1y return+17.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $127 against $133 in the S&P 500.2
Tounjian Advisory Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| FTGSFirst Tr Exchange-traded Fd | $38.5M | 16.5% | New |
| BUFRFirst Tr Exchng Traded Fd Vi | $9.0M | 3.9% | New |
| AAPLApple Inc | $8.5M | 3.7% | −47.0% |
| UDECInnovator Etfs Trust | $7.5M | 3.2% | New |
| NVDANvidia Corporation | $7.0M | 3.0% | −57.5% |
| AMZNAmazon Com Inc | $5.6M | 2.4% | −31.0% |
| GEGe Aerospace | $5.0M | 2.1% | +101.6% |
| MSFTMicrosoft Corp | $4.9M | 2.1% | −55.9% |
| SPCXSpace Exploration Techn Corp | $4.9M | 2.1% | New |
| TSLATesla Inc | $4.7M | 2.0% | +47.3% |
| MISLFirst Tr Exchange-traded Fd | $4.7M | 2.0% | New |
| CSCOCisco Sys Inc | $4.4M | 1.9% | −6.9% |
| HDHome Depot Inc | $4.4M | 1.9% | +69.9% |
| WMTWalmart Inc | $4.3M | 1.8% | +92.6% |
| BABoeing Co | $4.0M | 1.7% | New |
| COSTCostco Wholesale Corporation | $4.0M | 1.7% | +50.2% |
| Garmin LtdCUSIP H2906T109 | $3.9M | 1.7% | New |
| MCDMcdonalds Corp | $3.8M | 1.6% | +210.6% |
| MAYWAim Etf Products Trust | $3.7M | 1.6% | New |
| NFLXNetflix Inc. | $3.6M | 1.5% | +83.3% |
| ORCLOracle Corp | $3.4M | 1.5% | +1255.1% |
| UNHUnitedhealth Group Inc | $3.2M | 1.4% | New |
| SPYMSpdr Series Trust | $3.2M | 1.4% | New |
| SPYState Str Spdr S&p 500 Etf T | $3.2M | 1.4% | New |
| VOOVanguard Index Fds | $3.2M | 1.4% | +455.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CSCOCisco Sys Inc | March 31, 2025 | +90.3% | $4.4M |
| GEGe Aerospace | March 31, 2025 | +86.7% | $5.0M |
| NVDANvidia Corporation | March 31, 2025 | +84.6% | $7.0M |
| TSLATesla Inc | March 31, 2025 | +62.3% | $4.7M |
| AAPLApple Inc | March 31, 2025 | +30.3% | $8.5M |
| WMTWalmart Inc | March 31, 2025 | +29.0% | $4.3M |
| AMZNAmazon Com Inc | March 31, 2025 | +25.3% | $5.6M |
| VOOVanguard Index Fds | December 31, 2025 | +9.5% | $3.2M |
| BILZPimco Etf Tr | March 31, 2025 | −0.3% | $1.7M |
| ORCLOracle Corp | March 31, 2026 | −0.4% | $3.4M |
Sold off last quarter
- AVXCAmerican Centy Etf Tr was $5.1M
- Exxon Mobil CorpCUSIP 30231G102 was $4.9M
- IHDGWisdomtree Tr was $2.1M
- HSCZIshares Tr was $640K
- DDLSWisdomtree Tr was $634K
- SCHVSchwab Strategic Tr was $528K
- IWFIshares Tr was $296K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −2.2% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Tounjian Advisory Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2039850&type=13F-HR&dateb=&owner=include&count=40CIK 2039850
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2039850/000203985026000001/Filed August 7, 2026 · accession 0002039850-26-000001