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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 11 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FS SPECIALTY LENDING FD 2,810.0 $31K 0.01% NEW $11.15
202 TRV TRAVELERS COMPANIES INC Financial Services 92.0 $30K 0.01% NEW $330.73 +11.7%
203 MSC INCOME FUND INC 2,589.0 $30K 0.01% NEW $11.57
204 HEICO CORP NEW 116.0 $30K 0.01% NEW $257.22
205 TXN TEXAS INSTRS INC Technology 99.0 $29K 0.01% NEW $297.10 -13.0%
206 FNDF SCHWAB STRATEGIC TR 556.0 $29K 0.01% NEW $52.76 +6.7%
207 DTM DT MIDSTREAM INC Energy 196.0 $29K 0.01% NEW $146.49 -11.6%
208 VV VANGUARD INDEX FDS 82.0 $28K 0.01% NEW $345.91 +2.6%
209 INNOVATOR ETFS TRUST 1,030.0 $28K 0.01% NEW $27.40
210 PRFZ INVESCO EXCHANGE TRADED FD T 500.0 $28K 0.01% NEW $55.77 -1.7%
211 SPMB SPDR SERIES TRUST 1,248.0 $28K 0.01% NEW $22.32 -2.0%
212 TLT ISHARES TR 319.0 $28K 0.01% NEW $86.50 -5.0%
213 IJH ISHARES TR 357.0 $28K 0.01% NEW $77.04 -1.5%
214 HOOD ROBINHOOD MKTS INC Financial Services 272.0 $27K 0.01% NEW $100.28 +21.8%
215 BKNG BOOKING HOLDINGS INC Consumer Cyclical 152.0 $27K 0.01% NEW $178.17 +8.5%
216 CARR CARRIER GLOBAL CORPORATION Industrials 356.0 $26K 0.01% NEW $73.33 -18.6%
217 SILA SILA REALTY TRUST INC Real Estate 851.0 $26K 0.01% NEW $30.36 -0.0%
218 IHAK ISHARES TR 420.0 $26K 0.01% NEW $60.76 +3.7%
219 HYS PIMCO ETF TR 268.0 $25K 0.01% NEW $93.49 -1.2%
220 PGR PROGRESSIVE CORP Financial Services 113.0 $25K 0.01% NEW $218.22 +0.3%
Page 11 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%