Tounjian Advisory Partners, LLC

13F filer · CIK 0002039850

Reported Aug 7, 2026

Net seller this quarter

13F portfolio value$234MU.S. long equity reported on 13F

Positions525415 new · 1 closed

Net flow last quarter-$145MBuys minus sells

Top 10 positions weight22.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026525 positions
AAPLApple Inc.	$8.55M	3.66%	0.00%	-47.0%	Q1 2025
NVDANvidia Corp	$7.04M	3.01%	0.00%	-57.5%	Q1 2025
AMZNAmazon Com Inc	$5.56M	2.38%	0.00%	-31.0%	Q1 2025
GEGeneral Electric Co	$4.97M	2.13%	0.00%	+101.6%	Q1 2025
MSFTMicrosoft Corp	$4.89M	2.09%	0.00%	-55.9%	Q1 2025
SPCXSpace Exploration Technologies Corp	$4.87M	2.08%	Not reported	New	Q2 2026
TSLATesla, Inc.	$4.69M	2.01%	0.00%	+47.3%	Q1 2025
CSCOCisco Systems, Inc.	$4.37M	1.87%	0.00%	-6.9%	Q1 2025
HDHome Depot, Inc.	$4.36M	1.86%	0.00%	+69.9%	Q1 2025
WMTWalmart Inc.	$4.28M	1.83%	0.00%	+92.6%	Q1 2025
BABoeing Co	$4.01M	1.72%	0.00%	Not reported	Q1 2025
COSTCostco Wholesale Corp	$3.99M	1.71%	0.00%	+50.2%	Q1 2025
GRMNGarmin Ltd	$3.92M	1.68%	0.01%	Not reported	Q1 2025
MCDMcdonalds Corp	$3.84M	1.64%	0.00%	+210.6%	Q1 2025
NFLXNetflix Inc	$3.58M	1.53%	0.00%	+83.3%	Q1 2025
ORCLOracle Corp	$3.4M	1.45%	0.00%	+1255.2%	Q3 2025
UNHUnitedhealth Group Inc	$3.22M	1.38%	0.00%	Not reported	Q1 2025
SPYSPDR S&P 500 ETF Trust	$3.18M	1.36%	Not reported	New	Q2 2026
ONEZOne Bio, Corp.	$2.77M	1.18%	Not reported	New	Q2 2026
SIXD6D Global Technologies, Inc	$2.69M	1.15%	Not reported	Not reported	Q1 2025
CRPTChina Ritar Power Corp.	$1.83M	0.78%	Not reported	Not reported	Q1 2025
GOOGAlphabet Inc.	$1.44M	0.62%	Not reported	New	Q2 2026
FVDFirst Trust Value Line Dividend Fund	$1.44M	0.61%	Not reported	New	Q2 2026
METAMeta Platforms, Inc.	$841K	0.36%	Not reported	-81.4%	Q1 2025
AVGOBroadcom Inc.	$836K	0.36%	0.00%	-86.3%	Q1 2025
CORCencora, Inc.	$736K	0.31%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$679K	0.29%	0.00%	-78.8%	Q1 2025
PAYMBasanite, Inc.	$651K	0.28%	Not reported	New	Q2 2026
SPGIS&P Global Inc.	$600K	0.26%	0.00%	-73.8%	Q1 2025
ASMLAsml Holding NV	$567K	0.24%	0.00%	Not reported	Q1 2025
IDEVEndo Pharmaceuticals Solutions Inc.	$559K	0.24%	Not reported	New	Q2 2026
IDXXIdexx Laboratories Inc	$531K	0.23%	0.00%	New	Q2 2026
CEGConstellation Energy Corp	$507K	0.22%	0.00%	New	Q2 2026
BALTBaltic Trading Ltd	$505K	0.22%	Not reported	New	Q2 2026
LMTLockheed Martin Corp	$421K	0.18%	0.00%	New	Q2 2026
SHOPShopify Inc.	$396K	0.17%	0.00%	New	Q2 2026
ETNEaton Corp plc	$376K	0.16%	0.00%	Not reported	Q1 2025
SNPSSynopsys Inc	$374K	0.16%	0.00%	Not reported	Q1 2025
QQQInvesco QQQ Trust, Series 1	$354K	0.15%	Not reported	Not reported	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$305K	0.13%	0.00%	New	Q2 2026
GOOGLAlphabet Inc.	$305K	0.13%	0.00%	-95.8%	Q1 2025
ODFLOld Dominion Freight Line, Inc.	$299K	0.13%	0.00%	New	Q2 2026
OZBelpointe PREP, LLC	$284K	0.12%	527.09%	New	Q2 2026
GLDSPDR Gold Trust	$263K	0.11%	0.00%	New	Q2 2026
CATCaterpillar Inc	$263K	0.11%	0.00%	New	Q2 2026
TJXTJX Companies Inc	$262K	0.11%	0.00%	Not reported	Q1 2025
PANWPalo Alto Networks Inc	$258K	0.11%	0.00%	Not reported	Q1 2025
PDECPetals Decorative Accents, Inc.	$247K	0.11%	Not reported	New	Q2 2026
NOBLNoble International, Ltd.	$246K	0.11%	Not reported	New	Q2 2026
MELIMercadolibre Inc	$217K	0.09%	0.00%	New	Q2 2026

