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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 7 of 33  ·  646 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ET ENERGY TRANSFER L P Energy 6,378.0 $122K 0.05% NEW $19.12 +12.4%
122 VHT VANGUARD WORLD FD 406.0 $121K 0.05% NEW $299.14 +7.5%
123 GEV GE VERNOVA INC Utilities 103.0 $121K 0.05% NEW $1170.57 -19.5%
124 MPC MARATHON PETE CORP Energy 454.0 $116K 0.05% NEW $255.57 +52.2%
125 TMO THERMO FISHER SCIENTIFIC INC Healthcare 230.0 $115K 0.05% NEW $500.60 +22.6%
126 AGGY WISDOMTREE TR 2,623.0 $114K 0.05% NEW $43.48 -2.2%
127 DGRW WISDOMTREE TR 1,144.0 $109K 0.05% NEW $95.61 +4.3%
128 ABNB AIRBNB INC Consumer Cyclical 755.0 $108K 0.05% NEW $143.10 +27.1%
129 DDWM WISDOMTREE TR 2,274.0 $105K 0.04% NEW $46.18 +3.1%
130 XSOE WISDOMTREE TR 2,077.0 $102K 0.04% NEW $49.17 -1.2%
131 VTWO VANGUARD SCOTTSDALE FDS 839.0 $102K 0.04% NEW $121.46 -1.5%
132 FIRST TR EXCHNG TRADED FD VI 2,987.0 $100K 0.04% NEW $33.60
133 AFLG FIRST TR EXCHNG TRADED FD VI 2,303.0 $100K 0.04% NEW $43.41 +3.7%
134 SVOL SIMPLIFY EXCHANGE TRADED FUN 6,230.0 $100K 0.04% NEW $16.04 +3.9%
135 TRGP TARGA RES CORP Energy 367.0 $98K 0.04% NEW $268.09 +8.2%
136 VYM VANGUARD WHITEHALL FDS 622.0 $98K 0.04% NEW $158.03 +3.9%
137 SCEP STERLING CAP FDS 3,614.0 $90K 0.04% NEW $25.00 -0.6%
138 PHM PULTE GROUP INC Consumer Cyclical 652.0 $89K 0.04% NEW $137.16 -9.3%
139 DE DEERE & CO Industrials 141.0 $89K 0.04% NEW $632.87 +9.6%
140 NVTS NAVITAS SEMICONDUCTOR CORP Technology 4,869.0 $87K 0.04% NEW $17.92 -34.2%
Page 7 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%