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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 19 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SCZ ISHARES TR 147.0 $12K 0.01% NEW $82.27 +6.4%
362 DBMF LITMAN GREGORY FDS TR 391.0 $12K 0.01% NEW $30.58 +2.8%
363 MDYV SPDR SERIES TRUST 125.0 $12K 0.01% -4K -97.0% $94.78 +0.4%
364 GGG GRACO INC Industrials 156.0 $12K 0.01% NEW $75.63 +3.0%
365 CMCSA COMCAST CORP NEW Communication Services 467.0 $11K 0.01% NEW $24.56 +7.9%
366 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 158.0 $11K 0.01% NEW $72.51 +10.6%
367 AIM ETF PRODUCTS TRUST 432.0 $11K 0.01% NEW $26.32
368 SYK STRYKER CORPORATION Healthcare 35.0 $11K 0.01% NEW $314.83 -3.7%
369 SMA SMARTSTOP SELF STORAG REIT I Real Estate 336.0 $11K 0.01% NEW $32.49 +0.3%
370 COF CAPITAL ONE FINL CORP Financial Services 54.0 $11K 0.01% NEW $200.80 +9.4%
371 VTV VANGUARD INDEX FDS 50.0 $11K 0.01% NEW $215.82 +4.9%
372 IAGG ISHARES TR 213.0 $11K 0.01% NEW $50.54 -1.6%
373 ISRG INTUITIVE SURGICAL INC Healthcare 27.0 $11K 0.01% NEW $397.67 -7.8%
374 OKTA OKTA INC Technology 78.0 $11K 0.01% NEW $136.45 +25.0%
375 NDSN NORDSON CORP Industrials 35.0 $11K 0.01% NEW $303.57 +4.9%
376 EQR EQUITY RESIDENTIAL Real Estate 155.0 $11K 0.01% NEW $68.06 -6.5%
377 GSEP FIRST TR EXCHNG TRADED FD VI 256.0 $10K 0.00% NEW $40.96 +2.3%
378 VUG VANGUARD INDEX FDS 121.0 $10K 0.00% NEW $86.43 +2.3%
379 NGG NATIONAL GRID PLC Utilities 126.0 $10K 0.00% NEW $82.87 -5.7%
380 OTIS OTIS WORLDWIDE CORP Industrials 146.0 $10K 0.00% NEW $71.36 -0.2%
Page 19 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%