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Portfolio (Quarterly) Guide ↗

TABLEAUX LLC

· CIK 0002060663
13F Portfolio $238M AUM 120 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 30 Added 42 Reduced 6 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 4,755.0 $1.1M 0.48% +50.0 +1.1% $238.34 +8.5%
22 GLW CORNING INC Technology 2,678.0 $684K 0.29% +89.0 +3.4% $255.43 -39.6%
23 WMB WILLIAMS COS INC Energy 6,653.0 $495K 0.21% +765.0 +13.0% $74.34 -0.3%
24 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,970.0 $446K 0.19% +111.0 +2.9% $112.32 +38.0%
25 FLOT ISHARES TR 8,520.0 $435K 0.18% +4K +85.9% $51.05 -0.3%
26 RTX RTX CORPORATION Industrials 2,291.0 $435K 0.18% +138.0 +6.4% $189.73 +5.8%
27 CCJ CAMECO CORP Energy 4,079.0 $415K 0.17% +51.0 +1.3% $101.86 -1.1%
28 META META PLATFORMS INC Communication Services 728.0 $410K 0.17% +4.0 +0.6% $563.29 +9.5%
29 CME CME GROUP INC Financial Services 1,702.0 $376K 0.16% +61.0 +3.7% $220.83 +27.4%
30 DFAI DIMENSIONAL ETF TRUST 9,096.0 $375K 0.16% +812.0 +9.8% $41.25 +5.2%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.1%
Technology 27.8%
Utilities 10.7%
Industrials 8.9%
Energy 6.4%
Consumer Cyclical 4.1%
Basic Materials 3.0%
Communication Services 2.4%
Healthcare 1.7%
Consumer Defensive 0.9%