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

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45782C300

Shares:10.8K

Value:$410.3K

% of Portfolio:0.1% ($410.3K/$534.0M)

45782C417

Shares:11.4K

Value:$410.1K

% of Portfolio:0.1% ($410.1K/$534.0M)

46438G588

Shares:15.9K

Value:$398.1K

% of Portfolio:0.1% ($398.1K/$534.0M)

CDW Corp

CDW|12514G108

Shares:2.5K

Value:$397.9K

% of Portfolio:0.1% ($397.9K/$534.0M)

92790A405

Shares:16.7K

Value:$393.2K

% of Portfolio:0.1% ($393.2K/$534.0M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.5K

Value:$391.8K

% of Portfolio:0.1% ($391.8K/$534.0M)

82889N657

Shares:17.8K

Value:$390.8K

% of Portfolio:0.1% ($390.8K/$534.0M)

33740U729

Shares:16.2K

Value:$381.4K

% of Portfolio:0.1% ($381.4K/$534.0M)

53656F730

Shares:11.5K

Value:$378.5K

% of Portfolio:0.1% ($378.5K/$534.0M)

APTARGROUP, INC.

ATR|038336103

Shares:2.5K

Value:$373.0K

% of Portfolio:0.1% ($373.0K/$534.0M)

82889N699

Shares:12.0K

Value:$355.5K

% of Portfolio:0.1% ($355.5K/$534.0M)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:1.7K

Value:$343.3K

% of Portfolio:0.1% ($343.3K/$534.0M)

78468R606

Shares:14.6K

Value:$341.4K

% of Portfolio:0.1% ($341.4K/$534.0M)

316092857

Shares:12.4K

Value:$339.3K

% of Portfolio:0.1% ($339.3K/$534.0M)

EASTGROUP PROPERTIES INC

EGP|277276101

Shares:1.8K

Value:$319.2K

% of Portfolio:0.1% ($319.2K/$534.0M)

81369Y852

Shares:3.1K

Value:$299.7K

% of Portfolio:0.1% ($299.7K/$534.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.3K

Value:$299.5K

% of Portfolio:0.1% ($299.5K/$534.0M)

82889N640

Shares:11.6K

Value:$287.1K

% of Portfolio:0.1% ($287.1K/$534.0M)

Eaton Corp plc

ETN|G29183103

Shares:1.0K

Value:$278.0K

% of Portfolio:0.1% ($278.0K/$534.0M)

33738D879

Shares:11.7K

Value:$276.7K

% of Portfolio:0.1% ($276.7K/$534.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C300)✕	10.8K	QoQ- YoY-	All Managers (Combined)	$410.3K	0.1% ($410.3K/$534.0M)	QoQ- YoY-
(cusip45782C417)✕	11.4K	QoQ- YoY-	All Managers (Combined)	$410.1K	0.1% ($410.1K/$534.0M)	QoQ- YoY-
(cusip46438G588)✕	15.9K	QoQ- YoY-	All Managers (Combined)	$398.1K	0.1% ($398.1K/$534.0M)	QoQ- YoY-
CDW Corp(CDWcusip12514G108)	2.5K	QoQ- YoY-	All Managers (Combined)	$397.9K	0.1% ($397.9K/$534.0M)	QoQ- YoY-
(cusip92790A405)✕	16.7K	QoQ- YoY-	All Managers (Combined)	$393.2K	0.1% ($393.2K/$534.0M)	QoQ- YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.5K	QoQ- YoY-	All Managers (Combined)	$391.8K	0.1% ($391.8K/$534.0M)	QoQ- YoY-
(cusip82889N657)✕	17.8K	QoQ- YoY-	All Managers (Combined)	$390.8K	0.1% ($390.8K/$534.0M)	QoQ- YoY-
(cusip33740U729)✕	16.2K	QoQ- YoY-	All Managers (Combined)	$381.4K	0.1% ($381.4K/$534.0M)	QoQ- YoY-
(cusip53656F730)✕	11.5K	QoQ- YoY-	All Managers (Combined)	$378.5K	0.1% ($378.5K/$534.0M)	QoQ- YoY-
APTARGROUP, INC.(ATRcusip038336103)	2.5K	QoQ- YoY-	All Managers (Combined)	$373.0K	0.1% ($373.0K/$534.0M)	QoQ- YoY-
(cusip82889N699)✕	12.0K	QoQ- YoY-	All Managers (Combined)	$355.5K	0.1% ($355.5K/$534.0M)	QoQ- YoY-
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	1.7K	QoQ- YoY-	All Managers (Combined)	$343.3K	0.1% ($343.3K/$534.0M)	QoQ- YoY-
(cusip78468R606)✕	14.6K	QoQ- YoY-	All Managers (Combined)	$341.4K	0.1% ($341.4K/$534.0M)	QoQ- YoY-
(cusip316092857)✕	12.4K	QoQ- YoY-	All Managers (Combined)	$339.3K	0.1% ($339.3K/$534.0M)	QoQ- YoY-
EASTGROUP PROPERTIES INC(EGPcusip277276101)	1.8K	QoQ- YoY-	All Managers (Combined)	$319.2K	0.1% ($319.2K/$534.0M)	QoQ- YoY-
(cusip81369Y852)✕	3.1K	QoQ- YoY-	All Managers (Combined)	$299.7K	0.1% ($299.7K/$534.0M)	QoQ- YoY-
UNION PACIFIC CORP(UNPcusip907818108)	1.3K	QoQ- YoY-	All Managers (Combined)	$299.5K	0.1% ($299.5K/$534.0M)	QoQ- YoY-
(cusip82889N640)✕	11.6K	QoQ- YoY-	All Managers (Combined)	$287.1K	0.1% ($287.1K/$534.0M)	QoQ- YoY-
Eaton Corp plc(ETNcusipG29183103)	1.0K	QoQ- YoY-	All Managers (Combined)	$278.0K	0.1% ($278.0K/$534.0M)	QoQ- YoY-
(cusip33738D879)✕	11.7K	QoQ- YoY-	All Managers (Combined)	$276.7K	0.1% ($276.7K/$534.0M)	QoQ- YoY-