MondegarAI
TABLEAUX LLC

Q2 2025 · 13F-HR/A

TABLEAUX LLCholdings as filed

Filed 2025-11-12 · accession 0001951757-25-001381

$174.2M
Reported value
115
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$22.0M12.6%302,525CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$8.7M5.01%262,400CommonNONE
464287721IYWISHARES TR$7.5M4.28%43,088CommonNONE
69374H881COWZPACER FDS TR$6.9M3.98%125,777CommonNONE
02072L607FRDMEA SERIES TRUST$6.4M3.68%158,804CommonNONE
25434V831DUHPDIMENSIONAL ETF TRUST$6.4M3.65%178,945CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$5.6M3.23%119,437CommonNONE
037833100AAPLAPPLE INC$5.0M2.89%24,535CommonNONE
46436F103IAUMISHARES GOLD TR$4.7M2.68%141,511CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$4.6M2.65%77,009CommonNONE
25434V104DFAUDIMENSIONAL ETF TRUST$4.6M2.64%108,665CommonNONE
464288646IGSBISHARES TR$4.2M2.39%78,961CommonNONE
594918104MSFTMICROSOFT CORP$4.2M2.39%8,359CommonNONE
092528603BINCBLACKROCK ETF TRUST II$4.1M2.32%76,663CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$3.7M2.14%65,604CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$3.3M1.87%84,631CommonNONE
78468R523BILSSPDR SERIES TRUST$3.2M1.82%31,922CommonNONE
45783Y228RBUFINNOVATOR ETFS TRUST$3.0M1.73%109,934CommonNONE
891160509TDTORONTO DOMINION BK ONT$2.7M1.55%36,655CommonNONE
36828A101GEVGE VERNOVA INC$2.4M1.36%4,489CommonNONE
25434V575DFGXDIMENSIONAL ETF TRUST$2.4M1.35%44,096CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.3M1.33%4,782CommonNONE
74933W452TBILRBB FD INC$2.2M1.24%43,388CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.1M1.23%3,462CommonNONE
25434V757DEHPDIMENSIONAL ETF TRUST$2.0M1.15%71,637CommonNONE
464287200IVVISHARES TR$2.0M1.14%3,198CommonNONE
25434V765DIHPDIMENSIONAL ETF TRUST$2.0M1.13%66,486CommonNONE
97717W422EPIWISDOMTREE TR$1.9M1.06%38,986CommonNONE
369604301GEGE AEROSPACE$1.5M0.89%6,022CommonNONE
127190304CACICACI INTL INC$1.5M0.84%3,078CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.76%4,488CommonNONE
45783Y475EALTINNOVATOR ETFS TRUST$1.3M0.74%39,794CommonNONE
570535104MKLMARKEL GROUP INC$1.2M0.69%606CommonNONE
166764100CVXCHEVRON CORP NEW$1.1M0.65%7,849CommonNONE
023135106AMZNAMAZON COM INC$1.1M0.61%4,856CommonNONE
98149E303GLDMWORLD GOLD TR$961,2440.55%14,671CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$927,7030.53%4,096CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$910,2120.52%1,675CommonNONE
922908363VOOVANGUARD INDEX FDS$884,4230.51%1,557CommonNONE
351858105FNVFRANCO NEV CORP$850,9090.49%5,191CommonNONE
539830109LMTLOCKHEED MARTIN CORP$840,8090.48%1,815CommonNONE
02079K107GOOGALPHABET INC$808,8980.46%4,560CommonNONE
09260D107BXBLACKSTONE INC$799,5050.46%5,345CommonNONE
244199105DEDEERE & CO$789,1760.45%1,552CommonNONE
G25508105CRHCRH PLC$772,0380.44%8,410CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$680,9350.39%2,689CommonNONE
958669103WESWESTERN MIDSTREAM PARTNERS L$675,9340.39%17,466CommonNONE
009158106APDAIR PRODS & CHEMS INC$645,6350.37%2,289CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$628,2350.36%2,167CommonNONE
12572Q105CMECME GROUP INC$610,7740.35%2,216CommonNONE
438516106HONHONEYWELL INTL INC$602,6930.35%2,588CommonNONE
30040W108ESEVERSOURCE ENERGY$586,4490.34%9,218CommonNONE
002824100ABTABBOTT LABS$567,1620.33%4,170CommonNONE
25434V849DFNMDIMENSIONAL ETF TRUST$519,0740.30%10,944CommonNONE
46435GAA0IBDRISHARES TR$499,5260.29%20,599CommonNONE
46435UAA9IBDSISHARES TR$499,4520.29%20,579CommonNONE
