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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 23 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NKE NIKE INC Consumer Cyclical 130.0 $5K 0.00% NEW $41.06 -6.5%
442 ECL ECOLAB INC Basic Materials 19.0 $5K 0.00% NEW $279.37 -0.0%
443 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 266.0 $5K 0.00% NEW $19.89 +21.1%
444 IWO ISHARES TR 13.0 $5K 0.00% NEW $405.46 -6.9%
445 NIOCORP DEVS LTD 1,077.0 $5K 0.00% NEW $4.82
446 MO ALTRIA GROUP INC Consumer Defensive 71.0 $5K 0.00% -20K -99.7% $71.86 -4.1%
447 SAP SAP SE Technology 32.0 $5K 0.00% NEW $154.50 +39.2%
448 EDIV SPDR INDEX SHS FDS 121.0 $5K 0.00% NEW $40.85 +3.4%
449 UNILEVER PLC 82.0 $5K 0.00% NEW $60.12
450 YUM YUM BRANDS INC Consumer Cyclical 31.0 $5K 0.00% NEW $158.61 -5.0%
451 TPR TAPESTRY INC Consumer Cyclical 34.0 $5K 0.00% NEW $144.41 -15.4%
452 PNW PINNACLE WEST CAP CORP Utilities 45.0 $5K 0.00% -10K -99.6% $107.42 -9.2%
453 DAL DELTA AIR LINES INC Industrials 51.0 $5K 0.00% NEW $93.14 -13.9%
454 EVR EVERCORE INC Financial Services 14.0 $5K 0.00% NEW $336.14 -11.4%
455 CSGP COSTAR GROUP INC Real Estate 163.0 $5K 0.00% NEW $28.32 +9.1%
456 GOVT ISHARES TR 202.0 $5K 0.00% -91K -99.8% $22.84 -2.1%
457 PSK SPDR SERIES TRUST 150.0 $5K 0.00% NEW $30.59 -4.1%
458 AZN ASTRAZENECA PLC Healthcare 24.0 $5K 0.00% NEW $189.96 -14.3%
459 MDT MEDTRONIC PLC Healthcare 58.0 $5K 0.00% NEW $78.29 +20.3%
460 FCX FREEPORT MCMORAN INC Basic Materials 72.0 $5K 0.00% NEW $62.89 +15.6%
Page 23 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%