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Portfolio (Quarterly) Guide ↗

TABLEAUX LLC

· CIK 0002060663
13F Portfolio $141M AUM 88 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 88 New
Page 3 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ES EVERSOURCE ENERGY Utilities 9,218.0 $621K 0.44% NEW $67.33 +3.5%
42 ISHARES TR 31,187.0 $619K 0.44% NEW $19.84
43 GOOG ALPHABET INC Communication Services 1,877.0 $594K 0.42% NEW $316.25 +21.7%
44 IBDV ISHARES TR 25,176.0 $555K 0.39% NEW $22.06 -1.2%
45 BERKSHIRE HATHAWAY INC DEL 1,113.0 $555K 0.39% NEW $498.73
46 ISHARES TR 21,965.0 $523K 0.37% NEW $23.80
47 IBDR ISHARES TR 21,418.0 $519K 0.37% NEW $24.24 -0.0%
48 IXN ISHARES TR 4,761.0 $500K 0.35% NEW $105.00 +33.0%
49 HON HONEYWELL INTL INC Industrials 2,538.0 $495K 0.35% NEW $195.09 +18.8%
50 IBDS ISHARES TR 20,035.0 $486K 0.34% NEW $24.28 -0.3%
51 ESGU ISHARES TR 3,235.0 $482K 0.34% NEW $148.98 +10.0%
52 BIL SPDR SERIES TRUST 3,738.0 $457K 0.32% NEW $122.31 -25.1%
53 IBDT ISHARES TR 17,938.0 $457K 0.32% NEW $25.46 -0.8%
54 MCD MCDONALDS CORP Consumer Cyclical 1,475.0 $451K 0.32% NEW $305.67 -8.6%
55 ISHARES TR 20,150.0 $451K 0.32% NEW $22.37
56 META META PLATFORMS INC Communication Services 604.0 $399K 0.28% NEW $660.09 -7.2%
57 XMHQ INVESCO EXCHANGE TRADED FD T 3,832.0 $392K 0.28% NEW $102.42 +7.4%
58 VTV VANGUARD INDEX FDS 2,044.0 $392K 0.28% NEW $191.58 +10.7%
59 NVDA NVIDIA CORPORATION Technology 2,085.0 $389K 0.28% NEW $186.51 +15.2%
60 GLDM WORLD GOLD TR Financial Services 4,316.0 $367K 0.26% NEW $85.08 +4.9%
Page 3 of 5  ·  88 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 44.6%
Technology 18.9%
Industrials 12.7%
Utilities 6.9%
Communication Services 5.7%
Consumer Cyclical 5.4%
Energy 3.6%
Healthcare 1.6%
Consumer Defensive 0.7%