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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 3 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RDVY FIRST TR EXCHANGE TRADED FD 15,188.0 $1.2M 0.53% NEW $81.06 +1.2%
42 DSEP FIRST TR EXCHNG TRADED FD VI 24,897.0 $1.2M 0.51% NEW $47.44 +2.4%
43 DNOV FIRST TR EXCHNG TRADED FD VI 22,354.0 $1.1M 0.49% NEW $51.35 +2.3%
44 TUA SIMPLIFY EXCHANGE TRADED FUN 49,358.0 $1.0M 0.43% NEW $20.42 -1.7%
45 JANW AIM ETF PRODUCTS TRUST 25,393.0 $982K 0.42% NEW $38.67 +2.1%
46 BUFD FIRST TR EXCHNG TRADED FD VI 32,884.0 $977K 0.42% NEW $29.72 +2.3%
47 BUFZ FIRST TR EXCHNG TRADED FD VI 33,611.0 $939K 0.40% NEW $27.93 +2.2%
48 SFLR INNOVATOR ETFS TRUST 24,014.0 $926K 0.40% NEW $38.58 +1.4%
49 META META PLATFORMS INC Communication Services 1,493.0 $841K 0.36% -7K -81.4% $563.33 +9.5%
50 DOCT FIRST TR EXCHNG TRADED FD VI 17,957.0 $838K 0.36% NEW $46.68 +2.4%
51 AVGO BROADCOM INC Technology 2,213.0 $836K 0.36% -14K -86.3% $377.79 -5.3%
52 FEBW AIM ETF PRODUCTS TRUST 23,453.0 $834K 0.36% NEW $35.54 +2.1%
53 KNG FIRST TR EXCHANGE-TRADED FD 15,777.0 $797K 0.34% NEW $50.50 +1.0%
54 DECW AIM ETF PRODUCTS TRUST 21,690.0 $773K 0.33% NEW $35.65 +2.3%
55 SEPZ ELEVATION SERIES TRUST 16,816.0 $764K 0.33% NEW $45.44 +2.2%
56 PNOV INNOVATOR ETFS TRUST 16,931.0 $751K 0.32% NEW $44.35 +2.7%
57 CENCORA INC 2,601.0 $736K 0.32% NEW $282.95
58 IEMG ISHARES INC 8,252.0 $684K 0.29% NEW $82.84 +1.0%
59 JNJ JOHNSON & JOHNSON Healthcare 2,674.0 $679K 0.29% -10K -78.8% $253.99 +8.4%
60 PAYM ELEVATION SERIES TRUST 25,899.0 $651K 0.28% NEW $25.12 +1.8%
Page 3 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%