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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 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IUSG ISHARES TR 1,083.0 $204K 0.09% -312.0 -22.4% $188.09 +2.0%
42 AUR AURORA INNOVATION INC Technology 12,407.0 $85K 0.04% -1K -10.7% $6.82 -7.0%
Page 3 of 3  ·  42 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%