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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 6 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PPL PPL CORP Utilities 27,318.0 $1.0M 0.38% $38.20 -4.9%
102 MINT PIMCO ETF TR 10,256.0 $1.0M 0.37% -998.0 -8.9% $100.57 +0.1%
103 DTE DTE ENERGY CO Utilities 6,800.0 $994K 0.36% -240.0 -3.4% $146.23 -0.6%
104 OKE ONEOK INC NEW Energy 10,708.0 $968K 0.35% -124.0 -1.1% $90.39 +4.0%
105 BSX BOSTON SCIENTIFIC CORP Healthcare 15,088.0 $947K 0.34% -404.0 -2.6% $62.75 -7.9%
106 SWKS SKYWORKS SOLUTIONS INC Technology 17,620.0 $944K 0.34% +5K +37.3% $53.55 +53.9%
107 IP INTERNATIONAL PAPER CO Consumer Cyclical 26,200.0 $935K 0.34% +4K +16.2% $35.70 -12.4%
108 GPC GENUINE PARTS CO Consumer Cyclical 8,830.0 $934K 0.34% -936.0 -9.6% $105.76 -7.5%
109 BBY BEST BUY INC Consumer Cyclical 14,510.0 $931K 0.34% +3K +24.9% $64.20 -4.0%
110 NEE NEXTERA ENERGY INC Utilities 9,002.0 $836K 0.30% +920.0 +11.4% $92.87 -4.7%
111 FMAT FIDELITY COVINGTON TRUST 14,436.0 $832K 0.30% -490.0 -3.3% $57.64 +1.1%
112 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 10,218.0 $827K 0.30% $80.95 -1.8%
113 CAG CONAGRA BRANDS INC Consumer Defensive 51,110.0 $803K 0.29% +3K +7.1% $15.72 -13.7%
114 FLDR FIDELITY MERRIMACK STR TR 13,982.0 $700K 0.25% -522.0 -3.6% $50.05 +0.2%
115 HPQ HP INC Technology 36,100.0 $693K 0.25% +1K +3.2% $19.21 +31.4%
116 XONE BONDBLOXX ETF TRUST 13,988.0 $693K 0.25% -1K -9.0% $49.52 -0.2%
117 HSCZ ISHARES TR 16,136.0 $640K 0.23% -844.0 -5.0% $39.67 +8.3%
118 DDLS WISDOMTREE TR 14,590.0 $634K 0.23% -656.0 -4.3% $43.46 +4.8%
119 CMBS ISHARES TR 12,186.0 $594K 0.21% -324.0 -2.6% $48.73 -0.5%
120 SCHV SCHWAB STRATEGIC TR 17,319.0 $528K 0.19% $30.50 +9.2%
Page 6 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%