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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 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 F FORD MTR CO Consumer Cyclical 134,136.0 $1.5M 0.56% +16K +13.8% $11.54 +32.6%
62 BUNGE GLOBAL SA 12,152.0 $1.5M 0.56% +1K +13.0% $127.21
63 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9,774.0 $1.5M 0.56% -2K -19.6% $157.29 -4.4%
64 KEY KEYCORP Financial Services 76,528.0 $1.5M 0.55% +8K +11.5% $20.05 +8.3%
65 MRSH MARSH & MCLENNAN COS INC Financial Services 8,756.0 $1.5M 0.55% -322.0 -3.5% $173.46 -6.2%
66 APH AMPHENOL CORP Technology 12,008.0 $1.5M 0.55% -522.0 -4.2% $126.34 +11.7%
67 D DOMINION ENERGY INC Utilities 24,350.0 $1.5M 0.54% +2K +8.1% $61.82 +9.3%
68 JAAA JANUS DETROIT STR TR 29,190.0 $1.5M 0.53% -3K -9.3% $50.37 +0.7%
69 SRE SEMPRA Utilities 14,958.0 $1.5M 0.53% -620.0 -4.0% $97.17 -4.8%
70 MCD MCDONALDS CORP Consumer Cyclical 4,568.0 $1.4M 0.51% +252.0 +5.8% $310.86 -9.9%
71 LIN LINDE PLC Basic Materials 2,848.0 $1.4M 0.51% -108.0 -3.6% $495.86 +4.1%
72 PRU PRUDENTIAL FINL INC Financial Services 14,420.0 $1.4M 0.51% -242.0 -1.6% $97.69 +5.4%
73 T AT&T INC Communication Services 47,996.0 $1.4M 0.50% $28.99 -13.8%
74 BOND PIMCO ETF TR 15,020.0 $1.4M 0.50% +110.0 +0.7% $92.28 -0.6%
75 SGOV ISHARES TR 13,662.0 $1.4M 0.50% +6K +80.7% $100.67 -0.0%
76 CVS CVS HEALTH CORP Healthcare 18,944.0 $1.4M 0.49% +3K +16.1% $71.82 +27.6%
77 RF REGIONS FINANCIAL CORP NEW Financial Services 51,770.0 $1.4M 0.49% +3K +6.3% $26.12 +8.2%
78 MO ALTRIA GROUP INC Consumer Defensive 20,192.0 $1.3M 0.48% -15K -42.4% $65.99 +9.8%
79 CRM SALESFORCE INC Technology 7,070.0 $1.3M 0.48% $186.68 -2.9%
80 TFC TRUIST FINL CORP Financial Services 28,692.0 $1.3M 0.48% +1K +4.2% $45.97 +6.1%
Page 4 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 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%