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Tounjian Advisory Partners - Q1 2026 13F Filings

TO

Tounjian Advisory Partners, LLC

CIK: 0002039850
Address: Florida Fort Myers 8870 Daniels Parkway
$276.89 M
Portfolio Value
150
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/10/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IHDG Wisdomtree International Hed
+$2.15 M
2. SKOR Flexshares Credit-Scored Us
+$2.04 M
3. STX Seagate Technology Holdings PLC
+$1.28 M
4. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$1.03 M
5. XONE Bondbloxx Bbg 1 Dur Us Treas
+$692,642

Top Sells

Q1 2026
1. CVX Chevron Corporation
−$2.08 M
2. LAZ Lazard
−$1.14 M
3. ORI Old Republic International Corporation
−$1.11 M
4. LLY Eli Lilly And Company
−$1.11 M
5. GIS General Mills
−$1.01 M

Asset Allocation

Stocks/ETFs
-3.75%
$276.89 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Tounjian Advisory Partners Q1 2026 Filing Summary

Tounjian Advisory Partners, LLC filed its 13F report for Q1 2026 on April 10, 2026. The portfolio totaled 276.89 M reflecting a -6.22% change from the prior quarter, spanning 150 assets. The top 10 holdings comprised 28.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 14 new positions and 7 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Tounjian Advisory Partners’s Q1 2026 Filing

Tounjian Advisory Partners submitted their Form 13F-HR for the Q1 2026 period on 04/10/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Tounjian Advisory Partners reported a managed portfolio value of 276.89 M, consisting of 150 individual positions.

This page displays the raw filing documents. To see which stocks Tounjian Advisory Partners bought or sold during Q1 2026, please visit Tounjian Advisory Partners's Portfolio Analysis page.