GABLES CAPITAL MANAGEMENT INC. Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$211.6B

Holdings

443

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (443 positions)

#StockSharesValue% PortfolioType
101
XPOXPO INC
2,769$349.7M0.17%
102
SNOWSNOWFLAKE INC
1,475$330.1M0.16%
103
YUMYUM BRANDS INC
2,218$328.7M0.16%
104
NNNNNN REIT INC
7,450$321.7M0.15%
105
CLCOLGATE PALMOLIVE CO
3,378$307.1M0.15%
106
PSXPHILLIPS 66
2,502$298.5M0.14%
107
AGGISHARES TR
3,000$297.6M0.14%
108
COSTCOSTCO WHSL CORP NEW
289$286.1M0.14%
109
KMBKIMBERLY-CLARK CORP
2,213$285.3M0.13%
110
SBUXSTARBUCKS CORP
3,065$280.8M0.13%
111
AMGNAMGEN INC
962$268.6M0.13%
112
NEMNEWMONT CORP
4,600$268.0M0.13%
113
NKENIKE INC
3,725$264.6M0.13%
114
ADPAUTOMATIC DATA PROCESSING IN
855$263.7M0.12%
115
EARNELLINGTON CREDIT COMPANY
45,750$263.1M0.12%
116
AMDADVANCED MICRO DEVICES INC
1,705$241.9M0.11%
117
OXMOXFORD INDS INC
5,687$228.9M0.11%
118
WMWASTE MGMT INC DEL
979$224.0M0.11%
119
NTRSNORTHERN TR CORP
1,600$202.9M0.10%
120
VEAVANGUARD TAX-MANAGED FDS
3,509$200.0M0.09%
121
GUNRFLEXSHARES TR
4,970$199.3M0.09%
122
LRCXLAM RESEARCH CORP
2,040$198.6M0.09%
123
WBAWALGREENS BOOTS ALLIANCE INC
17,100$196.3M0.09%
124
IYFISHARES TR
1,605$194.2M0.09%
125
ABRARBOR REALTY TRUST INC
17,867$191.2M0.09%
126
VXXBARCLAYS BANK PLC
3,969$190.7M0.09%
127
WFCWELLS FARGO CO NEW
2,350$188.3M0.09%
128
GEHCGE HEALTHCARE TECHNOLOGIES I
2,520$186.7M0.09%
129
AJGGALLAGHER ARTHUR J & CO
580$185.7M0.09%
130
XLFSELECT SECTOR SPDR TR
3,505$183.6M0.09%
131
NEENEXTERA ENERGY INC
2,615$181.5M0.09%
132
OXYOCCIDENTAL PETE CORP
4,316$181.3M0.09%
133
J40TPROSHARES TR
5,068$177.8M0.08%
134
TTTRANE TECHNOLOGIES PLC
391$171.0M0.08%
135
PRUPRUDENTIAL FINL INC
1,573$169.0M0.08%
136
DRLLEA SERIES TRUST
5,960$161.8M0.08%
137
ABTABBOTT LABS
1,160$157.8M0.07%
138
SPOTSPOTIFY TECHNOLOGY S A
205$157.3M0.07%
139
CARRCARRIER GLOBAL CORPORATION
2,050$150.0M0.07%
140
LPLALPL FINL HLDGS INC
400$150.0M0.07%
141
ZTSZOETIS INC
956$149.1M0.07%
142
GMGENERAL MTRS CO
3,000$147.6M0.07%
143
IGSBISHARES TR
2,634$139.0M0.07%
144
NVONOVO-NORDISK A S
1,900$131.1M0.06%
145
SCHFSCHWAB STRATEGIC TR
5,922$130.9M0.06%
146
CHRDCHORD ENERGY CORPORATION
1,350$130.7M0.06%
147
TSLATESLA INC
393$124.8M0.06%
148
RGLDROYAL GOLD INC
