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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 30 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 UNIT UNITI GROUP LLC Real Estate 178.0 $2K 0.00% NEW $11.46 -11.2%
582 TEAM ATLASSIAN CORPORATION Technology 26.0 $2K 0.00% NEW $77.81 +143.7%
583 TDY TELEDYNE TECHNOLOGIES INC Technology 3.0 $2K 0.00% NEW $667.00 -8.4%
584 ES EVERSOURCE ENERGY Utilities 27.0 $2K 0.00% -17K -99.8% $73.59 -3.5%
585 AMT AMERICAN TOWER CORP Real Estate 12.0 $2K 0.00% NEW $162.92 +7.9%
586 MKL MARKEL GROUP INC Financial Services 1.0 $2K 0.00% NEW $1953.00 -6.5%
587 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 38.0 $2K 0.00% NEW $51.05 +36.0%
588 QBTS D-WAVE QUANTUM INC Technology 78.0 $2K 0.00% NEW $23.99 -30.9%
589 SWKS SKYWORKS SOLUTIONS INC Technology 27.0 $2K 0.00% -18K -99.8% $68.89 +7.4%
590 AMP AMERIPRISE FINL INC Financial Services 4.0 $2K 0.00% NEW $460.50 +21.7%
591 SABA SABA CAPITAL INCOME & OPPORT Financial Services 220.0 $2K 0.00% NEW $8.37 -1.9%
592 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 21.0 $2K 0.00% NEW $87.05 +6.4%
593 EVEREST GROUP LTD 5.0 $2K 0.00% NEW $359.20
594 PPL PPL CORP Utilities 49.0 $2K 0.00% -27K -99.8% $36.55 -3.9%
595 TOTALENERGIES SE 23.0 $2K 0.00% NEW $77.74
596 HPQ HP INC Technology 81.0 $2K 0.00% -36K -99.8% $21.86 +49.3%
597 DVN DEVON ENERGY CORP NEW Energy 43.0 $2K 0.00% NEW $40.91 +17.5%
598 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 19.0 $2K 0.00% NEW $92.11 -4.6%
599 CNO CNO FINL GROUP INC Financial Services 34.0 $2K 0.00% NEW $50.47 +12.4%
600 RPM RPM INTL INC Basic Materials 15.0 $2K 0.00% NEW $111.73 -5.6%
Page 30 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%