Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GABLES CAPITAL MANAGEMENT INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

GABLES CAPITAL MANAGEMENT INC. (CIK 1740839) reported $236.0M across 467 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($18.6M, 7.88%), AAPL ($14.1M, 5.96%), CPRX ($10.5M, 4.45%), PLTR ($9.8M, 4.15%), MTZ ($6.5M, 2.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$18.6M7.88%106,605Added
2AAPLAPPLE INC$14.1M5.96%55,385Trimmed
3CPRXCATALYST PHARMACEUTICALS INC$10.5M4.45%424,581Trimmed
4PLTRPALANTIR TECHNOLOGIES INC$9.8M4.15%66,998Trimmed
5MTZMASTEC INC$6.5M2.76%20,269Trimmed
6JPMJPMORGAN CHASE & CO$6.4M2.70%21,694Added
7HDHOME DEPOT INC$5.2M2.21%15,894Trimmed
8CATCATERPILLAR INC$5.1M2.18%7,250Trimmed
9AMZNAMAZON COM INC$4.7M1.99%22,506Added
10BACBANK AMERICA CORP$4.4M1.88%90,951Trimmed
11WMTWALMART INC$4.3M1.83%34,759Trimmed
12MSFTMICROSOFT CORP$4.3M1.83%11,698Added
13GOOGALPHABET INC$4.3M1.80%14,817Added
14CVXCHEVRON CORPORATION$4.1M1.75%19,987Trimmed
15MCDMCDONALDS CORP$4.1M1.72%13,051Trimmed
16IVWISHARES TR$4.0M1.68%35,000Hold
17VVISA INC$3.4M1.43%11,146Trimmed
18KOCOCA COLA CO$3.2M1.34%41,461Trimmed
19GEVGE VERNOVA INC$3.1M1.31%3,532Hold
20JNJJOHNSON & JOHNSON$3.0M1.27%12,302Trimmed
21PGPROCTER & GAMBLE CO$2.8M1.20%19,646Trimmed
22GOOGLALPHABET INC$2.8M1.20%9,852Hold
23IVEISHARES TR$2.8M1.19%13,330Hold
24MAMASTERCARD INCORPORATED$2.7M1.16%5,474Trimmed
25NFLXNETFLIX INC.$2.7M1.14%27,940Trimmed

Source: SEC Form 13F filings · as of 2026-03-31