GABLES CAPITAL MANAGEMENT INC.

data from 30/09/2025

Capitalization

$ 233.356 M 10.31 %

Average holding period

18 ans

Performance

$ 167.884 M 110.77 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GABLES CAPITAL MANAGEMENT INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 8.84% 20.637 M $ 110605 2018/03/31 3.194 M $ 18.10 %
2025/09/30 AAPL APPLE INC 6.30% 14.711 M $ 57775 2018/03/31 2.876 M $ 24.11 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 5.74% 13.385 M $ 73373 2020/09/30 3.461 M $ 33.82 %
2025/09/30 CPRX CATALYST PHARMACEUTICALS INC 3.68% 8.578 M $ 435421 2018/03/31 -818.042 K $ -9.22 %
2025/09/30 JPM JPMORGAN CHASE & CO. 3.09% 7.206 M $ 22846 2018/03/31 541.942 K $ 8.80 %
2025/09/30 HD HOME DEPOT INC 2.78% 6.493 M $ 16024 2018/03/31 619.845 K $ 10.51 %
2025/09/30 MSFT MICROSOFT CORP 2.47% 5.761 M $ 11122 2018/03/31 228.651 K $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 2.15% 5.025 M $ 22886 2018/03/31 4.085 K $ 0.08 %
2025/09/30 BAC BANK AMERICA CORP 2.03% 4.746 M $ 92001 2018/03/31 392.844 K $ 9.02 %
2025/09/30 IVW ISHARES TR 1.81% 4.225 M $ 35000 2019/09/30 371.700 K $ 9.65 %
2025/09/30 MCD MCDONALDS CORP 1.79% 4.168 M $ 13716 2018/03/31 162.568 K $ 4.01 %
2025/09/30 V VISA INC 1.67% 3.890 M $ 11396 2018/03/31 -156.466 K $ -3.85 %
2025/09/30 WMT WALMART INC 1.64% 3.828 M $ 37142 2018/03/31 198.485 K $ 5.40 %
2025/09/30 CAT CATERPILLAR INC 1.55% 3.617 M $ 7580 2018/03/31 683.059 K $ 22.91 %
2025/09/30 NFLX NETFLIX INC 1.55% 3.611 M $ 3012 2018/03/31 -369.733 K $ -10.47 %
2025/09/30 GOOG ALPHABET INC 1.49% 3.470 M $ 14247 2018/03/31 945.227 K $ 37.30 %
2025/09/30 MTZ MASTEC INC 1.47% 3.438 M $ 16154 2018/03/31 698.591 K $ 24.87 %
2025/09/30 MA MASTERCARD INCORPORATED 1.36% 3.171 M $ 5574 2018/03/31 38.636 K $ 1.22 %
2025/09/30 CVX CHEVRON CORP NEW 1.36% 3.163 M $ 20367 2018/03/31 250.796 K $ 8.45 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.34% 3.126 M $ 20346 2018/03/31 -116.552 K $ -3.56 %
2025/09/30 KO COCA COLA CO 1.21% 2.816 M $ 42461 2018/03/31 -190.760 K $ -6.26 %
2025/09/30 IVE ISHARES TR 1.18% 2.753 M $ 13330 2019/09/30 147.829 K $ 5.68 %
2025/09/30 RSG REPUBLIC SVCS INC 1.11% 2.587 M $ 11275 2018/03/31 -166.417 K $ -6.95 %
2025/09/30 GOOGL ALPHABET INC 1.04% 2.419 M $ 9952 2018/03/31 665.490 K $ 37.94 %
2025/09/30 BA BOEING CO 1.03% 2.403 M $ 11133 2018/03/31 69.318 K $ 3.01 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.00% 2.334 M $ 12587 2018/03/31 413.340 K $ 21.39 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.95% 2.216 M $ 24250 2023/06/30 1.112 M $ 96.71 %
2025/09/30 META META PLATFORMS INC 0.93% 2.172 M $ 2958 2018/03/31 -11.686 K $ -0.50 %
2025/09/30 LLY ELI LILLY & CO 0.92% 2.151 M $ 2819 2018/03/31 -47.920 K $ -2.12 %
2025/09/30 IRM IRON MTN INC DEL 0.91% 2.120 M $ 20792 2018/03/31 -13.571 K $ -0.61 %
2025/09/30 GEV GE VERNOVA INC 0.86% 2.011 M $ 3270 2024/06/30 280.402 K $ 16.21 %
2025/09/30 GLD SPDR GOLD TR 0.86% 2.008 M $ 5648 2018/03/31 286.014 K $ 16.61 %
