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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 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLC SELECT SECTOR SPDR TR 8.0 $882.0 -2K -99.7% $110.25 +1.6%
122 BUNGE GLOBAL SA 8.0 $879.0 -12K -99.9% $109.88
123 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 10.0 $807.0 -10K -99.9% $80.70 -8.7%
124 XLE SELECT SECTOR SPDR TR 13.0 $689.0 -5K -99.7% $53.00 +20.9%
125 CAG CONAGRA BRANDS INC Consumer Defensive 49.0 $656.0 -51K -99.9% $13.39 +15.6%
126 VNLA JANUS DETROIT STR TR 13.0 $632.0 -91K -100.0% $48.62 +0.4%
127 SEIX VIRTUS ETF TR II 24.0 $555.0 -13K -99.8% $23.12 +0.9%
128 FNF FIDELITY NATL FINL INC Financial Services 10.0 $471.0 -9K -99.9% $47.10 -2.8%
129 XONE BONDBLOXX ETF TRUST 1.0 $41.0 -14K -100.0% $41.00 +20.1%
Page 7 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%