Tounjian Advisory Partners, LLC

Tounjian Advisory Partners, LLC reported 795 holdings worth US$234M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Tounjian Advisory Partners, LLC reported 795 holdings worth US$234M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Amazon.com, Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
795
Value as reported
US$234M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc29,546US$8.55M3.7%
Nvidia Corporation35,198US$7.04M3.0%
Amazon.com, Inc.23,327US$5.56M2.4%
Ge Aerospace13,301US$4.97M2.1%
Microsoft Corp.13,120US$4.89M2.1%
Space Exploration Technologies Corp28,478US$4.87M2.1%
Tesla, Inc.11,162US$4.69M2.0%
Cisco Systems, Inc.37,172US$4.37M1.9%
Home Depot, Inc. (the)12,355US$4.36M1.9%
Walmart Inc.37,785US$4.28M1.8%
Boeing Company (the)18,529US$4.01M1.7%
Costco Wholesale Corporation4,268US$3.99M1.7%
Mcdonald's Corporation14,190US$3.84M1.6%
Netflix, Inc.50,112US$3.58M1.5%
Oracle Corporation23,173US$3.4M1.5%
Unitedhealth Group Incorporated7,748US$3.22M1.4%
Alphabet Inc (google) Class C4,893US$1.75M0.75%
Meta Platforms, Inc.1,493US$841K0.36%
Broadcom Inc.2,213US$836K0.36%
Cencora, Inc.2,601US$736K0.31%
Johnson & Johnson2,674US$679K0.29%
S&p Global Inc.1,474US$600K0.26%
Asml Holding Nv285US$567K0.24%
Idexx Laboratories, Inc.1,008US$531K0.23%
Constellation Energy Corporation2,043US$507K0.22%
Lockheed Martin Corporation827US$421K0.18%
Shopify Inc.3,467US$396K0.17%
Synopsys, Inc.839US$374K0.16%
Taiwan Semiconductor Manufacturing Co., Ltd.638US$305K0.13%
Old Dominion Freight Line, Inc.1,379US$299K0.13%
Belpointe Prep, Llc6,273US$284K0.12%
Caterpillar, Inc.247US$263K0.11%
Tjx Companies, Inc. (the)1,727US$262K0.11%
Palo Alto Networks, Inc.756US$258K0.11%
Mercadolibre, Inc.128US$217K0.09%
Micron Technology, Inc.187US$216K0.09%
Amphenol Corporation1,214US$214K0.09%
Jp Morgan Chase & Co.651US$213K0.09%
Cintas Corporation1,119US$190K0.08%
Vistra Corp.1,160US$184K0.08%
Servicenow, Inc.1,790US$178K0.08%
Berkshire Hathaway Inc.333US$167K0.07%
Palantir Technologies Inc.1,425US$166K0.07%
Abbvie Inc.657US$165K0.07%
Chevron Corporation985US$163K0.07%
Workday, Inc.1,262US$154K0.07%
Rtx Corporation779US$148K0.06%
Mastercard Incorporated281US$144K0.06%
Cvs Health Corporation1,304US$135K0.06%
Wheaton Precious Metals Corp1,174US$132K0.06%
Vulcan Materials Company (holding Company)433US$128K0.05%
Energy Transfer Lp6,378US$122K0.05%
Ge Vernova Inc.103US$121K0.05%
Marathon Petroleum Corporation454US$116K0.05%
Thermo Fisher Scientific Inc230US$115K0.05%
Procter & Gamble Company (the)739US$108K0.05%
Airbnb, Inc.755US$108K0.05%
Targa Resources, Inc.367US$98,3880.04%
Exelon Corporation1,942US$90,5300.04%
Pultegroup, Inc.652US$89,4280.04%
Deere & Company141US$89,2350.04%
Applied Materials, Inc.121US$87,3650.04%
Navitas Semiconductor Corporation4,869US$87,2520.04%
Powell Industries, Inc.301US$86,2500.04%
Southern Company (the)849US$81,2960.03%
Morgan Stanley382US$79,8850.03%
International Business Machines Corporation282US$79,2200.03%
Hca Healthcare, Inc.202US$78,6640.03%
At&t Inc.3,678US$76,1340.03%
Advanced Micro Devices Inc128US$74,2520.03%
Enbridge Inc.1,330US$72,1010.03%
Goldman Sachs Group, Inc. (the)70US$70,6770.03%
Dte Energy Company460US$70,1270.03%
Eli Lilly And Company58US$69,8540.03%
Bp Plc1,875US$69,2850.03%
Intel Corporation466US$65,1330.03%
Visa Inc.188US$64,5260.03%
First Busey Corporation2,173US$64,1010.03%
Zenas Biopharma, Inc.2,500US$63,4500.03%
Lam Research Corporation130US$56,3050.02%
Citigroup, Inc.386US$53,9670.02%
Bank Of America Corporation878US$50,0560.02%
Coca-cola Company (the)587US$47,6750.02%
Qualcomm Incorporated249US$45,9950.02%
Credo Technology Group Holding Ltd166US$45,1440.02%
Becton, Dickinson And Company296US$44,7400.02%
Ameren Corporation391US$44,2090.02%
Cadence Design Systems, Inc.113US$42,4110.02%
Merck & Company, Inc.305US$39,1790.02%
Csx Corporation783US$37,2110.02%
Kroger Company (the)633US$35,1490.02%
Atlantic Union Bankshares Corporation771US$32,6070.01%
General Dynamics Corporation92US$32,5930.01%
Fs Kkr Capital Corp.3,048US$32,0010.01%
The Bank Of New York Mellon Corporation221US$31,9930.01%
Nextera Energy, Inc.359US$31,4670.01%
The Travelers Companies, Inc.92US$30,4270.01%
Msc Income Fund, Inc.2,589US$29,9510.01%
Heico Corporation116US$29,8370.01%
Texas Instruments Incorporated99US$29,4130.01%

Every holding of Tounjian Advisory Partners, LLC

Source

View original at SEC

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