Tounjian Advisory Partners

Tounjian Advisory Partners as of March 31, 2026

Portfolio Holdings for Tounjian Advisory Partners

Tounjian Advisory Partners holds 150 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 5.2 $14M 83k 174.40
Apple (AAPL) 5.1 $14M 56k 253.79
Microsoft Corporation (MSFT) 4.0 $11M 30k 370.18
Amazon (AMZN) 2.5 $7.0M 34k 208.27
Ishares Tr Core Msci Eafe (IEFA) 2.4 $6.5M 72k 90.53
Alphabet Cap Stk Cl A (GOOGL) 2.1 $5.8M 20k 287.56
American Centy Etf Tr Avantis Emerging (AVXC) 1.8 $5.1M 75k 67.63
Broadcom (AVGO) 1.8 $5.0M 16k 309.52
Exxon Mobil Corporation (XOM) 1.8 $4.9M 29k 169.66
Meta Platforms Cl A (META) 1.7 $4.6M 8.0k 572.17
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.6 $4.4M 91k 48.86
JPMorgan Chase & Co. (JPM) 1.5 $4.1M 14k 294.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $3.7M 7.7k 479.20
Philip Morris International (PM) 1.2 $3.3M 20k 165.33
Mastercard Incorporated Cl A (MA) 1.1 $3.1M 6.3k 499.66
Cisco Systems (CSCO) 1.1 $3.1M 40k 77.59
Johnson & Johnson (JNJ) 1.1 $3.1M 13k 244.45
Eli Lilly & Co. (LLY) 1.1 $3.1M 3.3k 920.02
Goldman Sachs (GS) 1.1 $3.0M 3.6k 846.07
American Electric Power Company (AEP) 1.1 $2.9M 22k 131.08
Costco Wholesale Corporation (COST) 1.0 $2.8M 2.8k 996.54
Tesla Motors (TSLA) 1.0 $2.8M 7.6k 371.75
Visa Com Cl A (V) 1.0 $2.8M 9.3k 302.24
Citigroup Com New (C) 1.0 $2.8M 25k 113.41
Netflix (NFLX) 0.9 $2.6M 27k 96.15
Lam Research Corp Com New (LRCX) 0.9 $2.6M 12k 213.66
American Centy Etf Tr Avantis Core Fi (AVIG) 0.9 $2.6M 62k 41.54
Wal-Mart Stores (WMT) 0.9 $2.4M 20k 124.28
Dover Corporation (DOV) 0.9 $2.4M 12k 208.45
S&p Global (SPGI) 0.9 $2.4M 5.6k 425.40
Home Depot (HD) 0.9 $2.4M 7.3k 328.85
Micron Technology (MU) 0.8 $2.3M 6.9k 337.79
Abbvie (ABBV) 0.8 $2.3M 11k 217.49
CSX Corporation (CSX) 0.8 $2.3M 56k 41.05
Lennar Corp Cl A (LEN) 0.8 $2.3M 26k 86.84
Church & Dwight (CHD) 0.8 $2.2M 24k 93.32
Bank of America Corporation (BAC) 0.8 $2.2M 45k 48.75
Raytheon Technologies Corp (RTX) 0.8 $2.2M 11k 192.90
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.8 $2.1M 45k 48.15
Spdr Series Trust State Street Spd (SPBO) 0.8 $2.1M 73k 29.03
Bank of New York Mellon Corporation (BK) 0.8 $2.1M 18k 118.63
Pfizer (PFE) 0.8 $2.1M 75k 28.08
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $2.1M 92k 22.91
Valero Energy Corporation (VLO) 0.8 $2.1M 8.5k 247.09
Morgan Stanley Com New (MS) 0.8 $2.1M 13k 164.57
Flexshares Tr Cr Scd Us Bd (SKOR) 0.7 $2.0M 42k 48.62
Archer Daniels Midland Company (ADM) 0.7 $1.9M 26k 72.69
Verizon Communications (VZ) 0.7 $1.9M 38k 50.20
Accenture Plc Ireland Shs Class A (ACN) 0.7 $1.9M 9.5k 198.28
Ge Aerospace Com New (GE) 0.7 $1.9M 6.6k 283.76
Ishares Tr Core Lt Usdb Etf (ILTB) 0.7 $1.8M 38k 48.98
Lyondellbasell Industries Nv Shs - A - (LYB) 0.6 $1.8M 22k 80.56
T. Rowe Price (TROW) 0.6 $1.8M 20k 90.14
Entergy Corporation (ETR) 0.6 $1.7M 15k 112.36
Advanced Micro Devices (AMD) 0.6 $1.7M 8.3k 203.43
Campbell Soup Company (CPB) 0.6 $1.7M 75k 22.27
Chevron Corporation (CVX) 0.6 $1.7M 8.0k 206.92
Us Bancorp Com New (USB) 0.6 $1.6M 32k 52.01
Citizens Financial (CFG) 0.6 $1.6M 27k 59.97
Pimco Etf Tr Multisector Bd (PYLD) 0.6 $1.6M 60k 26.20
Ford Motor Company (F) 0.6 $1.5M 134k 11.54
Bunge Global Sa Com Shs (BG) 0.6 $1.5M 12k 127.21
Intercontinental Exchange (ICE) 0.6 $1.5M 9.8k 157.29
Key (KEY) 0.6 $1.5M 77k 20.05
Marsh & McLennan Companies (MRSH) 0.5 $1.5M 8.8k 173.46
Amphenol Corp Cl A (APH) 0.5 $1.5M 12k 126.34
Dominion Resources (D) 0.5 $1.5M 24k 61.82
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $1.5M 29k 50.37
Sempra Energy (SRE) 0.5 $1.5M 15k 97.17
McDonald's Corporation (MCD) 0.5 $1.4M 4.6k 310.86
Linde SHS (LIN) 0.5 $1.4M 2.8k 495.86
Prudential Financial (PRU) 0.5 $1.4M 14k 97.69
At&t (T) 0.5 $1.4M 48k 28.99
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $1.4M 15k 92.28
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.4M 14k 100.67
CVS Caremark Corporation (CVS) 0.5 $1.4M 19k 71.82
