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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AT&T INC.

T|00206R102

Shares:128.4K

Value:$3.6M

% of Portfolio:0.7% ($3.6M/$534.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:16.3K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$534.0M)

EXELON CORP

EXC|30161N101

Shares:73.7K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$534.0M)

IDEX CORP /DE/

IEX|45167R104

Shares:18.7K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$534.0M)

Salesforce, Inc.

CRM|79466L302

Shares:12.1K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$534.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:15.3K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$534.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.3K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$534.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:25.2K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$534.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:49.6K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$534.0M)

33739H101

Shares:116.1K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$534.0M)

00888H802

Shares:86.1K

Value:$2.9M

% of Portfolio:0.5% ($2.9M/$534.0M)

PEPSICO INC

PEP|713448108

Shares:19.0K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$534.0M)

YUM BRANDS INC

YUM|988498101

Shares:18.0K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$534.0M)

CHEVRON CORP

CVX|166764100

Shares:16.9K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$534.0M)

33740F839

Shares:63.3K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$534.0M)

09789C861

Shares:52.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$534.0M)

Mastercard Inc

MA|57636Q104

Shares:4.8K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$534.0M)

CITIGROUP INC

C|172967424

Shares:36.4K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$534.0M)

33740F540

Shares:202.2K

Value:$2.5M

% of Portfolio:0.5% ($2.5M/$534.0M)

78464A144

Shares:83.1K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$534.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	128.4K	QoQ- YoY-	All Managers (Combined)	$3.6M	0.7% ($3.6M/$534.0M)	QoQ- YoY-
AbbVie Inc.(ABBVcusip00287Y109)	16.3K	QoQ- YoY-	All Managers (Combined)	$3.4M	0.6% ($3.4M/$534.0M)	QoQ- YoY-
EXELON CORP(EXCcusip30161N101)	73.7K	QoQ- YoY-	All Managers (Combined)	$3.4M	0.6% ($3.4M/$534.0M)	QoQ- YoY-
IDEX CORP /DE/(IEXcusip45167R104)	18.7K	QoQ- YoY-	All Managers (Combined)	$3.4M	0.6% ($3.4M/$534.0M)	QoQ- YoY-
Salesforce, Inc.(CRMcusip79466L302)	12.1K	QoQ- YoY-	All Managers (Combined)	$3.2M	0.6% ($3.2M/$534.0M)	QoQ- YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	15.3K	QoQ- YoY-	All Managers (Combined)	$3.2M	0.6% ($3.2M/$534.0M)	QoQ- YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.3K	QoQ- YoY-	All Managers (Combined)	$3.1M	0.6% ($3.1M/$534.0M)	QoQ- YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	25.2K	QoQ- YoY-	All Managers (Combined)	$3.1M	0.6% ($3.1M/$534.0M)	QoQ- YoY-
ALTRIA GROUP, INC.(MOcusip02209S103)	49.6K	QoQ- YoY-	All Managers (Combined)	$3.0M	0.6% ($3.0M/$534.0M)	QoQ- YoY-
(cusip33739H101)✕	116.1K	QoQ- YoY-	All Managers (Combined)	$3.0M	0.6% ($3.0M/$534.0M)	QoQ- YoY-
(cusip00888H802)✕	86.1K	QoQ- YoY-	All Managers (Combined)	$2.9M	0.5% ($2.9M/$534.0M)	QoQ- YoY-
PEPSICO INC(PEPcusip713448108)	19.0K	QoQ- YoY-	All Managers (Combined)	$2.8M	0.5% ($2.8M/$534.0M)	QoQ- YoY-
YUM BRANDS INC(YUMcusip988498101)	18.0K	QoQ- YoY-	All Managers (Combined)	$2.8M	0.5% ($2.8M/$534.0M)	QoQ- YoY-
CHEVRON CORP(CVXcusip166764100)	16.9K	QoQ- YoY-	All Managers (Combined)	$2.8M	0.5% ($2.8M/$534.0M)	QoQ- YoY-
(cusip33740F839)✕	63.3K	QoQ- YoY-	All Managers (Combined)	$2.7M	0.5% ($2.7M/$534.0M)	QoQ- YoY-
(cusip09789C861)✕	52.8K	QoQ- YoY-	All Managers (Combined)	$2.6M	0.5% ($2.6M/$534.0M)	QoQ- YoY-
Mastercard Inc(MAcusip57636Q104)	4.8K	QoQ- YoY-	All Managers (Combined)	$2.6M	0.5% ($2.6M/$534.0M)	QoQ- YoY-
CITIGROUP INC(Ccusip172967424)	36.4K	QoQ- YoY-	All Managers (Combined)	$2.6M	0.5% ($2.6M/$534.0M)	QoQ- YoY-
(cusip33740F540)✕	202.2K	QoQ- YoY-	All Managers (Combined)	$2.5M	0.5% ($2.5M/$534.0M)	QoQ- YoY-
(cusip78464A144)✕	83.1K	QoQ- YoY-	All Managers (Combined)	$2.4M	0.5% ($2.4M/$534.0M)	QoQ- YoY-