Portfolio (Quarterly)
Guide ↗
TOUNJIAN ADVISORY PARTNERS, LLC
· CIK 0002039850| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | LAZ | LAZARD INC | Financial Services | 23,444 | $1.1M | 0.39% | SOLD |
| 2 | ORI | OLD REP INTL CORP | Financial Services | 24,312 | $1.1M | 0.38% | SOLD |
| 3 | GIS | GENERAL MLS INC | Consumer Defensive | 21,648 | $1.0M | 0.34% | SOLD |
| 4 | — | SMURFIT WESTROCK PLC | — | 23,542 | $910K | 0.31% | SOLD |
| 5 | IWO | ISHARES TR | — | 1,362 | $440K | 0.15% | SOLD |
| 6 | WTS | WATTS WATER TECHNOLOGIES INC | Industrials | 858 | $237K | 0.08% | SOLD |
| 7 | NKE | NIKE INC | Consumer Cyclical | 3,186 | $203K | 0.07% | SOLD |
Sector Allocation
Technology
29.7%
Financial Services
19.7%
Consumer Cyclical
9.2%
Utilities
9.1%
Communication Services
8.0%
Consumer Defensive
7.9%
Healthcare
5.8%
Industrials
4.8%
Energy
4.3%
Basic Materials
1.5%