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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 9 of 40  ·  789 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AGGY WISDOMTREE TR 2,623.0 $114K 0.05% NEW $43.48 -2.2%
162 DGRW WISDOMTREE TR 1,144.0 $109K 0.05% NEW $95.61 +4.3%
163 PG PROCTER & GAMBLE CO Consumer Defensive 739.0 $108K 0.05% -2K -75.4% $146.57 -0.1%
164 ABNB AIRBNB INC Consumer Cyclical 755.0 $108K 0.05% NEW $143.10 +27.1%
165 DDWM WISDOMTREE TR 2,274.0 $105K 0.04% NEW $46.18 +3.1%
166 XSOE WISDOMTREE TR 2,077.0 $102K 0.04% NEW $49.17 -1.2%
167 VTWO VANGUARD SCOTTSDALE FDS 839.0 $102K 0.04% NEW $121.46 -1.5%
168 FIRST TR EXCHNG TRADED FD VI 2,987.0 $100K 0.04% NEW $33.60
169 AFLG FIRST TR EXCHNG TRADED FD VI 2,303.0 $100K 0.04% NEW $43.41 +3.7%
170 SVOL SIMPLIFY EXCHANGE TRADED FUN 6,230.0 $100K 0.04% NEW $16.04 +3.9%
171 TRGP TARGA RES CORP Energy 367.0 $98K 0.04% NEW $268.09 +8.2%
172 VYM VANGUARD WHITEHALL FDS 622.0 $98K 0.04% NEW $158.03 +3.9%
173 EXC EXELON CORP Utilities 1,942.0 $91K 0.04% -22K -91.9% $46.62 -6.4%
174 SCEP STERLING CAP FDS 3,614.0 $90K 0.04% NEW $25.00 -0.6%
175 PYLD PIMCO ETF TR 3,378.0 $90K 0.04% -57K -94.4% $26.52 -1.9%
176 PHM PULTE GROUP INC Consumer Cyclical 652.0 $89K 0.04% NEW $137.16 -9.3%
177 DE DEERE & CO Industrials 141.0 $89K 0.04% NEW $632.87 +9.6%
178 AMAT APPLIED MATLS INC Technology 121.0 $87K 0.04% -1K -90.9% $722.02 -37.0%
179 NVTS NAVITAS SEMICONDUCTOR CORP Technology 4,869.0 $87K 0.04% NEW $17.92 -34.2%
180 POWL POWELL INDS INC Industrials 301.0 $86K 0.04% NEW $286.54 -36.8%
Page 9 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%