FourThought Financial Partners, LLC
13F Reported Value
ⓘ$1.3B
Holdings
393
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FourThought Financial Partners, LLC disclosed 393 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $AVGO (Broadcom Inc.) at 4.4% of the equity portfolio, followed by $MSFT and $KLAC. During the quarter the fund opened 53 new positions and exited 44 — including a new stake in $HONA and a full exit from $SNCY. The portfolio is most concentrated in Technology (33.0% of disclosed assets). All figures are sourced directly from FourThought Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1956790.
AI Fund Analysis
Concentrating
$AVGO
$MSFT
$KLAC
$NVDA
$NDAQ
$META
$MSCI
$EPD
$TMOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 84.5#8
Quality
$56.9M150,618 sh - 79.8#31
Quality
$50.5M135,248 sh - 78.6#51
Quality
$46.6M154,342 sh - 85.9
Quality
$39.7M198,607 sh VANGUARD S&P 500 ETF - ETF
—Quality
$34.5M50,233 sh- 76.4
Quality
$30.0M103,715 sh - —
Quality
$28.1M14,113 sh - 72.3
Quality
$27.6M38,231 sh - 68.7
Quality
$24.5M102,598 sh - 70.7
Quality
$23.7M72,550 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Broadcom Inc.$AVGO | 84.5#8 | $56.9M | 150,618 |
| MICROSOFT CORP$MSFT | 79.8#31 | $50.5M | 135,248 |
| KLA CORP$KLAC | 78.6#51 | $46.6M | 154,342 |
| NVIDIA CORP$NVDA | 85.9 | $39.7M | 198,607 |
| VANGUARD S&P 500 ETF - ETF | — | $34.5M | 50,233 |
 Apple Inc.$AAPL | 76.4 | $30.0M | 103,715 |
 ASML HOLDING NV$ASML | — | $28.1M | 14,113 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $27.6M | 38,231 |
 AMAZON COM INC$AMZN | 68.7 | $24.5M | 102,598 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $23.7M | 72,550 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FourThought Financial Partners, LLC's 393 positions.
Showing top 10 of 393 holdings.
Sector Allocation
Technology
$427.9M
Other
$220.8M
Financials
$160.0M
Industrials
$104.0M
Healthcare
$92.4M
Consumer Discretionary
$81.5M
Energy
$60.2M
Real Estate
$37.8M
Top Holdings — FourThought Financial Partners, LLC (Q2 2026)
Top 150 of 393 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AVGO | Broadcom Inc. | $56.9M | 4.4% | +0% | 84.5 |
| 2 | $MSFT | MICROSOFT CORP | $50.5M | 3.9% | +2% | 79.8 |
| 3 | $KLAC | KLA CORP | $46.6M | 3.6% | +880% | 78.6 |
| 4 | $NVDA | NVIDIA CORP | $39.7M | 3.1% | -0% | 85.9 |
| 5 | — | VANGUARD S&P 500 ETF - ETF | $34.5M | 2.7% | +9% | — |
| 6 | $AAPL | Apple Inc. | $30.0M | 2.3% | +1% | 76.4 |
| 7 | $ASML | ASML HOLDING NV | $28.1M | 2.2% | -6% | — |
| 8 | $AMAT | APPLIED MATERIALS INC /DE | $27.6M | 2.1% | -7% | 72.3 |
| 9 | $AMZN | AMAZON COM INC | $24.5M | 1.9% | +2% | 68.7 |
| 10 | $JPM | JPMORGAN CHASE & CO | $23.7M | 1.8% | +0% | 70.7 |
| 11 |  $CVX | CHEVRON CORP | $23.5M | 1.8% | +1% | 62.8 |
| 12 |  $V | VISA INC. | $23.5M | 1.8% | +4% | 82.9 |
| 13 |  $NEE | NEXTERA ENERGY INC | $23.3M | 1.8% | +6% | 64.6 |
| 14 |  $GOOG | Alphabet Inc. | $21.5M | 1.7% | -3% | 78.2 |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $20.0M | 1.5% | -4% | — |
| 16 |  $AMT | AMERICAN TOWER CORP /MA/ | $18.7M | 1.4% | -21% | 66.3 |
| 17 |  $PEP | PEPSICO INC | $18.3M | 1.4% | +2% | 63.4 |
| 18 |  $CB | Chubb Ltd | $17.2M | 1.3% | +2% | — |
| 19 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $17.1M | 1.3% | -0% | — |
| 20 |  $LMT | LOCKHEED MARTIN CORP | $15.7M | 1.2% | +1% | 65.6 |
