13F

Investor

GABLES CAPITAL MANAGEMENT INC.

CIK 0001740839 · filed 2026-05-01 · SEC filing

13F book

$236M

Positions

472

17 new · 7 sold

Largest name

7.9%

Nvidia Corp · NVDA

Est. mark

−$3.07M

Price effect on 455 names still held. Flow $2.39M.
NameTickerSharesValueWeightEst. markChange
Nvidia CorpNVDA106.6K$18.6M7.9%−$1.27MAdded−$1.06M
Apple Inc.AAPL55.4K$14.1M6.0%−$1MCut−$1.22M
Catalyst Pharmaceuticals Inc424.6K$10.5M4.5%$602.9KCut$602K
Palantir Technologies Inc.PLTR67K$9.8M4.2%−$2.11MCut−$2.9M
Mastec IncMTZ20.3K$6.52M2.8%$2.12MCut$1.94M
Jpmorgan Chase & Co.21.7K$6.38M2.7%−$575.8KAdded−$230.8K
Home Depot, Inc.HD15.9K$5.23M2.2%−$241.7KCut−$252.1K
Caterpillar IncCAT7.25K$5.14M2.2%$983KCut$802.6K
Amazon Com IncAMZN22.5K$4.69M2.0%−$498.5KAdded−$415.2K
Bank America Corp91K$4.43M1.9%−$568.4KCut−$576.7K
Microsoft CorpMSFT11.7K$4.33M1.8%−$1.24MAdded−$966.4K
Walmart Inc.WMT34.8K$4.32M1.8%$447.3KCut$337.8K
Alphabet Inc14.8K$4.25M1.8%−$391.9KAdded−$314.4K
Chevron Corp NewCVX20K$4.14M1.8%$1.09MCut$1.04M
Mcdonalds CorpMCD13.1K$4.06M1.7%$67.3KCut−$74.8K
Ishares Tr35K$3.96M1.7%−$355.3KHeld
Visa Inc.V11.1K$3.37M1.4%−$540.2KCut−$592.9K
Coca Cola CoKO41.5K$3.15M1.3%$254.6KCut$202.1K
GE Vernova Inc.GEV3.53K$3.08M1.3%$774.7KHeld
Johnson & JohnsonJNJ12.3K$3.01M1.3%$461.2KCut$430.2K
Procter And Gamble CoPG19.6K$2.84M1.2%$22.2KCut−$38.7K
Alphabet Inc9.85K$2.83M1.2%−$250.6KHeld
Ishares Tr13.3K$2.81M1.2%−$12.3KHeld
Mastercard IncMA5.47K$2.74M1.2%−$389.9KCut−$404.1K
Netflix IncNFLX27.9K$2.69M1.1%$66.8KCut−$87.9K
Eli Lilly & CoLLY2.76K$2.54M1.1%−$427.7KCut−$496.5K
Verizon Communications IncVZ48.8K$2.45M1.0%$461.8KCut$453.7K
Republic Svcs Inc11K$2.42M1.0%$78.2KCut$27.4K
Spdr Gold Tr5.6K$2.41M1.0%$190.2KHeld
Micron Technology IncMU7.02K$2.37M1.0%$26.2KAdded$2.23M
Boeing Co11.8K$2.35M1.0%−$201.4KAdded−$67.1K
Take-Two Interactive Softwar10.3K$2.04M0.9%−$437.5KAdded$128.7K
Iron Mtn Inc Del19.3K$1.98M0.8%$371.2KCut$292.4K
Merck & Co., Inc.MRK16.4K$1.97M0.8%$245.8KCut$187.9K
RTX CorpRTX10.1K$1.96M0.8%$83.3KAdded$348.1K
Kratos Defense & Sec Solutio27.6K$1.94M0.8%−$125.6KAdded$177.6K
Thermo Fisher Scientific Inc.TMO3.83K$1.88M0.8%−$336.4KCut−$348K
Vanguard Whitehall Fds12.3K$1.82M0.8%$56.3KHeld
Spdr S&P 500 Etf Tr2.75K$1.79M0.8%−$86.5KAdded−$80K
Shopify Inc.SHOP14.5K$1.72M0.7%−$526KAdded−$274.5K
J P Morgan Exchange Traded F30.3K$1.72M0.7%−$16.9KCut−$88.5K
Meta Platforms, Inc.META2.59K$1.48M0.6%−$228.1KCut−$459.1K
Kinder Morgan Inc Del44.2K$1.48M0.6%$266.8KCut$257.2K
Deere & CoDE2.6K$1.47M0.6%$254.4KHeld
Chipotle Mexican Grill IncCMG43.9K$1.41M0.6%−$219.1KCut−$307.9K
Dell Technologies Inc.DELL8.45K$1.39M0.6%$323KCut$197.1K
Duke Energy Corp New9.95K$1.3M0.6%$136.7KCut$101.5K
