Fund HoldingsGABLES CAPITAL MANAGEMENT INC.

Total Portfolio Value
$202.30M
Total Bought
$6.61M
Total Sold
$15.38M
Net Transaction
-$8.77M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CATALYST PHARMACEUTICALS INC(CPRX)417,551416,371-1,1808,71410,0974.99%+1,383
PALANTIR TECHNOLOGIES INC(PLTR)81,65079,920-1,7306,1756,7453.33%+570
NUSCALE PWR CORP(SMR)033,400+33,40004730.23%+473
CHEVRON CORP NEW(CVX)020,384+20,38403,4101.69%+3,410
COCA COLA CO(KO)044,562+44,56203,1921.58%+3,192
REPUBLIC SVCS INC(RSG)09,715+9,71502,3531.16%+2,353
META PLATFORMS INC(META)0820+82004730.23%+473
MCDONALDS CORP(MCD)014,990+14,99004,6822.31%+4,682
VISA INC(V)12,00111,716-2853,7934,1062.03%+313
SPDR GOLD TR(GLD)5,6985,848+1501,3801,6850.83%+305
VERIZON COMMUNICATIONS INC(VZ)039,673+39,67301,8000.89%+1,800
JOHNSON & JOHNSON(JNJ)013,455+13,45502,2311.10%+2,231
ELI LILLY & CO(LLY)2,4572,621+1641,8972,1651.07%+268
AT&T INC(T)039,974+39,97401,1300.56%+1,130
APPLOVIN CORP(APP)0700+70001850.09%+185
DUKE ENERGY CORP NEW(DUK)012,566+12,56601,5330.76%+1,533
ADOBE INC(ADBE)01,625+1,62506230.31%+623
DEERE & CO(DE)3,5363,523-131,4981,6540.82%+155
WALMART INC(WMT)35,83438,609+2,7753,2383,3891.68%+152
ABBVIE INC(ABBV)4,6884,68808339820.49%+149
PHILIP MORRIS INTL INC(PM)03,846+3,84606100.30%+610
RTX CORPORATION(RTX)08,693+8,69301,1510.57%+1,151
UBER TECHNOLOGIES INC(UBER)016,300+16,30001,1880.59%+1,188
GE VERNOVA INC(GEV)3,0153,685+6709921,1250.56%+133
ALTRIA GROUP INC(MO)14,88114,88107788930.44%+115
SAILPOINT INC(SAIL)06,000+6,00001130.06%+113
JPMORGAN CHASE & CO.(JPM)22,24922,199-505,3335,4452.69%+112
MONDELEZ INTL INC(MDLZ)013,735+13,73509320.46%+932
NETFLIX INC(NFLX)2,6772,67702,3862,4961.23%+110
KINDER MORGAN INC DEL(KMI)51,44553,245+1,8001,4101,5190.75%+109
MASTERCARD INCORPORATED(MA)5,9295,894-353,1223,2311.60%+109
UNITEDHEALTH GROUP INC(UNH)01,271+1,27106660.33%+666
SPOTIFY TECHNOLOGY S A(SPOT)85585503834700.23%+88
SOUTHERN CO(SO)08,896+8,89608180.40%+818
EATON CORP PLC(ETN)01,074+1,07402920.14%+292
GABELLI DIVID & INCOME TR
COM
019,175+19,17504630.23%+463
AMERICAN ELEC PWR CO INC4,6934,69304335130.25%+80
DELL TECHNOLOGIES INC(DELL)08,805+8,80508030.40%+803
GILEAD SCIENCES INC(GILD)03,675+3,67504120.20%+412
EXXON MOBIL CORP06,262+6,26207450.37%+745
ISHARES TR9951,605+6101101810.09%+71
SHELL PLC(SHEL)06,590+6,59004830.24%+483
GENERAC HLDGS INC(GNRC)0500+5000630.03%+63
YUM BRANDS INC(YUM)02,618+2,61804120.20%+412
SPDR S&P 500 ETF TR(SPY)2,0392,238+1991,1951,2520.62%+57
PROCTER AND GAMBLE CO(PG)021,766+21,76603,7091.83%+3,709
