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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 5 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DECT AIM ETF PRODUCTS TRUST 5,780.0 $227K 0.10% NEW $39.26 +2.9%
82 MELI MERCADOLIBRE INC Consumer Cyclical 128.0 $217K 0.09% NEW $1697.39 +16.6%
83 POCT INNOVATOR ETFS TRUST 4,593.0 $213K 0.09% NEW $46.41 +2.4%
84 NTSX WISDOMTREE TR 3,561.0 $210K 0.09% NEW $59.04 +2.0%
85 MAGA ETF SER SOLUTIONS 3,638.0 $204K 0.09% NEW $56.00 +2.5%
86 ZROZ PIMCO ETF TR 3,159.0 $202K 0.09% NEW $64.10 -8.1%
87 DAPR FIRST TR EXCHNG TRADED FD VI 4,766.0 $195K 0.08% NEW $40.88 +2.1%
88 BUCK SIMPLIFY EXCHANGE TRADED FUN 8,224.0 $193K 0.08% NEW $23.42 -0.7%
89 CTAS CINTAS CORP Industrials 1,119.0 $190K 0.08% NEW $170.02 +17.9%
90 JUNT AIM ETF PRODUCTS TRUST 5,008.0 $189K 0.08% NEW $37.79 +2.3%
91 IWS ISHARES TR 1,146.0 $189K 0.08% NEW $164.63 +3.4%
92 PJUN INNOVATOR ETFS TRUST 4,348.0 $188K 0.08% NEW $43.23 +2.1%
93 EFV ISHARES TR 2,443.0 $187K 0.08% NEW $76.54 +8.4%
94 SCHA SCHWAB STRATEGIC TR 5,166.0 $187K 0.08% NEW $36.13 -4.4%
95 LTPZ PIMCO ETF TR 3,671.0 $186K 0.08% NEW $50.65 -5.0%
96 VST VISTRA CORP Utilities 1,160.0 $184K 0.08% NEW $158.59 -5.9%
97 GJUN FIRST TR EXCHNG TRADED FD VI 4,372.0 $180K 0.08% NEW $41.19 +2.1%
98 FTGC FIRST TR EXCHANGE TRAD FD VI 6,651.0 $180K 0.08% NEW $27.05 +14.5%
99 NOW SERVICENOW INC Technology 1,790.0 $178K 0.08% NEW $99.28 +42.3%
100 CTA SIMPLIFY EXCHANGE TRADED FUN 6,594.0 $171K 0.07% NEW $25.94 +9.6%
Page 5 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%