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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 6 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PDEC INNOVATOR ETFS TRUST 5,382.0 $247K 0.11% NEW $45.89 +2.6%
102 NOBL PROSHARES TR 4,372.0 $246K 0.10% NEW $56.17 +2.7%
103 DJAN FIRST TR EXCHNG TRADED FD VI 5,325.0 $242K 0.10% NEW $45.52 +2.4%
104 UJAN INNOVATOR ETFS TRUST 5,336.0 $242K 0.10% NEW $45.33 +2.3%
105 DECT AIM ETF PRODUCTS TRUST 5,780.0 $227K 0.10% NEW $39.26 +2.9%
106 MELI MERCADOLIBRE INC Consumer Cyclical 128.0 $217K 0.09% NEW $1697.39 +16.6%
107 MU MICRON TECHNOLOGY INC Technology 187.0 $216K 0.09% -7K -97.3% $1153.36 -11.9%
108 APH AMPHENOL CORP Technology 1,214.0 $214K 0.09% -11K -89.9% $176.33 -53.1%
109 POCT INNOVATOR ETFS TRUST 4,593.0 $213K 0.09% NEW $46.41 +2.4%
110 JPM JPMORGAN CHASE & CO Financial Services 651.0 $213K 0.09% -13K -95.3% $327.14 +9.6%
111 NTSX WISDOMTREE TR 3,561.0 $210K 0.09% NEW $59.04 +2.0%
112 MAGA ETF SER SOLUTIONS 3,638.0 $204K 0.09% NEW $56.00 +2.5%
113 ZROZ PIMCO ETF TR 3,159.0 $202K 0.09% NEW $64.10 -8.1%
114 DAPR FIRST TR EXCHNG TRADED FD VI 4,766.0 $195K 0.08% NEW $40.88 +2.1%
115 BUCK SIMPLIFY EXCHANGE TRADED FUN 8,224.0 $193K 0.08% NEW $23.42 -0.7%
116 CTAS CINTAS CORP Industrials 1,119.0 $190K 0.08% NEW $170.02 +17.9%
117 JUNT AIM ETF PRODUCTS TRUST 5,008.0 $189K 0.08% NEW $37.79 +2.3%
118 IWS ISHARES TR 1,146.0 $189K 0.08% NEW $164.63 +3.4%
119 PJUN INNOVATOR ETFS TRUST 4,348.0 $188K 0.08% NEW $43.23 +2.1%
120 EFV ISHARES TR 2,443.0 $187K 0.08% NEW $76.54 +8.4%
Page 6 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%