Regions Financial Corporation (RF) 0.5 $1.4M 52k 26.12
Altria (MO) 0.5 $1.3M 20k 65.99
salesforce (CRM) 0.5 $1.3M 7.1k 186.68
Truist Financial Corp equities (TFC) 0.5 $1.3M 29k 45.97
Omni (OMC) 0.5 $1.3M 17k 75.31
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.3M 2.0k 653.49
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $1.3M 3.3k 391.76
Republic Services (RSG) 0.5 $1.3M 5.8k 219.02
Palantir Technologies Cl A (PLTR) 0.5 $1.3M 8.6k 146.28
Huntington Bancshares Incorporated (HBAN) 0.4 $1.2M 79k 15.65
Wec Energy Group (WEC) 0.4 $1.2M 11k 115.77
FirstEnergy (FE) 0.4 $1.2M 24k 50.66
Moody's Corporation (MCO) 0.4 $1.2M 2.8k 436.32
CMS Energy Corporation (CMS) 0.4 $1.2M 16k 77.58
Xcel Energy (XEL) 0.4 $1.2M 15k 79.44
Eversource Energy (ES) 0.4 $1.2M 17k 69.28
International Business Machines (IBM) 0.4 $1.2M 4.9k 242.40
Exelon Corporation (EXC) 0.4 $1.2M 24k 49.02
Edison International (EIX) 0.4 $1.2M 16k 73.18
Oge Energy Corp (OGE) 0.4 $1.1M 23k 47.96
Principal Financial (PFG) 0.4 $1.1M 12k 90.11
Fifth Third Ban (FITB) 0.4 $1.1M 23k 46.46
Pinnacle West Capital Corporation (PNW) 0.4 $1.1M 11k 100.76
Fidelity Covington Trust Msci Indl Indx (FIDU) 0.4 $1.1M 12k 86.51
PPL Corporation (PPL) 0.4 $1.0M 27k 38.20
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $1.0M 10k 100.57
DTE Energy Company (DTE) 0.4 $994k 6.8k 146.23
Oneok (OKE) 0.3 $968k 11k 90.39
Boston Scientific Corporation (BSX) 0.3 $947k 15k 62.75
Skyworks Solutions (SWKS) 0.3 $944k 18k 53.55
International Paper Company (IP) 0.3 $935k 26k 35.70
Genuine Parts Company (GPC) 0.3 $934k 8.8k 105.76
Best Buy (BBY) 0.3 $932k 15k 64.20
Nextera Energy (NEE) 0.3 $836k 9.0k 92.87
Fidelity Covington Trust Msci Matls Index (FMAT) 0.3 $832k 14k 57.64
Public Service Enterprise (PEG) 0.3 $827k 10k 80.95
ConAgra Foods (CAG) 0.3 $804k 51k 15.72
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 0.3 $700k 14k 50.05
Hp (HPQ) 0.3 $694k 36k 19.21
Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.3 $693k 14k 49.52
Ishares Tr Msci Eafe Smcp (HSCZ) 0.2 $640k 16k 39.67
Wisdomtree Tr Dynamic Intl Sml (DDLS) 0.2 $634k 15k 43.46
Ishares Tr Cmbs Etf (CMBS) 0.2 $594k 12k 48.73
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $528k 17k 30.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $498k 832.00 598.26
Applied Materials (AMAT) 0.2 $455k 1.3k 341.87
Spdr Series Trust State Street Spd (MDYG) 0.2 $443k 4.6k 95.96
Pimco Etf Tr Ultra Short Govt (BILZ) 0.2 $438k 4.3k 100.97
Procter & Gamble Company (PG) 0.2 $434k 3.0k 144.49
Fidelity Natl Finl Com Shs (FNF) 0.2 $427k 9.2k 46.38
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $404k 6.8k 59.07
Emerson Electric (EMR) 0.1 $399k 3.0k 131.06
Fidelity Covington Trust Msci Consm Dis (FDIS) 0.1 $374k 4.0k 93.24
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.1 $362k 5.1k 70.37
Spdr Series Trust State Street Spd (MDYV) 0.1 $358k 4.2k 85.16
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $338k 4.1k 82.75
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $305k 1.4k 214.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $296k 696.00 425.86
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.1 $293k 13k 23.06
Analog Devices (ADI) 0.1 $293k 920.00 318.00
Vanguard World Inf Tech Etf (VGT) 0.1 $290k 414.00 699.15
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $285k 4.7k 61.25
Kimberly-Clark Corporation (KMB) 0.1 $283k 2.9k 96.46
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $263k 916.00 286.88
Select Sector Spdr Tr State Street Com (XLC) 0.1 $254k 2.3k 110.90
Oracle Corporation (ORCL) 0.1 $252k 1.7k 147.12
Monster Beverage Corp (MNST) 0.1 $251k 3.5k 72.46
Union Pacific Corporation (UNP) 0.1 $238k 978.00 242.85
Janus Detroit Str Tr Henderson Securi (JSI) 0.1 $236k 4.6k 51.56
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.1 $235k 4.9k 47.72
Intuit (INTU) 0.1 $228k 528.00 432.38
Wells Fargo & Company (WFC) 0.1 $223k 2.8k 79.62
Entegris (ENTG) 0.1 $218k 1.9k 117.24
Vanguard Index Fds Small Cp Etf (VB) 0.1 $217k 830.00 261.95