SEC 13F Intelligence

Managers / Q1 2026

TOUNJIAN ADVISORY PARTNERS, LLC

CIK 0002039850 · 8870 DANIELS PARKWAY, FORT MYERS, FL, 33912 · 239-561-6206

Reported Value
$277M
Q1 2026
Positions
150
Filings on Record
5
2019–present window
Filed
Apr 10, 2026
original filing

Summary

Tounjian Advisory Partners, LLC reported $277M in U.S.-listed holdings across 150 positions for Q1 2026.

Its largest position, NVDA, represents 5.2% of the portfolio.

Compared with Q4 2025, the fund opened 7 new positions and exited 7.

Portfolio Metrics

Turnover
+5.1%
vs prior filed quarter
Top-10 Concentration
+28.4%
share of reported value
Largest Position
+5.2%
Nvidia Corporation
New / Exited
7 / 7
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q1 ’25: $534MQ1 ’25Q2 ’25: $516MQ2 ’25Q3 ’25: $299MQ3 ’25Q4 ’25: $295MQ4 ’25Q1 ’26: $277MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 79.6%ETP: 17.5%Other: 2.9%
  • Common Stock · 79.6% · $220M
  • ETP · 17.5% · $49M
  • Other · 2.9% · $8M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SEAGATE TECHNOLOGY HLDNGS PLNEW+3.3K3.3K+$1M$1M
FIDELITY COVINGTON TRUSTNEW+5.1K5.1K+$361,832$361,832
VANGUARD SCOTTSDALE FDSNEW+4.1K4.1K+$337,952$337,952
ORCLORACLE CORPNEW+1.7K1.7K+$251,580$251,580
INTUINTUITNEW+528528+$228,296$228,296
ENQENTEGRIS INCNEW+1.9K1.9K+$217,606$217,606
VANGUARD INDEX FDSNEW+830830+$217,416$217,416
LAZLAZARD INCSOLD OUT23.4K0$1M$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

48 positions
#IssuerClass% PortfolioValueShares
1NVDANVIDIA CORPORATIONhistory →COM5.21%$14M82.7K
2AAPLAPPLE INChistory →COM5.11%$14M55.7K
3MSFTMICROSOFT CORPhistory →COM3.98%$11M29.7K
4ISHARES TRCORE MSCI EAFE · US TREAS BD ETF3.12%$9M163.7K
5AMERICAN CENTY ETF TRAVANTIS EMERGING · AVANTIS CORE FI2.77%$8M137.2K
6AMZNAMAZON COM INChistory →COM2.54%$7M33.8K
7GOOGLALPHABET INChistory →CAP STK CL A2.11%$6M20.3K
8AVGOBROADCOM INChistory →COM1.81%$5M16.2K
9EXMOCEXXON MOBIL CORPhistory →COM1.77%$5M28.9K
10METAMETA PLATFORMS INChistory →CL A1.66%$5M8.0K
11JANUS DETROIT STR TRHENDRSN SHRT ETF1.60%$4M90.6K
12JPMJPMORGAN CHASE & COhistory →COM1.48%$4M13.9K
13BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.33%$4M7.7K
144I1PHILIP MORRIS INTL INChistory →COM1.18%$3M19.8K
15MAMASTERCARD INCORPORATEDhistory →CL A1.13%$3M6.3K
16CSCOCISCO SYS INChistory →COM1.12%$3M39.9K
17JNJJOHNSON & JOHNSONhistory →COM1.11%$3M12.6K
18LLYELI LILLY & COhistory →COM1.10%$3M3.3K
19GSGOLDMAN SACHS GROUP INChistory →COM1.09%$3M3.6K
20AEPAMERICAN ELEC PWR CO INChistory →COM1.05%$3M22.3K
21COSTCOSTCO WHOLESALE CORPORATIONhistory →COM1.02%$3M2.8K
22TSLATESLA INChistory →COM1.02%$3M7.6K
23VVISA INChistory →COM CL A1.01%$3M9.3K
24TRVCCITIGROUP INChistory →COM NEW1.01%$3M24.6K
25NFLXNETFLIX INC.COM0.95%$3M27.3K
26LRCXLAM RESEARCH CORPCOM NEW0.93%$3M12.1K
27WMTWALMART INCCOM0.88%$2M19.6K
28DOVDOVER CORPCOM0.88%$2M11.7K
29SPGIS&P GLOBAL INCCOM0.86%$2M5.6K
30HDHOME DEPOT INCCOM0.86%$2M7.3K
31MUMICRON TECHNOLOGY INCCOM0.84%$2M6.9K
32ABBVABBVIE INCCOM0.84%$2M10.7K
33CSXCSX CORPCOM0.83%$2M56.3K
34LENLENNAR CORPCL A0.82%$2M26.0K
35CHDCHURCH & DWIGHT CO INCCOM0.80%$2M23.8K
36BACBANK AMERICA CORPCOM0.80%$2M45.4K
37RTXRTX CORPORATIONCOM0.78%$2M11.2K
38WISDOMTREE TRITL HDG QTLY DIV0.78%$2M44.6K
39SPDR SERIES TRUSTSTATE STREET SPD0.77%$2M73.4K
40BNYBANK NEW YORK MELLON CORPCOM0.77%$2M17.9K
41PFEPFIZER INCCOM0.77%$2M75.4K
42VLOVALERO ENERGY CORPCOM0.76%$2M8.5K
43DWDMORGAN STANLEYCOM NEW0.75%$2M12.7K
44FLEXSHARES TRCR SCD US BD0.73%$2M41.9K
45ADMARCHER DANIELS MIDLAND COCOM0.69%$2M26.4K
46BACVERIZON COMMUNICATIONS INCCOM0.68%$2M37.5K
47ACCENTURE PLC IRELANDSHS CLASS A0.68%$2M9.5K
48GE AEROSPACECOM NEW0.68%$2M6.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$277M150Apr 10, 202613F-HRchanges · EDGAR ↗
Q4 2025$295M150Jan 7, 202613F-HRchanges · EDGAR ↗
Q3 2025$299M149Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$516M234Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$534M234Apr 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.