Lockheed Martin CorpLMT1.98K$1.19M0.5%$238.5KHeld
Spotify Technology S.A.SPOT2.37K$1.15M0.5%−$136.8KAdded$319K
Goldman Sachs Group Inc1.31K$1.11M0.5%−$43.4KHeld
Uber Technologies, IncUBER15.1K$1.08M0.5%−$147.2KHeld
Exxon Mobil Corp5.96K$1.01M0.4%$294.1KHeld
Pfizer IncPFE35.5K$996.4K0.4%$112.8KCut$84.8K
At&T Inc34K$984.4K0.4%$140.9KCut$123.5K
Freeport-Mcmoran IncFCX16.7K$981.7K0.4%$133.4KHeld
Unitedhealth Group IncUNH3.6K$975.5K0.4%−$214.6KCut−$227.8K
Spdr Dow Jones Indl Average2.07K$959.3K0.4%−$35.3KAdded−$16.8K
Ishares Tr4.85K$919.7K0.4%$40.7KHeld
Altria Group, Inc.MO12.9K$853K0.4%$107.7KCut$78.8K
Ishares Tr2.58K$808.1K0.3%−$23.7KHeld
Ishares Tr8.02K$806.6K0.3%$30KHeld
Southern Co8.09K$781K0.3%$75.4KCut$31.8K
AbbVie Inc.ABBV3.2K$696.8K0.3%−$35.2KCut−$58.1K
Disney Walt Co6.86K$660.8K0.3%−$119.2KCut−$136.3K
Valero Energy Corp2.67K$658.5K0.3%$224.6KHeld
Southern Copper Corp/SCCO3.64K$625.9K0.3%$103KAdded$108.3K
Stellus Cap Invt Corp66.9K$615.8K0.3%−$232KCut−$235.2K
Citigroup Inc5.38K$609.6K0.3%−$17.6KHeld
Broadcom Inc.AVGO1.96K$605.1K0.3%−$71.5KHeld
Shell Plc6.49K$603.6K0.3%$126.7KCut$119.3K
Invesco Qqq Tr1.04K$603.2K0.3%−$38.8KHeld
Mondelez Intl Inc9.98K$575.5K0.2%$38KCut$32.7K
Blackstone Inc.BX4.94K$568.1K0.2%−$193.4KCut−$228.1K
Grayscale Bitcoin Trust EtfGBTC10.6K$558.5K0.2%−$165.1KCut−$500.8K
Ishares Tr5.01K$557.6K0.2%−$12.8KHeld
Ishares Tr2.17K$538.9K0.2%$3.84KAdded$24.9K
XPO, Inc.XPO2.71K$527.4K0.2%$159KCut$157.9K
Csx CorpCSX12.8K$525.4K0.2%$61.4KHeld
Ishares Tr5.18K$503K0.2%$5.7KHeld
Pepsico IncPEP3.21K$498.6K0.2%$37.8KCut$25.9K
Newmont Corp4.6K$498K0.2%$38.6KHeld
American Elec Pwr Co Inc3.67K$480.8K0.2%$57.8KCut$23.3K
Pnc Finl Svcs Group Inc2.27K$473K0.2%−$175Added$416K
Simon Ppty Group Inc New2.52K$469.1K0.2%$3.57KCut−$33.5K
Gabelli Divid & Income Tr17.2K$463.2K0.2%−$14KAdded−$563
Eaton Corp PlcETN1.25K$447.1K0.2%$49KCut$9.46K
Cisco Sys Inc5.71K$443K0.2%$728Added$342.9K
Vanguard Index Fds740$442.2K0.2%−$21.9KHeld
Astera Labs, Inc.ALAB4K$438.4K0.2%New
Bristol-Myers Squibb Co7.19K$436.1K0.2%$48.2KCut$44.5K
Lam Research CorpLRCX2.04K$435.9K0.2%$86.7KHeld
ServiceNow, Inc.NOW4.07K$425K0.2%New
Norfolk Southn Corp1.47K$420.7K0.2%−$2.52KHeld
Phillips 66PSX2.3K$419.4K0.2%$122.3KCut$90.1K
Ge Aerospace1.47K$418.3K0.2%−$35.8KHeld
J P Morgan Exchange Traded F7.53K$417.8K0.2%−$12.7KAdded$133K
Ishares Tr6.1K$417.7K0.2%$8.17KHeld
Starwood Ppty Tr Inc23.6K$406K0.2%−$18.6KCut−$36.6K
Tractor Supply Co8.85K$400.9K0.2%−$41.7KHeld
Philip Morris Intl Inc2.39K$395.7K0.2%$11.8KCut$3.8K
Whitehorse Fin Inc51K$377.2K0.2%$22.9KCut$1.25K
Proshares Tr7.14K$370.4K0.2%−$43.1KCut−$48.9K
Cheniere Energy, Inc.LNG1.28K$364.6K0.2%$114.8KHeld
