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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 13 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FBCG FIDELITY COVINGTON TRUST 663.0 $41K 0.02% NEW $62.14 +0.4%
242 OCTW AIM ETF PRODUCTS TRUST 1,007.0 $41K 0.02% NEW $40.91 +2.2%
243 CRH PLC 385.0 $41K 0.02% NEW $106.91
244 MRK MERCK & CO INC Healthcare 305.0 $39K 0.02% NEW $128.46 +17.0%
245 FIIG FIRST TR EXCHANGE-TRADED FD 1,809.0 $37K 0.02% NEW $20.71 -1.9%
246 CSX CSX CORP Industrials 783.0 $37K 0.02% -56K -98.6% $47.52 +4.0%
247 FJP FIRST TR EXCH TRD ALPHDX FD 476.0 $36K 0.02% NEW $76.36 +2.5%
248 IEFA ISHARES TR 368.0 $36K 0.01% -72K -99.5% $96.54 +4.7%
249 KR KROGER CO Consumer Defensive 633.0 $35K 0.01% NEW $55.53 +5.5%
250 SPYG SPDR SERIES TRUST 289.0 $34K 0.01% NEW $118.88 +2.4%
251 TYA SIMPLIFY EXCHANGE TRADED FUN 2,639.0 $34K 0.01% NEW $12.77 -5.6%
252 LIN LINDE PLC Basic Materials 64.0 $33K 0.01% -3K -97.8% $520.17 -8.2%
253 AUB ATLANTIC UN BANKSHARES CORP Financial Services 771.0 $33K 0.01% NEW $42.29 -3.3%
254 GD GENERAL DYNAMICS CORP Industrials 92.0 $33K 0.01% NEW $354.27 +1.4%
255 FSK FS KKR CAP CORP Financial Services 3,048.0 $32K 0.01% NEW $10.50 +18.5%
256 BK BANK OF NY MELLON CORP Financial Services 221.0 $32K 0.01% -18K -98.8% $144.76 -2.0%
257 NEE NEXTERA ENERGY INC Utilities 359.0 $31K 0.01% -9K -96.0% $87.65 -4.8%
258 FS SPECIALTY LENDING FD 2,810.0 $31K 0.01% NEW $11.15
259 TRV TRAVELERS COMPANIES INC Financial Services 92.0 $30K 0.01% NEW $330.73 +11.7%
260 MSC INCOME FUND INC 2,589.0 $30K 0.01% NEW $11.57
Page 13 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%