| 21 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $15.6M | 1.2% | +3% | — |
| 22 |  $MDT | Medtronic plc | $15.4M | 1.2% | +2% | 68.7 |
| 23 |  $CCZ | COMCAST CORP | $15.4M | 1.2% | +2% | 59.5 |
| 24 |  $AZN | ASTRAZENECA PLC | $15.3M | 1.2% | +2% | — |
| 25 | — | VANGUARD RUSSELL 1000 VALUE ETF - ETF | $15.0M | 1.2% | +1% | — |
| 26 |  $LOW | LOWES COMPANIES INC | $14.4M | 1.1% | +2% | 60.8 |
| 27 |  $COST | COSTCO WHOLESALE CORP /NEW | $14.1M | 1.1% | +1% | 66.2 |
| 28 |  $CAT | CATERPILLAR INC | $13.7M | 1.1% | -0% | 66.5 |
| 29 |  $APD | Air Products & Chemicals, Inc. | $12.6M | 1.0% | +2% | 46.4 |
| 30 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $12.6M | 1.0% | +3% | 62.9 |
| 31 |  $LRCX | LAM RESEARCH CORP | $12.5M | 1.0% | -2% | 79.4 |
| 32 |  $ABT | ABBOTT LABORATORIES | $12.5M | 1.0% | +7% | 65.5 |
| 33 |  $AMGN | AMGEN INC | $11.7M | 0.9% | +0% | 79.2 |
| 34 | $NDAQ | NASDAQ, INC. | $11.4M | 0.9% | +2% | 76.7 |
| 35 |  $QCOM | QUALCOMM INC/DE | $10.9M | 0.8% | +1% | 70.5 |
| 36 |  $BLK | BlackRock, Inc. | $10.5M | 0.8% | -1% | 70 |
| 37 |  $PG | PROCTER & GAMBLE Co | $10.2M | 0.8% | +7% | 64.6 |
| 38 | $META | Meta Platforms, Inc. | $10.1M | 0.8% | +4% | 79.6 |
| 39 | — | VANGUARD RUSSELL 1000 ETF - ETF | $9.7M | 0.8% | -2% | — |
| 40 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $9.5M | 0.7% | +1% | 73.7 |
| 41 |  $CME | CME GROUP INC. | $9.3M | 0.7% | +2% | 69.5 |
| 42 | $MSCI | MSCI Inc. | $8.9M | 0.7% | +5% | 75.7 |
| 43 |  $GOOGL | Alphabet Inc. | $8.3M | 0.6% | -0% | 78.2 |
| 44 |  $FTNT | Fortinet, Inc. | $8.2M | 0.6% | +1% | 80.1 |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.0M | 0.6% | -1% | — |
| 46 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETF | $7.6M | 0.6% | +25% | — |
| 47 |  $GS | GOLDMAN SACHS GROUP INC | $7.6M | 0.6% | -1% | 73.5 |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $7.5M | 0.6% | -4% | 70.3 |
| 49 |  $PLD | Prologis, Inc. | $7.4M | 0.6% | +0% | 68.3 |
| 50 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF | $7.4M | 0.6% | +27% | — |
| 51 |  $LLY | ELI LILLY & Co | $7.1M | 0.6% | +6% | 87.5 |
| 52 |  $CI | Cigna Group | $7.0M | 0.5% | +4% | 66.2 |
| 53 |  $MA | Mastercard Inc | $6.8M | 0.5% | +3% | 85.1 |
| 54 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $6.8M | 0.5% | +3% | 61.4 |
| 55 |  $WMT | Walmart Inc. | $6.7M | 0.5% | -0% | 60.2 |
| 56 |  $AMD | ADVANCED MICRO DEVICES INC | $6.6M | 0.5% | -2% | 79.8 |
| 57 |  $MPC | Marathon Petroleum Corp | $6.4M | 0.5% | -4% | 61 |
| 58 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $6.3M | 0.5% | +10% | — |
| 59 |  $NOW | ServiceNow, Inc. | $6.3M | 0.5% | +14% | 72.9 |
| 60 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.2M | 0.5% | +9% | 73.8 |
| 61 |  $DLR | DIGITAL REALTY TRUST, INC. | $5.8M | 0.5% | -1% | 72.8 |
| 62 |  $MELI | MERCADOLIBRE INC | $5.7M | 0.4% | +5% | 80.2 |
| 63 | $TMO | THERMO FISHER SCIENTIFIC INC. | $5.6M | 0.4% | +5% | 65.1 |
| 64 |  $MPLX | MPLX LP | $5.6M | 0.4% | +4% | 70 |
| 65 | — | ISHARES MSCI ACWI EX U.S. ETF - ETF | $5.5M | 0.4% | +0% | — |
| 66 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | $5.4M | 0.4% | -8% | — |
| 67 |  $CSX | CSX CORP | $5.3M | 0.4% | +0% | 65.2 |
| 68 |  $XOM.R34088 | EXXON MOBIL CORP | $5.2M | 0.4% | +6% | 57.9 |
| 69 |  $SLDE | Slide Insurance Holdings, Inc. | $5.1M | 0.4% | -4% | 78.1 |
| 70 |  $NVO | NOVO NORDISK A S | $4.9M | 0.4% | +9% | — |
