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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 14 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HEICO CORP NEW 116.0 $30K 0.01% NEW $257.22
262 TXN TEXAS INSTRS INC Technology 99.0 $29K 0.01% NEW $297.10 -13.0%
263 FNDF SCHWAB STRATEGIC TR 556.0 $29K 0.01% NEW $52.76 +6.7%
264 DTM DT MIDSTREAM INC Energy 196.0 $29K 0.01% NEW $146.49 -11.6%
265 VV VANGUARD INDEX FDS 82.0 $28K 0.01% NEW $345.91 +2.6%
266 PM PHILIP MORRIS INTL INC Consumer Defensive 156.0 $28K 0.01% -20K -99.2% $181.01 +0.8%
267 INNOVATOR ETFS TRUST 1,030.0 $28K 0.01% NEW $27.40
268 PRFZ INVESCO EXCHANGE TRADED FD T 500.0 $28K 0.01% NEW $55.77 -1.7%
269 SPMB SPDR SERIES TRUST 1,248.0 $28K 0.01% NEW $22.32 -2.0%
270 TLT ISHARES TR 319.0 $28K 0.01% NEW $86.50 -5.0%
271 IJH ISHARES TR 357.0 $28K 0.01% NEW $77.04 -1.5%
272 HOOD ROBINHOOD MKTS INC Financial Services 272.0 $27K 0.01% NEW $100.28 +21.8%
273 VZ VERIZON COMMUNICATIONS INC Communication Services 644.0 $27K 0.01% -37K -98.3% $42.34 +18.4%
274 SRE SEMPRA Utilities 293.0 $27K 0.01% -15K -98.0% $92.71 -9.4%
275 BKNG BOOKING HOLDINGS INC Consumer Cyclical 152.0 $27K 0.01% NEW $178.17 +8.5%
276 DOV DOVER CORP Industrials 118.0 $26K 0.01% -12K -99.0% $224.58 -14.1%
277 CARR CARRIER GLOBAL CORPORATION Industrials 356.0 $26K 0.01% NEW $73.33 -18.6%
278 LEN LENNAR CORP Consumer Cyclical 288.0 $26K 0.01% -26K -98.9% $90.38 -7.5%
279 SILA SILA REALTY TRUST INC Real Estate 851.0 $26K 0.01% NEW $30.36 -0.0%
280 EMR EMERSON ELEC CO Industrials 178.0 $26K 0.01% -3K -94.2% $143.40 +6.6%
Page 14 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%