Tounjian-Advisory-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "RF",
  "ATR",
  "MU",
  "ABBV",
  "ADBE",
  "A",
  "GOOGL",
  "ASML",
  "T",
  null,
  null,
  "AVGO",
  null,
  null,
  "D",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FITB",
  "GILD",
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "BEN",
  "FE",
  "UNP",
  "QCOM",
  null,
  "ISRG",
  null,
  "AMAT",
  null,
  "EMR",
  null,
  null,
  null,
  "ICE",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  "LIN",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EXC",
  null,
  "FHN",
  "GE",
  "GPC",
  "NI",
  "OMC",
  "PCAR",
  "KLAC",
  "OKE",
  null,
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "IVV",
  null,
  "PHM",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  "IEFA",
  "SPGI",
  null,
  "RTX",
  "STX",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "TPR",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "UBER",
  "UNM",
  "NEM",
  "MET",
  "OGE",
  "MNST",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWO",
  "GGG",
  null,
  "ETR",
  "EA",
  "R",
  "WTS",
  "AFL",
  "AMD",
  "WSO",
  "IP",
  "F",
  "WEC",
  "AEP",
  "IPG",
  null,
  null,
  "IEX",
  "PEG",
  null,
  "AMZN",
  null,
  "CMS",
  "PFG",
  "IVZ",
  null,
  null,
  "EGP",
  "HBAN",
  "PDD",
  "USB",
  "VUG",
  "VOO",
  "V",
  "VST",
  "WMT",
  "WFC",
  null,
  null,
  null,
  "WDAY",
  "YUM",
  "LNT",
  "DTE",
  "GRMN",
  "FNF",
  "JBHT",
  "EIX",
  "KEY",
  "SON",
  "PPL",
  null,
  "CRM",
  null,
  null,
  "LYB",
  "NRG",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BBY",
  null,
  "BA",
  "BWA",
  "CDNS",
  "CDW",
  "CNP",
  "CVX",
  "CHTR",
  "CTAS",
  "CSCO",
  "CFG",
  "C",
  "CMA",
  "CMCSA",
  "CTSH",
  "CAG",
  "CPRT",
  "COST",
  "CRWD",
  "CSX",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "ETN",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 234
Total Value: 534020639
Accession Number: 0001951757-25-000350
Form Type: 13F-HR
CIK: tounjian-advisory-partners
Manager Name: Tounjian-Advisory-Partners

Data Enrichment

68% identified

160 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

234 positions • $534.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 12

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Apple Inc.

AAPL|037833100

Shares:115.7K

Value:$25.7M

% of Portfolio:4.8% ($25.7M/$534.0M)

MICROSOFT CORP

MSFT|594918104

Shares:56.3K

Value:$21.1M

% of Portfolio:4.0% ($21.1M/$534.0M)

NVIDIA CORP

NVDA|67066G104

Shares:178.0K

Value:$19.3M

% of Portfolio:3.6% ($19.3M/$534.0M)

47103U886

Shares:351.4K

Value:$17.3M

% of Portfolio:3.2% ($17.3M/$534.0M)

33733E823

Shares:462.9K

Value:$13.8M

% of Portfolio:2.6% ($13.8M/$534.0M)

AMAZON COM INC

AMZN|023135106

Shares:78.8K

Value:$13.1M

% of Portfolio:2.4% ($13.1M/$534.0M)

Meta Platforms, Inc.

META|30303M102

Shares:18.6K

Value:$10.7M

% of Portfolio:2.0% ($10.7M/$534.0M)

72201R585

Shares:325.8K

Value:$8.6M

% of Portfolio:1.6% ($8.6M/$534.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:15.9K

Value:$8.5M

% of Portfolio:1.6% ($8.5M/$534.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:52.3K

Value:$8.1M

% of Portfolio:1.5% ($8.1M/$534.0M)

45782C532

Shares:222.0K

Value:$7.6M

% of Portfolio:1.4% ($7.6M/$534.0M)

Broadcom Inc.

AVGO|11135F101

Shares:43.6K

Value:$7.3M

% of Portfolio:1.4% ($7.3M/$534.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:18.0K

Value:$7.3M

% of Portfolio:1.4% ($7.3M/$534.0M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:66.3K

Value:$6.8M

% of Portfolio:1.3% ($6.8M/$534.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:56.3K

Value:$6.7M

% of Portfolio:1.3% ($6.7M/$534.0M)

Tesla, Inc.