2025/09/30 CMG CHIPOTLE MEXICAN GRILL INC 0.85% 1.986 M $ 50675 2018/03/31 -877.256 K $ -30.20 %
2025/09/30 TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.83% 1.938 M $ 7500 2025/06/30 89.647 K $ 6.39 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.79% 1.853 M $ 42153 2018/03/31 24.490 K $ 1.57 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.78% 1.824 M $ 3761 2018/03/31 86.481 K $ 19.62 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.78% 1.819 M $ 31849 2021/09/30 8.112 K $ 0.44 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.77% 1.805 M $ 2709 2018/03/31 130.925 K $ 7.82 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.74% 1.732 M $ 12291 2019/09/30 93.903 K $ 5.73 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.64% 1.484 M $ 15150 2023/06/30 71.451 K $ 5.01 %
2025/09/30 RTX RTX CORPORATION 0.63% 1.467 M $ 8768 2020/06/30 185.247 K $ 14.59 %
2025/09/30 MRK MERCK & CO INC 0.62% 1.452 M $ 17302 2018/03/31 81.218 K $ 6.03 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.59% 1.382 M $ 9745 2024/06/30 196.396 K $ 15.64 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.54% 1.267 M $ 3670 2018/03/31 135.486 K $ 10.68 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.54% 1.261 M $ 44525 2018/03/31 -49.104 K $ -3.71 %
2025/09/30 SHOP SHOPIFY INC 0.53% 1.233 M $ 8300 2019/09/30 279.384 K $ 28.83 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.53% 1.226 M $ 9904 2018/03/31 57.810 K $ 4.87 %
2025/09/30 DE DEERE & CO 0.51% 1.190 M $ 2603 2018/03/31 -131.814 K $ -10.07 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.50% 1.167 M $ 12995 2024/03/31 64.195 K $ 5.82 %
2025/09/30 SMR NUSCALE PWR CORP 0.46% 1.073 M $ 29800 2025/03/31 -109.292 K $ -9.00 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.45% 1.047 M $ 1315 2018/03/31 116.509 K $ 12.52 %
2025/09/30 CRWV COREWEAVE INC 0.43% 999.005 K $ 7300 2025/09/30 0.000 $ 0.00 %
2025/09/30 T AT&T INC 0.42% 988.625 K $ 35008 2018/03/31 -24.516 K $ -2.42 %
2025/09/30 DIA SPDR DOW JONES INDL AVERAGE 0.41% 964.115 K $ 2079 2018/03/31 48.004 K $ 5.24 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.41% 948.999 K $ 1901 2018/03/31 70.372 K $ 7.79 %
2025/09/30 VUG VANGUARD INDEX FDS 0.41% 945.790 K $ 1972 2020/09/30 77.145 K $ 9.40 %
2025/09/30 PFE PFIZER INC 0.39% 920.109 K $ 36111 2018/03/31 51.152 K $ 5.12 %
2025/09/30 BX BLACKSTONE INC 0.39% 903.797 K $ 5290 2019/09/30 111.773 K $ 14.22 %
2025/09/30 ORCL ORACLE CORP 0.38% 887.593 K $ 3156 2018/06/30 103.995 K $ 28.64 %
2025/09/30 MO ALTRIA GROUP INC 0.38% 886.922 K $ 13426 2018/03/31 102.355 K $ 12.67 %
2025/09/30 SCM STELLUS CAP INVT CORP 0.38% 883.091 K $ 67618 2018/03/31 -59.503 K $ -6.31 %
2025/09/30 IWN ISHARES TR 0.37% 857.705 K $ 4851 2019/09/30 92.411 K $ 12.08 %
2025/09/30 IWO ISHARES TR 0.35% 824.103 K $ 2575 2019/09/30 88.013 K $ 11.96 %
2025/09/30 SO SOUTHERN CO 0.35% 814.265 K $ 8592 2018/03/31 25.113 K $ 3.20 %
2025/09/30 DIS DISNEY WALT CO 0.34% 802.188 K $ 7006 2018/03/31 -66.294 K $ -7.67 %
