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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 20 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 D DOMINION ENERGY INC Utilities 150.0 $10K 0.00% -24K -99.4% $68.40 -3.7%
382 VOT VANGUARD INDEX FDS 33.0 $10K 0.00% NEW $304.42 -1.4%
383 HUM HUMANA INC Healthcare 25.0 $10K 0.00% NEW $400.12 +0.4%
384 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 34.0 $10K 0.00% NEW $293.44 +2.7%
385 TROW PRICE T ROWE GROUP INC Financial Services 87.0 $10K 0.00% -20K -99.6% $114.10 -3.8%
386 BOND PIMCO ETF TR 107.0 $10K 0.00% -15K -99.3% $91.79 -1.9%
387 CWST CASELLA WASTE SYS INC Industrials 100.0 $10K 0.00% NEW $96.97 -3.5%
388 LOW LOWES COS INC Consumer Cyclical 43.0 $9K 0.00% NEW $220.86 -7.4%
389 JAAA JANUS DETROIT STR TR 187.0 $9K 0.00% -29K -99.4% $50.48 +0.2%
390 CRDT SIMPLIFY EXCHANGE TRADED FUN 396.0 $9K 0.00% NEW $23.52 -2.2%
391 BRO BROWN & BROWN INC Financial Services 143.0 $9K 0.00% NEW $63.99 +11.6%
392 KLAC KLA CORP Technology 30.0 $9K 0.00% NEW $304.13 -39.0%
393 F FORD MTR CO Consumer Cyclical 654.0 $9K 0.00% -133K -99.5% $13.89 +5.2%
394 VGLT VANGUARD SCOTTSDALE FDS 163.0 $9K 0.00% NEW $55.25 -4.5%
395 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 27.0 $9K 0.00% NEW $330.44 -5.8%
396 FMAT FIDELITY COVINGTON TRUST 146.0 $9K 0.00% -14K -99.0% $58.51 +3.0%
397 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 247.0 $8K 0.00% NEW $34.00 +8.6%
398 WDC WESTERN DIGITAL CORP Technology 13.0 $8K 0.00% NEW $640.23 -27.0%
399 USEP INNOVATOR ETFS TRUST 200.0 $8K 0.00% NEW $41.33 +2.0%
400 BWA BORGWARNER INC Consumer Cyclical 122.0 $8K 0.00% NEW $66.23 +2.0%
Page 20 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%