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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 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OMC OMNICOM GROUP INC Communication Services 17,292.0 $1.3M 0.47% +576.0 +3.5% $75.31 -2.1%
82 IVV ISHARES TR 1,992.0 $1.3M 0.47% $653.49 +15.4%
83 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,272.0 $1.3M 0.46% NEW $391.76 +115.3%
84 RSG REPUBLIC SVCS INC Industrials 5,786.0 $1.3M 0.46% -216.0 -3.6% $219.02 -5.6%
85 PLTR PALANTIR TECHNOLOGIES INC Technology 8,624.0 $1.3M 0.46% -376.0 -4.2% $146.28 -7.8%
86 HBAN HUNTINGTON BANCSHARES INC Financial Services 79,366.0 $1.2M 0.45% -4K -4.5% $15.65 +2.9%
87 WEC WEC ENERGY GROUP INC Utilities 10,694.0 $1.2M 0.45% -112.0 -1.0% $115.77 -2.2%
88 FE FIRSTENERGY CORP Utilities 24,190.0 $1.2M 0.44% +552.0 +2.3% $50.66 -8.3%
89 MCO MOODYS CORP Financial Services 2,792.0 $1.2M 0.44% -104.0 -3.6% $436.32 +2.9%
90 CMS CMS ENERGY CORP Utilities 15,626.0 $1.2M 0.44% +280.0 +1.8% $77.58 -4.2%
91 XEL XCEL ENERGY INC Utilities 15,252.0 $1.2M 0.44% -520.0 -3.3% $79.44 +2.1%
92 ES EVERSOURCE ENERGY Utilities 17,378.0 $1.2M 0.43% +1K +8.5% $69.28 +1.0%
93 IBM INTERNATIONAL BUSINESS MACHS Technology 4,914.0 $1.2M 0.43% +2K +44.5% $242.40 +2.9%
94 EXC EXELON CORP Utilities 24,090.0 $1.2M 0.43% +2K +6.8% $49.02 -5.8%
95 EIX EDISON INTL Utilities 15,754.0 $1.2M 0.42% -11K -40.9% $73.18 -2.6%
96 OGE OGE ENERGY CORP Utilities 23,202.0 $1.1M 0.40% -404.0 -1.7% $47.96 +0.6%
97 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 12,218.0 $1.1M 0.40% +2K +17.8% $90.11 +15.7%
98 FITB FIFTH THIRD BANCORP Financial Services 23,446.0 $1.1M 0.39% +2K +7.3% $46.46 +7.7%
99 PNW PINNACLE WEST CAP CORP Utilities 10,512.0 $1.1M 0.38% +724.0 +7.4% $100.76 +2.1%
100 FIDU FIDELITY COVINGTON TRUST 12,178.0 $1.1M 0.38% -2K -16.5% $86.51 +8.9%
Page 5 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%