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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DYNF BLACKROCK ETF TRUST 52,057.0 $3.5M 1.49% +4K +7.5% $68.01 +3.0%
22 DFGX DIMENSIONAL ETF TRUST 64,939.0 $3.5M 1.47% +4K +6.4% $53.59 -3.2%
23 DEHP DIMENSIONAL ETF TRUST 69,091.0 $3.0M 1.24% +7K +12.0% $42.77 -1.4%
24 MSFT MICROSOFT CORP Technology 7,816.0 $2.9M 1.23% +39.0 +0.5% $373.04 +34.0%
25 REET ISHARES TR 101,122.0 $2.8M 1.18% NEW $27.62 -0.8%
26 GII SPDR INDEX SHS FDS 35,655.0 $2.7M 1.14% NEW $75.71 -2.2%
27 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,303.0 $2.5M 1.04% $746.86 +3.1%
28 GE GE AEROSPACE Industrials 6,057.0 $2.3M 0.95% -358.0 -5.6% $373.73 -9.8%
29 RSPG INVESCO EXCHANGE TRADED FD T 22,800.0 $2.2M 0.94% +2K +10.0% $97.96 +17.6%
30 IVV ISHARES TR 2,819.0 $2.1M 0.89% -284.0 -9.2% $748.78 +3.4%
31 BERKSHIRE HATHAWAY INC DEL 3,851.0 $1.9M 0.81% -45.0 -1.2% $500.39
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,474.0 $1.7M 0.70% -44.0 -1.2% $477.51 -10.2%
33 GOOG ALPHABET INC 4,355.0 $1.5M 0.65% -31.0 -0.7% $353.30
34 AVDV AMERICAN CENTY ETF TR 14,529.0 $1.5M 0.63% +3K +23.5% $103.05 +10.4%
35 VOO VANGUARD INDEX FDS 2,171.0 $1.5M 0.63% +68.0 +3.2% $686.92 +3.1%
36 CVX CHEVRON CORPORATION Energy 7,476.0 $1.2M 0.52% -175.0 -2.3% $165.76 +25.8%
37 CACI CACI INTL INC Technology 2,564.0 $1.2M 0.50% -89.0 -3.4% $463.26 +34.6%
38 AMZN AMAZON COM INC Consumer Cyclical 4,755.0 $1.1M 0.48% +50.0 +1.1% $238.34 +8.5%
39 GLDM WORLD GOLD TR Financial Services 13,770.0 $1.1M 0.46% $79.42 +10.5%
40 XLK SELECT SECTOR SPDR TR 5,582.0 $1.1M 0.45% $190.52 -1.7%
Page 2 of 6  ·  120 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%