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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WES WESTERN MIDSTREAM PARTNERS L Energy 5,444.0 $238K 0.10% -950.0 -14.9% $43.76 +13.2%
102 GD GENERAL DYNAMICS CORP Industrials 668.0 $237K 0.10% -90.0 -11.9% $354.24 +1.5%
103 XLV SELECT SECTOR SPDR TR 1,482.0 $235K 0.10% $158.66 +8.1%
104 IBHJ ISHARES TR 8,847.0 $234K 0.10% -490.0 -5.2% $26.46 -0.8%
105 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,000.0 $233K 0.10% NEW $233.10 -2.4%
106 V VISA INC Financial Services 679.0 $233K 0.10% $343.16 +9.3%
107 IBHF ISHARES TR 10,073.0 $228K 0.10% -2K -17.0% $22.65 -0.9%
108 JEPI J P MORGAN EXCHANGE TRADED F 4,024.0 $227K 0.10% -366.0 -8.3% $56.48 +1.3%
109 IJH ISHARES TR 2,893.0 $223K 0.09% NEW $77.12 -1.6%
110 ALL ALLSTATE CORP Financial Services 929.0 $221K 0.09% NEW $237.94 +9.1%
111 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,400.0 $221K 0.09% $92.09 -4.6%
112 VGT VANGUARD WORLD FD 1,840.0 $220K 0.09% NEW $119.52 +1.5%
113 IBHI ISHARES TR 9,224.0 $216K 0.09% -1K -10.0% $23.39 -0.8%
114 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 230.0 $215K 0.09% $935.47 -2.1%
115 XLY SELECT SECTOR SPDR TR 1,782.0 $209K 0.09% NEW $117.28 -2.0%
116 DFAE DIMENSIONAL ETF TRUST 5,122.0 $206K 0.09% NEW $40.21 +0.9%
117 IUSG ISHARES TR 1,083.0 $204K 0.09% -312.0 -22.4% $188.09 +2.0%
118 TSLA TESLA INC Consumer Cyclical 480.0 $202K 0.09% NEW $420.60 -15.8%
119 AUR AURORA INNOVATION INC Technology 12,407.0 $85K 0.04% -1K -10.7% $6.82 -7.0%
120 SURG SURGEPAYS INC Technology 14,635.0 $5K 0.00% NEW $0.36 -54.0%
Page 6 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%