Gilead Sciences, Inc.GILD2.6K$362.4K0.2%$43.2KCut−$30.4K
Costco Whsl Corp New359$357.7K0.2%$48.1KHeld
BCP Investment CorpBCIC47.1K$354K0.1%−$202.9KCut−$204.7K
Advanced Micro Devices IncAMD1.71K$346.8K0.1%−$18.3KHeld
Yum Brands IncYUM2.22K$344.9K0.1%$9.32KHeld
Amgen IncAMGN962$338.5K0.1%$23.6KHeld
Credo Technology Group Holdi3.6K$337.9K0.1%−$180.1KCut−$266.4K
FabrinetFN600$312.9K0.1%$39.7KCut−$233.4K
Ishares Tr3K$297.8K0.1%−$1.83KHeld
Affirm Hldgs Inc6.3K$288.7K0.1%New
Vistra Corp.VST1.88K$281.9K0.1%−$20.6KHeld
Ishares Tr12.3K$281.8K0.1%−$1.41KCut−$16.7K
Colgate Palmolive CoCL3.28K$279.4K0.1%$20.4KHeld
Ea Series Trust7.05K$278.5K0.1%$70.7KAdded$94.2K
Starbucks CorpSBUX3.06K$274.6K0.1%$16.5KHeld
Nnn Reit, Inc.NNN6.45K$271.1K0.1%$15.5KCut−$10.3K
Flexshares Tr4.82K$265.9K0.1%$44.9KCut$38.1K
Oracle Corp1.7K$249.5K0.1%−$81.1KCut−$246.7K
Occidental Pete Corp3.56K$231.5K0.1%$85.1KCut$82.8K
Vanguard Tax-Managed Fds3.51K$224.9K0.1%$5.65KHeld
General Mtrs Co3K$223.5K0.1%−$20.5KHeld
Northern Tr Corp1.6K$223.3K0.1%$4.77KHeld
Snowflake Inc.SNOW1.48K$222.5K0.1%−$101.1KHeld
Oxford Inds Inc5.69K$219K0.1%$24.5KHeld
Nextera Energy Inc2.33K$216.9K0.1%$29.4KCut$3.73K
Northrop Grumman Corp313$213.5K0.1%$35.1KHeld
Ishares Tr1.81K$213K0.1%−$17.5KAdded$12.5K
Cameco CorpCCJ1.95K$211.8K0.1%$33.4KHeld
Kimberly Clark CorpKMB2.15K$206.9K0.1%−$9.48KCut−$16.3K
Nuscale Pwr Corp18.5K$200.5K0.1%−$61.6KCut−$64.4K
Circle Internet Group, Inc.CRCL2.04K$194.6K0.1%$32.9KCut−$30.6K
Ishares 0-3 Month1.92K$193.3K0.1%New
Palo Alto Networks IncPANW1.2K$192.4K0.1%−$9.55KAdded$118.7K
Chord Energy CorpCHRD1.35K$191.9K0.1%$66.8KHeld
Crispr Therapeutics AgCRSP4K$190.3K0.1%New
Draftkings Inc New8.75K$189.2K0.1%−$112.3KCut−$248.5K
Waste Mgmt Inc Del810$186.1K0.1%$8.16KCut−$29K
Warner Bros. Discovery, Inc.WBD6.71K$184.3K0.1%−$9.13KCut−$71.6K
General Dynamics CorpGD530$181.9K0.1%$3.48KHeld
Proshares Tr5.02K$176.3K0.1%$1KHeld
Wells Fargo Co New2.2K$175.1K0.1%−$29.9KHeld
Select Sector Spdr Tr3.5K$173K0.1%−$18.9KHeld
Ge Healthcare Technologies I2.42K$172.3K0.1%−$26.2KHeld
NIKE, Inc.NKE3.23K$170.3K0.1%−$35.1KCut−$89.3K
Ishares Silver Tr2.49K$169.9K0.1%$9.28KHeld
Royal Gold IncRGLD650$165.4K0.1%$20.9KHeld
Trane Technologies PlcTT391$162.9K0.1%$10.8KHeld
Vanguard Growth Etf2.13K$155.2K0.1%−$872.9KAdded−$870.8K
Ishares Tr1.63K$154.5K0.1%−$439Held
Valley Natl Bancorp12.1K$148.3K0.1%$7.2KAdded$8.18K
Delta Air Lines Inc DelDAL2.23K$147.9K0.1%−$6.5KHeld
Schwab Strategic Tr5.92K$146.6K0.1%$4.2KHeld
Tesla, Inc.TSLA393$146.1K0.1%−$30.6KHeld
Ellington Credit Company32.5K$143.9K0.1%−$27.3KCut−$69.3K
Wheaton Precious Metals Corp.WPM1.08K$141.4K0.1%$14.6KHeld
Prudential Finl Inc1.43K$139.6K0.1%−$21.7KCut−$38K
