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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 7 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHA SCHWAB STRATEGIC TR 5,166.0 $187K 0.08% NEW $36.13 -4.4%
122 LTPZ PIMCO ETF TR 3,671.0 $186K 0.08% NEW $50.65 -5.0%
123 VST VISTRA CORP Utilities 1,160.0 $184K 0.08% NEW $158.59 -5.9%
124 GJUN FIRST TR EXCHNG TRADED FD VI 4,372.0 $180K 0.08% NEW $41.19 +2.1%
125 FTGC FIRST TR EXCHANGE TRAD FD VI 6,651.0 $180K 0.08% NEW $27.05 +14.5%
126 NOW SERVICENOW INC Technology 1,790.0 $178K 0.08% NEW $99.28 +42.3%
127 CTA SIMPLIFY EXCHANGE TRADED FUN 6,594.0 $171K 0.07% NEW $25.94 +9.6%
128 SPYC SIMPLIFY EXCHANGE TRADED FUN 3,726.0 $170K 0.07% NEW $45.68 +2.1%
129 SPLS PIMCO ETF TR 3,123.0 $170K 0.07% NEW $54.28 +2.8%
130 EFG ISHARES TR 1,362.0 $169K 0.07% NEW $124.38 +0.1%
131 BERKSHIRE HATHAWAY INC DEL 333.0 $167K 0.07% -7K -95.7% $500.39
132 PLTR PALANTIR TECHNOLOGIES INC Technology 1,425.0 $166K 0.07% -7K -83.5% $116.67 +49.4%
133 UMAY INNOVATOR ETFS TRUST 4,355.0 $166K 0.07% NEW $38.00 +2.1%
134 ABBV ABBVIE INC Healthcare 657.0 $165K 0.07% -10K -93.8% $251.71 +1.8%
135 PAYH ELEVATION SERIES TRUST 6,633.0 $164K 0.07% NEW $24.78 +1.9%
136 CVX CHEVRON CORPORATION Energy 985.0 $163K 0.07% -7K -87.7% $165.75 +25.8%
137 ONEH ELEVATION SERIES TRUST 6,462.0 $159K 0.07% NEW $24.68 +0.2%
138 FEBT AIM ETF PRODUCTS TRUST 3,785.0 $156K 0.07% NEW $41.14 +2.6%
139 WDAY WORKDAY INC Technology 1,262.0 $154K 0.07% NEW $122.42 +59.9%
140 RTX RTX CORPORATION Industrials 779.0 $148K 0.06% -10K -93.0% $189.84 +5.8%
Page 7 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%