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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 4 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGI S&P GLOBAL INC Financial Services 1,474.0 $600K 0.26% -4K -73.8% $407.31 +8.9%
62 ASML ASML HLDG NV Technology 285.0 $567K 0.24% NEW $1989.91 -13.8%
63 AGEM ABRDN FDS 11,446.0 $565K 0.24% NEW $49.38 +2.0%
64 IDEV ISHARES TR 6,283.0 $559K 0.24% NEW $89.01 +4.9%
65 VIG VANGUARD SPECIALIZED FUNDS 2,355.0 $557K 0.24% +937.0 +66.1% $236.67 +2.3%
66 IWY ISHARES TR 1,872.0 $544K 0.23% NEW $290.54 -0.4%
67 IDXX IDEXX LABS INC Healthcare 1,008.0 $531K 0.23% NEW $526.44 +1.7%
68 CEG CONSTELLATION ENERGY CORP Utilities 2,043.0 $507K 0.22% NEW $248.36 +20.4%
69 BALT INNOVATOR ETFS TRUST 14,739.0 $505K 0.22% NEW $34.27 +1.6%
70 VB VANGUARD INDEX FDS 1,597.0 $484K 0.21% +767.0 +92.4% $303.19 -1.0%
71 RDVI FIRST TR EXCHANGE-TRADED FD 14,926.0 $439K 0.19% NEW $29.40 -0.5%
72 LMT LOCKHEED MARTIN CORP Industrials 827.0 $421K 0.18% NEW $509.40 +3.1%
73 VGT VANGUARD WORLD FD 3,524.0 $421K 0.18% +3K +751.2% $119.51 +1.5%
74 GOCT FIRST TR EXCHNG TRADED FD VI 9,882.0 $411K 0.18% NEW $41.54 +2.4%
75 INNOVATOR ETFS TRUST 15,251.0 $406K 0.17% NEW $26.64
76 SHOP SHOPIFY INC Technology 3,467.0 $396K 0.17% NEW $114.18 +27.1%
77 BUFQ FIRST TR EXCHNG TRADED FD VI 9,833.0 $386K 0.17% NEW $39.27 +1.4%
78 ETN EATON CORP PLC Industrials 881.0 $376K 0.16% NEW $426.34 -3.6%
79 SNPS SYNOPSYS INC Technology 839.0 $374K 0.16% NEW $446.07 -11.7%
80 QQQ INVESCO QQQ TR Financial Services 481.0 $354K 0.15% NEW $735.78 -2.3%
Page 4 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%