Q1 2026Reported Apr 10, 2026111 positions
NVDANvidia Corp	$14.4M	5.21%	0.00%	-2.1%	Q1 2025
AAPLApple Inc.	$14.1M	5.11%	0.00%	-3.9%	Q1 2025
MSFTMicrosoft Corp	$11M	3.98%	0.00%	+0.1%	Q1 2025
AMZNAmazon Com Inc	$7.04M	2.54%	0.00%	-5.5%	Q1 2025
GOOGLAlphabet Inc.	$5.83M	2.11%	0.00%	-7.6%	Q1 2025
AVGOBroadcom Inc.	$5.01M	1.81%	0.00%	-0.1%	Q1 2025
XOMExxonMobil Holdings Corp	$4.9M	1.77%	0.00%	-3.3%	Q1 2025
METAMeta Platforms, Inc.	$4.6M	1.66%	Not reported	-5.9%	Q1 2025
JPMJPMorgan Chase & Co	$4.1M	1.48%	0.00%	-8.3%	Q1 2025
BRK.BBerkshire Hathaway Inc	$3.68M	1.33%	Not reported	-5.3%	Q1 2025
PMPhilip Morris International Inc.	$3.27M	1.18%	0.00%	+0.4%	Q1 2025
MAMastercard Inc	$3.13M	1.13%	0.00%	-4.8%	Q1 2025
CSCOCisco Systems, Inc.	$3.1M	1.12%	0.00%	-4.8%	Q1 2025
JNJJohnson & Johnson	$3.08M	1.11%	0.00%	-2.3%	Q1 2025
LLYELI LILLY & Co	$3.05M	1.10%	0.00%	-26.6%	Q1 2025
GSGoldman Sachs Group Inc	$3.02M	1.09%	0.00%	-10.8%	Q1 2025
AEPAmerican Electric Power Co Inc	$2.92M	1.05%	0.00%	-0.5%	Q1 2025
COSTCostco Wholesale Corp	$2.83M	1.02%	0.00%	-7.3%	Q1 2025
TSLATesla, Inc.	$2.82M	1.02%	0.00%	-3.0%	Q1 2025
VVisa Inc.	$2.81M	1.01%	0.00%	-3.2%	Q1 2025
CCitigroup Inc	$2.79M	1.01%	0.00%	-1.7%	Q1 2025
NFLXNetflix Inc	$2.63M	0.95%	0.00%	+1.3%	Q1 2025
LRCXLam Research Corp	$2.59M	0.93%	0.00%	-5.8%	Q1 2025
WMTWalmart Inc.	$2.44M	0.88%	0.00%	-2.6%	Q1 2025
DOVDOVER Corp	$2.43M	0.88%	0.01%	-4.7%	Q4 2025
SPGIS&P Global Inc.	$2.39M	0.86%	0.00%	-4.0%	Q1 2025
HDHome Depot, Inc.	$2.39M	0.86%	0.00%	+2.1%	Q1 2025
MUMicron Technology Inc	$2.32M	0.84%	0.00%	-17.6%	Q1 2025
ABBVAbbVie Inc.	$2.32M	0.84%	0.00%	-3.2%	Q1 2025
CSXCSX Corp	$2.31M	0.83%	0.00%	-4.7%	Q1 2025
LENLennar Corp	$2.26M	0.82%	Not reported	+3.0%	Q4 2025
CHDChurch & Dwight Co Inc	$2.22M	0.80%	0.01%	-4.1%	Q4 2025
BACBank of America Corp	$2.21M	0.80%	0.00%	-4.8%	Q1 2025
RTXRTX Corp	$2.16M	0.78%	0.00%	-4.3%	Q1 2025
BNYBank of New York Mellon Corp	$2.13M	0.77%	0.00%	-3.9%	Q4 2025
PFEPfizer Inc	$2.12M	0.77%	0.00%	+7.4%	Q1 2025
VLOValero Energy Corp	$2.09M	0.76%	0.00%	+18.1%	Q3 2025
MSMorgan Stanley	$2.08M	0.75%	0.00%	+0.8%	Q4 2025
ADMArcher-Daniels-Midland Co	$1.92M	0.69%	0.01%	+13.5%	Q3 2025
VZVerizon Communications Inc	$1.88M	0.68%	0.00%	-5.1%	Q1 2025
ACNAccenture plc	$1.87M	0.68%	0.00%	+2.5%	Q4 2025
GEGeneral Electric Co	$1.87M	0.68%	0.00%	-8.9%	Q1 2025
LYBLyondellBasell Industries N.V.	$1.8M	0.65%	0.01%	-6.1%	Q1 2025
TROWPrice T Rowe Group Inc	$1.79M	0.65%	0.01%	+14.2%	Q3 2025
ETREntergy Corp	$1.71M	0.62%	0.00%	-4.3%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.69M	0.61%	0.00%	-2.8%	Q1 2025
CPBCAMPBELL'S Co	$1.67M	0.60%	0.03%	-2.5%	Q4 2025
CVXChevron Corp	$1.65M	0.60%	0.00%	-55.7%	Q1 2025
USBUS Bancorp \de\	$1.65M	0.59%	0.00%	+5.4%	Q1 2025
CFGCitizens Financial Group Inc	$1.59M	0.58%	0.01%	+15.0%	Q1 2025

