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Portfolio (Quarterly) Guide ↗

TOUNJIAN ADVISORY PARTNERS, LLC

· CIK 0002039850
13F Portfolio $277M AUM 150 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 43 Added 83 Reduced 7 Exited
Page 5 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 3,470.0 $251K 0.09% -712.0 -17.0% $72.46 +19.8%
82 UNP UNION PAC CORP Industrials 978.0 $238K 0.09% -38.0 -3.7% $242.85 +9.5%
83 WFC WELLS FARGO & CO Financial Services 2,804.0 $223K 0.08% -344.0 -10.9% $79.62 -4.0%
Page 5 of 5  ·  83 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 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%