Ishares Tr2.65K$135.8K0.1%−$1.43KHeld
Bank New York Mellon Corp1.1K$130.5K0.1%$2.79KHeld
Schwab Strategic Tr5.03K$128.8K0.1%−$6.38KHeld
Ford Mtr Co11.1K$128.1K0.1%−$17.5KHeld
Totalenergies SeTTE1.35K$122.8K0.1%$34.5KHeld
Ishares Tr1.47K$121.3K0.1%−$368Held
Lpl Finl Hldgs Inc400$120.3K0.1%−$22.5KHeld
Arbor Realty Trust Inc15.5K$119.3K0.1%−$773Cut−$4.65K
Abbott LabsABT1.16K$119.1K0.1%−$26.2KHeld
Sphere Entertainment Co.SPHR1K$117.4K0.1%New
Dimensional Etf Trust3K$116.6K0.0%−$2.19KHeld
Barclays Bank Plc3.25K$116.2K0.0%$30KCut−$1.89K
CARRIER GLOBAL CorpCARR2.05K$115.4K0.0%$7.11KHeld
Enterprise Prods Partners L3K$113.5K0.0%$17.3KHeld
Zoetis Inc.ZTS956$113K0.0%−$7.28KHeld
Rio Tinto Plc1.2K$111.9K0.0%$15.9KHeld
Vanguard Index Fds424$111.1K0.0%$1.68KHeld
American Express CoAXP365$110.4K0.0%−$22.9KAdded−$15.4K
Ishares Tr168$109.7K0.0%−$5.33KHeld
Texas Instrs Inc565$109.7K0.0%$11.7KHeld
Dow Inc.DOW2.63K$109.4K0.0%$48KCut$46K
GXO Logistics, Inc.GXO2.09K$108.6K0.0%−$1.65KHeld
Symbotic Inc.SYM2K$106.4K0.0%−$12.6KHeld
Canadian Pacific Kansas City1.3K$101.9K0.0%$6.52KHeld
Ishares Tr1.95K$99.1K0.0%$175Held
Union Pac Corp404$98K0.0%$4.57KHeld
Automatic Data Processing In480$97.5K0.0%−$25.9KHeld
Gallagher Arthur J & Co450$97.5K0.0%−$19KCut−$52.6K
Honeywell Intl Inc429$97K0.0%$13.3KCut−$6.24K
Metlife Inc1.36K$96.5K0.0%−$11.2KHeld
Rocket Lab CorpRKLB1.5K$96.3K0.0%New
Amer States Wtr Co1.25K$94.5K0.0%$3.93KHeld
Emerson Elec Co713$93.4K0.0%−$1.21KHeld
Select Sector Spdr Tr670$89K0.0%−$7.42KHeld
Truist Finl Corp1.85K$85K0.0%−$5.99KCut−$16K
Berkshire Hathaway Inc Del170$81.5K0.0%−$3.99KHeld
Ishares Tr1.2K$80.7K0.0%$1.83KHeld
Cvr Partners, LpUAN634$80.3K0.0%$15.3KHeld
Applied Matls Inc230$78.6K0.0%$19.5KHeld
Chimera Invt Corp6.21K$77.9K0.0%$745Cut−$5.46K
Kla CorpKLAC51$75.1K0.0%$13.1KHeld
Fidelity Covington Trust340$70.7K0.0%−$5.65KHeld
L3harris Technologies Inc200$69K0.0%$10.3KHeld
Schwab Strategic Tr2.32K$67.6K0.0%$1.39KHeld
Service Corp Intl812$67K0.0%$3.69KHeld
Ishares Tr1.32K$67K0.0%$224Held
Willis Towers Watson PlcWTW227$66K0.0%−$8.6KHeld
Novo-Nordisk A S1.77K$65.2K0.0%−$25.1KHeld
Hp IncHPQ3.35K$64.4K0.0%−$10.3KHeld
Vaneck Etf Trust700$64.2K0.0%$4.2KHeld
Flexshares Tr1K$64K0.0%$3.44KHeld
Spdr Series Trust241$61.2K0.0%$1.32KAdded$36.1K
Qualcomm Inc461$59.4K0.0%−$19.5KCut−$45.3K
Cme Group Inc.CME200$59.1K0.0%$4.45KHeld
Toast, Inc.TOST2.2K$58.3K0.0%New
Wabtec228$57K0.0%$8.32KCut$7.46K
Grayscale Bitcoin Mini Tr Et1.83K$54.9K0.0%−$16KCut−$18.3K
Vertex Pharmaceuticals Inc121$54K0.0%−$826Held
Slb Limited/NvSLB1.05K$54K0.0%$13.7KCut$5.99K
Ishares Tr688$53.9K0.0%$605Held
Strategy Shs1.15K$53.6K0.0%−$2.37KHeld
Viatris IncVTRS3.95K$53.4K0.0%$4.19KCut$1.86K
