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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 12 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PAYX PAYCHEX INC Industrials 248.0 $24K 0.01% NEW $98.23 +23.9%
222 VRTX VERTEX PHARMACEUTICALS INC Healthcare 49.0 $24K 0.01% NEW $496.73 +9.9%
223 IWM ISHARES TR 79.0 $24K 0.01% NEW $300.32 -1.4%
224 FSIG FIRST TR EXCHANGE-TRADED FD 1,248.0 $24K 0.01% NEW $18.85 -0.7%
225 SEPW AIM ETF PRODUCTS TRUST 703.0 $23K 0.01% NEW $33.39 +1.8%
226 TT TRANE TECHNOLOGIES PLC Industrials 47.0 $23K 0.01% NEW $493.00 -9.1%
227 FDCF FIDELITY COVINGTON TRUST 463.0 $23K 0.01% NEW $49.96 +1.5%
228 UBER UBER TECHNOLOGIES INC Technology 317.0 $23K 0.01% NEW $72.16 +5.0%
229 FBRT FRANKLIN BSP RLTY TR INC Real Estate 2,809.0 $23K 0.01% NEW $8.14 +5.5%
230 STERLING CAP FDS 913.0 $23K 0.01% NEW $24.98
231 FIRST TR EXCHNG TRADED FD VI 749.0 $22K 0.01% NEW $29.89
232 SPDW SPDR INDEX SHS FDS 441.0 $22K 0.01% NEW $50.44 +3.7%
233 LMBS FIRST TR EXCHANGE-TRADED FD 447.0 $22K 0.01% NEW $49.73 -0.5%
234 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 57.0 $22K 0.01% NEW $388.61 +4.9%
235 ADP AUTOMATIC DATA PROCESSING IN Industrials 98.0 $22K 0.01% NEW $222.96 +24.5%
236 JULW AIM ETF PRODUCTS TRUST 497.0 $20K 0.01% NEW $40.82 +1.8%
237 ACYN FIRST TR EXCHANGE-TRADED FD 959.0 $20K 0.01% NEW $20.79 -0.5%
238 FBOT FIDELITY COVINGTON TRUST 502.0 $20K 0.01% NEW $39.58 -0.6%
239 PEP PEPSICO INC Consumer Defensive 139.0 $19K 0.01% NEW $135.26 +1.8%
240 VGIT VANGUARD SCOTTSDALE FDS 314.0 $19K 0.01% NEW $58.97 -1.8%
Page 12 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%