2025/09/30 IJK ISHARES TR 0.33% 768.654 K $ 8016 2019/09/30 39.358 K $ 5.40 %
2025/09/30 ABBV ABBVIE INC 0.33% 765.009 K $ 3304 2018/03/31 160.903 K $ 24.74 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.31% 713.843 K $ 18201 2018/03/31 -69.388 K $ -9.53 %
2025/09/30 XOM EXXON MOBIL CORP 0.29% 672.328 K $ 5963 2018/03/31 30.878 K $ 4.59 %
2025/09/30 AVGO BROADCOM INC 0.28% 644.974 K $ 1955 2020/03/31 104.721 K $ 19.68 %
2025/09/30 QQQ INVESCO QQQ TR 0.27% 633.390 K $ 1055 2018/06/30 51.410 K $ 8.83 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.27% 630.010 K $ 10085 2018/03/31 -53.104 K $ -7.37 %
2025/09/30 EFG ISHARES TR 0.24% 570.197 K $ 5007 2019/09/30 9.413 K $ 1.68 %
2025/09/30 C CITIGROUP INC 0.23% 545.563 K $ 5375 2018/03/31 91.318 K $ 19.24 %
2025/09/30 BCP INVESTMENT CORPORATION 0.23% 544.505 K $ 47225 2021/09/30 -47.212 K $ -7.91 %
2025/09/30 ETN EATON CORP PLC 0.23% 532.933 K $ 1424 2018/03/31 25.441 K $ 4.83 %
2025/09/30 DKNG DRAFTKINGS INC NEW 0.23% 532.015 K $ 14225 2022/06/30 -79.330 K $ -12.80 %
2025/09/30 TSCO TRACTOR SUPPLY CO 0.22% 517.517 K $ 9100 2020/09/30 37.309 K $ 7.77 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.22% 514.217 K $ 2740 2022/03/31 79.115 K $ 16.74 %
2025/09/30 IWM ISHARES TR 0.22% 508.842 K $ 2103 2018/03/31 52.941 K $ 12.13 %
2025/09/30 ADBE ADOBE INC 0.21% 497.025 K $ 1409 2020/03/31 -52.048 K $ -8.82 %
2025/09/30 EFA ISHARES TR 0.21% 483.563 K $ 5179 2018/06/30 20.612 K $ 4.45 %
2025/09/30 PEP PEPSICO INC 0.21% 480.866 K $ 3424 2018/03/31 29.391 K $ 6.36 %
2025/09/30 SHEL SHELL PLC 0.20% 471.383 K $ 6590 2022/03/31 7.380 K $ 1.59 %
2025/09/30 CSX CSX CORP 0.19% 454.528 K $ 12800 2018/03/31 36.863 K $ 8.83 %
2025/09/30 VLO VALERO ENERGY CORP 0.19% 453.743 K $ 2665 2018/03/31 95.513 K $ 26.66 %
2025/09/30 VOO VANGUARD INDEX FDS 0.19% 453.161 K $ 740 2018/06/30 32.819 K $ 7.81 %
2025/09/30 GDV GABELLI DIVID & INCOME TR 0.19% 453.071 K $ 16700 2023/09/30 19.375 K $ 4.31 %
2025/09/30 STWD STARWOOD PPTY TR INC 0.19% 452.774 K $ 23375 2018/03/31 -17.062 K $ -3.49 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.19% 449.678 K $ 738 2018/06/30 26.022 K $ 21.87 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.19% 446.401 K $ 3968 2018/03/31 36.646 K $ 8.42 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.19% 440.402 K $ 1466 2018/03/31 65.149 K $ 17.36 %
2025/09/30 SCCO SOUTHERN COPPER CORP 0.19% 434.226 K $ 3578 2018/03/31 71.573 K $ 19.96 %
2025/09/30 LNG CHENIERE ENERGY INC 0.18% 419.440 K $ 1785 2022/09/30 -15.542 K $ -3.51 %
2025/09/30 SSO PROSHARES TR 0.18% 411.517 K $ 3670 2018/03/31 52.884 K $ 14.75 %
2025/09/30 ACWX ISHARES TR 0.17% 396.561 K $ 6100 2019/09/30 24.827 K $ 6.68 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.17% 396.255 K $ 2443 2018/03/31 -48.688 K $ -10.94 %
2025/09/30 NEM NEWMONT CORP 0.17% 387.827 K $ 4600 2018/03/31 119.830 K $ 44.71 %
2025/09/30 VST VISTRA CORP 0.17% 386.942 K $ 1975 2024/06/30 4.167 K $ 1.09 %
2025/09/30 WHF WHITEHORSE FIN INC 0.17% 386.911 K $ 55912 2018/03/31 -115.347 K $ -20.64 %