TSLA|88160R101

Shares:24.6K

Value:$6.4M

% of Portfolio:1.2% ($6.4M/$534.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:102.6K

Value:$6.3M

% of Portfolio:1.2% ($6.3M/$534.0M)

46432F842

IEFA|46432F842

Shares:82.5K

Value:$6.2M

% of Portfolio:1.2% ($6.2M/$534.0M)

72201R775

Shares:67.3K

Value:$6.2M

% of Portfolio:1.2% ($6.2M/$534.0M)

MCDONALDS CORP

MCD|580135101

Shares:19.7K

Value:$6.2M

% of Portfolio:1.2% ($6.2M/$534.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	115.7K	QoQ- YoY-	All Managers (Combined)	$25.7M	4.8% ($25.7M/$534.0M)	QoQ- YoY-
MICROSOFT CORP(MSFTcusip594918104)	56.3K	QoQ- YoY-	All Managers (Combined)	$21.1M	4.0% ($21.1M/$534.0M)	QoQ- YoY-
NVIDIA CORP(NVDAcusip67066G104)	178.0K	QoQ- YoY-	All Managers (Combined)	$19.3M	3.6% ($19.3M/$534.0M)	QoQ- YoY-
(cusip47103U886)✕	351.4K	QoQ- YoY-	All Managers (Combined)	$17.3M	3.2% ($17.3M/$534.0M)	QoQ- YoY-
(cusip33733E823)✕	462.9K	QoQ- YoY-	All Managers (Combined)	$13.8M	2.6% ($13.8M/$534.0M)	QoQ- YoY-
AMAZON COM INC(AMZNcusip023135106)	78.8K	QoQ- YoY-	All Managers (Combined)	$13.1M	2.4% ($13.1M/$534.0M)	QoQ- YoY-
Meta Platforms, Inc.(METAcusip30303M102)	18.6K	QoQ- YoY-	All Managers (Combined)	$10.7M	2.0% ($10.7M/$534.0M)	QoQ- YoY-
(cusip72201R585)✕	325.8K	QoQ- YoY-	All Managers (Combined)	$8.6M	1.6% ($8.6M/$534.0M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	15.9K	QoQ- YoY-	All Managers (Combined)	$8.5M	1.6% ($8.5M/$534.0M)	QoQ- YoY-
Alphabet Inc.(GOOGLcusip02079K305)	52.3K	QoQ- YoY-	All Managers (Combined)	$8.1M	1.5% ($8.1M/$534.0M)	QoQ- YoY-
(cusip45782C532)✕	222.0K	QoQ- YoY-	All Managers (Combined)	$7.6M	1.4% ($7.6M/$534.0M)	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	43.6K	QoQ- YoY-	All Managers (Combined)	$7.3M	1.4% ($7.3M/$534.0M)	QoQ- YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	18.0K	QoQ- YoY-	All Managers (Combined)	$7.3M	1.4% ($7.3M/$534.0M)	QoQ- YoY-
PULTEGROUP INC/MI/(PHMcusip745867101)	66.3K	QoQ- YoY-	All Managers (Combined)	$6.8M	1.3% ($6.8M/$534.0M)	QoQ- YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	56.3K	QoQ- YoY-	All Managers (Combined)	$6.7M	1.3% ($6.7M/$534.0M)	QoQ- YoY-
Tesla, Inc.(TSLAcusip88160R101)	24.6K	QoQ- YoY-	All Managers (Combined)	$6.4M	1.2% ($6.4M/$534.0M)	QoQ- YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	102.6K	QoQ- YoY-	All Managers (Combined)	$6.3M	1.2% ($6.3M/$534.0M)	QoQ- YoY-
(IEFAcusip46432F842)	82.5K	QoQ- YoY-	All Managers (Combined)	$6.2M	1.2% ($6.2M/$534.0M)	QoQ- YoY-
(cusip72201R775)✕	67.3K	QoQ- YoY-	All Managers (Combined)	$6.2M	1.2% ($6.2M/$534.0M)	QoQ- YoY-
MCDONALDS CORP(MCDcusip580135101)	19.7K	QoQ- YoY-	All Managers (Combined)	$6.2M	1.2% ($6.2M/$534.0M)	QoQ- YoY-