | 41.3K | 1.21% | — |
| 23 | C CVX CHEVRON CORPORATION | $3.3M | 20.0K | 1.20% | — |
| 24 | J JNJ JOHNSON & JOHNSON | $3.1M | 12.3K | 1.13% | — |
| 25 | T TTWO TAKE-TWO INTERACTIVE SOFTWAR | $3.1M | 12.5K | 1.13% | — |
| 26 | E ETHA ISHARES TR | $3M | 13.3K | 1.09% | — |
| 27 | P PG PROCTER & GAMBLE CO | $2.9M | 19.7K | 1.04% | — |
| 28 | M MA MASTERCARD INCORPORATED | $2.8M | 5.5K | 1.02% | — |
| 29 | B BA-PA BOEING CO | $2.6M | 11.8K | 0.92% | — |
| 30 | I IRM IRON MTN INC DEL | $2.4M | 19.2K | 0.88% | — |
| 31 | R RSG REPUBLIC SVCS INC | $2.4M | 11.0K | 0.85% | — |
| 32 | V VZ VERIZON COMMUNICATIONS INC | $2.1M | 50.0K | 0.76% | — |
| 33 | M MRK MERCK & CO INC | $2.1M | 16.3K | 0.76% | — |
| 34 | G GLD SPDR GOLD TR | $2.1M | 5.6K | 0.74% | — |
| 35 | S SPY STATE STR SPDR S&P 500 ETF T | $2M | 2.7K | 0.74% | — |
| 36 | R RTX RTX CORPORATION | $2M | 10.7K | 0.73% | — |
| 37 | S SHOP SHOPIFY INC | $2M | 17.5K | 0.72% | — |
| 38 | N NFLX NETFLIX INC. | $2M | 27.4K | 0.71% | — |
| 39 | V VGES VANGUARD WHITEHALL FDS | $1.9M | 12.3K | 0.70% | — |
| 40 | B BE BLOOM ENERGY CORP | $1.8M | 6.0K | 0.66% | — |
| 41 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $1.7M | 30.9K | 0.63% | — |
| 42 | T TMO THERMO FISHER SCIENTIFIC INC | $1.7M | 3.3K | 0.60% | — |
| 43 | K KTOS KRATOS DEFENSE & SEC SOLUTIO | $1.7M | 33.3K | 0.60% | — |
| 44 | D DE DEERE & CO | $1.7M | 2.6K | 0.60% | — |
| 45 | G GLW CORNING INC | $1.6M | 6.4K | 0.59% | — |
| 46 | U UNH UNITEDHEALTH GROUP INC | $1.5M | 3.6K | 0.54% | — |
| 47 | C CMG CHIPOTLE MEXICAN GRILL INC | $1.4M | 42.6K | 0.52% | — |
| 48 | E EP-PC KINDER MORGAN INC DEL | $1.4M | 45.2K | 0.52% | — |
| 49 | G GS-PD GOLDMAN SACHS GROUP INC | $1.4M | 1.4K | 0.50% | — |
| 50 | A ALAB ASTERA LABS INC | $1.4M | 2.8K | 0.49% | — |