TOUNJIAN ADVISORY PARTNERS, LLC
Family Office
TOUNJIAN ADVISORY PARTNERS, LLC is a Family Office led by Joel Daniel Kendall, managing $298.8M across 149 long positions as of Q3 2025 with AAPL as the largest holding (5% allocation).
MemberJoel Daniel Kendall
- Portfolio Value
- $298.8M
- Positions
- 149
- Top Holding
- AAPL at 5.3%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TOUNJIAN ADVISORY PARTNERS, LLC's portfolio (30.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $15.8M | 5.30% | -$13.1M Sold | 0.00% 62.2K shares | |
Semiconductors Technology | $15.8M | 5.28% | -$16.8M Sold | 0.00% 84.6K shares | |
Software - Infrastructure Technology | $13.8M | 4.62% | -$14.8M Sold | 0.00% 26.7K shares | |
Specialty Retail Consumer Cyclical | $8.0M | 2.67% | -$9.0M Sold | 0.00% 36.4K shares | |
Internet Content & Information Communication Services | $6.8M | 2.29% | -$5.6M Sold | 0.00% 28.2K shares | |
Internet Content & Information Communication Services | $6.7M | 2.25% | -$6.7M Sold | 0.00% 9.2K shares | |
ETF ETF | $6.7M | 2.24% | -$462.0K Sold | — 76.5K shares | |
Semiconductors Technology | $6.2M | 2.09% | -$7.9M Sold | 0.00% 18.9K shares | |
Insurance - Diversified Financial Services | $6.1M | 2.04% | -$1.7M Sold | 0.00% 12.2K shares | |
ETF ETF | $5.7M | 1.90% | -$7.6M Sold | — 115.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TOUNJIAN ADVISORY PARTNERS, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for TOUNJIAN ADVISORY PARTNERS, LLC
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