46434VBD1IBDQISHARES TR$490,5320.28%19,481CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$489,3160.28%8,730CommonNONE
46436E841IBTHISHARES TR$489,1350.28%21,749CommonNONE
46436E858IBTGISHARES TR$485,0690.28%21,154CommonNONE
291011104EMREMERSON ELEC CO$472,5220.27%3,544CommonNONE
209115104EDCONSOLIDATED EDISON INC$468,5340.27%4,669CommonNONE
30303M102METAMETA PLATFORMS INC$467,9490.27%634CommonNONE
46429B655FLOTISHARES TR$466,8840.27%9,151CommonNONE
46436E866ISHARES TR$463,5400.27%19,843CommonNONE
969457100WMBWILLIAMS COS INC$449,0920.26%7,150CommonNONE
25820R105DMLPDORCHESTER MINERALS LP$444,7570.26%15,964CommonNONE
580135101MCDMCDONALDS CORP$443,7000.25%1,519CommonNONE
30231G102XOMEXXON MOBIL CORP$440,6580.25%4,088CommonNONE
464287291IXNISHARES TR$439,6310.25%4,761CommonNONE
46435G425ESGUISHARES TR$437,6960.25%3,235CommonNONE
02079K305GOOGLALPHABET INC$424,7140.24%2,410CommonNONE
46436E825IBTJISHARES TR$409,0490.23%18,661CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$406,0310.23%11,329CommonNONE
46436E833IBTIISHARES TR$405,7000.23%18,144CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$397,0960.23%4,422CommonNONE
46435U515IBDTISHARES TR$395,1280.23%15,544CommonNONE
46436E205IBDUISHARES TR$393,5070.23%16,867CommonNONE
75513E101RTXRTX CORPORATION$388,5590.22%2,661CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$380,9220.22%12,970CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$377,6350.22%3,844CommonNONE
26884L109EQTEQT CORP$370,3900.21%6,351CommonNONE
13321L108CCJCAMECO CORP$361,5740.21%4,871CommonNONE
49435R102KRPKIMBELL RTY PARTNERS LP$357,6970.21%25,623CommonNONE
532457108LLYELI LILLY & CO$356,2450.20%457CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$349,9170.20%11,284CommonNONE
67066G104NVDANVIDIA CORPORATION$344,2700.20%2,179CommonNONE
780259305SHELSHELL PLC$343,0380.20%4,872CommonNONE
72201B101PTYPIMCO CORPORATE & INCOME OPP$341,7690.20%24,570CommonNONE
01881G106ABALLIANCEBERNSTEIN HLDG L P$340,2360.20%8,333CommonNONE
75281A109RRCRANGE RES CORP$331,0940.19%8,141CommonNONE
051774107AURAURORA INNOVATION INC$328,0760.19%62,610CommonNONE
464287804IJRISHARES TR$319,4040.18%2,923CommonNONE
11135F101AVGOBROADCOM INC$300,4580.17%1,090CommonNONE
25434V799DFICDIMENSIONAL ETF TRUST$294,9510.17%9,487CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$286,3760.16%8,284CommonNONE
464287499IWRISHARES TR$272,2310.16%2,960CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$259,0420.15%3,865CommonNONE
718172109PMPHILIP MORRIS INTL INC$257,3500.15%1,413CommonNONE
46436E528IBHFISHARES TR$255,3910.15%10,994CommonNONE
46435U168IBHEISHARES TR$253,5490.15%10,903CommonNONE
46436E478IBHGISHARES TR$247,4670.14%10,979CommonNONE
92826C839VVISA INC$241,1300.14%679CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$232,6390.13%1,577CommonNONE
478160104JNJJOHNSON & JOHNSON$229,8890.13%1,505CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$227,6860.13%230CommonNONE
46654Q732JTEKJ P MORGAN EXCHANGE TRADED F$222,4680.13%2,634CommonNONE
56585A102MPCMARATHON PETE CORP$219,9300.13%1,324CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$216,3120.12%2,400CommonNONE
46436E387IBHHISHARES TR$210,8890.12%8,887CommonNONE
46436E379IBHIISHARES TR$210,7940.12%8,898CommonNONE
464287671IUSGISHARES TR$209,8080.12%1,395CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$204,6110.12%1,518CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$204,3810.12%3,585CommonNONE
345370860FFORD MTR CO$164,2830.09%15,141CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.