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

234 positions • $534.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 12

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INTEL CORP

Shares:50.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

QUALCOMM INC/DE

Shares:7.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

Walmart Inc.

Shares:12.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

AUTOMATIC DATA PROCESSING INC

Shares:3.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

Uber Technologies, Inc

Shares:14.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

FIRSTENERGY CORP

Shares:26.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

NRG ENERGY, INC.

Shares:11.3K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

NEWMONT Corp /DE/

Shares:22.2K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

CONAGRA BRANDS INC.

Shares:39.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

Fidelity National Financial, Inc.

Shares:16.4K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

GARMIN LTD

Shares:4.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$534.0M)

NEXTERA ENERGY INC

Shares:14.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$534.0M)

78464A854

Shares:15.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$534.0M)

WATSCO INC

Shares:2.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$534.0M)

316092881

Shares:20.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$534.0M)

APPLIED MATERIALS INC /DE

Shares:6.9K

Value:$998.0K

% of Portfolio:0.2% ($998.0K/$534.0M)

STARBUCKS CORP

Shares:10.0K

Value:$976.4K

% of Portfolio:0.2% ($976.4K/$534.0M)

FORD MOTOR CO

Shares:97.1K

Value:$973.8K

% of Portfolio:0.2% ($973.8K/$534.0M)

BOEING CO

Shares:5.7K

Value:$972.8K

% of Portfolio:0.2% ($972.8K/$534.0M)

ADOBE INC.

Shares:2.5K

Value:$971.9K

% of Portfolio:0.2% ($971.9K/$534.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTEL CORP(INTCcusip458140100)	50.1K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	7.4K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	12.6K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.6K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
Uber Technologies, Inc(UBERcusip90353T100)	14.9K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
FIRSTENERGY CORP(FEcusip337932107)	26.8K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
NRG ENERGY, INC.(NRGcusip629377508)	11.3K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
NEWMONT Corp /DE/(NEMcusip651639106)	22.2K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
CONAGRA BRANDS INC.(CAGcusip205887102)	39.9K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
Fidelity National Financial, Inc.(FNFcusip31620R303)	16.4K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
GARMIN LTD(GRMNcusipH2906T109)	4.9K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$534.0M)	QoQ- YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	14.8K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$534.0M)	QoQ- YoY-
(SPLGcusip78464A854)	15.8K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$534.0M)	QoQ- YoY-
WATSCO INC(WSOcusip942622200)	2.0K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$534.0M)	QoQ- YoY-
(cusip316092881)✕	20.8K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$534.0M)	QoQ- YoY-
APPLIED MATERIALS INC /DE(AMATcusip038222105)	6.9K	QoQ- YoY-	All Managers (Combined)	$998.0K	0.2% ($998.0K/$534.0M)	QoQ- YoY-
STARBUCKS CORP(SBUXcusip855244109)	10.0K	QoQ- YoY-	All Managers (Combined)	$976.4K	0.2% ($976.4K/$534.0M)	QoQ- YoY-
FORD MOTOR CO(Fcusip345370860)	97.1K	QoQ- YoY-	All Managers (Combined)	$973.8K	0.2% ($973.8K/$534.0M)	QoQ- YoY-
BOEING CO(BAcusip097023105)	5.7K	QoQ- YoY-	All Managers (Combined)	$972.8K	0.2% ($972.8K/$534.0M)	QoQ- YoY-
ADOBE INC.(ADBEcusip00724F101)	2.5K	QoQ- YoY-	All Managers (Combined)	$971.9K	0.2% ($971.9K/$534.0M)	QoQ- YoY-