Institutional Fund
Tounjian Advisory Partners, LLC
Fort Myers, FLCIK 20398505 filings on record
Portfolio Value
$276.89M
Q1 2026
Holdings
150
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-6.2%
from $295.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation5.2%
- Apple Inc5.1%
- Microsoft Corp4.0%
- Amazon Com Inc2.5%
- Ishares Tr2.4%
- Alphabet Inc2.1%
- Other78.7%
Portfolio Holdings
150 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 82.7K | $14.43M | 5.2% | −1.8K | Reduced |
| 2 | Apple Inc | 55.7K | $14.14M | 5.1% | −2.3K | Reduced |
| 3 | Microsoft Corp | 29.7K | $11.01M | 4.0% | +38 | Added |
| 4 | Amazon Com Inc | 33.8K | $7.04M | 2.5% | −2.0K | Reduced |
| 5 | Ishares Tr | 72.2K | $6.53M | 2.4% | −3.5K | Reduced |
| 6 | Alphabet Inc | 20.3K | $5.83M | 2.1% | −1.7K | Reduced |
| 7 | American Centy ETF Tr | 75.1K | $5.08M | 1.8% | −4.8K | Reduced |
| 8 | Broadcom Inc | 16.2K | $5.01M | 1.8% | −12 | Reduced |
| 9 | Exxon Mobil Corp | 28.9K | $4.90M | 1.8% | −986 | Reduced |
| 10 | Meta Platforms Inc | 8.0K | $4.60M | 1.7% | −504 | Reduced |
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