Gables Capital Management Inc. Portfolio Stock Holdings

Gables Capital Management Inc. disclosed 472 stock positions valued at approximately $236.0 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and CATALYST PHARMACEUTICALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.

Report Period
March 31, 2026
No. of Stocks
472
Portfolio Value
$236.0M
Holdings by Sector
Gables Capital Management Inc. Portfolio Holdings in Q1 2026

449 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology7.88%106,605+1,250+1.19%$18,591,912
APPLE INCAAPLTechnology5.96%55,385-800-1.42%$14,056,160
CATALYST PHARMACEUTICALS INCCPRXHealthcare4.45%424,581-40-0.01%$10,512,626
PALANTIR TECHNOLOGIES INCPLTRTechnology4.15%66,998-4,450-6.23%$9,800,467
MASTEC INCMTZIndustrials2.76%20,269-785-3.73%$6,521,348
JPMORGAN CHASE & COJPMFinancial Services2.70%21,694+1,173+5.72%$6,381,507
HOME DEPOT INCHDConsumer Cyclical2.21%15,894-30-0.19%$5,227,379
CATERPILLAR INCCATIndustrials2.18%7,250-315-4.16%$5,136,335
AMAZON COM INCAMZNConsumer Cyclical1.99%22,506+400+1.81%$4,687,325
BANK AMERICA CORPBACFinancial Services1.88%90,951-150-0.16%$4,433,862
MICROSOFT CORPMSFTTechnology1.83%11,698+746+6.81%$4,330,249
WALMART INCWMTConsumer Defensive1.83%34,759-983-2.75%$4,319,849
ALPHABET INCGOOGCommunication Services1.80%14,817+270+1.86%$4,250,405
CHEVRON CORPORATIONCVXEnergy1.75%19,987-300-1.48%$4,135,314
MCDONALDS CORPMCDConsumer Cyclical1.72%13,051-465-3.44%$4,056,122
ISHARES TRIVWOther1.68%35,000--$3,958,850
VISA INCVFinancial Services1.43%11,146-150-1.33%$3,368,768
COCA COLA COKOConsumer Defensive1.34%41,461-750-1.78%$3,153,109
GE VERNOVA INCGEVUtilities1.31%3,532--$3,083,083
JOHNSON & JOHNSONJNJHealthcare1.27%12,302-150-1.20%$3,007,101
PROCTER & GAMBLE COPGConsumer Defensive1.20%19,646-425-2.12%$2,837,667
ALPHABET INCGOOGLCommunication Services1.20%9,852--$2,833,041
ISHARES TRIVEOther1.19%13,330--$2,814,630
MASTERCARD INCORPORATEDMAFinancial Services1.16%5,474-25-0.45%$2,735,139
NETFLIX INC.NFLXCommunication Services1.14%27,940-1,650-5.58%$2,686,433
ELI LILLY & COLLYHealthcare1.08%2,761-64-2.27%$2,539,485
VERIZON COMMUNICATIONS INCVZCommunication Services1.04%48,768-200-0.41%$2,448,154
REPUBLIC SVCS INCRSGIndustrials1.02%11,035-240-2.13%$2,416,886
SPDR GOLD TRGLDOther1.02%5,598--$2,408,763
MICRON TECHNOLOGY INCMUTechnology1.00%7,016+6,516+1303.20%$2,370,286
BOEING COBAIndustrials1.00%11,808+675+6.06%$2,350,146
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.87%10,342+2,867+38.35%$2,042,546
IRON MTN INC DELIRMReal Estate0.84%19,342-950-4.68%$1,975,592
MERCK & CO INCMRKHealthcare0.83%16,352-550-3.25%$1,966,984
RTX CORPORATIONRTXIndustrials0.83%10,141+1,373+15.66%$1,956,199
KRATOS DEFENSE & SEC SOLUTIOKTOSIndustrials0.82%27,550+4,300+18.49%$1,942,551
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.80%3,826-20-0.52%$1,880,595
VANGUARD WHITEHALL FDSVYMOther0.77%12,291--$1,820,297
STATE STR SPDR S&P 500 ETF TSPYOther0.76%2,749+10+0.37%$1,787,785
SHOPIFY INCSHOPTechnology0.73%14,540+2,120+17.07%$1,724,734
J P MORGAN EXCHANGE TRADED FJEPIOther0.73%30,264-1,250-3.97%$1,715,363
META PLATFORMS INCMETACommunication Services0.63%2,593-350-11.89%$1,483,534
KINDER MORGAN INC DELKMIEnergy0.63%44,175-350-0.79%$1,481,188
DEERE & CODEIndustrials0.62%2,603--$1,466,270
