Tounjian Advisory Partners, LLC Portfolio Holdings by Sector

Tounjian Advisory Partners, LLC

$516 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VNLA UDEC IEFA BOND JAAA IVV MINT FTGC 58 stocks	$93.3 Million 20.07% of portfolio	-	45	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD MU TXN QCOM INTC ADI 8 stocks	$34.7 Million 7.46% of portfolio	-	8	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$25.2 Million 5.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ADBE PANW SNPS CRWD 6 stocks	$24.7 Million 5.31% of portfolio	-	6	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EXC CNP PEG AEP CMS ETR LNT WEC 15 stocks	$23.1 Million 4.97% of portfolio	-	15	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$18.4 Million 3.97% of portfolio	-	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ LLY ABBV MRK AMGN PFE GILD 7 stocks	$16.7 Million 3.6% of portfolio	-	7	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN PDD 2 stocks	$13.3 Million 2.85% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE IEX EMR WTS ETN GGG 6 stocks	$11.1 Million 2.39% of portfolio	-	6	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB CFG HBAN TFC RF KEY FITB FHN 9 stocks	$11 Million 2.37% of portfolio	-	9	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM SBUX 3 stocks	$9.77 Million 2.1% of portfolio	-	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C BAC WFC 4 stocks	$9.39 Million 2.02% of portfolio	-	4	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$9.35 Million 2.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE SPGI 2 stocks	$8.28 Million 1.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$8.28 Million 1.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ TMUS CHTR CMCSA 5 stocks	$8.2 Million 1.76% of portfolio	-	5	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$7.23 Million 1.56% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA PYPL 3 stocks	$7.22 Million 1.55% of portfolio	-	3	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$7.16 Million 1.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical PHM 1 stocks	$6.71 Million 1.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$6.22 Million 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL PRU UNM MET 4 stocks	$6.19 Million 1.33% of portfolio	-	4	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$5.94 Million 1.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$5.47 Million 1.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER CDNS WDAY 4 stocks	$5.46 Million 1.17% of portfolio	-	4	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG ATR 2 stocks	$5.44 Million 1.17% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$5.18 Million 1.11% of portfolio	-	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$5 Million 1.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO A 2 stocks	$4.7 Million 1.01% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$4.15 Million 0.89% of portfolio	-	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$3.94 Million 0.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP MNST 2 stocks	$3.92 Million 0.84% of portfolio	-	2	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$3.16 Million 0.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$3 Million 0.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services IVZ PFG BEN 3 stocks	$2.79 Million 0.6% of portfolio	-	3	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$2.63 Million 0.57% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM CTSH CDW 3 stocks	$2.49 Million 0.53% of portfolio	-	3	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC IPG 2 stocks	$2.32 Million 0.5% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT KLAC ASML 3 stocks	$2.19 Million 0.47% of portfolio	-	3	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP SON 2 stocks	$2.14 Million 0.46% of portfolio	-	2	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials JBHT 1 stocks	$2.09 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG VST 2 stocks	$1.98 Million 0.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Diversified Machinery \| Industrial Goods XONE 1 stocks	$1.98 Million 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1.85 Million 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology STX HPQ 2 stocks	$1.52 Million 0.33% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$1.5 Million 0.32% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA 1 stocks	$1.44 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$1.35 Million 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE 1 stocks	$1.33 Million 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$1.28 Million 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBY GPC 2 stocks	$1.18 Million 0.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$1.08 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$1.06 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$1.05 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG 1 stocks	$1.05 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$1.05 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$992,878 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$952,854 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials LYB 1 stocks	$790,528 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$778,662 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials PCAR 1 stocks	$652,616 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN 1 stocks	$651,404 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$627,118 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$625,206 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EGP 1 stocks	$309,642 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R 1 stocks	$233,984 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts

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Tounjian Advisory Partners, LLC Portfolio Holdings by Sector

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