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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 3 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 8,252.0 $684K 0.29% NEW $82.84 +1.0%
42 PAYM ELEVATION SERIES TRUST 25,899.0 $651K 0.28% NEW $25.12 +1.8%
43 ASML ASML HLDG NV Technology 285.0 $567K 0.24% NEW $1989.91 -13.8%
44 AGEM ABRDN FDS 11,446.0 $565K 0.24% NEW $49.38 +2.0%
45 IDEV ISHARES TR 6,283.0 $559K 0.24% NEW $89.01 +4.9%
46 IWY ISHARES TR 1,872.0 $544K 0.23% NEW $290.54 -0.4%
47 IDXX IDEXX LABS INC Healthcare 1,008.0 $531K 0.23% NEW $526.44 +1.7%
48 CEG CONSTELLATION ENERGY CORP Utilities 2,043.0 $507K 0.22% NEW $248.36 +20.4%
49 BALT INNOVATOR ETFS TRUST 14,739.0 $505K 0.22% NEW $34.27 +1.6%
50 RDVI FIRST TR EXCHANGE-TRADED FD 14,926.0 $439K 0.19% NEW $29.40 -0.5%
51 LMT LOCKHEED MARTIN CORP Industrials 827.0 $421K 0.18% NEW $509.40 +3.1%
52 GOCT FIRST TR EXCHNG TRADED FD VI 9,882.0 $411K 0.18% NEW $41.54 +2.4%
53 INNOVATOR ETFS TRUST 15,251.0 $406K 0.17% NEW $26.64
54 SHOP SHOPIFY INC Technology 3,467.0 $396K 0.17% NEW $114.18 +27.1%
55 BUFQ FIRST TR EXCHNG TRADED FD VI 9,833.0 $386K 0.17% NEW $39.27 +1.4%
56 ETN EATON CORP PLC Industrials 881.0 $376K 0.16% NEW $426.34 -3.6%
57 SNPS SYNOPSYS INC Technology 839.0 $374K 0.16% NEW $446.07 -11.7%
58 QQQ INVESCO QQQ TR Financial Services 481.0 $354K 0.15% NEW $735.78 -2.3%
59 IWX ISHARES TR 3,305.0 $348K 0.15% NEW $105.17 +7.4%
60 SDVY FIRST TR EXCHANGE TRADED FD 7,681.0 $331K 0.14% NEW $43.14 +0.7%
Page 3 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%