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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ENTG ENTEGRIS INC Technology 13.0 $2K 0.00% -2K -99.3% $179.92 -22.9%
102 TFC TRUIST FINL CORP Financial Services 47.0 $2K 0.00% -29K -99.8% $49.51 +4.3%
103 RF REGIONS FINANCIAL CORP NEW Financial Services 76.0 $2K 0.00% -52K -99.8% $30.09 +1.1%
104 BBY BEST BUY INC Consumer Cyclical 29.0 $2K 0.00% -14K -99.8% $77.00 +17.2%
105 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 40.0 $2K 0.00% -22K -99.8% $52.83 +20.3%
106 OGE OGE ENERGY CORP Utilities 43.0 $2K 0.00% -23K -99.8% $48.86 -4.0%
107 OKE ONEOK INC NEW Energy 24.0 $2K 0.00% -11K -99.8% $85.88 +11.1%
108 ES EVERSOURCE ENERGY Utilities 27.0 $2K 0.00% -17K -99.8% $73.59 -3.5%
109 SWKS SKYWORKS SOLUTIONS INC Technology 27.0 $2K 0.00% -18K -99.8% $68.89 +7.4%
110 PPL PPL CORP Utilities 49.0 $2K 0.00% -27K -99.8% $36.55 -3.9%
111 HPQ HP INC Technology 81.0 $2K 0.00% -36K -99.8% $21.86 +49.3%
112 FITB FIFTH THIRD BANCORP Financial Services 29.0 $2K 0.00% -23K -99.9% $56.45 -2.8%
113 INTU INTUIT Technology 6.0 $2K 0.00% -522.0 -98.9% $261.33 +27.3%
114 GPC GENUINE PARTS CO Consumer Cyclical 13.0 $2K 0.00% -9K -99.8% $119.31 +15.7%
115 XSVN BONDBLOXX ETF TRUST 30.0 $1K 0.00% -5K -99.4% $47.87 -3.7%
116 FLDR FIDELITY MERRIMACK STR TR 28.0 $1K 0.00% -14K -99.8% $50.11 -0.2%
117 JSI JANUS DETROIT STR TR 26.0 $1K 0.00% -5K -99.4% $51.58 -1.4%
118 CMBS ISHARES TR 27.0 $1K 0.00% -12K -99.8% $48.67 -1.0%
119 FE FIRSTENERGY CORP Utilities 24.0 $1K -24K -99.9% $47.38 -1.3%
120 IP INTERNATIONAL PAPER CO Consumer Cyclical 28.0 $1K -26K -99.9% $37.68 -1.2%
Page 6 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%