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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 19 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PSK SPDR SERIES TRUST 150.0 $5K 0.00% NEW $30.59 -4.1%
362 AZN ASTRAZENECA PLC Healthcare 24.0 $5K 0.00% NEW $189.96 -14.3%
363 MDT MEDTRONIC PLC Healthcare 58.0 $5K 0.00% NEW $78.29 +20.3%
364 FCX FREEPORT MCMORAN INC Basic Materials 72.0 $5K 0.00% NEW $62.89 +15.6%
365 CNQ CANADIAN NAT RES LTD MED TER Energy 112.0 $4K 0.00% NEW $39.50 +27.7%
366 DFEV DIMENSIONAL ETF TRUST 103.0 $4K 0.00% NEW $42.87 +2.0%
367 IVW ISHARES TR 32.0 $4K 0.00% NEW $137.78 +2.0%
368 SE SEA LTD Consumer Cyclical 46.0 $4K 0.00% NEW $95.83 +17.0%
369 WTS WATTS WATER TECHNOLOGIES INC Industrials 11.0 $4K 0.00% NEW $400.64 -9.4%
370 HIGH SIMPLIFY EXCHANGE TRADED FUN 200.0 $4K 0.00% NEW $21.68 -0.6%
371 CARNIVAL CORP LTD 151.0 $4K 0.00% NEW $28.49
372 BNTX BIONTECH SE Healthcare 45.0 $4K 0.00% NEW $92.13 +12.6%
373 MAS MASCO CORP Industrials 50.0 $4K 0.00% NEW $81.98 -11.3%
374 DISV DIMENSIONAL ETF TRUST 101.0 $4K 0.00% NEW $40.24 +11.8%
375 CR CRANE COMPANY Industrials 18.0 $4K 0.00% NEW $225.72 -9.3%
376 SCHW SCHWAB CHARLES CORP Financial Services 44.0 $4K 0.00% NEW $92.27 +18.4%
377 JAMES HARDIE INDS PLC 155.0 $4K 0.00% NEW $26.18
378 IGSB ISHARES TR 77.0 $4K 0.00% NEW $52.42 -1.1%
379 RL RALPH LAUREN CORP Consumer Cyclical 10.0 $4K 0.00% NEW $401.40 -12.5%
380 DFIS DIMENSIONAL ETF TRUST 114.0 $4K 0.00% NEW $35.00 +7.6%
Page 19 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%