| 71 |  $TXN | TEXAS INSTRUMENTS INC | $4.7M | 0.4% | -2% | 73.4 |
| 72 |  $DUK | Duke Energy CORP | $4.6M | 0.4% | +5% | 56.4 |
| 73 |  $VEEV | VEEVA SYSTEMS INC | $4.5M | 0.3% | +11% | 77.6 |
| 74 |  $CRM | Salesforce, Inc. | $4.5M | 0.3% | +5% | 77 |
| 75 |  $HON | HONEYWELL INTERNATIONAL INC | $4.4M | 0.3% | -49% | 65 |
| 76 |  $CCI | CROWN CASTLE INC. | $4.4M | 0.3% | -4% | 61.7 |
| 77 |  $HONA | Honeywell Aerospace Inc. | $4.4M | 0.3% | NEW | — |
| 78 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $4.3M | 0.3% | +3% | — |
| 79 |  $ABBV | AbbVie Inc. | $4.3M | 0.3% | +2% | 72.6 |
| 80 |  $SPY | SPDR S&P 500 ETF TRUST | $4.3M | 0.3% | -1% | — |
| 81 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $4.2M | 0.3% | +14% | — |
| 82 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $4.2M | 0.3% | +11% | — |
| 83 |  $IVZ | Invesco Ltd. | $4.1M | 0.3% | +3% | — |
| 84 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - ETF | $4.0M | 0.3% | +20% | — |
| 85 |  $JNJ | JOHNSON & JOHNSON | $3.8M | 0.3% | -0% | 69 |
| 86 | — | DIMENSIONAL U.S. SMALL CAP ETF - ETF | $3.8M | 0.3% | +42% | — |
| 87 |  $WMB | WILLIAMS COMPANIES, INC. | $3.7M | 0.3% | -0% | 64.3 |
| 88 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $3.7M | 0.3% | -1% | — |
| 89 |  $VZ | VERIZON COMMUNICATIONS INC | $3.6M | 0.3% | +1% | 65.8 |
| 90 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $3.5M | 0.3% | +45% | 55.2 |
| 91 |  $CRWD | CrowdStrike Holdings, Inc. | $3.2M | 0.3% | -6% | 67.7 |
| 92 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF | $3.2M | 0.3% | +12% | — |
| 93 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $3.2M | 0.3% | +367% | — |
| 94 |  $ACN | Accenture plc | $3.1M | 0.2% | +21% | — |
| 95 |  $ADBE | ADOBE INC. | $3.1M | 0.2% | +16% | 77.6 |
| 96 |  $AOS | SMITH A O CORP | $3.0M | 0.2% | +8% | 60 |
| 97 |  $INTU | INTUIT INC. | $2.9M | 0.2% | +12% | 79.3 |
| 98 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $2.9M | 0.2% | -1% | — |
| 99 |  $HD | HOME DEPOT, INC. | $2.9M | 0.2% | +4% | 60.3 |
| 100 |  $ZTS | Zoetis Inc. | $2.8M | 0.2% | +27% | 68.6 |
| 101 |  $ARCC | ARES CAPITAL CORP | $2.6M | 0.2% | +3% | — |
| 102 |  $ATI | ATI INC | $2.6M | 0.2% | -1% | 63.1 |
| 103 |  $CPK | CHESAPEAKE UTILITIES CORP | $2.5M | 0.2% | +0% | 57.5 |
| 104 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF | $2.4M | 0.2% | +21% | — |
| 105 | — | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF - ETF | $2.4M | 0.2% | +0% | — |
| 106 |  $YUM | YUM BRANDS INC | $2.3M | 0.2% | +3% | 73.7 |
| 107 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF - ETF | $2.3M | 0.2% | +0% | — |
| 108 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF | $2.1M | 0.2% | +19% | — |
| 109 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $2.0M | 0.2% | +1% | 73.3 |
| 110 |  $ET | Energy Transfer LP | $1.9M | 0.1% | +2% | 64.4 |
| 111 | — | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF - ETF | $1.9M | 0.1% | +27% | — |
| 112 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $1.9M | 0.1% | +5% | — |
| 113 |  $ITW | ILLINOIS TOOL WORKS INC | $1.8M | 0.1% | -10% | 63.6 |
| 114 |  $MS | MORGAN STANLEY | $1.7M | 0.1% | -1% | 75.8 |
| 115 |  $MU | MICRON TECHNOLOGY INC | $1.7M | 0.1% | +57% | 86.2 |
| 116 | — | VANGUARD RUSSELL 2000 VALUE ETF - ETF | $1.6M | 0.1% | -1% | — |
| 117 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | $1.6M | 0.1% | -0% | — |