Q4 2025Reported Jan 7, 2026113 positions
NVDANvidia Corp	$15.8M	5.34%	0.00%	-0.1%	Q1 2025
AAPLApple Inc.	$15.8M	5.34%	0.00%	-6.8%	Q1 2025
MSFTMicrosoft Corp	$14.4M	4.86%	0.00%	+11.4%	Q1 2025
AMZNAmazon Com Inc	$8.26M	2.80%	0.00%	-1.7%	Q1 2025
GOOGLAlphabet Inc.	$6.87M	2.33%	0.00%	-22.1%	Q1 2025
METAMeta Platforms, Inc.	$5.64M	1.91%	Not reported	-6.8%	Q1 2025
AVGOBroadcom Inc.	$5.61M	1.90%	0.00%	-14.3%	Q1 2025
JPMJPMorgan Chase & Co	$4.9M	1.66%	0.00%	+2.5%	Q1 2025
LLYELI LILLY & Co	$4.86M	1.65%	0.00%	+0.8%	Q1 2025
BRK.BBerkshire Hathaway Inc	$4.08M	1.38%	Not reported	-33.2%	Q1 2025
MAMastercard Inc	$3.76M	1.27%	0.00%	+77.0%	Q1 2025
XOMExxonMobil Holdings Corp	$3.59M	1.22%	0.00%	-18.4%	Q1 2025
GSGoldman Sachs Group Inc	$3.51M	1.19%	0.00%	-27.8%	Q1 2025
TSLATesla, Inc.	$3.51M	1.19%	0.00%	-12.5%	Q1 2025
VVisa Inc.	$3.37M	1.14%	0.00%	+3.7%	Q1 2025
CSCOCisco Systems, Inc.	$3.23M	1.09%	0.00%	-4.9%	Q1 2025
PMPhilip Morris International Inc.	$3.16M	1.07%	0.00%	+147.3%	Q1 2025
SPGIS&P Global Inc.	$3.06M	1.04%	0.00%	+8.4%	Q1 2025
CCitigroup Inc	$2.91M	0.99%	0.00%	-9.6%	Q1 2025
CVXChevron Corp	$2.75M	0.93%	0.00%	+0.4%	Q1 2025
JNJJohnson & Johnson	$2.67M	0.90%	0.00%	-26.4%	Q1 2025
COSTCostco Wholesale Corp	$2.64M	0.90%	0.00%	+1156.6%	Q1 2025
BACBank of America Corp	$2.62M	0.89%	0.00%	+336.5%	Q1 2025
LENLennar Corp	$2.6M	0.88%	Not reported	New	Q4 2025
AEPAmerican Electric Power Co Inc	$2.58M	0.87%	0.00%	+117.8%	Q1 2025
NFLXNetflix Inc	$2.53M	0.86%	0.00%	+5.6%	Q1 2025
ABBVAbbVie Inc.	$2.52M	0.85%	0.00%	-8.7%	Q1 2025
ACNAccenture plc	$2.47M	0.84%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$2.45M	0.83%	0.00%	-15.9%	Q1 2025
DOVDOVER Corp	$2.39M	0.81%	0.01%	New	Q4 2025
MUMicron Technology Inc	$2.38M	0.81%	0.00%	-32.6%	Q1 2025
WMTWalmart Inc.	$2.24M	0.76%	0.00%	+808.2%	Q1 2025
GEGeneral Electric Co	$2.23M	0.76%	0.00%	+501.8%	Q1 2025
MSMorgan Stanley	$2.23M	0.76%	0.00%	New	Q4 2025
LRCXLam Research Corp	$2.2M	0.74%	0.00%	Not reported	Q1 2025
BNYBank of New York Mellon Corp	$2.17M	0.73%	0.00%	New	Q4 2025
RTXRTX Corp	$2.14M	0.73%	0.00%	+352.2%	Q1 2025
CSXCSX Corp	$2.14M	0.73%	0.00%	-2.4%	Q1 2025
CPBCAMPBELL'S Co	$2.14M	0.72%	0.03%	New	Q4 2025
CHDChurch & Dwight Co Inc	$2.08M	0.70%	0.01%	New	Q4 2025
MOAltria Group, Inc.	$2.02M	0.68%	0.00%	-0.1%	Q1 2025
ICEIntercontinental Exchange, Inc.	$1.97M	0.67%	0.00%	-43.3%	Q1 2025
CRMSalesforce, Inc.	$1.87M	0.63%	0.00%	+6.5%	Q1 2025
AMDAdvanced Micro Devices Inc	$1.82M	0.62%	0.00%	-8.1%	Q1 2025
TROWPrice T Rowe Group Inc	$1.78M	0.60%	0.01%	+0.2%	Q3 2025
PFEPfizer Inc	$1.75M	0.59%	0.00%	-1.1%	Q1 2025
APHAmphenol Corp	$1.69M	0.57%	0.00%	New	Q4 2025
MRSHMarsh & Mclennan Companies, Inc.	$1.68M	0.57%	0.00%	New	Q4 2025
PRUPrudential Financial Inc	$1.65M	0.56%	0.00%	+0.4%	Q1 2025
VZVerizon Communications Inc	$1.61M	0.55%	0.00%	+1.4%	Q1 2025

