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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 39 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 XLF SELECT SECTOR SPDR TR 1.0 $58.0 NEW $58.00 +0.2%
762 SUI SUN CMNTYS INC Real Estate $56.0 NEW
763 BIV VANGUARD BD INDEX FDS 1.0 $56.0 NEW $56.00 +33.8%
764 DUK DUKE ENERGY CORP NEW Utilities $55.0 NEW
765 RPRX ROYALTY PHARMA PLC Healthcare 1.0 $55.0 NEW $55.00 +16.3%
766 BRKR BRUKER CORP Healthcare 1.0 $54.0 NEW $54.00 +8.3%
767 SMG SCOTTS MIRACLE-GRO CO Basic Materials 1.0 $54.0 NEW $54.00 +10.1%
768 AOS SMITH A O CORP Industrials 1.0 $54.0 NEW $54.00 +12.0%
769 LAZ LAZARD INC Financial Services 1.0 $44.0 NEW $44.00 +2.3%
770 XONE BONDBLOXX ETF TRUST 1.0 $41.0 -14K -100.0% $41.00 +20.1%
771 BTI BRITISH AMERN TOB PLC Consumer Defensive 1.0 $37.0 NEW $37.00 +49.6%
772 SLQD ISHARES TR 1.0 $36.0 NEW $36.00 +38.7%
773 NVO NOVO-NORDISK A S Healthcare 1.0 $36.0 NEW $36.00 +29.4%
774 CRBG COREBRIDGE FINL INC 1.0 $35.0 NEW $35.00
775 APOS APOLLO GLOBAL MGMT INC $33.0 NEW
776 DEO DIAGEO PLC Consumer Defensive $32.0 NEW
777 GFL GFL ENVIRONMENTAL INC Industrials 1.0 $30.0 NEW $30.00 +45.8%
778 KDP KEURIG DR PEPPER INC Consumer Defensive 1.0 $28.0 NEW $28.00 +16.4%
779 ONL ORION PROPERTIES INC Real Estate 9.0 $25.0 NEW $2.78 -2.4%
780 CCI CROWN CASTLE INC Real Estate $18.0 NEW
Page 39 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%