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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PNW PINNACLE WEST CAP CORP Utilities 45.0 $5K 0.00% -10K -99.6% $107.42 -9.2%
82 GOVT ISHARES TR 202.0 $5K 0.00% -91K -99.8% $22.84 -2.1%
83 SKOR FLEXSHARES TR 86.0 $4K 0.00% -42K -99.8% $48.53 -1.8%
84 SPBO SPDR SERIES TRUST 143.0 $4K 0.00% -73K -99.8% $29.04 -2.7%
85 CFG CITIZENS FINL GROUP INC Financial Services 57.0 $4K 0.00% -27K -99.8% $70.46 +0.5%
86 FDIS FIDELITY COVINGTON TRUST 38.0 $4K 0.00% -4K -99.0% $103.66 -3.0%
87 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4.0 $4K 0.00% -3K -99.9% $957.25 -11.3%
88 PRU PRUDENTIAL FINL INC Financial Services 35.0 $4K 0.00% -14K -99.8% $107.37 +13.6%
89 ILTB ISHARES TR 76.0 $4K 0.00% -37K -99.8% $49.25 -4.4%
90 EIX EDISON INTL Utilities 45.0 $3K 0.00% -16K -99.7% $75.13 -24.4%
91 OMC OMNICOM GROUP INC Communication Services 42.0 $3K 0.00% -17K -99.8% $72.52 +13.9%
92 UNP UNION PAC CORP Industrials 11.0 $3K 0.00% -967.0 -98.9% $273.73 +5.8%
93 VLO VALERO ENERGY CORP Energy 10.0 $3K 0.00% -8K -99.9% $267.50 +38.6%
94 WEC WEC ENERGY GROUP INC Utilities 22.0 $3K 0.00% -11K -99.8% $119.41 -11.3%
95 KMB KIMBERLY-CLARK CORP Consumer Defensive 23.0 $3K 0.00% -3K -99.2% $111.61 -6.0%
96 KEY KEYCORP Financial Services 110.0 $3K 0.00% -76K -99.9% $23.06 -3.8%
97 SGOV ISHARES TR 25.0 $3K 0.00% -14K -99.8% $101.24 -0.8%
98 HBAN HUNTINGTON BANCSHARES INC Financial Services 139.0 $2K 0.00% -79K -99.8% $17.69 -3.7%
99 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 23.0 $2K 0.00% -12K -99.8% $106.00 +10.1%
100 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 31.0 $2K 0.00% -26K -99.9% $75.52 +12.0%
Page 5 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%