Q3 2025Reported Nov 12, 2025115 positions
AAPLApple Inc.	$15.8M	5.30%	0.00%	-45.3%	Q1 2025
NVDANvidia Corp	$15.8M	5.28%	0.00%	-51.6%	Q1 2025
MSFTMicrosoft Corp	$13.8M	4.62%	0.00%	-51.8%	Q1 2025
AMZNAmazon Com Inc	$7.99M	2.67%	0.00%	-53.0%	Q1 2025
GOOGLAlphabet Inc.	$6.84M	2.29%	0.00%	-45.1%	Q1 2025
METAMeta Platforms, Inc.	$6.74M	2.25%	Not reported	-49.7%	Q1 2025
AVGOBroadcom Inc.	$6.24M	2.09%	0.00%	-55.8%	Q1 2025
BRK.BBerkshire Hathaway Inc	$6.11M	2.04%	Not reported	-21.8%	Q1 2025
JPMJPMorgan Chase & Co	$4.68M	1.57%	0.00%	-37.8%	Q1 2025
GSGoldman Sachs Group Inc	$4.41M	1.47%	0.00%	-23.3%	Q1 2025
XOMExxonMobil Holdings Corp	$4.13M	1.38%	0.00%	-33.8%	Q1 2025
TSLATesla, Inc.	$3.97M	1.33%	0.00%	-63.1%	Q1 2025
MCDMcdonalds Corp	$3.81M	1.28%	0.00%	-35.1%	Q1 2025
ICEIntercontinental Exchange, Inc.	$3.61M	1.21%	0.00%	-21.1%	Q1 2025
EXCExelon Corp	$3.49M	1.17%	0.01%	+7.4%	Q1 2025
HDHome Depot, Inc.	$3.43M	1.15%	0.00%	-43.3%	Q1 2025
LLYELI LILLY & Co	$3.42M	1.14%	0.00%	-1.2%	Q1 2025
JNJJohnson & Johnson	$3.25M	1.09%	0.00%	-36.8%	Q1 2025
VVisa Inc.	$3.16M	1.06%	0.00%	-20.7%	Q1 2025
NFLXNetflix Inc	$3.06M	1.02%	0.00%	-59.9%	Q1 2025
CSCOCisco Systems, Inc.	$3.02M	1.01%	0.00%	-56.2%	Q1 2025
AFLAflac Inc	$2.81M	0.94%	0.00%	-21.5%	Q1 2025
CCitigroup Inc	$2.8M	0.94%	0.00%	-22.4%	Q1 2025
ABBVAbbVie Inc.	$2.79M	0.93%	0.00%	-24.4%	Q1 2025
CVXChevron Corp	$2.79M	0.93%	0.00%	+8.3%	Q1 2025
