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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 2,589.0 $352K 0.17% NEW $135.97 +44.3%
82 EMR EMERSON ELEC CO Industrials 2,680.0 $351K 0.17% NEW $131.02 +7.6%
83 DFIC DIMENSIONAL ETF TRUST 9,483.0 $337K 0.16% NEW $35.53 +8.0%
84 DFAC DIMENSIONAL ETF TRUST 8,636.0 $336K 0.16% +897.0 +11.6% $38.86 +13.0%
85 MPC MARATHON PETE CORP Energy 1,324.0 $323K 0.16% $244.18 +1.6%
86 DFAI DIMENSIONAL ETF TRUST 8,284.0 $323K 0.16% $38.96 +7.6%
87 IBHH ISHARES TR 13,211.0 $310K 0.15% +4K +44.2% $23.47 +0.4%
88 DFUS DIMENSIONAL ETF TRUST 4,309.0 $306K 0.15% NEW $70.91 +15.3%
89 IJR ISHARES TR 2,392.0 $297K 0.14% -41.0 -1.7% $124.29 +12.3%
90 IBHG ISHARES TR 13,278.0 $294K 0.14% +4K +46.0% $22.13 +0.0%
91 CQP CHENIERE ENERGY PARTNERS L P Energy 4,517.0 $292K 0.14% NEW $64.63 -5.5%
92 IWR ISHARES TR 2,960.0 $288K 0.14% $97.23 +9.9%
93 IBHF ISHARES TR 12,139.0 $279K 0.14% +3K +32.9% $22.95 -0.7%
94 WES WESTERN MIDSTREAM PARTNERS L Energy 6,394.0 $263K 0.13% NEW $41.17 +11.8%
95 GD GENERAL DYNAMICS CORP Industrials 758.0 $260K 0.13% NEW $343.22 +0.4%
96 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 887.0 $258K 0.12% NEW $290.49 -0.3%
97 JEPI J P MORGAN EXCHANGE TRADED F 4,390.0 $249K 0.12% -20K -82.3% $56.68 -0.8%
98 IBHJ ISHARES TR 9,337.0 $245K 0.12% NEW $26.22 +0.8%
99 XLI SELECT SECTOR SPDR TR 1,476.0 $239K 0.12% -101.0 -6.4% $161.73 +7.8%
100 IBHI ISHARES TR 10,249.0 $239K 0.12% NEW $23.28 +0.8%
Page 5 of 6  ·  113 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%