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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 14 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WAT WATERS CORP Healthcare 39.0 $15K 0.01% NEW $375.05 +9.2%
262 CARY ANGEL OAK FUNDS TRUST 702.0 $15K 0.01% NEW $20.78 -0.9%
263 ALL ALLSTATE CORP Financial Services 61.0 $14K 0.01% NEW $237.48 +9.3%
264 DIS DISNEY WALT CO Communication Services 150.0 $14K 0.01% NEW $96.09 +9.6%
265 PRF INVESCO EXCHANGE TRADED FD T 259.0 $14K 0.01% NEW $53.97 +4.4%
266 ABT ABBOTT LABORATORIES Healthcare 154.0 $14K 0.01% NEW $90.47 +19.7%
267 MRNA MODERNA INC Healthcare 197.0 $14K 0.01% NEW $70.03 +107.8%
268 NVS NOVARTIS AG Healthcare 87.0 $14K 0.01% NEW $156.63 +2.1%
269 IRM IRON MTN INC DEL Real Estate 107.0 $14K 0.01% NEW $126.82 -7.9%
270 CB CHUBB LIMITED Financial Services 40.0 $14K 0.01% NEW $337.52 +1.2%
271 ITW ILLINOIS TOOL WKS INC Industrials 48.0 $13K 0.01% NEW $270.48 -0.1%
272 AMGN AMGEN INC Healthcare 35.0 $13K 0.01% NEW $365.74 +19.5%
273 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 51.0 $13K 0.01% NEW $249.98 -14.1%
274 WDIV SPDR INDEX SHS FDS 159.0 $13K 0.01% NEW $79.95 +7.1%
275 SPSM SPDR SERIES TRUST 220.0 $13K 0.01% NEW $57.62 -1.9%
276 FGD FIRST TR EXCHANGE-TRADED FD 393.0 $13K 0.01% NEW $31.99 +12.6%
277 CEFZ ELEVATION SERIES TRUST 1,525.0 $13K 0.01% NEW $8.23 -0.4%
278 HAS HASBRO INC Consumer Cyclical 151.0 $12K 0.01% NEW $82.74 +11.8%
279 J P MORGAN EXCHANGE TRADED F 241.0 $12K 0.01% NEW $50.51
280 SCZ ISHARES TR 147.0 $12K 0.01% NEW $82.27 +6.4%
Page 14 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%