Tounjian Advisory Partners

Tounjian Advisory Partners as of Dec. 31, 2025

Portfolio Holdings for Tounjian Advisory Partners

Tounjian Advisory Partners holds 150 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.3 $16M 85k 186.50
Apple (AAPL) 5.3 $16M 58k 271.86
Microsoft Corporation (MSFT) 4.9 $14M 30k 483.63
Amazon (AMZN) 2.8 $8.3M 36k 230.82
Alphabet Cap Stk Cl A (GOOGL) 2.3 $6.9M 22k 313.00
Ishares Tr Core Msci Eafe (IEFA) 2.3 $6.8M 76k 89.46
Meta Platforms Cl A (META) 1.9 $5.6M 8.6k 660.03
Broadcom (AVGO) 1.9 $5.6M 16k 346.11
American Centy Etf Tr Avantis Emerging (AVXC) 1.7 $5.1M 80k 63.77
JPMorgan Chase & Co. (JPM) 1.7 $4.9M 15k 322.20
Eli Lilly & Co. (LLY) 1.6 $4.9M 4.5k 1074.84
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.6 $4.9M 99k 49.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $4.1M 8.1k 502.65
Mastercard Incorporated Cl A (MA) 1.3 $3.8M 6.6k 570.80
Exxon Mobil Corporation (XOM) 1.2 $3.6M 30k 120.34
Goldman Sachs (GS) 1.2 $3.5M 4.0k 878.82
Tesla Motors (TSLA) 1.2 $3.5M 7.8k 449.72
Visa Com Cl A (V) 1.1 $3.4M 9.6k 350.74
Cisco Systems (CSCO) 1.1 $3.2M 42k 77.03
Philip Morris International (PM) 1.1 $3.2M 20k 160.41
S&p Global (SPGI) 1.0 $3.1M 5.9k 522.64
Citigroup Com New (C) 1.0 $2.9M 25k 116.69
Chevron Corporation (CVX) 0.9 $2.7M 18k 152.40
American Centy Etf Tr Avantis Core Fi (AVIG) 0.9 $2.7M 64k 41.92
Johnson & Johnson (JNJ) 0.9 $2.7M 13k 206.94
Costco Wholesale Corporation (COST) 0.9 $2.6M 3.1k 862.12
Bank of America Corporation (BAC) 0.9 $2.6M 48k 55.00
Lennar Corp Cl A (LEN) 0.9 $2.6M 25k 102.80
American Electric Power Company (AEP) 0.9 $2.6M 22k 115.31
Netflix (NFLX) 0.9 $2.5M 27k 93.76
Abbvie (ABBV) 0.9 $2.5M 11k 228.50
Accenture Plc Ireland Shs Class A (ACN) 0.8 $2.5M 9.2k 268.30
Home Depot (HD) 0.8 $2.5M 7.1k 344.09
Dover Corporation (DOV) 0.8 $2.4M 12k 195.24
Micron Technology (MU) 0.8 $2.4M 8.3k 285.44
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.8 $2.3M 46k 48.66
Wal-Mart Stores (WMT) 0.8 $2.2M 20k 111.41
Ge Aerospace Com New (GE) 0.8 $2.2M 7.2k 308.00
Morgan Stanley Com New (MS) 0.8 $2.2M 13k 177.53
Spdr Series Trust State Street Spd (SPBO) 0.8 $2.2M 76k 29.34
Lam Research Corp Com New (LRCX) 0.7 $2.2M 13k 171.18
Bank of New York Mellon Corporation (BK) 0.7 $2.2M 19k 116.09
Raytheon Technologies Corp (RTX) 0.7 $2.1M 12k 183.40
CSX Corporation (CSX) 0.7 $2.1M 59k 36.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $2.1M 93k 23.02
Campbell Soup Company (CPB) 0.7 $2.1M 77k 27.87
Flexshares Tr Cr Scd Us Bd (SKOR) 0.7 $2.1M 43k 49.13
Church & Dwight (CHD) 0.7 $2.1M 25k 83.85
Altria (MO) 0.7 $2.0M 35k 57.66
Intercontinental Exchange (ICE) 0.7 $2.0M 12k 161.96
Ishares Tr Core Lt Usdb Etf (ILTB) 0.6 $1.9M 39k 49.70
salesforce (CRM) 0.6 $1.9M 7.1k 264.92
Advanced Micro Devices (AMD) 0.6 $1.8M 8.5k 214.16
T. Rowe Price (TROW) 0.6 $1.8M 17k 102.38
Pfizer (PFE) 0.6 $1.7M 70k 24.90
Amphenol Corp Cl A (APH) 0.6 $1.7M 13k 135.14
Marsh & McLennan Companies 0.6 $1.7M 9.1k 185.52
Prudential Financial (PRU) 0.6 $1.7M 15k 112.87
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $1.6M 62k 26.68
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $1.6M 32k 50.58
Verizon Communications (VZ) 0.5 $1.6M 40k 40.73
Us Bancorp Del Com New (USB) 0.5 $1.6M 30k 53.36
Edison International (EIX) 0.5 $1.6M 27k 60.02
Palantir Technologies Cl A (PLTR) 0.5 $1.6M 9.0k 177.75
Ford Motor Company (F) 0.5 $1.5M 118k 13.12
Moody's Corporation (MCO) 0.5 $1.5M 2.9k 510.84
Boston Scientific Corporation (BSX) 0.5 $1.5M 16k 95.35
Entergy Corporation (ETR) 0.5 $1.5M 16k 92.43
Huntington Bancshares Incorporated (HBAN) 0.5 $1.4M 83k 17.35
Key (KEY) 0.5 $1.4M 69k 20.64
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $1.4M 15k 93.08
Sempra Energy (SRE) 0.5 $1.4M 16k 88.29
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.4M 2.0k 684.76
Truist Financial Corp equities (TFC) 0.5 $1.4M 28k 49.21
Citizens Financial (CFG) 0.5 $1.4M 23k 58.41
Omni (OMC) 0.5 $1.3M 17k 80.75