INVESCO QQQ TR01,075+1,07505040.25%+504
KRATOS DEFENSE & SEC SOLUTIO(KTOS)29,55028,050-1,5007808330.41%+53
NEWMONT CORP(NEM)04,600+4,60002220.11%+222
AMGEN INC(AMGN)0962+96203000.15%+300
ABBOTT LABS02,285+2,28503030.15%+303
TRACTOR SUPPLY CO(TSCO)09,950+9,95005480.27%+548
WALGREENS BOOTS ALLIANCE INC022,800+22,80002550.13%+255
TRANE TECHNOLOGIES PLC(TT)316466+1501171570.08%+40
GALLAGHER ARTHUR J & CO(AJG)0580+58002000.10%+200
BRISTOL-MYERS SQUIBB CO(BMY)07,659+7,65904670.23%+467
ISHARES TR05,179+5,17904230.21%+423
VANGUARD INDEX FDS1,5081,752+2446196500.32%+31
WASTE MGMT INC DEL(WM)0979+97902270.11%+227
VALERO ENERGY CORP(VLO)02,665+2,66503520.17%+352
STELLUS CAP INVT CORP098,228+98,22801,3750.68%+1,375
PHILLIPS 66(PSX)02,502+2,50203090.15%+309
LINDE PLC(LIN)0508+50802370.12%+237
STARWOOD PPTY TR INC(STWD)027,825+27,82505500.27%+550
ROYAL GOLD INC(RGLD)0700+70001140.06%+114
STARBUCKS CORP(SBUX)03,215+3,21503150.16%+315
WHEATON PRECIOUS METALS CORP(WPM)01,000+1,0000780.04%+78
ISHARES TR6,1006,10003183380.17%+20
CHENIERE ENERGY INC(LNG)1,2001,20002582780.14%+20
EA SERIES TRUST
STRI US ENER ETF
3,6003,885+285981150.06%+17
VANGUARD WHITEHALL FDS012,291+12,29101,5850.78%+1,585
ISHARES TR05,007+5,00705010.25%+501
SPDR DOW JONES INDL AVERAGE(DIA)2,0542,119+658748900.44%+16
CVS HEALTH CORP(CVS)0665+6650450.02%+45
CHERRY HILL MTG INVT CORP028,865+28,8650950.05%+95
BROWN & BROWN INC(BRO)0668+6680830.04%+83
PEPSICO INC(PEP)04,302+4,30206450.32%+645
BERKSHIRE HATHAWAY INC DEL0170+1700910.04%+91
TOTALENERGIES SE(TTE)01,300+1,3000840.04%+84
AUTOMATIC DATA PROCESSING IN95595502802920.14%+12
KIMBERLY-CLARK CORP(KMB)02,213+2,21303150.16%+315
UNION PAC CORP(UNP)01,404+1,40403320.16%+332
NNN REIT INC(NNN)08,450+8,45003600.18%+360
VANGUARD TAX-MANAGED FDS03,509+3,50901780.09%+178
EXELON CORP(EXC)01,200+1,2000550.03%+55
VERTEX PHARMACEUTICALS INC(VRTX)0121+1210590.03%+59
FLEXSHARES TR
MORNSTAR UPSTR
03,759+3,75901460.07%+146
BOEING CO(BA)10,22310,663+4401,8091,8190.90%+9
CONSOLIDATED EDISON INC(ED)0400+4000440.02%+44
VANECK ETF TRUST
GOLD MINERS ETF
0700+7000320.02%+32
ISHARES SILVER TR(SLV)01,800+1,8000560.03%+56
COSTCO WHSL CORP NEW(COST)26926902462540.13%+8
SELECT SECTOR SPDR TR
ST STR FINL ETF
3,5003,555+551691770.09%+8
BANK NEW YORK MELLON CORP1,1001,100085920.05%+8
SCHWAB STRATEGIC TR5,9225,92201101170.06%+8
GE AEROSPACE(GE)0224+2240450.02%+45
SOUTHERN COPPER CORP(SCCO)03,511+3,51103250.16%+325
COLGATE PALMOLIVE CO(CL)03,378+3,37803170.16%+317
CME GROUP INC(CME)0200+2000530.03%+53
OTIS WORLDWIDE CORP(OTIS)0575+5750590.03%+59
Page 1 of 1