1y return+19.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $126 against $127 in the S&P 500.2
Tableaux LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $32.9M | 13.9% | +4.4% |
| FENIFidelity Covington Trust | $19.4M | 8.2% | +11.8% |
| FRDMEa Series Trust | $9.7M | 4.1% | |
| IYWIshares Tr | $9.7M | 4.1% | −7.8% |
| Dimensional Etf TrustCUSIP 25434V831 | $8.5M | 3.6% | +4.6% |
| IAUMIshares Gold Trust Micro | $7.3M | 3.1% | +8.7% |
| JCPBJ P Morgan Exchange Traded F | $7.3M | 3.1% | +4.3% |
| FLDRFidelity Merrimack Str Tr | $6.8M | 2.9% | +3.3% |
| COWZPacer Fds Tr | $6.8M | 2.9% | +7.9% |
| AAPLApple Inc | $6.6M | 2.8% | |
| IGSBIshares Tr | $5.8M | 2.4% | +2.6% |
| BINCBlackrock Etf Trust II | $5.8M | 2.4% | +3.8% |
| DFAUDimensional Etf Trust | $5.3M | 2.2% | −2.7% |
| DIHPDimensional Etf Trust | $4.7M | 2.0% | +11.8% |
| GEVGe Vernova Inc | $4.7M | 2.0% | −2.7% |
| JQUAJ P Morgan Exchange Traded F | $4.5M | 1.9% | +4.3% |
| TDToronto Dominion Bk Ont | $4.4M | 1.9% | |
| VTVVanguard Index Fds | $4.2M | 1.8% | +8.7% |
| FESMFidelity Covington Trust | $3.9M | 1.7% | +8.0% |
| JTEKJ P Morgan Exchange Traded F | $3.9M | 1.7% | −4.9% |
| DYNFBlackrock Etf Trust | $3.5M | 1.5% | +7.5% |
| DFGXDimensional Etf Trust | $3.5M | 1.5% | +6.4% |
| DEHPDimensional Etf Trust | $3.0M | 1.2% | +12.0% |
| MSFTMicrosoft Corp | $2.9M | 1.2% | |
| REETIshares Tr | $2.8M | 1.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $4.7M |
| TDToronto Dominion Bk Ont | December 31, 2024 | +128.1% | $4.4M |
| GEGe Aerospace | December 31, 2024 | +124.1% | $2.3M |
| FRDMEa Series Trust | December 31, 2024 | +123.1% | $9.7M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.5M |
| DEHPDimensional Etf Trust | December 31, 2024 | +72.9% | $3.0M |
| JTEKJ P Morgan Exchange Traded F | March 31, 2025 | +66.0% | $3.9M |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $1.1M |
| IYWIshares Tr | December 31, 2024 | +58.1% | $9.7M |
| TSMTaiwan Semiconductor Manufac | December 31, 2025 | +57.2% | $1.7M |
Sold off last quarter
- EPIWisdomtree Tr was $1.7M
- FXBInvesco Currencyshares Brit was $700K
- Honeywell Intl IncCUSIP 438516106 was $573K
- EMREmerson Elec Co was $351K
- KRPKimbell Rty Partners LP was $159K
- PTYPimco Corporate & Income Opp was $124K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −1.3% | −4.6% |
| December 31, 2025 | +3.0% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −2.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tableaux LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2060663&type=13F-HR&dateb=&owner=include&count=40CIK 2060663
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2060663/000195175726001180/Filed August 7, 2026 · accession 0001951757-26-001180