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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 EPI WISDOMTREE TR 40,750 $1.7M 0.81% SOLD
2 FXB INVESCO CURRENCYSHARES BRIT Financial Services 5,500 $700K 0.34% SOLD
3 HON HONEYWELL INTL INC Industrials 2,536 $573K 0.28% SOLD
4 EMR EMERSON ELEC CO Industrials 2,680 $351K 0.17% SOLD
5 KRP KIMBELL RTY PARTNERS LP Energy 10,974 $159K 0.08% SOLD
6 PTY PIMCO CORPORATE & INCOME OPP Financial Services 10,319 $124K 0.06% SOLD
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%