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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DE DEERE & CO Industrials 1,552.0 $984K 0.41% $634.33 +9.3%
42 MKL MARKEL GROUP INC Financial Services 495.0 $967K 0.41% -16.0 -3.1% $1953.01 -6.5%
43 IBM INTERNATIONAL BUSINESS MACHS Technology 3,381.0 $951K 0.40% -719.0 -17.5% $281.21 -16.5%
44 FNV FRANCO NEV CORP Basic Materials 4,338.0 $904K 0.38% -90.0 -2.0% $208.44 +27.7%
45 LMT LOCKHEED MARTIN CORP Industrials 1,748.0 $891K 0.38% $509.59 +3.1%
46 GOOGL ALPHABET INC Communication Services 2,406.0 $860K 0.36% $357.37 -5.3%
47 CRH PLC 6,815.0 $729K 0.31% -669.0 -8.9% $107.00
48 JPM JPMORGAN CHASE & CO Financial Services 2,147.0 $703K 0.30% $327.33 +9.6%
49 ISHARES TR 35,237.0 $689K 0.29% -688.0 -1.9% $19.54
50 GLW CORNING INC Technology 2,678.0 $684K 0.29% +89.0 +3.4% $255.43 -39.6%
51 ES EVERSOURCE ENERGY Utilities 9,218.0 $666K 0.28% $72.27 -1.7%
52 IBDS ISHARES TR 27,256.0 $660K 0.28% -3K -10.1% $24.22 -0.4%
53 IBDV ISHARES TR 30,234.0 $659K 0.28% -797.0 -2.6% $21.80 -1.5%
54 IBDR ISHARES TR 27,040.0 $655K 0.28% -3K -10.4% $24.23 -0.2%
55 BILS SPDR SERIES TRUST 6,395.0 $636K 0.27% -3K -28.2% $99.38 -0.2%
56 IXN ISHARES TR 4,394.0 $635K 0.27% $144.48 -1.1%
57 IBDT ISHARES TR 24,526.0 $619K 0.26% -3K -11.1% $25.25 -0.6%
58 ISHARES TR 26,971.0 $617K 0.26% -3K -11.1% $22.89
59 ISHARES TR 26,674.0 $597K 0.25% -3K -10.9% $22.37
60 ISHARES TR 25,131.0 $556K 0.23% -3K -11.9% $22.14
Page 3 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%