Dimensional Etf Trust1K$52.8K0.0%$2.88KHeld
Cherry Hill Mtg Invt Corp20.7K$51.7K0.0%−$1.03KCut−$4.01K
Barrick Mng Corp1.26K$51.4K0.0%−$3.47KHeld
Howmet Aerospace Inc.HWM220$50.7K0.0%$5.6KHeld
Williams Cos Inc690$50.2K0.0%$8.74KHeld
Illinois Tool Wks Inc190$49.5K0.0%$2.66KHeld
APA CorpAPA1.15K$48.6K0.0%$20.6KHeld
Public Svc Enterprise Grp In600$48.6K0.0%$390Held
International Business Machs200$48.5K0.0%−$10.8KHeld
Syntec Optics Hldgs Inc6.5K$45.7K0.0%New
Chubb Limited140$45.6K0.0%$1.93KHeld
Consolidated Edison IncED400$45.3K0.0%$5.54KHeld
Agree Rlty Corp600$45.2K0.0%$2.01KHeld
Fidelity Covington Trust662$45.1K0.0%−$3.42KHeld
Eqt CorpEQT700$44.5K0.0%$7.03KHeld
Parker-Hannifin CorpPH49$43.9K0.0%$798Held
Ishares Tr289$43.8K0.0%$2.97KHeld
Corning Inc321$43.6K0.0%$15.5KHeld
Brown & Brown, Inc.BRO668$43.6K0.0%−$9.68KHeld
Schwab Strategic Tr1.91K$41K0.0%$1.14KHeld
Vanguard Intl Equity Index F496$40.9K0.0%−$586Held
Corteva, Inc.CTVA470$39.3K0.0%$7.84KHeld
Intercontinental Exchange In250$39.3K0.0%−$1.17KHeld
Janus Detroit Str Tr778$39.2K0.0%−$163Held
Canadian Nat Res Ltd800$39K0.0%$11.9KHeld
Cheniere Energy Partners LpCQP600$38.8K0.0%$6.69KHeld
Vanguard Intl Equity Index F500$37.5K0.0%$770Cut−$21.3K
RXO, Inc.RXO2.56K$37.4K0.0%$5.07KHeld
Cenovus Energy Inc.CVE1.4K$37.1K0.0%$13.5KHeld
Otis Worldwide CorpOTIS475$36.6K0.0%−$4.88KHeld
Abrdn Precious Metals Basket165$36.1K0.0%$2.17KHeld
Vanguard World Fd200$36K0.0%−$2.76KHeld
Invesco Exch Traded Fd Tr Ii724$35.9K0.0%$1.17KHeld
Cvs Health CorpCVS500$35.9K0.0%−$3.77KHeld
Sprott Asset Management Lp1K$35.4K0.0%$2.42KHeld
Enbridge Inc648$35.1K0.0%$4.09KCut−$4.81K
Tjx Cos Inc New218$34.8K0.0%$1.33KHeld
The Realreal Inc3.8K$34.5K0.0%New
Nucor CorpNUE200$33.8K0.0%$1.2KHeld
Salesforce, Inc.CRM181$33.8K0.0%−$14.2KHeld
White Mtns Ins Group Ltd15$33K0.0%$1.78KHeld
Fidelity Covington Trust465$32.7K0.0%−$1.82KHeld
Marriott Intl Inc New100$32.7K0.0%$1.68KHeld
Spdr Series Trust215$31.4K0.0%$1.46KHeld
Ishares Gold Tr355$31.3K0.0%$2.48KHeld
Schwab Strategic Tr1.38K$31.3K0.0%−$400Held
Energy Transfer L P1.6K$30.9K0.0%$4.5KHeld
Select Sector Spdr Tr486$29.8K0.0%$8.04KHeld
Ishares Tr154$29.5K0.0%−$1.05KHeld
Siriusxm Holdings Inc1.27K$29.3K0.0%$3.92KHeld
Abrdn Healthcare Opportuniti1.75K$29.3K0.0%−$4.07KHeld
Qnity Electronics, Inc.Q250$28.8K0.0%$8.43KHeld
Digital Rlty Tr Inc160$28.8K0.0%$4.08KHeld
Ishares Tr500$28.4K0.0%$1.04KHeld
Lyft, Inc.LYFT2.1K$27.9K0.0%−$12.7KHeld
United Airls Hldgs Inc300$27.6K0.0%−$5.92KHeld
Royal Caribbean Group100$27.5K0.0%−$374Held
SailPoint, Inc.SAIL2K$26.5K0.0%−$14KHeld
Johnson Ctls Intl Plc200$26.2K0.0%$2.24KHeld
Regions Financial Corp New1K$26.1K0.0%−$980Held
