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Portfolio (Quarterly) Guide ↗

TOUNJIAN ADVISORY PARTNERS, LLC

· CIK 0002039850
13F Portfolio $234M AUM 795 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 646 New 14 Added 129 Reduced 7 Exited
Page 10 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 166.0 $45K 0.02% NEW $271.95 -37.3%
182 BDX BECTON DICKINSON & CO Healthcare 296.0 $45K 0.02% NEW $151.15 +22.2%
183 AEE AMEREN CORP Utilities 391.0 $44K 0.02% NEW $113.07 -5.8%
184 FDN FIRST TR EXCHANGE-TRADED FD 166.0 $44K 0.02% NEW $264.72 +9.9%
185 CDNS CADENCE DESIGN SYSTEM INC Technology 113.0 $42K 0.02% NEW $375.32 -22.0%
186 QHY WISDOMTREE TR 915.0 $42K 0.02% NEW $45.83 -0.6%
187 FEP FIRST TR EXCH TRD ALPHDX FD 732.0 $42K 0.02% NEW $57.02 +5.8%
188 SIXO AIM ETF PRODUCTS TRUST 1,161.0 $42K 0.02% NEW $35.87 +1.7%
189 FBCG FIDELITY COVINGTON TRUST 663.0 $41K 0.02% NEW $62.14 +0.4%
190 OCTW AIM ETF PRODUCTS TRUST 1,007.0 $41K 0.02% NEW $40.91 +2.2%
191 CRH PLC 385.0 $41K 0.02% NEW $106.91
192 MRK MERCK & CO INC Healthcare 305.0 $39K 0.02% NEW $128.46 +17.0%
193 FIIG FIRST TR EXCHANGE-TRADED FD 1,809.0 $37K 0.02% NEW $20.71 -1.9%
194 FJP FIRST TR EXCH TRD ALPHDX FD 476.0 $36K 0.02% NEW $76.36 +2.5%
195 KR KROGER CO Consumer Defensive 633.0 $35K 0.01% NEW $55.53 +5.5%
196 SPYG SPDR SERIES TRUST 289.0 $34K 0.01% NEW $118.88 +2.4%
197 TYA SIMPLIFY EXCHANGE TRADED FUN 2,639.0 $34K 0.01% NEW $12.77 -5.6%
198 AUB ATLANTIC UN BANKSHARES CORP Financial Services 771.0 $33K 0.01% NEW $42.29 -3.3%
199 GD GENERAL DYNAMICS CORP Industrials 92.0 $33K 0.01% NEW $354.27 +1.4%
200 FSK FS KKR CAP CORP Financial Services 3,048.0 $32K 0.01% NEW $10.50 +18.5%
Page 10 of 33  ·  646 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
Technology 38.7%
Consumer Cyclical 20.5%
Industrials 11.9%
Consumer Defensive 9.1%
Financial Services 6.1%
Healthcare 5.7%
Communication Services 5.2%
Utilities 1.3%
Energy 0.7%
Real Estate 0.4%