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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 4 of 5  ·  88 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGO BROADCOM INC Technology 1,055.0 $365K 0.26% NEW $346.10 +21.9%
62 ISHARES TR 16,363.0 $359K 0.25% NEW $21.94
63 IBDU ISHARES TR 14,482.0 $339K 0.24% NEW $23.40 -1.0%
64 DFAI DIMENSIONAL ETF TRUST 8,284.0 $316K 0.22% NEW $38.11 +10.1%
65 ED CONSOLIDATED EDISON INC Utilities 3,128.0 $311K 0.22% NEW $99.32 +8.4%
66 DFAC DIMENSIONAL ETF TRUST 7,739.0 $306K 0.22% NEW $39.59 +10.9%
67 IJR ISHARES TR 2,433.0 $292K 0.21% NEW $120.16 +16.2%
68 LLY ELI LILLY & CO Healthcare 270.0 $290K 0.20% NEW $1074.68 -0.9%
69 JPM JPMORGAN CHASE & CO. Financial Services 887.0 $286K 0.20% NEW $322.22 -4.8%
70 IWR ISHARES TR 2,960.0 $285K 0.20% NEW $96.27 +11.0%
71 FLOT ISHARES TR 5,473.0 $278K 0.20% NEW $50.87 +0.3%
72 CACI CACI INTL INC Technology 467.0 $257K 0.18% NEW $549.87 -8.9%
73 XLI SELECT SECTOR SPDR TR 1,577.0 $245K 0.17% NEW $155.12 +12.4%
74 V VISA INC Financial Services 679.0 $238K 0.17% NEW $350.78 -6.9%
75 IUSG ISHARES TR 1,395.0 $234K 0.17% NEW $167.94 +12.6%
76 INNOVATOR ETFS TRUST 8,030.0 $233K 0.17% NEW $29.05
77 XLV SELECT SECTOR SPDR TR 1,482.0 $229K 0.16% NEW $154.80 -4.0%
78 BX BLACKSTONE INC Financial Services 1,465.0 $228K 0.16% NEW $155.67 -24.1%
79 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 736.0 $222K 0.16% NEW $301.65 +36.7%
80 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,400.0 $219K 0.15% NEW $91.21 -1.5%
Page 4 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%