ConocophillipsCOP197$26K0.0%$7.56KHeld
Select Sector Spdr Tr175$25.7K0.0%−$1.43KHeld
Invesco Actively Managed Exc1K$25K0.0%−$65Held
Ishares Inc287$24.2K0.0%$1.06KHeld
Vanguard Intl Equity Index F245$23.9K0.0%$1.8KHeld
Fidelity Covington Trust701$23.8K0.0%$6.48KHeld
Schwab Charles Corp249$23.4K0.0%−$1.48KHeld
Ross Stores, Inc.ROST107$23.2K0.0%$3.9KHeld
DuPont de Nemours, Inc.DD500$22.9K0.0%$2.8KHeld
Target CorpTGT185$22.4K0.0%$4.34KHeld
Allstate Corp108$22.4K0.0%−$87Held
Vanguard Intl Equity Index F152$22.2K0.0%$374Held
American Airls Group IncAAL2K$21.5K0.0%−$9.18KHeld
Fidelity Covington Trust245$21.2K0.0%$989Held
Markel Group Inc.MKL11$21.1K0.0%−$2.59KHeld
T-Mobile Us Inc100$21K0.0%$699Held
Clorox Co Del200$20.7K0.0%$560Held
First Tr Exchange Traded Fd300$20.5K0.0%−$357Held
Cigna GroupCI76$20.3K0.0%−$644Held
Devon Energy Corp New400$20.1K0.0%$5.48KHeld
Western Ast Infl Lkd Opp & I2.36K$20K0.0%−$308Held
Ecolab Inc.ECL75$20K0.0%$263Held
Dimensional Etf Trust319$19.9K0.0%$929Held
Fidelity Covington Trust283$19.9K0.0%−$2.13KHeld
Suncor Energy Inc New300$19.8K0.0%$6.53KHeld
Marvell Technology, Inc.MRVL200$19.8K0.0%$2.81KHeld
Exelon CorpEXC400$19.6K0.0%$2.17KHeld
UBS Group AGUBS500$19.5K0.0%−$3.62KHeld
Tidal Trust I993$19.5K0.0%$10Held
Invesco Ltd.IVZ793$19.3K0.0%−$1.57KCut−$5.28K
Neuberger Next Generation1.47K$19K0.0%−$2.31KHeld
Ishares Tr610$18.5K0.0%−$391Held
Ishares Tr190$18.5K0.0%$183Held
Spdr Series Trust200$18.3K0.0%$464Held
Pan Amern Silver Corp335$18.3K0.0%$945Held
Fidelity Covington Trust192$17.9K0.0%−$1.71KHeld
Fedex CorpFDX50$17.8K0.0%$3.37KHeld
Gamco Global Gold Nat Res &3.33K$17.7K0.0%$534Held
Us Bancorp Del330$17.2K0.0%−$446Held
Cohen & Steers Quality Incom1.42K$17.1K0.0%$888Added$972
Morgan Stanley103$17K0.0%−$1.33KHeld
Western Un Co1.91K$16.7K0.0%−$1.11KHeld
Spdr S&P Midcap 400 Etf Tr27$16.7K0.0%$364Held
Oreilly Automotive Inc180$16.6K0.0%$198Held
Lowes Cos Inc70$16.5K0.0%−$341Held
Schwab Strategic Tr500$16.5K0.0%$100Held
Capital One Finl Corp90$16.4K0.0%−$5.39KHeld
Ishares Tr115$16.4K0.0%$628Held
Fidelity Covington Trust308$16.1K0.0%$967Held
Wisdomtree Tr101$16K0.0%$1.46KHeld
Global Pmts Inc235$15.8K0.0%−$2.37KHeld
Range Res Corp350$15.8K0.0%$3.47KHeld
Huntington Bancshares Inc1K$15.7K0.0%−$1.7KHeld
National Grid Plc183$15.5K0.0%$1.33KHeld
Wisdomtree Tr300$15.1K0.0%$6Held
Invesco Exch Traded Fd Tr Ii206$15.1K0.0%$354Held
Martin Marietta Matls Inc25$14.7K0.0%−$850Held
Kroger CoKR200$14.5K0.0%$1.98KHeld
Fidelity Natl Information Sv300$14.1K0.0%−$5.86KHeld
Robinhood Mkts Inc200$13.9K0.0%New
Vanguard World Fd50$13.6K0.0%−$776Held
Western Digital CorpWDC50$13.5K0.0%New
Nuveen S&P 500 Dynamic Overw840$13.5K0.0%New
