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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 15 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IHAK ISHARES TR 420.0 $26K 0.01% NEW $60.76 +3.7%
282 HYS PIMCO ETF TR 268.0 $25K 0.01% NEW $93.49 -1.2%
283 CRM SALESFORCE INC Technology 158.0 $25K 0.01% -7K -97.8% $156.42 +65.7%
284 PGR PROGRESSIVE CORP Financial Services 113.0 $25K 0.01% NEW $218.22 +0.3%
285 PAYX PAYCHEX INC Industrials 248.0 $24K 0.01% NEW $98.23 +23.9%
286 VRTX VERTEX PHARMACEUTICALS INC Healthcare 49.0 $24K 0.01% NEW $496.73 +9.9%
287 IWM ISHARES TR 79.0 $24K 0.01% NEW $300.32 -1.4%
288 FSIG FIRST TR EXCHANGE-TRADED FD 1,248.0 $24K 0.01% NEW $18.85 -0.7%
289 SEPW AIM ETF PRODUCTS TRUST 703.0 $23K 0.01% NEW $33.39 +1.8%
290 TT TRANE TECHNOLOGIES PLC Industrials 47.0 $23K 0.01% NEW $493.00 -9.1%
291 FDCF FIDELITY COVINGTON TRUST 463.0 $23K 0.01% NEW $49.96 +1.5%
292 CHD CHURCH & DWIGHT CO INC Consumer Defensive 237.0 $23K 0.01% -24K -99.0% $97.01 +1.6%
293 UBER UBER TECHNOLOGIES INC Technology 317.0 $23K 0.01% NEW $72.16 +5.0%
294 FBRT FRANKLIN BSP RLTY TR INC Real Estate 2,809.0 $23K 0.01% NEW $8.14 +5.5%
295 STERLING CAP FDS 913.0 $23K 0.01% NEW $24.98
296 FIRST TR EXCHNG TRADED FD VI 749.0 $22K 0.01% NEW $29.89
297 SPDW SPDR INDEX SHS FDS 441.0 $22K 0.01% NEW $50.44 +3.7%
298 LMBS FIRST TR EXCHANGE-TRADED FD 447.0 $22K 0.01% NEW $49.73 -0.5%
299 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 57.0 $22K 0.01% NEW $388.61 +4.9%
300 ADP AUTOMATIC DATA PROCESSING IN Industrials 98.0 $22K 0.01% NEW $222.96 +24.5%
Page 15 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%