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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 21 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FUTY FIDELITY COVINGTON TRUST 138.0 $8K 0.00% -7K -98.0% $58.41 -4.8%
402 ROST ROSS STORES INC Consumer Cyclical 37.0 $8K 0.00% NEW $213.92 +7.8%
403 COP CONOCOPHILLIPS Energy 75.0 $8K 0.00% NEW $104.19 +28.9%
404 FPE FIRST TR EXCH TRADED FD III 432.0 $8K 0.00% NEW $17.88 -1.3%
405 CMS CMS ENERGY CORP Utilities 101.0 $8K 0.00% -16K -99.3% $76.32 -10.3%
406 FEMB FIRST TR EXCH TRADED FD III 264.0 $8K 0.00% NEW $29.17 +1.9%
407 PRFD PIMCO ETF TR 147.0 $8K 0.00% NEW $51.18 -1.6%
408 FTSL FIRST TR EXCHANGE-TRADED FD 167.0 $7K 0.00% NEW $44.83 +0.3%
409 LONZ PIMCO ETF TR 149.0 $7K 0.00% NEW $49.40 -0.5%
410 IEX IDEX CORP Industrials 32.0 $7K 0.00% NEW $229.12 -2.4%
411 AVIG AMERICAN CENTY ETF TR 175.0 $7K 0.00% -62K -99.7% $41.38 -2.1%
412 AVEM AMERICAN CENTY ETF TR 75.0 $7K 0.00% NEW $96.00 +0.8%
413 DFAR DIMENSIONAL ETF TRUST 275.0 $7K 0.00% NEW $26.18 -1.3%
414 SOLV SOLVENTUM CORP Healthcare 91.0 $7K 0.00% NEW $77.15 +18.8%
415 DFIV DIMENSIONAL ETF TRUST 129.0 $7K 0.00% NEW $53.97 +9.2%
416 VEEV VEEVA SYS INC Healthcare 39.0 $7K 0.00% NEW $177.46 +55.0%
417 O REALTY INCOME CORP Real Estate 112.0 $7K 0.00% NEW $61.69 -0.7%
418 AFL AFLAC INC Financial Services 59.0 $7K 0.00% NEW $116.42 +0.7%
419 JANZ ELEVATION SERIES TRUST 165.0 $7K 0.00% NEW $40.93 +2.3%
420 HWM HOWMET AEROSPACE INC Industrials 25.0 $7K 0.00% NEW $269.64 -3.8%
Page 21 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%