Sp Funds Trust386$13.4K0.0%−$204Held
Comcast Corp New466$13.4K0.0%$330Cut−$39.7K
Flexshares Tr540$13.1K0.0%$98Held
Dominion Energy, IncD210$13K0.0%$679Cut−$5.77K
Ishares Tr181$12.7K0.0%−$128Held
Alibaba Group Hldg Ltd100$12.5K0.0%−$2.11KHeld
Alcoa CorpAA189$12.5K0.0%$2.49KHeld
Invesco Actvely Mngd Etc Fd715$12.4K0.0%$2.91KHeld
Blackrock Cap Allocation Ter876$12.4K0.0%−$26Held
American Wtr Wks Co Inc New89$12.1K0.0%$497Held
Oneok Inc /New/OKE133$12K0.0%$2.25KHeld
Ishares Tr415$11.3K0.0%−$39.2KHeld
Global X Fds655$11.2K0.0%New
GoDaddy Inc.GDDY135$11.2K0.0%−$5.59KHeld
STERIS plcSTE50$11.1K0.0%−$1.62KHeld
CDW CorpCDW86$10.4K0.0%−$1.31KHeld
Sp Funds Trust366$10.3K0.0%$329Held
Trimble Inc.TRMB157$10.2K0.0%−$2.06KHeld
Cohen & Steers Infrastructur394$10.2K0.0%$698Held
Ishares Tr60$10.1K0.0%$5Held
Dimensional Etf Trust288$10.1K0.0%$620Held
Dimensional Etf Trust287$9.92K0.0%$422Held
Solstice Advanced Matls Inc130$9.9K0.0%$3.58KHeld
Fiserv IncFISV171$9.54K0.0%−$1.94KHeld
Ametek Inc/AME44$9.43K0.0%$398Held
Ishares Tr255$9.39K0.0%−$142Held
Medtronic PlcMDT103$8.93K0.0%−$969Held
Linde PlcLIN18$8.92K0.0%$1.25KHeld
Entrepreneurshares Series Tr500$8.45K0.0%−$1.63KHeld
TransunionTRU116$8.03K0.0%−$1.92KHeld
Ishares Tr100$7.96K0.0%−$107Held
Fortune Brands Innovations I200$7.79K0.0%−$2.21KHeld
S&P Global Inc.SPGI18$7.66K0.0%−$1.75KHeld
Liberty Global Ltd622$7.52K0.0%$591Held
Ishares Tr60$7.46K0.0%$248Held
Ishares Tr69$7.36K0.0%−$25.3KHeld
Liberty Global Ltd622$7.3K0.0%$429Held
Teleflex IncTFX59$7.06K0.0%−$143Held
Sherwin Williams CoSHW22$7.05K0.0%−$77Held
Lyondellbasell Industries N87$7.01K0.0%$3.24KCut−$1.3K
First Tr Exchange-Traded Alp75$6.79K0.0%−$53Held
Fundrise Innovation Fd Llc50$6.55K0.0%New
Ingersoll Rand Inc.IR81$6.49K0.0%$73Held
Landstar Sys Inc40$6.41K0.0%$664Held
Realty Income CorpO100$6.12K0.0%$481Held
Adobe Inc.ADBE25$6.08K0.0%−$2.67KCut−$349.2K
Teva Pharmaceutical Inds Ltd200$6.02K0.0%−$218Held
Vanguard World Fd79$5.81K0.0%−$26.8KHeld
Organon & Co.OGN964$5.77K0.0%−$1.14KCut−$1.28K
Verisign Inc23$5.71K0.0%$124Held
Schwab Strategic Tr174$5.34K0.0%$565Held
Carnival Corp Ltd.CCL200$5.18K0.0%−$932Held
Alliant Energy CorpLNT70$5.02K0.0%$472Cut−$15.1K
Unilever Plc88$5.01K0.0%−$742Held
Artisan Partners Asset Mgmt137$4.99K0.0%−$596Held
Four Corners Ppty Tr Inc209$4.94K0.0%$123Held
Verisk Analytics, Inc.VRSK26$4.93K0.0%−$882Held
Autodesk, Inc.ADSK20$4.79K0.0%−$1.13KHeld
Invesco Exch Traded Fd Tr Ii233$4.76K0.0%−$137Held
Pimco Dynamic Income Fd275$4.71K0.0%−$165Held
Teekay Tankers Ltd.TNK63$4.62K0.0%$1.25KHeld
Park Hotels & Resorts Inc.PK425$4.47K0.0%$29Held
Sap Se26$4.45K0.0%−$1.87KHeld
Cal-Maine Foods IncCALM56$4.43K0.0%−$24Held
