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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 5 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWX ISHARES TR 3,305.0 $348K 0.15% NEW $105.17 +7.4%
82 SDVY FIRST TR EXCHANGE TRADED FD 7,681.0 $331K 0.14% NEW $43.14 +0.7%
83 VO VANGUARD INDEX FDS 4,092.0 $330K 0.14% +3K +346.7% $80.58 +2.1%
84 UJUN INNOVATOR ETFS TRUST 8,430.0 $325K 0.14% NEW $38.54 +1.7%
85 VTI VANGUARD INDEX FDS 876.0 $324K 0.14% NEW $370.07 +2.6%
86 SPD SIMPLIFY EXCHANGE TRADED FUN 7,806.0 $324K 0.14% NEW $41.48 +2.3%
87 VONG VANGUARD SCOTTSDALE FDS 2,389.0 $305K 0.13% NEW $127.80 -0.6%
88 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 638.0 $305K 0.13% NEW $477.66 -10.2%
89 GOOGL ALPHABET INC Communication Services 853.0 $305K 0.13% -19K -95.8% $357.17 -5.2%
90 BUFT FIRST TR EXCHNG TRADED FD VI 11,770.0 $305K 0.13% NEW $25.89 +2.0%
91 ELEVATION SERIES TRUST 12,696.0 $302K 0.13% NEW $23.80
92 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,379.0 $299K 0.13% NEW $216.68 -14.2%
93 OZ BELPOINTE PREP LLC Real Estate 6,273.0 $284K 0.12% NEW $45.29 +6.4%
94 UAUG INNOVATOR ETFS TRUST 6,672.0 $281K 0.12% NEW $42.08 +2.2%
95 GJAN FIRST TR EXCHNG TRADED FD VI 6,136.0 $276K 0.12% NEW $45.02 +2.3%
96 GLD SPDR GOLD TR Financial Services 715.0 $263K 0.11% NEW $368.38 +10.4%
97 FIRST TR EXCHANGE-TRADED FD 4,841.0 $263K 0.11% NEW $54.40
98 CAT CATERPILLAR INC Industrials 247.0 $263K 0.11% NEW $1065.27 -23.6%
99 TJX TJX COS INC NEW Consumer Cyclical 1,727.0 $262K 0.11% NEW $151.50 -12.8%
100 PANW PALO ALTO NETWORKS INC Technology 756.0 $258K 0.11% NEW $341.02 -2.3%
Page 5 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%