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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 7 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VOO VANGUARD INDEX FDS 832.0 $498K 0.18% $598.26 +14.6%
122 AMAT APPLIED MATLS INC Technology 1,332.0 $455K 0.16% -288.0 -17.8% $341.87 +26.4%
123 MDYG SPDR SERIES TRUST 4,614.0 $443K 0.16% +34.0 +0.7% $95.96 +11.2%
124 BILZ PIMCO ETF TR 4,336.0 $438K 0.16% -416.0 -8.8% $100.97 -0.1%
125 PG PROCTER & GAMBLE CO Consumer Defensive 3,000.0 $433K 0.16% -712.0 -19.2% $144.49 -0.0%
126 FNF FIDELITY NATL FINL INC Financial Services 9,210.0 $427K 0.15% +366.0 +4.1% $46.38 +4.8%
127 FUTY FIDELITY COVINGTON TRUST 6,846.0 $404K 0.15% +1K +17.3% $59.07 -0.7%
128 EMR EMERSON ELEC CO Industrials 3,044.0 $399K 0.14% +30.0 +1.0% $131.06 +4.1%
129 FDIS FIDELITY COVINGTON TRUST 4,008.0 $374K 0.14% $93.24 +9.9%
130 FIDELITY COVINGTON TRUST 5,142.0 $362K 0.13% NEW $70.37
131 MDYV SPDR SERIES TRUST 4,208.0 $358K 0.13% $85.16 +6.4%
132 VCIT VANGUARD SCOTTSDALE FDS 4,084.0 $338K 0.12% NEW $82.75 -0.6%
133 VIG VANGUARD SPECIALIZED FUNDS 1,418.0 $305K 0.11% $214.94 +8.5%
134 IWF ISHARES TR 696.0 $296K 0.11% $425.86 -70.6%
135 SEIX VIRTUS ETF TR II 12,720.0 $293K 0.11% -4K -23.8% $23.06 +0.7%
136 ADI ANALOG DEVICES INC Technology 920.0 $293K 0.11% -30.0 -3.2% $318.00 +24.9%
137 VGT VANGUARD WORLD FD 414.0 $289K 0.10% $699.15 -83.4%
138 XLE SELECT SECTOR SPDR TR 4,650.0 $285K 0.10% +138.0 +3.1% $61.25 -2.9%
139 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,930.0 $283K 0.10% -6K -66.4% $96.46 +2.8%
140 VO VANGUARD INDEX FDS 916.0 $263K 0.10% $286.88 -72.8%
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 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%