Vanguard World Fd47$4.1K0.0%−$31.3KHeld
Jazz Pharmaceuticals PlcJAZZ21$3.97K0.0%$400Held
Toll Brothers, Inc.TOL29$3.96K0.0%$37Held
Vodafone Group Plc New250$3.75K0.0%$452Held
Vanguard Scottsdale Fds36$3.61K0.0%$23Held
Opko Health, Inc.OPK3K$3.42K0.0%−$360Held
Invesco Db Commdy Indx Trck113$3.27K0.0%$744Held
Goldman Sachs Etf Tr26$3.25K0.0%−$189Held
First Tr Exchange Traded Fd50$3.13K0.0%−$439Held
Prospect Cap Corp1.2K$3.13K0.0%$24Held
Koninklijke Philips N V112$3.06K0.0%$36Held
Best Buy Co IncBBY47$3.02K0.0%−$129Held
Crown Castle Inc.CCI35$2.85K0.0%−$264Held
Versant Media Group, Inc.VSNT75$2.78K0.0%New
Broadridge Finl Solutions In17$2.76K0.0%−$1.03KHeld
Sunoco Lp/Sunoco Fin Corp40$2.6K0.0%$503Held
Telus CorpTU200$2.57K0.0%−$68Held
Oklo Inc.OKLO50$2.48K0.0%−$1.11KHeld
Olin CorpOLN82$2.44K0.0%$730Held
Nrg Energy, Inc.NRG16$2.34K0.0%−$210Held
Compass Minerals Intl Inc100$2.33K0.0%$371Held
Fs Kkr Cap Corp225$2.29K0.0%−$1.04KHeld
Kilroy Rlty CorpKRC75$2.12K0.0%−$687Held
Rayonier IncRYN94$1.94K0.0%−$97Held
Amplify Etf Tr83$1.91K0.0%−$562Held
Kraft Heinz CoKHC80$1.8K0.0%−$141Held
IDEAYA Biosciences, Inc.IDYA50$1.67K0.0%−$63Held
MasterBrand, Inc.MBC200$1.66K0.0%−$546Held
Hf Sinclair CorpDINO25$1.56K0.0%$408Cut−$3.14K
Highland Opps & Income Fd269$1.54K0.0%−$73Held
Dimensional Etf Trust43$1.46K0.0%$54Held
Grupo Televisa S A B500$1.46K0.0%$0Held
Two Hbrs Invt Corp125$1.43K0.0%$115Held
Invesco Db Multi-Sector Comm50$1.37K0.0%$90Held
Goldman Sachs Etf Tr29$1.25K0.0%$6Held
Nebius Group N.V.NBIS12$1.25K0.0%$241Held
Vanguard Index Fds6$1.11K0.0%$42Held
NCR Atleos CorpNATL25$1.09K0.0%$137Held
Vanguard Index Fds5$1.09K0.0%$27Held
Onity Group Inc.ONIT27$1.06K0.0%−$176Held
Tpg Mtg Invts Tr Inc133$9720.0%−$161Cut−$3.42K
Liberty Latin America Ltd108$9530.0%$147Held
Liberty Latin America Ltd108$9330.0%$135Held
F&G Annuities & Life Inc34$8610.0%−$188Held
Canopy Growth CorpCGC805$7640.0%−$154Cut−$211
Goldman Sachs Etf Tr6$4470.0%−$7Held
Ncr Voyix Corporation50$3170.0%−$193Held
Granite Pt Mtg Tr Inc207$3000.0%−$197Held
Magnum Ice Cream Co Nv20$2990.0%−$18Held
Spdr Series Trust6$2870.0%−$1Held
Lumen Technologies, Inc.LUMN34$2360.0%−$28Held
Goldman Sachs Etf Tr4$1730.0%$7Held
Ishares Tr1$1060.0%−$1Held
Fortrea Hldgs Inc10$940.0%−$79Held
Cel Sci CorpCVM26$830.0%−$54Held
Vanguard Bd Index Fds1$780.0%−$1Held
Organigram Global Inc.OGI50$670.0%−$17Held
Utstarcom Holdings Corp.UTSI25$610.0%−$3Held
Vanguard Intl Equity Index F1$440.0%−$2Held
Abrdn Emerging Markets Ex Ch6$440.0%$2Held
USBC, Inc.USBC107$410.0%−$27Held
Aurora Cannabis IncACB12$390.0%−$12Held
Lexaria Bioscience Corp.LEXX13$100.0%$2Held
22nd Centy Group Inc Com1$20.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.