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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 11 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DTE DTE ENERGY CO Utilities 460.0 $70K 0.03% -6K -93.2% $152.45 -10.7%
202 LLY ELI LILLY & CO Healthcare 58.0 $70K 0.03% -3K -98.2% $1204.38 -4.7%
203 BP BP PLC Energy 1,875.0 $69K 0.03% NEW $36.95 +18.6%
204 QTEC FIRST TR EXCHANGE-TRADED FD 202.0 $68K 0.03% NEW $334.89 -6.8%
205 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,020.0 $67K 0.03% NEW $33.29 +35.9%
206 INTC INTEL CORP Technology 466.0 $65K 0.03% NEW $139.77 -31.5%
207 FDT FIRST TR EXCH TRD ALPHDX FD 683.0 $65K 0.03% NEW $94.71 +3.5%
208 V VISA INC Financial Services 188.0 $65K 0.03% -9K -98.0% $343.22 +9.3%
209 IWP ISHARES TR 439.0 $64K 0.03% NEW $146.30 -4.5%
210 BUSE FIRST BUSEY CORP Financial Services 2,173.0 $64K 0.03% NEW $29.50 +3.9%
211 IQDG WISDOMTREE TR 1,477.0 $64K 0.03% NEW $43.08 +3.3%
212 ZBIO ZENAS BIOPHARMA INC Healthcare 2,500.0 $63K 0.03% NEW $25.38 +29.6%
213 FEM FIRST TR EXCH TRD ALPHDX FD 1,924.0 $62K 0.03% NEW $31.98 +5.0%
214 WTMF WISDOMTREE TR 1,497.0 $61K 0.03% NEW $40.84 +3.1%
215 VCIT VANGUARD SCOTTSDALE FDS 692.0 $57K 0.02% -3K -83.1% $82.66 -2.6%
216 LRCX LAM RESEARCH CORP Technology 130.0 $56K 0.02% -12K -98.9% $433.12 -29.0%
217 PMAY INNOVATOR ETFS TRUST 1,329.0 $55K 0.02% NEW $41.30 +2.4%
218 FDIF FIDELITY COVINGTON TRUST 1,347.0 $55K 0.02% NEW $40.47 +2.8%
219 C CITIGROUP INC Financial Services 386.0 $54K 0.02% -24K -98.4% $139.81 -1.5%
220 DAUG FIRST TR EXCHNG TRADED FD VI 1,114.0 $52K 0.02% NEW $46.85 +1.8%
Page 11 of 40  ·  789 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%