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical0.60%43,900-2,400-5.18%$1,405,240
DELL TECHNOLOGIES INCDELLTechnology0.59%8,445-1,000-10.59%$1,386,078
DUKE ENERGY CORP NEWDUKUtilities0.55%9,954-300-2.93%$1,303,377
LOCKHEED MARTIN CORPLMTIndustrials0.51%1,976--$1,194,274
SPOTIFY TECHNOLOGY S ASPOTOther0.49%2,368+940+65.83%$1,148,267
GOLDMAN SACHS GROUP INCGSFinancial Services0.47%1,315--$1,112,476
UBER TECHNOLOGIES INCUBERTechnology0.46%15,050--$1,082,547
EXXON MOBIL CORPXOMEnergy0.43%5,963--$1,011,683
PFIZER INCPFEHealthcare0.42%35,486-1,125-3.07%$996,448
AT&T INCTCommunication Services0.42%33,958-700-2.02%$984,443
FREEPORT MCMORAN INCFCXBasic Materials0.42%16,701--$981,685
UNITEDHEALTH GROUP INCUNHHealthcare0.41%3,605-40-1.10%$975,478
STATE STR SPDR DOW JONES INDDIAOther0.41%2,071+40+1.97%$959,266
ISHARES TRIWNOther0.39%4,851--$919,701
ALTRIA GROUP INCMOConsumer Defensive0.36%12,926-500-3.72%$852,988
ISHARES TRIWOOther0.34%2,575--$808,061
ISHARES TRIJKOther0.34%8,016--$806,570
SOUTHERN COSOUtilities0.33%8,092-500-5.82%$781,040
ABBVIE INCABBVHealthcare0.30%3,204-100-3.03%$696,838
DISNEY WALT CODISCommunication Services0.28%6,856-150-2.14%$660,782
VALERO ENERGY CORPVLOEnergy0.28%2,665--$658,468
SOUTHERN COPPER CORPSCCOBasic Materials0.27%3,638+31+0.86%$625,896
STELLUS CAP INVT CORPSCMFinancial Services0.26%66,867-251-0.37%$615,846
CITIGROUP INCCFinancial Services0.26%5,375--$609,580
BROADCOM INCAVGOTechnology0.26%1,955--$605,092
SHELL PLCSHELEnergy0.26%6,490-100-1.52%$603,570
INVESCO QQQ TRQQQOther0.26%1,045--$603,152
MONDELEZ INTL INCMDLZConsumer Defensive0.24%9,985-100-0.99%$575,535
BLACKSTONE INCBXFinancial Services0.24%4,940-225-4.36%$568,051
GRAYSCALE BITCOIN TRUST ETFGBTCOther0.24%10,585-4,910-31.69%$558,465
ISHARES TREFGOther0.24%5,007--$557,630
ISHARES TRIWMOther0.23%2,173+85+4.07%$538,904
XPO INCXPOIndustrials0.22%2,711-8-0.29%$527,426
CSX CORPCSXIndustrials0.22%12,800--$525,440
ISHARES TREFAOther0.21%5,179--$503,036
PEPSICO INCPEPConsumer Defensive0.21%3,211-83-2.52%$498,637
NEWMONT CORPNEMBasic Materials0.21%4,600--$497,951
AMERICAN ELEC PWR CO INCAEPUtilities0.20%3,668-300-7.56%$480,801
PNC FINL SVCS GROUP INCPNCFinancial Services0.20%2,273+2,000+732.60%$472,990
SIMON PPTY GROUP INC NEWSPGReal Estate0.20%2,515-200-7.37%$469,125
GABELLI DIVID & INCOME TRXGDVXOther0.20%17,200+500+2.99%$463,196
EATON CORP PLCETNOther0.19%1,250-124-9.02%$447,088
CISCO SYS INCCSCOTechnology0.19%5,710+4,410+339.23%$443,039
VANGUARD INDEX FDSVOOOther0.19%740--$442,187
ASTERA LABS INCALABTechnology0.19%4,000+4,000+100.00%$438,400
BRISTOL-MYERS SQUIBB COBMYHealthcare0.18%7,190-69-0.95%$436,075
LAM RESEARCH CORPLRCXOther0.18%2,040--$435,866
SERVICENOW INCNOWTechnology0.18%4,065+4,065+100.00%$424,998
NORFOLK SOUTHN CORPNSCIndustrials0.18%1,466--$420,742
PHILLIPS 66PSXEnergy0.18%2,302-250-9.80%$419,378
GE AEROSPACEGEIndustrials0.18%1,474--$418,278
J P MORGAN EXCHANGE TRADED FJEPQOther0.18%7,525+2,625+53.57%$417,788
ISHARES TRACWXOther0.18%6,100--$417,667
STARWOOD PPTY TR INCSTWDReal Estate0.17%23,575-1,000-4.07%$405,962
TRACTOR SUPPLY COTSCOConsumer Cyclical0.17%8,850--$400,905
PHILIP MORRIS INTL INCPMConsumer Defensive0.17%2,393-50-2.05%$395,658
Gables Capital Management Inc. Portfolio Stock Holdings | InsiderSet