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Portfolio (Quarterly) Guide ↗

TABLEAUX LLC

· CIK 0002060663
13F Portfolio $206M AUM 113 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 31 New 56 Added 9 Reduced 6 Exited
Page 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ISHARES TR 30,332.0 $695K 0.34% +8K +38.1% $22.92
42 IBDV ISHARES TR 31,031.0 $679K 0.33% +6K +23.3% $21.89 -0.4%
43 ISHARES TR 28,525.0 $636K 0.31% +8K +41.6% $22.28
44 JPM JPMORGAN CHASE & CO Financial Services 2,154.0 $634K 0.31% +1K +142.8% $294.16 +4.3%
45 IBDU ISHARES TR 25,817.0 $601K 0.29% +11K +78.3% $23.26 -0.4%
46 ISHARES TR 25,639.0 $560K 0.27% +9K +56.7% $21.84
47 BX BLACKSTONE INC Financial Services 4,498.0 $517K 0.25% +3K +207.0% $114.99 +2.7%
48 META META PLATFORMS INC Communication Services 724.0 $414K 0.20% +120.0 +19.9% $572.13 +7.0%
49 NVDA NVIDIA CORPORATION Technology 2,100.0 $366K 0.18% +15.0 +0.7% $174.40 +23.2%
50 AVGO BROADCOM INC Technology 1,151.0 $356K 0.17% +96.0 +9.1% $309.57 +36.3%
51 DFAC DIMENSIONAL ETF TRUST 8,636.0 $336K 0.16% +897.0 +11.6% $38.86 +13.0%
52 IBHH ISHARES TR 13,211.0 $310K 0.15% +4K +44.2% $23.47 +0.4%
53 IBHG ISHARES TR 13,278.0 $294K 0.14% +4K +46.0% $22.13 +0.0%
54 IBHF ISHARES TR 12,139.0 $279K 0.14% +3K +32.9% $22.95 -0.7%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 1,413.0 $234K 0.11% +50.0 +3.7% $165.34 +9.8%
56 AUR AURORA INNOVATION INC Technology 13,897.0 $57K 0.03% +486.0 +3.6% $4.12 +69.9%
Page 3 of 3  ·  56 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 34.4%
Technology 25.2%
Industrials 10.0%
Utilities 8.6%
Energy 7.7%
Communication Services 4.4%
Basic Materials 3.5%
Consumer Cyclical 3.1%
Healthcare 2.2%
Consumer Defensive 0.9%