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CIK: 0002060663
Total reported value
$245.0M
$245.0M
115 檔
21.0%
In Q2 2025, Tableaux LLC's U.S. equity holdings reached a combined market value of $245.0M, distributed across 115 disclosed stock positions.
In Q2 2025, Tableaux LLC displayed an active expansion posture, initiating 30 new positions and adding to 49 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, FENI, IYW) accounted for 21.0% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.62% | +0.04% | -21.96% | |
| 2 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 5.01% | -0.06% | +39.23% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.28% | -0.36% | +6.88% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.98% | +0.12% | +59.63% | |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 3.68% | -0.19% | +40.64% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.65% | -3.59% | EXIT | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.23% | -0.19% | -44.11% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.51% | -0.25% | |
| 9 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 2.68% | -0.09% | +45.19% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.65% | — | +2.84% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.64% | +0.01% | -7.46% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.39% | -2.29% | +2.07% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.39% | +0.48% | +13.10% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.32% | -0.07% | +2.92% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.14% | -0.01% | +67.44% | |
| 16 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 1.87% | -1.15% | — | |
| 17 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.82% | -0.04% | — | |
| 18 | RBUF | Invv US Sml C 10 B Etf-qrt | ETF-Other | 1.73% | — | — | |
| 19 | TD | Toronto-dominion Bank | Stock-Financials | 1.55% | -0.11% | -0.74% | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 1.36% | -0.42% | +106.30% | |
| 21 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.35% | -0.06% | +5.87% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.05% | +110.94% | |
| 23 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.24% | — | +20.28% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | -0.02% | +0.12% | |
| 25 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 1.15% | +0.07% | +54.33% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.02% | -4.31% | |
| 27 | DIHP | Dimensional International Hi | ETF-Other | 1.13% | -0.08% | +45.92% | |
| 28 | EPI | Wisdomtree India Earnings | ETF-Other | 1.06% | — | +55.53% | |
| 29 | GE | General Electric | Stock-Industrials | 0.89% | -0.16% | — | |
| 30 | CACI | Caci International Inc -cl A | Stock-Tech | 0.84% | +0.13% | +57.04% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | -0.10% | +23.53% | |
| 32 | EALT | Innovator US Eqty 5to15 Buff | ETF-Other | 0.74% | — | — | |
| 33 | MKL | Markel Group Inc | Stock-Financials | 0.69% | -0.06% | +86.46% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.65% | +0.10% | +44.98% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.10% | -2.47% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.55% | +0.01% | -3.20% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | -0.07% | — | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.52% | -0.03% | +269.76% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | +52.65% | |
| 40 | FNV | Franco-nevada CORP | Stock-Materials | 0.49% | +0.03% | +159.16% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.48% | -0.02% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | -0.03% | +80.95% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.46% | -0.01% | -36.08% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.45% | +0.02% | — | |
| 45 | CRH | CRH plc | Stock-Materials | 0.44% | -0.13% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | — | — | |
| 47 | WES | Western Midstream Partners L | Stock-Energy | 0.39% | — | — | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.37% | -0.01% | +114.33% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | +0.04% | — | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.35% | -0.02% | +170.57% |
According to official SEC Form 13F filings, Tableaux LLC reported a total U.S. public equity portfolio value of $245.0M across 115 disclosed positions in Q2 2025.
During Q2 2025, Tableaux LLC's top holdings by market value included SPYM (12.6%)、FENI (5.0%)、IYW (4.3%). The largest single position, SPYM, represented 12.6% of total portfolio value.
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Top New Position Initiated
FLDR
市值: $3.3M
Top Position Liquidated / Trimmed
IWM
前期市值: $2.7M
In Q2 2025, Tableaux LLC made 112 total portfolio adjustments, initiating 30 new buys, adding to 49 positions, trimming 25 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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