| 118 | — | VANGUARD S&P SMALL-CAP 600 ETF - ETF | $1.6M | 0.1% | -8% | — |
| 119 |  $RACE | Ferrari N.V. | $1.5M | 0.1% | +41% | — |
| 120 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 121 |  $PSX | Phillips 66 | $1.5M | 0.1% | +3% | 57.8 |
| 122 |  $RTX | RTX Corp | $1.5M | 0.1% | +14% | 73.2 |
| 123 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | $1.4M | 0.1% | -0% | — |
| 124 |  $FDX | FEDEX CORP | $1.4M | 0.1% | +9% | 60.3 |
| 125 | — | VANGUARD RUSSELL 2000 GROWTH ETF - ETF | $1.4M | 0.1% | -2% | — |
| 126 |  $MCK | MCKESSON CORP | $1.3M | 0.1% | -1% | 63.4 |
| 127 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.3M | 0.1% | +10% | 69.8 |
| 128 | — | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF - ETF | $1.3M | 0.1% | +1% | — |
| 129 | — | VANGUARD S&P MID-CAP 400 ETF - ETF | $1.3M | 0.1% | +26% | — |
| 130 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.1% | +3% | 73.8 |
| 131 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | $1.3M | 0.1% | +7% | — |
| 132 | — | ISHARES TIPS BOND ETF - ETF | $1.2M | 0.1% | +26% | — |
| 133 |  $PM | Philip Morris International Inc. | $1.2M | 0.1% | +3% | 75.9 |
| 134 |  $SNPS | SYNOPSYS INC | $1.2M | 0.1% | +5% | 67.9 |
| 135 | — | VANECK SEMICONDUCTOR ETF - ETF | $1.2M | 0.1% | +0% | — |
| 136 |  $EOSE | Eos Energy Enterprises, Inc. | $1.2M | 0.1% | +0% | 34.9 |
| 137 | — | ISHARES SEMICONDUCTOR ETF - ETF | $1.2M | 0.1% | -0% | — |
| 138 |  $MRVL | Marvell Technology, Inc. | $1.1M | 0.1% | -20% | 76.5 |
| 139 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $1.1M | 0.1% | +300% | — |
| 140 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.1% | +0% | 67.6 |
| 141 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.1% | -0% | 68.7 |
| 142 |  $UNP | UNION PACIFIC CORP | $1.1M | 0.1% | +1% | 69.7 |
| 143 | — | ISHARES CORE S&P 500 ETF - ETF | $1.1M | 0.1% | +10% | — |
| 144 |  $UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.1% | +3% | 62.7 |
| 145 |  $CORT | CORCEPT THERAPEUTICS INC | $1.0M | 0.1% | +0% | 57.8 |
| 146 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +0% | — |
| 147 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $974,255 | 0.1% | -2% | — |
| 148 |  $WM | WASTE MANAGEMENT INC | $952,223 | 0.1% | -4% | 67.6 |
| 149 |  $HUBB | HUBBELL INC | $938,180 | 0.1% | -8% | 64.1 |
| 150 |  $TSLA | Tesla, Inc. | $909,667 | 0.1% | +6% | 53.9 |
New Positions (53)
$HONA Honeywell Aerospace Inc.$4.4M
$SRE SEMPRA$831,238
$DELL Dell Technologies Inc.$757,571
$SPT Sprout Social, Inc.$379,025
$OKTA Okta, Inc.$339,897
$STX Seagate Technology Holdings plc$324,240
$HWM Howmet Aerospace Inc.$320,481
$PWR QUANTA SERVICES, INC.$319,698
$GLW CORNING INC /NY$319,032
$ASH ASHLAND INC.$316,733
$SITM SITIME Corp$307,916
$FDXF FedEx Freight Holding Company, Inc.$299,886
$ASX ASE Technology Holding Co., Ltd.$288,136
$MHO M/I HOMES, INC.$284,277Exited Positions (44)
$SNCY Sun Country Airlines Holdings, LLC
$LZB LA-Z-BOY INC
$AVNT AVIENT CORP
$IOT Samsara Inc.
$ANGI Angi Inc.
$VNT Vontier Corp
$HE HAWAIIAN ELECTRIC INDUSTRIES INC
$AMCR Amcor plc
$AAOI APPLIED OPTOELECTRONICS, INC.
$AMRC Ameresco, Inc.
$LBRT Liberty Energy Inc.
$INFY Infosys Ltd
$AJG Arthur J. Gallagher & Co.
$MRSH MARSH & MCLENNAN COMPANIES, INC.
$KKR KKR & Co. Inc.Browse Top Institutional Investors
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