Gables Capital Management’s Stellus Capital Investment Corp SCM Stock Holding History

Gables Capital Management’s Portfolio SCM Stock Details SCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$565K	Buy	67,052 +185	+0.3%	+$1.7K	0.2%	84
2026 Q1	$616K	Sell	66,867 -251	-0.4%	-$2.8K	0.26%	67
2025 Q4	$851K	Sell	67,118 -500	-0.7%	-$6.13K	0.36%	57
2025 Q3	$883K	Hold	67,618	–	–	0.38%	61
2025 Q2	$943K	Sell	67,618 -30,610	-31%	-$404K	0.45%	52
2025 Q1	$1.38M	Buy	98,228 +72	+0.1%	+$1.04K	0.68%	38
2024 Q4	$1.35M	Sell	98,156 -3,743	-4%	-$51.8K	0.65%	37
2024 Q3	$1.39M	Hold	101,899	–	–	0.7%	35
2024 Q2	$1.4M	Buy	101,899 +800	+0.8%	+$11K	0.73%	33
2024 Q1	$1.32M	Buy	101,099 +1,765	+2%	+$23K	0.73%	35
2023 Q4	$1.28M	Buy	99,334 +1,135	+1%	+$14.7K	0.79%	34
2023 Q3	$1.34M	Sell	98,199 -4,950	-5%	-$70.9K	0.93%	29
2023 Q2	$1.45M	Sell	103,149 -1,000	-1%	-$14.2K	0.95%	28
2023 Q1	$1.47M	Sell	104,149 -8,000	-7%	-$115K	1.02%	26
2022 Q4	$1.49M	Sell	112,149 -500	-0.4%	-$6.6K	1.08%	26
2022 Q3	$1.34M	Hold	112,649	–	–	1.08%	27
2022 Q2	$1.25M	Hold	112,649	–	–	0.95%	30
2022 Q1	$1.56M	Hold	112,649	–	–	0.98%	28
2021 Q4	$1.47M	Hold	112,649	–	–	0.87%	28
2021 Q3	$1.47M	Sell	112,649 -1,550	-1%	-$20.3K	0.96%	29
2021 Q2	$1.44M	Sell	114,199 -20,195	-15%	-$266K	0.98%	28
2021 Q1	$1.71M	Sell	134,394 -394	-0.3%	-$4.51K	0.94%	34
2020 Q4	$1.47M	Hold	134,788	–	–	0.86%	34
2020 Q3	$1.17M	Sell	134,788 -1,000	-0.7%	-$8.14K	0.76%	36
2020 Q2	$989K	Hold	135,788	–	–	0.69%	43
2020 Q1	$987K	Sell	135,788 -2,200	-2%	-$27.5K	0.81%	35
2019 Q4	$1.97M	Sell	137,988 -224	-0.2%	-$3.13K	1.32%	23
2019 Q3	$1.89M	Buy	138,212 +8,114	+6%	+$112K	1.33%	23
2019 Q2	$1.8M	Buy	130,098 +2,033	+2%	+$28.7K	1.47%	21
2019 Q1	$1.81M	Hold	128,065	–	–	1.46%	21
2018 Q4	$1.66M	Sell	128,065 -5,000	-4%	-$65.2K	1.44%	21
2018 Q3	$1.81M	Hold	133,065	–	–	1.38%	21
2018 Q2	$1.7M	Hold	133,065	–	–	1.39%	22
2018 Q1	$1.53M	Buy	+133,065	New	+$1.6M	1.36%	23

Other funds holding SCM

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

IWA

Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return

Gables Capital Management's SCM Position: Q2 2026 in Review

Gables Capital Management increased its Stellus Capital Investment Corp (SCM) stake by 0.28% in Q2 2026, buying an estimated $1.7K and bringing the position to 67,052 shares worth $565K. The position accounts for 0.2% of the portfolio, ranked #84.

Gables Capital Management first reported a position in SCM in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.97M in Q4 2019. 60 funds tracked by Wall St. Rank hold SCM as of Q2 2026.

Gables Capital Management held 67,052 shares of Stellus Capital Investment Corp worth $565K as of Q2 2026.
Gables Capital Management bought 185 Stellus Capital Investment Corp shares in Q2 2026, an estimated $1.7K.
Stellus Capital Investment Corp made up 0.2% of Gables Capital Management's portfolio in Q2 2026, its #84 holding.
Gables Capital Management first reported a position in Stellus Capital Investment Corp in Q1 2018 and has held it in 34 quarters since.
Gables Capital Management's Stellus Capital Investment Corp position peaked at $1.97M in Q4 2019.
60 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.