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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 17 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IUSB ISHARES TR 363.0 $17K 0.01% NEW $46.10 -1.9%
322 HYLS FIRST TR EXCHANGE-TRADED FD 411.0 $17K 0.01% NEW $40.61 -0.3%
323 AVUV AMERICAN CENTY ETF TR 131.0 $16K 0.01% NEW $124.28 +2.1%
324 SPIB SPDR SERIES TRUST 485.0 $16K 0.01% NEW $33.47 -1.7%
325 FDFF FIDELITY COVINGTON TRUST 490.0 $16K 0.01% NEW $33.09 +14.8%
326 AIM ETF PRODUCTS TRUST 552.0 $16K 0.01% NEW $29.23
327 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 89.0 $16K 0.01% NEW $181.15 +11.2%
328 MRSH MARSH & MCLENNAN COS INC Financial Services 95.0 $16K 0.01% -9K -98.9% $166.94 +11.3%
329 HONEYWELL INTL INC 70.0 $16K 0.01% NEW $224.93
330 DUHP DIMENSIONAL ETF TRUST 376.0 $16K 0.01% NEW $41.69 +1.9%
331 GM GENERAL MTRS CO Consumer Cyclical 201.0 $15K 0.01% NEW $77.05 +13.9%
332 HONEYWELL AEROSPACE INC 70.0 $15K 0.01% NEW $221.09
333 AXP AMERICAN EXPRESS CO Financial Services 44.0 $15K 0.01% NEW $340.55 -4.2%
334 MCO MOODYS CORP Financial Services 33.0 $15K 0.01% -3K -98.8% $453.39 +8.9%
335 WAT WATERS CORP Healthcare 39.0 $15K 0.01% NEW $375.05 +9.2%
336 CARY ANGEL OAK FUNDS TRUST 702.0 $15K 0.01% NEW $20.78 -0.9%
337 ALL ALLSTATE CORP Financial Services 61.0 $14K 0.01% NEW $237.48 +9.3%
338 DIS DISNEY WALT CO Communication Services 150.0 $14K 0.01% NEW $96.09 +9.6%
339 PRF INVESCO EXCHANGE TRADED FD T 259.0 $14K 0.01% NEW $53.97 +4.4%
340 XEL XCEL ENERGY INC Utilities 174.0 $14K 0.01% -15K -98.9% $80.11 -5.5%
Page 17 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%