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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 24 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CNQ CANADIAN NAT RES LTD MED TER Energy 112.0 $4K 0.00% NEW $39.50 +27.7%
462 DFEV DIMENSIONAL ETF TRUST 103.0 $4K 0.00% NEW $42.87 +2.0%
463 IVW ISHARES TR 32.0 $4K 0.00% NEW $137.78 +2.0%
464 SE SEA LTD Consumer Cyclical 46.0 $4K 0.00% NEW $95.83 +17.0%
465 WTS WATTS WATER TECHNOLOGIES INC Industrials 11.0 $4K 0.00% NEW $400.64 -9.4%
466 HIGH SIMPLIFY EXCHANGE TRADED FUN 200.0 $4K 0.00% NEW $21.68 -0.6%
467 CARNIVAL CORP LTD 151.0 $4K 0.00% NEW $28.49
468 SKOR FLEXSHARES TR 86.0 $4K 0.00% -42K -99.8% $48.53 -1.8%
469 SPBO SPDR SERIES TRUST 143.0 $4K 0.00% -73K -99.8% $29.04 -2.7%
470 BNTX BIONTECH SE Healthcare 45.0 $4K 0.00% NEW $92.13 +12.6%
471 MAS MASCO CORP Industrials 50.0 $4K 0.00% NEW $81.98 -11.3%
472 DISV DIMENSIONAL ETF TRUST 101.0 $4K 0.00% NEW $40.24 +11.8%
473 CR CRANE COMPANY Industrials 18.0 $4K 0.00% NEW $225.72 -9.3%
474 SCHW SCHWAB CHARLES CORP Financial Services 44.0 $4K 0.00% NEW $92.27 +18.4%
475 JAMES HARDIE INDS PLC 155.0 $4K 0.00% NEW $26.18
476 IGSB ISHARES TR 77.0 $4K 0.00% NEW $52.42 -1.1%
477 CFG CITIZENS FINL GROUP INC Financial Services 57.0 $4K 0.00% -27K -99.8% $70.46 +0.5%
478 RL RALPH LAUREN CORP Consumer Cyclical 10.0 $4K 0.00% NEW $401.40 -12.5%
479 DFIS DIMENSIONAL ETF TRUST 114.0 $4K 0.00% NEW $35.00 +7.6%
480 SU SUNCOR ENERGY INC NEW Energy 74.0 $4K 0.00% NEW $53.68 +25.4%
Page 24 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%