TOUNJIAN ADVISORY PARTNERS, LLC

Q2 2026 13F-HR Holdings

Location
Fort Myers, FL
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
795
Total value ($000)
$233,811
Net value change ($000)
-43,083 (-15.6%)
New positions
644
Sold out positions
7
Turnover %
72.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTGS 38,464 NEW
BUFR 9,041 NEW
UDEC 7,521 NEW
SPACE EXPLORATION TECHN CORP 4,866 NEW
MISL 4,666 NEW
BA 4,011 NEW
GARMIN LTD 3,924 NEW
MAYW 3,686 NEW
UNH 3,220 NEW
SPYM 3,211 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -7,386 -51.2%
IEFA -6,499 -99.4%
MSFT -6,114 -55.5%
AAPL -5,589 -39.5%
GOOGL -5,524 -94.8%
AVXC -5,081 -100.0%
XOM -4,900 -100.0%
VNLA -4,425 -100.0%
AVGO -4,177 -83.3%
JPM -3,888 -94.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type