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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 26 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SHEL SHELL PLC Energy 47.0 $4K 0.00% NEW $77.34 +20.2%
502 SWBI SMITH & WESSON BRANDS INC Industrials 241.0 $4K 0.00% NEW $15.04 -14.3%
503 RA BROOKFIELD REAL ASSETS INCOM Financial Services 280.0 $4K 0.00% NEW $12.86 -2.7%
504 DECK DECKERS OUTDOOR CORP Consumer Cyclical 36.0 $4K 0.00% NEW $99.28 -13.6%
505 BCS BARCLAYS PLC Financial Services 132.0 $4K 0.00% NEW $26.86 +0.5%
506 RIO RIO TINTO PLC Basic Materials 37.0 $4K 0.00% NEW $94.92 +8.8%
507 PNC PNC FINL SVCS GROUP INC Financial Services 14.0 $3K 0.00% NEW $248.50 -1.2%
508 LYG LLOYDS BANKING GROUP PLC Financial Services 595.0 $3K 0.00% NEW $5.83 +4.3%
509 AIM ETF PRODUCTS TRUST 107.0 $3K 0.00% NEW $32.08
510 CTVA CORTEVA INC Basic Materials 40.0 $3K 0.00% NEW $84.90 +3.5%
511 EIX EDISON INTL Utilities 45.0 $3K 0.00% -16K -99.7% $75.13 -24.4%
512 OCTZ ELEVATION SERIES TRUST 73.0 $3K 0.00% NEW $45.99 +1.6%
513 DHR DANAHER CORP DEL Healthcare 17.0 $3K 0.00% NEW $195.24 +6.4%
514 PLD PROLOGIS INC. Real Estate 24.0 $3K 0.00% NEW $137.75 -0.3%
515 KMI KINDER MORGAN INC DEL Energy 103.0 $3K 0.00% NEW $31.97 -1.8%
516 RMBS RAMBUS INC DEL Technology 24.0 $3K 0.00% NEW $132.75 -35.6%
517 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 37.0 $3K 0.00% NEW $85.08 +15.3%
518 MCHP MICROCHIP TECHNOLOGY INC. Technology 34.0 $3K 0.00% NEW $91.62 -19.0%
519 SIRI SIRIUSXM HOLDINGS INC Communication Services 105.0 $3K 0.00% NEW $29.61 -2.1%
520 BND VANGUARD BD INDEX FDS 42.0 $3K 0.00% NEW $73.67 -2.3%
Page 26 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%