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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDU ISHARES TR 23,627.0 $547K 0.23% -2K -8.5% $23.16 -1.0%
62 ESGU ISHARES TR 3,235.0 $529K 0.22% $163.65 +3.1%
63 BX BLACKSTONE INC Financial Services 4,498.0 $529K 0.22% $117.67 +15.7%
64 ISHARES TR 23,225.0 $503K 0.21% -2K -9.4% $21.65
65 WMB WILLIAMS COS INC Energy 6,653.0 $495K 0.21% +765.0 +13.0% $74.34 -0.3%
66 XOM EXXON MOBIL CORP Energy 3,456.0 $472K 0.20% -78.0 -2.2% $136.71 +16.6%
67 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,970.0 $446K 0.19% +111.0 +2.9% $112.32 +38.0%
68 DFAX DIMENSIONAL ETF TRUST 11,907.0 $439K 0.18% $36.84 +4.8%
69 FLOT ISHARES TR 8,520.0 $435K 0.18% +4K +85.9% $51.05 -0.3%
70 AVGO BROADCOM INC Technology 1,151.0 $435K 0.18% $377.87 -5.3%
71 RTX RTX CORPORATION Industrials 2,291.0 $435K 0.18% +138.0 +6.4% $189.73 +5.8%
72 XMHQ INVESCO EXCHANGE TRADED FD T 3,831.0 $432K 0.18% $112.88 +4.6%
73 DFNM DIMENSIONAL ETF TRUST 8,702.0 $421K 0.18% -1K -11.7% $48.34 -2.2%
74 NVDA NVIDIA CORPORATION Technology 2,097.0 $420K 0.18% $200.10 +15.1%
75 CCJ CAMECO CORP Energy 4,079.0 $415K 0.17% +51.0 +1.3% $101.86 -1.1%
76 META META PLATFORMS INC Communication Services 728.0 $410K 0.17% +4.0 +0.6% $563.29 +9.5%
77 MCD MCDONALDS CORP Consumer Cyclical 1,487.0 $402K 0.17% $270.24 -5.4%
78 DFAC DIMENSIONAL ETF TRUST 8,641.0 $383K 0.16% $44.36 +3.1%
79 JNJ JOHNSON & JOHNSON Healthcare 1,505.0 $382K 0.16% $253.97 +8.4%
80 CME CME GROUP INC Financial Services 1,702.0 $376K 0.16% +61.0 +3.7% $220.83 +27.4%
Page 4 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%