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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 31 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 WCN WASTE CONNECTIONS INC Industrials 10.0 $2K 0.00% NEW $167.00 -1.3%
602 BPOP POPULAR INC Financial Services 10.0 $2K 0.00% NEW $164.20 +4.3%
603 FITB FIFTH THIRD BANCORP Financial Services 29.0 $2K 0.00% -23K -99.9% $56.45 -2.8%
604 NI NISOURCE INC Utilities 34.0 $2K 0.00% NEW $47.82 -13.5%
605 LHX L3HARRIS TECHNOLOGIES INC Industrials 6.0 $2K 0.00% NEW $268.83 -4.6%
606 INTU INTUIT Technology 6.0 $2K 0.00% -522.0 -98.9% $261.33 +27.3%
607 FELE FRANKLIN ELEC INC Industrials 15.0 $2K 0.00% NEW $104.00 -4.1%
608 CFR CULLEN FROST BANKERS INC Financial Services 10.0 $2K 0.00% NEW $155.60 +4.5%
609 GPC GENUINE PARTS CO Consumer Cyclical 13.0 $2K 0.00% -9K -99.8% $119.31 +15.7%
610 CUBI CUSTOMERS BANCORP INC Financial Services 19.0 $2K 0.00% NEW $79.11 +2.5%
611 RRX REGAL REXNORD CORPORATION Industrials 6.0 $1K 0.00% NEW $247.00 -34.1%
612 ITT ITT INC Industrials 7.0 $1K 0.00% NEW $205.71 -0.7%
613 XSVN BONDBLOXX ETF TRUST 30.0 $1K 0.00% -5K -99.4% $47.87 -3.7%
614 NPK NATIONAL PRESTO INDS INC Industrials 11.0 $1K 0.00% NEW $129.18 +14.4%
615 FLDR FIDELITY MERRIMACK STR TR 28.0 $1K 0.00% -14K -99.8% $50.11 -0.2%
616 MPWR MONOLITHIC PWR SYS INC Technology 1.0 $1K 0.00% NEW $1384.00 -11.6%
617 ANGLOGOLD ASHANTI PLC 17.0 $1K 0.00% NEW $80.88
618 EGP EASTGROUP PPTYS INC Real Estate 7.0 $1K 0.00% NEW $195.43 +1.6%
619 LFUS LITTELFUSE INC Technology 3.0 $1K 0.00% NEW $455.33 -8.0%
620 HCC WARRIOR MET COAL INC Energy 17.0 $1K 0.00% NEW $80.29 +30.1%
Page 31 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%