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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 Chg Shares Chg % Period Price ① Since Period ①
1 REET ISHARES TR 101,122.0 $2.8M 1.18% NEW $27.62 -0.8%
2 GII SPDR INDEX SHS FDS 35,655.0 $2.7M 1.14% NEW $75.71 -2.2%
3 BIL SPDR SERIES TRUST 3,429.0 $314K 0.13% NEW $91.64 -0.2%
4 HONEYWELL INTL INC 1,268.0 $284K 0.12% NEW $223.90
5 HONEYWELL AEROSPACE INC 1,268.0 $280K 0.12% NEW $221.08
6 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,000.0 $233K 0.10% NEW $233.10 -2.4%
7 IJH ISHARES TR 2,893.0 $223K 0.09% NEW $77.12 -1.6%
8 ALL ALLSTATE CORP Financial Services 929.0 $221K 0.09% NEW $237.94 +9.1%
9 VGT VANGUARD WORLD FD 1,840.0 $220K 0.09% NEW $119.52 +1.5%
10 XLY SELECT SECTOR SPDR TR 1,782.0 $209K 0.09% NEW $117.28 -2.0%
11 DFAE DIMENSIONAL ETF TRUST 5,122.0 $206K 0.09% NEW $40.21 +0.9%
12 TSLA TESLA INC Consumer Cyclical 480.0 $202K 0.09% NEW $420.60 -15.8%
13 SURG SURGEPAYS INC Technology 14,635.0 $5K 0.00% NEW $0.36 -54.0%

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%