Institutions / Tounjian Advisory Partners, LLC / Activity
Activity — Tounjian Advisory Partners, LLC
784 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 33733E823 Common stock | $38.46M | +1.0M | 1,039,494 16.45% of portfolio | medium |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-9.87M | -49K -58.37% | 35,198 3.01% of portfolio | medium |
| Q2 2026 as of | Trim | Micron Technology Inc Common stock | $-9.40M | -8K -97.76% | 187 0.09% of portfolio | medium |
| Q2 2026 as of | New | 33740F755 Common stock | $9.04M | +247K | 247,491 3.87% of portfolio | medium |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-8.23M | -28K -49.03% | 29,546 3.66% of portfolio | medium |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-7.53M | -21K -96.11% | 853 0.13% of portfolio | medium |
| Q2 2026 as of | New | 45782C532 Common stock | $7.52M | +180K | 180,440 3.22% of portfolio | medium |
| Q2 2026 as of | Trim | 46432F842 Common stock | $-7.27M | -75K -99.51% | 368 0.02% of portfolio | medium |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-6.18M | -17K -55.82% | 13,120 2.09% of portfolio | medium |
| Q2 2026 as of | Trim | Lam Research Corp Common stock | $-5.51M | -13K -98.99% | 130 0.02% of portfolio | medium |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-5.37M | -4K -98.72% | 58 0.03% of portfolio | medium |
| Q2 2026 as of | Trim | Broadcom Inc. Common stock | $-5.29M | -14K -86.35% | 2,213 0.36% of portfolio | medium |
| Q2 2026 as of | Exit | 02507A101 Common stock | $-5.10M | -80K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-4.87M | -8K -98.50% | 128 0.03% of portfolio | low |
| Q2 2026 as of | New | SPCX Space Exploration Technologies Corp Common Stock | $4.87M | +28K | 28,478 2.08% of portfolio | low |
| Q2 2026 as of | Trim | 47103U886 Common stock | $-4.80M | -99K -99.99% | 13 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-4.76M | -15K -95.72% | 651 0.09% of portfolio | low |
| Q2 2026 as of | New | First Trust Exchange-Traded Fund Common stock | $4.67M | +102K | 101,945 2.00% of portfolio | low |
| Q2 2026 as of | New | The Boeing Company Common stock | $4.01M | +19K | 18,529 1.72% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc Common stock | $-3.98M | -7K -82.54% | 1,493 0.36% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-3.96M | -4K -98.25% | 70 0.03% of portfolio | low |
| Q2 2026 as of | New | Garmin Ltd Common stock | $3.92M | +17K | 16,520 1.68% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-3.89M | -8K -95.90% | 333 0.07% of portfolio | low |
| Q2 2026 as of | New | 00888H752 Common stock | $3.69M | +106K | 105,999 1.58% of portfolio | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp Common stock | $-3.59M | -30K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Philip Morris International Inc. Common stock | $-3.54M | -20K -99.21% | 156 0.01% of portfolio | low |
| Q2 2026 as of | Trim | Citigroup Inc Common stock | $-3.44M | -25K -98.45% | 386 0.02% of portfolio | low |
| Q2 2026 as of | New | Oracle Corp Common stock | $3.40M | +23K | 23,173 1.45% of portfolio | low |
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-3.24M | -6K -95.73% | 281 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-3.23M | -9K -98.04% | 188 0.03% of portfolio | low |
| Q2 2026 as of | New | Unitedhealth Group Inc Common stock | $3.22M | +8K | 7,748 1.38% of portfolio | low |
| Q2 2026 as of | New | 78464A854 Common stock | $3.21M | +37K | 36,543 1.37% of portfolio | low |
| Q2 2026 as of | New | 78462F103 Common stock | $3.18M | +4K | 4,264 1.36% of portfolio | low |
| Q2 2026 as of | Trim | American Electric Power Co Inc Common stock | $-3.04M | -22K -99.37% | 140 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-2.96M | -12K -34.78% | 23,327 2.38% of portfolio | low |
| Q2 2026 as of | Trim | Chevron Corp Common stock | $-2.82M | -17K -94.53% | 985 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Csx Corp Common stock | $-2.77M | -58K -98.67% | 783 0.02% of portfolio | low |
| Q2 2026 as of | New | 210322608 Common stock | $2.77M | +100K | 100,246 1.18% of portfolio | low |
| Q2 2026 as of | Trim | DOVER Corp Common stock | $-2.73M | -12K -99.04% | 118 0.01% of portfolio | low |
| Q2 2026 as of | New | 00888H646 Common stock | $2.69M | +87K | 87,315 1.15% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $2.67M | +10K +228.78% | 14,190 1.64% of portfolio | low |
| Q2 2026 as of | Trim | Bank of New York Mellon Corp/The Common stock | $-2.67M | -18K -98.82% | 221 0.01% of portfolio | low |
| Q2 2026 as of | Trim | Bank of America Corp /De Common stock | $-2.67M | -47K -98.16% | 878 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 025072562 Common stock | $-2.66M | -64K -99.73% | 175 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | AbbVie Inc. Common stock | $-2.61M | -10K -94.03% | 657 0.07% of portfolio | low |
| Q2 2026 as of | Add | 922908363 Common stock | $2.60M | +4K +456.51% | 4,619 1.36% of portfolio | low |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-2.60M | -10K -79.27% | 2,674 0.29% of portfolio | low |
| Q2 2026 as of | Trim | Morgan Stanley Common stock | $-2.55M | -12K -96.96% | 382 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Altria Group, Inc. Common stock | $-2.51M | -35K -99.80% | 71 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | Church & Dwight Co Inc /De Common stock | $-2.38M | -25K -99.04% | 237 <0.01% of portfolio | low |