Archer Daniels Midland Company (ADM) 0.5 $1.3M 23k 57.49
Regions Financial Corporation (RF) 0.4 $1.3M 49k 27.10
Dominion Resources (D) 0.4 $1.3M 23k 58.59
McDonald's Corporation (MCD) 0.4 $1.3M 4.3k 305.59
CVS Caremark Corporation (CVS) 0.4 $1.3M 16k 79.36
Republic Services (RSG) 0.4 $1.3M 6.0k 211.93
Linde SHS (LIN) 0.4 $1.3M 3.0k 426.37
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.4 $1.2M 15k 82.48
Genuine Parts Company (GPC) 0.4 $1.2M 9.8k 122.97
At&t (T) 0.4 $1.2M 48k 24.84
Valero Energy Corporation (VLO) 0.4 $1.2M 7.2k 162.77
Xcel Energy (XEL) 0.4 $1.2M 16k 73.86
Wec Energy Group (WEC) 0.4 $1.1M 11k 105.45
Lazard Ltd Shs -a - (LAZ) 0.4 $1.1M 23k 48.56
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $1.1M 11k 100.35
Old Republic International Corporation (ORI) 0.4 $1.1M 24k 45.64
Eversource Energy (ES) 0.4 $1.1M 16k 67.33
CMS Energy Corporation (CMS) 0.4 $1.1M 15k 69.93
FirstEnergy (FE) 0.4 $1.1M 24k 44.77
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $1.0M 24k 43.30
Fifth Third Ban (FITB) 0.3 $1.0M 22k 46.81
Oge Energy Corp (OGE) 0.3 $1.0M 24k 42.70
International Business Machines (IBM) 0.3 $1.0M 3.4k 296.19
General Mills (GIS) 0.3 $1.0M 22k 46.50
Exelon Corporation (EXC) 0.3 $984k 23k 43.59
Bunge Global Sa Com Shs (BG) 0.3 $958k 11k 89.09
PPL Corporation (PPL) 0.3 $952k 27k 35.02
Principal Financial (PFG) 0.3 $915k 10k 88.21
Smurfit Westrock SHS (SW) 0.3 $910k 24k 38.67
DTE Energy Company (DTE) 0.3 $908k 7.0k 128.99
International Paper Company (IP) 0.3 $889k 23k 39.39
Kimberly-Clark Corporation (KMB) 0.3 $879k 8.7k 100.89
Pinnacle West Capital Corporation (PNW) 0.3 $868k 9.8k 88.70
ConAgra Foods (CAG) 0.3 $826k 48k 17.31
Public Service Enterprise (PEG) 0.3 $823k 10k 80.30
Skyworks Solutions (SWKS) 0.3 $814k 13k 63.41
Oneok (OKE) 0.3 $796k 11k 73.50
Fidelity Covington Trust Msci Matls Index (FMAT) 0.3 $793k 15k 53.11
Hp (HPQ) 0.3 $779k 35k 22.28
Best Buy (BBY) 0.3 $778k 12k 66.93
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.3 $761k 15k 49.53
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.3 $759k 7.6k 100.38
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.2 $729k 15k 50.23
Ishares Tr Msci Eafe Smcp (HSCZ) 0.2 $661k 17k 38.91
Wisdomtree Tr Dynamic Intl Sml (DDLS) 0.2 $655k 15k 42.98
Nextera Energy (NEE) 0.2 $649k 8.1k 80.28
Ishares Tr Cmbs Etf (CMBS) 0.2 $614k 13k 49.08
Procter & Gamble Company (PG) 0.2 $532k 3.7k 143.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $521k 830.00 627.37
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $510k 17k 29.61
Fidelity National Financial Com Shs (FNF) 0.2 $483k 8.8k 54.58
Pimco Etf Tr Ultra Short Govt (BILZ) 0.2 $479k 4.8k 100.76
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $440k 1.4k 322.82
Spdr Series Trust State Street Spd (MDYG) 0.1 $423k 4.6k 92.43
Applied Materials (AMAT) 0.1 $417k 1.6k 257.12
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $411k 4.0k 102.14
Emerson Electric (EMR) 0.1 $400k 3.0k 132.71
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.1 $390k 17k 23.34
Spdr Series Trust State Street Spd (MDYV) 0.1 $357k 4.2k 84.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $329k 696.00 472.71
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $322k 5.8k 55.22
Monster Beverage Corp (MNST) 0.1 $321k 4.2k 76.67
Vanguard World Inf Tech Etf (VGT) 0.1 $312k 414.00 754.55
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $310k 1.4k 219.72
Wells Fargo & Company (WFC) 0.1 $293k 3.1k 93.20
Select Sector Spdr Tr State Street Com (XLC) 0.1 $273k 2.3k 117.68
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $265k 912.00 290.08
Analog Devices (ADI) 0.1 $258k 950.00 271.04
Watts Water Technologies Cl A (WTS) 0.1 $237k 858.00 275.72
Union Pacific Corporation (UNP) 0.1 $235k 1.0k 231.11
Janus Detroit Str Tr Henderson Securi (JSI) 0.1 $209k 4.0k 52.06
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.1 $206k 4.3k 48.05
Nike CL B (NKE) 0.1 $203k 3.2k 63.69
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $202k 4.5k 44.72