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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 6 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYC SIMPLIFY EXCHANGE TRADED FUN 3,726.0 $170K 0.07% NEW $45.68 +2.1%
102 SPLS PIMCO ETF TR 3,123.0 $170K 0.07% NEW $54.28 +2.8%
103 EFG ISHARES TR 1,362.0 $169K 0.07% NEW $124.38 +0.1%
104 UMAY INNOVATOR ETFS TRUST 4,355.0 $166K 0.07% NEW $38.00 +2.1%
105 PAYH ELEVATION SERIES TRUST 6,633.0 $164K 0.07% NEW $24.78 +1.9%
106 ONEH ELEVATION SERIES TRUST 6,462.0 $159K 0.07% NEW $24.68 +0.2%
107 FEBT AIM ETF PRODUCTS TRUST 3,785.0 $156K 0.07% NEW $41.14 +2.6%
108 WDAY WORKDAY INC Technology 1,262.0 $154K 0.07% NEW $122.42 +59.9%
109 FIXD FIRST TR EXCHNG TRADED FD VI 3,387.0 $148K 0.06% NEW $43.61 -2.0%
110 SCHG SCHWAB STRATEGIC TR 4,270.0 $145K 0.06% NEW $33.84 +5.0%
111 UMAR INNOVATOR ETFS TRUST 3,406.0 $144K 0.06% NEW $42.25 +2.2%
112 FOXY SIMPLIFY EXCHANGE TRADED FUN 4,782.0 $142K 0.06% NEW $29.79 -6.8%
113 SBAR SIMPLIFY EXCHANGE TRADED FUN 5,564.0 $142K 0.06% NEW $25.60 +0.4%
114 PJAN INNOVATOR ETFS TRUST 2,774.0 $137K 0.06% NEW $49.49 +2.4%
115 AGGH SIMPLIFY EXCHANGE TRADED FUN 6,775.0 $137K 0.06% NEW $20.17 -3.0%
116 XLK SELECT SECTOR SPDR TR 693.0 $132K 0.06% NEW $190.65 -1.8%
117 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,174.0 $132K 0.06% NEW $112.36 +37.9%
118 VBK VANGUARD INDEX FDS 355.0 $130K 0.06% NEW $365.52 -4.4%
119 VMC VULCAN MATLS CO Basic Materials 433.0 $128K 0.06% NEW $295.14 -11.0%
120 VFH VANGUARD WORLD FD 941.0 $124K 0.05% NEW $131.65 +7.9%
Page 6 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%