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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 18 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ABT ABBOTT LABORATORIES Healthcare 154.0 $14K 0.01% NEW $90.47 +19.7%
342 MDYG SPDR SERIES TRUST 123.0 $14K 0.01% -4K -97.3% $112.48 -3.7%
343 MRNA MODERNA INC Healthcare 197.0 $14K 0.01% NEW $70.03 +107.8%
344 NVS NOVARTIS AG Healthcare 87.0 $14K 0.01% NEW $156.63 +2.1%
345 IRM IRON MTN INC DEL Real Estate 107.0 $14K 0.01% NEW $126.82 -7.9%
346 CB CHUBB LIMITED Financial Services 40.0 $14K 0.01% NEW $337.52 +1.2%
347 ITW ILLINOIS TOOL WKS INC Industrials 48.0 $13K 0.01% NEW $270.48 -0.1%
348 AMGN AMGEN INC Healthcare 35.0 $13K 0.01% NEW $365.74 +19.5%
349 BSX BOSTON SCIENTIFIC CORP Healthcare 299.0 $13K 0.01% -15K -98.0% $42.68 +12.0%
350 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 51.0 $13K 0.01% NEW $249.98 -14.1%
351 WDIV SPDR INDEX SHS FDS 159.0 $13K 0.01% NEW $79.95 +7.1%
352 SPSM SPDR SERIES TRUST 220.0 $13K 0.01% NEW $57.62 -1.9%
353 FGD FIRST TR EXCHANGE-TRADED FD 393.0 $13K 0.01% NEW $31.99 +12.6%
354 CEFZ ELEVATION SERIES TRUST 1,525.0 $13K 0.01% NEW $8.23 -0.4%
355 HAS HASBRO INC Consumer Cyclical 151.0 $12K 0.01% NEW $82.74 +11.8%
356 RSG REPUBLIC SVCS INC Industrials 58.0 $12K 0.01% -6K -99.0% $213.33 +4.4%
357 FIDU FIDELITY COVINGTON TRUST 124.0 $12K 0.01% -12K -99.0% $99.73 -6.6%
358 J P MORGAN EXCHANGE TRADED F 241.0 $12K 0.01% NEW $50.51
359 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 126.0 $12K 0.01% -3K -96.4% $96.40 -54.5%
360 ACN ACCENTURE PLC IRELAND Technology 97.0 $12K 0.01% -9K -99.0% $124.79 +49.6%
Page 18 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%