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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 12 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MINT PIMCO ETF TR 504.0 $51K 0.02% -10K -95.1% $100.78 -0.3%
222 FTCS FIRST TR EXCHANGE-TRADED FD 540.0 $51K 0.02% NEW $93.88 +6.1%
223 FNDX SCHWAB STRATEGIC TR 1,626.0 $51K 0.02% NEW $31.10 +5.0%
224 EES WISDOMTREE TR 745.0 $50K 0.02% NEW $67.75 +1.0%
225 BAC BANK OF AMER CORP Financial Services 878.0 $50K 0.02% -44K -98.1% $57.01 +9.9%
226 KO COCA COLA CO Consumer Defensive 587.0 $48K 0.02% NEW $81.22 +8.4%
227 GAEM SIMPLIFY EXCHANGE TRADED FUN 1,753.0 $47K 0.02% NEW $26.91 -0.6%
228 DLS WISDOMTREE TR 560.0 $47K 0.02% NEW $83.77 +7.5%
229 DIA STATE STR SPDR DOW JONES IND Financial Services 90.0 $47K 0.02% NEW $520.89 +2.5%
230 LGOV FIRST TR EXCHANGE-TRADED FD 2,172.0 $46K 0.02% NEW $21.40 -2.9%
231 QCOM QUALCOMM INC Technology 249.0 $46K 0.02% NEW $184.72 -8.7%
232 INNOVATOR ETFS TRUST 1,757.0 $46K 0.02% NEW $25.97
233 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 166.0 $45K 0.02% NEW $271.95 -37.3%
234 BDX BECTON DICKINSON & CO Healthcare 296.0 $45K 0.02% NEW $151.15 +22.2%
235 AEE AMEREN CORP Utilities 391.0 $44K 0.02% NEW $113.07 -5.8%
236 FDN FIRST TR EXCHANGE-TRADED FD 166.0 $44K 0.02% NEW $264.72 +9.9%
237 CDNS CADENCE DESIGN SYSTEM INC Technology 113.0 $42K 0.02% NEW $375.32 -22.0%
238 QHY WISDOMTREE TR 915.0 $42K 0.02% NEW $45.83 -0.6%
239 FEP FIRST TR EXCH TRD ALPHDX FD 732.0 $42K 0.02% NEW $57.02 +5.8%
240 SIXO AIM ETF PRODUCTS TRUST 1,161.0 $42K 0.02% NEW $35.87 +1.7%
Page 12 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%