TMOThermo Fisher Scientific Inc.	$2.73M	0.91%	0.00%	-21.3%	Q1 2025
TJXTJX Companies Inc	$2.72M	0.91%	0.00%	-23.4%	Q1 2025
PGPROCTER & GAMBLE Co	$2.69M	0.90%	0.00%	-65.5%	Q1 2025
SPGIS&P Global Inc.	$2.63M	0.88%	0.00%	-23.5%	Q1 2025
TAt&T Inc.	$2.33M	0.78%	0.00%	-34.6%	Q1 2025
IEXIdex Corp	$2.33M	0.78%	0.02%	-21.8%	Q1 2025
MOAltria Group, Inc.	$2.32M	0.78%	0.00%	-28.3%	Q1 2025
UNHUnitedhealth Group Inc	$2.26M	0.76%	0.00%	-63.2%	Q1 2025
CSXCSX Corp	$2.15M	0.72%	0.00%	-23.6%	Q1 2025
MAMastercard Inc	$2.11M	0.71%	0.00%	-20.0%	Q1 2025
YUMYum Brands Inc	$2.1M	0.70%	0.01%	-21.3%	Q1 2025
MUMicron Technology Inc	$2.07M	0.69%	0.00%	-46.0%	Q1 2025
PEPPepsico Inc	$2.05M	0.69%	0.00%	-21.2%	Q1 2025
PFEPfizer Inc	$1.81M	0.61%	0.00%	+42.4%	Q1 2025
PLTRPalantir Technologies Inc.	$1.79M	0.60%	0.00%	-28.4%	Q1 2025
TROWPrice T Rowe Group Inc	$1.78M	0.60%	0.01%	New	Q3 2025
HONHoneywell International Inc	$1.73M	0.58%	0.00%	-45.1%	Q1 2025
VZVerizon Communications Inc	$1.71M	0.57%	0.00%	-14.0%	Q1 2025
CNPCenterpoint Energy Inc	$1.67M	0.56%	0.01%	-21.4%	Q1 2025
BWABorgwarner Inc	$1.67M	0.56%	0.02%	-24.6%	Q1 2025
TPRTapestry, Inc.	$1.58M	0.53%	0.01%	-22.9%	Q1 2025
NKENIKE, Inc.	$1.58M	0.53%	0.00%	-22.2%	Q1 2025
CRMSalesforce, Inc.	$1.57M	0.53%	0.00%	-44.1%	Q1 2025
FFord Motor Co	$1.52M	0.51%	0.00%	+32.3%	Q1 2025
PRUPrudential Financial Inc	$1.52M	0.51%	0.00%	+10.6%	Q1 2025

Premium opens every quarter this fund has filed