700$124.5M0.06%
149
HONHONEYWELL INTL INC
529$123.2M0.06%
150
SCHXSCHWAB STRATEGIC TR
5,025$122.8M0.06%
151
FFORD MTR CO
11,100$120.4M0.06%
152
NOCNORTHROP GRUMMAN CORP
238$119.0M0.06%
153
TXNTEXAS INSTRS INC
565$117.3M0.06%
154
SAILSAILPOINT INC
5,000$114.3M0.05%
155
GXOGXO LOGISTICS INCORPORATED
2,294$111.7M0.05%
156
METMETLIFE INC
1,365$109.8M0.05%
157
AXPAMERICAN EXPRESS CO
340$108.5M0.05%
158
DFACDIMENSIONAL ETF TRUST
3,000$107.5M0.05%
159
VLYVALLEY NATL BANCORP
12,000$107.2M0.05%
160
CPCANADIAN PACIFIC KANSAS CITY
1,296$102.7M0.05%
161
CIMCHIMERA INVT CORP
7,352$102.0M0.05%
162
VBVANGUARD INDEX FDS
424$100.5M0.05%
163
BKBANK NEW YORK MELLON CORP
1,100$100.2M0.05%
164
DALDELTA AIR LINES INC DEL
2,025$99.6M0.05%
165
FLOTISHARES TR
1,946$99.3M0.05%
166
7HPHP INC
4,050$99.1M0.05%
167
IJHISHARES TR
1,595$98.9M0.05%
168
QCOMQUALCOMM INC
612$97.5M0.05%
169
AWRAMER STATES WTR CO
1,250$95.8M0.05%
170
EMREMERSON ELEC CO
713$95.1M0.04%
171
TFCTRUIST FINL CORP
2,171$93.3M0.04%
172
UNPUNION PAC CORP
404$93.0M0.04%
173
BTCGRAYSCALE BITCOIN MINI TR ET
1,919$91.6M0.04%
174
CSCOCISCO SYS INC
1,300$90.2M0.04%
175
WPMWHEATON PRECIOUS METALS CORP
1,000$89.8M0.04%
176
APDAIR PRODS & CHEMS INC
300$84.6M0.04%
177
BRK/BBERKSHIRE HATHAWAY INC DEL
170$82.6M0.04%
178
PANWPALO ALTO NETWORKS INC
400$81.9M0.04%
179
TTENTOTALENERGIES SE
1,300$79.8M0.04%
180
XLKSELECT SECTOR SPDR TR
310$78.5M0.04%
181
WBDWARNER BROS DISCOVERY INC
6,785$77.8M0.04%
182
BROBROWN & BROWN INC
668$74.1M0.04%
183
DOWDOW INC
2,712$71.8M0.03%
184
RIORIO TINTO PLC
1,200$70.0M0.03%
185
WTWWILLIS TOWERS WATSON PLC LTD
227$69.6M0.03%
186
AGQPROSHARES TR
3,500$68.5M0.03%
187
GDGENERAL DYNAMICS CORP
230$67.1M0.03%
188
FTECFIDELITY COVINGTON TRUST
340$67.1M0.03%
189
TFLOISHARES TR
1,323$67.0M0.03%
190
SCISERVICE CORP INTL
812$66.1M0.03%
191
CHMICHERRY HILL MTG INVT CORP
22,899$62.5M0.03%
192
EPDENTERPRISE PRODS PARTNERS L
2,000$62.0M0.03%
193
NFRAFLEXSHARES TR
1,001$61.9M0.03%
194
SSFSENSIENT TECHNOLOGIES CORP
600$59.1M0.03%
195
SLVISHARES SILVER TR
1,800$59.1M0.03%
196
IBMINTERNATIONAL BUSINESS MACHS
200$59.0M0.03%
197
SCHASCHWAB STRATEGIC TR
2,324$58.8M0.03%
198
GEGE AEROSPACE
224$57.7M0.03%
199
UANCVR PARTNERS LP
634$56.3M0.03%
200
CMECME GROUP INC
200$55.1M0.03%
PreviousPage 2 of 5Next