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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XEL XCEL ENERGY INC Utilities 174.0 $14K 0.01% -15K -98.9% $80.11 -5.5%
62 MDYG SPDR SERIES TRUST 123.0 $14K 0.01% -4K -97.3% $112.48 -3.7%
63 BSX BOSTON SCIENTIFIC CORP Healthcare 299.0 $13K 0.01% -15K -98.0% $42.68 +12.0%
64 RSG REPUBLIC SVCS INC Industrials 58.0 $12K 0.01% -6K -99.0% $213.33 +4.4%
65 FIDU FIDELITY COVINGTON TRUST 124.0 $12K 0.01% -12K -99.0% $99.73 -6.6%
66 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 126.0 $12K 0.01% -3K -96.4% $96.40 -54.5%
67 ACN ACCENTURE PLC IRELAND Technology 97.0 $12K 0.01% -9K -99.0% $124.79 +49.6%
68 MDYV SPDR SERIES TRUST 125.0 $12K 0.01% -4K -97.0% $94.78 +0.4%
69 D DOMINION ENERGY INC Utilities 150.0 $10K 0.00% -24K -99.4% $68.40 -3.7%
70 TROW PRICE T ROWE GROUP INC Financial Services 87.0 $10K 0.00% -20K -99.6% $114.10 -3.8%
71 BOND PIMCO ETF TR 107.0 $10K 0.00% -15K -99.3% $91.79 -1.9%
72 JAAA JANUS DETROIT STR TR 187.0 $9K 0.00% -29K -99.4% $50.48 +0.2%
73 F FORD MTR CO Consumer Cyclical 654.0 $9K 0.00% -133K -99.5% $13.89 +5.2%
74 FMAT FIDELITY COVINGTON TRUST 146.0 $9K 0.00% -14K -99.0% $58.51 +3.0%
75 FUTY FIDELITY COVINGTON TRUST 138.0 $8K 0.00% -7K -98.0% $58.41 -4.8%
76 CMS CMS ENERGY CORP Utilities 101.0 $8K 0.00% -16K -99.3% $76.32 -10.3%
77 AVIG AMERICAN CENTY ETF TR 175.0 $7K 0.00% -62K -99.7% $41.38 -2.1%
78 FIDELITY COVINGTON TRUST 75.0 $6K 0.00% -5K -98.5% $76.88
79 USB US BANCORP Financial Services 92.0 $6K 0.00% -32K -99.7% $60.48 +4.8%
80 MO ALTRIA GROUP INC Consumer Defensive 71.0 $5K 0.00% -20K -99.7% $71.86 -4.1%
Page 4 of 7  ·  129 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%