BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 32 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FSBW FS BANCORP INC Financial Services 31.0 $1K 0.00% NEW $43.87 +0.0%
622 AMG AFFILIATED MANAGERS GROUP Financial Services 4.0 $1K 0.00% NEW $338.50 +9.4%
623 JSI JANUS DETROIT STR TR 26.0 $1K 0.00% -5K -99.4% $51.58 -1.4%
624 SYY SYSCO CORP Consumer Defensive 16.0 $1K 0.00% NEW $83.44 -4.1%
625 LNT ALLIANT ENERGY CORP Utilities 17.0 $1K 0.00% NEW $78.47 -13.4%
626 NTRS NORTHERN TR CORP Financial Services 8.0 $1K 0.00% NEW $165.75 +12.6%
627 AVB AVALONBAY CMNTYS INC Real Estate 7.0 $1K 0.00% NEW $188.71 -2.5%
628 CMBS ISHARES TR 27.0 $1K 0.00% -12K -99.8% $48.67 -1.0%
629 MSM MSC INDL DIRECT INC Industrials 11.0 $1K 0.00% NEW $118.91 +2.1%
630 CF CF INDUSTRIES HOLD Basic Materials 12.0 $1K 0.00% NEW $108.25 +23.2%
631 ONB OLD NATL BANCORP IND Financial Services 50.0 $1K 0.00% NEW $25.80 +0.9%
632 WPC WP CAREY INC Real Estate 18.0 $1K 0.00% NEW $71.50 -1.6%
633 CNC CENTENE CORP DEL Healthcare 20.0 $1K 0.00% NEW $64.20 +4.4%
634 DLR DIGITAL RLTY TR INC Real Estate 7.0 $1K 0.00% NEW $179.57 +4.9%
635 REGN REGENERON PHARMACEUTICALS Healthcare 2.0 $1K 0.00% NEW $626.50 +32.1%
636 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 120.0 $1K 0.00% NEW $10.33 -2.9%
637 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 19.0 $1K 0.00% NEW $65.00 -4.0%
638 SCHP SCHWAB STRATEGIC TR 47.0 $1K 0.00% NEW $26.28 -1.7%
639 GIS GENERAL MILLS INC Consumer Defensive 35.0 $1K 0.00% NEW $34.80 +10.0%
640 UPS UNITED PARCEL SVCS INC Industrials 11.0 $1K 0.00% NEW $108.55 -5.8%
Page 32 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%