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Portfolio (Quarterly) Guide ↗

TOUNJIAN ADVISORY PARTNERS, LLC

· CIK 0002039850
13F Portfolio $295M AUM 150 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 150 New
Page 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DDLS WISDOMTREE TR 15,246.0 $655K 0.22% NEW $42.98 +7.2%
122 NEE NEXTERA ENERGY INC Utilities 8,082.0 $649K 0.22% NEW $80.28 +9.5%
123 CMBS ISHARES TR 12,510.0 $614K 0.21% NEW $49.08 -1.2%
124 PG PROCTER AND GAMBLE CO Consumer Defensive 3,712.0 $532K 0.18% NEW $143.31 +0.4%
125 VOO VANGUARD INDEX FDS 830.0 $521K 0.18% NEW $627.37 +10.0%
126 SCHV SCHWAB STRATEGIC TR 17,238.0 $510K 0.17% NEW $29.61 +13.5%
127 FNF FIDELITY NATIONAL FINANCIAL Financial Services 8,844.0 $483K 0.16% NEW $54.58 -11.3%
128 BILZ PIMCO ETF TR 4,752.0 $479K 0.16% NEW $100.76 +0.1%
129 IWO ISHARES TR 1,362.0 $440K 0.15% NEW $322.82 +17.2%
130 MDYG SPDR SERIES TRUST 4,580.0 $423K 0.14% NEW $92.43 +17.1%
131 AMAT APPLIED MATLS INC Technology 1,620.0 $417K 0.14% NEW $257.12 +73.6%
132 FDIS FIDELITY COVINGTON TRUST 4,024.0 $411K 0.14% NEW $102.14 +0.7%
133 EMR EMERSON ELEC CO Industrials 3,014.0 $400K 0.14% NEW $132.71 +4.3%
134 SEIX VIRTUS ETF TR II 16,686.0 $390K 0.13% NEW $23.34 -0.5%
135 MDYV SPDR SERIES TRUST 4,222.0 $357K 0.12% NEW $84.63 +7.7%
136 IWF ISHARES TR 696.0 $329K 0.11% NEW $472.71 -73.4%
137 FUTY FIDELITY COVINGTON TRUST 5,838.0 $322K 0.11% NEW $55.22 +6.6%
138 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,182.0 $321K 0.11% NEW $76.67 +13.4%
139 VGT VANGUARD WORLD FD 414.0 $312K 0.11% NEW $754.55 -84.4%
140 VIG VANGUARD SPECIALIZED FUNDS 1,412.0 $310K 0.10% NEW $219.72 +6.3%
Page 7 of 8  ·  150 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 30.2%
Financial Services 21.2%
Consumer Cyclical 9.5%
Communication Services 8.0%
Consumer Defensive 8.0%
Utilities 7.8%
Healthcare 6.1%
Industrials 4.6%
Energy 3.5%
Basic Materials 1.0%