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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 33 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BAX BAXTER INTL INC Healthcare $10.0 NEW
642 BROWN FORMAN CORP $7.0 NEW
643 HLN HALEON PLC Healthcare $5.0 NEW
644 OWL BLUE OWL CAPITAL INC Financial Services $4.0 NEW
645 NAT NORDIC AMERICAN TANKERS LIMI Industrials 1.0 $3.0 NEW $3.00 +141.7%
646 CVM CEL-SCI CORP Healthcare 2.0 $2.0 NEW $1.00 +63.0%
Page 33 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%