FourThought Financial Partners, LLC
Sector Allocation
- Technology35.7%$462.6M
- Other17.1%$220.8M
- Financials12.3%$160.0M
- Healthcare7.7%$99.2M
- Consumer Discretionary4.9%$63.1M
- Energy4.7%$60.2M
- Industrials4.6%$60.0M
- Consumer Staples4.3%$56.2M
- Real Estate2.9%$37.8M
- Utilities2.5%$32.9M
AUM History
13fpro.ai/research/fund/fourthought-financial-partners-llc-1956790
Conviction and streaks
Concentrating · top 10 = 28.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AVGO
$56.9MMSFT
$50.5MKLAC
$46.6MNVDA
$39.7M- VANGUARD$34.5M
AAPL
$30.0MASML
$28.1MAMAT
$27.6MAMZN
$24.5MJPM
$23.7MCVX
$23.5MV
$23.5MNEE
$23.3MGOOGL
$21.5MTSM
$20.0MAMT
$18.7MPEP
$18.3MCB
$17.2M- ISHARES$17.1M
LMT
$15.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/fourthought-financial-partners-llc-1956790
FourThought Financial Partners, LLC 13F holdings — Q2 2026
$1.3B portfolio (+11.7% QoQ) · 393 holdings · Q2 2026 13F · top 10 are 28% of the stock portfolio
$56.9M
4.4% of stocks
+0.3%This quarter-20.9%Since filed10+ qtrsHeld$50.5M
3.9% of stocks
+2%This quarter+8.2%Since filed10+ qtrsHeld$46.6M
3.6% of stocks
+880%This quarter-28.4%Since filed7 qtrsHeld$39.7M
3.1% of stocks
-0.4%This quarter-3.6%Since filed10+ qtrsHeld- 5
VANGUARD S&P 500 ETF - ETF
$34.5M
2.7% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $30.0M
2.3% of stocks
+1.0%This quarter+13.8%Since filed10+ qtrsHeld$28.1M
2.2% of stocks
-6%This quarter-12.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$27.6M
2.1% of stocks
-7%This quarter-29.3%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$24.5M
1.9% of stocks
+2%This quarter-6.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 5 qtrs in a row$23.7M
1.8% of stocks
+0.0%This quarter-8.5%Since filed10+ qtrsHeld
All holdings — FourThought Financial Partners, LLC (Q2 2026)
393 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | CHEVRON CORP | Energy | $23.5M | 1.8% | 142K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | VISA INC. | Financials | $23.5M | 1.8% | 68K | +4% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | NEXTERA ENERGY INC | Utilities | $23.3M | 1.8% | 266K | +6% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $21.5M | 1.7% | 60K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $20.0M | 1.5% | 42K | -4% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMERICAN TOWER CORP /MA/ | Real Estate | $18.7M | 1.4% | 115K | -21% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PEPSICO INC | Consumer Staples | $18.3M | 1.4% | 135K | +2% | 7 qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Chubb Ltd | Financials | $17.2M | 1.3% | 50K | +2% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETFetf/fund | — | $17.1M | 1.3% | 225K | -0.2% | — | — | 13F |
| 20 | LOCKHEED MARTIN CORP | Industrials | $15.7M | 1.2% | 31K | +1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETFetf/fund | — | $15.6M | 1.2% | 122K | +3% | — | — | 13F |
| 22 | Medtronic plc | Healthcare | $15.4M | 1.2% | 197K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | COMCAST CORP | Communication Services | $15.4M | 1.2% | 627K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ASTRAZENECA PLCadr | Healthcare | $15.3M | 1.2% | 81K | +2% | 10+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD RUSSELL 1000 VALUE ETF - ETFetf/fund | — | $15.0M | 1.2% | 141K | +0.8% | — | — | 13F |
| 26 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $14.4M | 1.1% | 65K | +2% | |||
| 27 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $14.1M | 1.1% | 15K | +0.9% | |||
| 28 | $CAT | CATERPILLAR INC | Industrials | $13.7M | 1.1% | 13K | -0.1% | |||
| 29 | $APD | Air Products & Chemicals, Inc. | Materials | $12.6M | 1.0% | 43K | +2% | |||
| 30 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $12.6M | 1.0% | 25K | +3% | |||
| 31 | $LRCX | LAM RESEARCH CORP | Technology | $12.5M | 1.0% | 29K | -2% | |||
| 32 | $ABT | ABBOTT LABORATORIES | Healthcare | $12.5M | 1.0% | 137K | +7% | |||
| 33 | $AMGN | AMGEN INC | Healthcare | $11.7M | 0.9% | 32K | +0.5% | |||
| 34 | $NDAQ | NASDAQ, INC. | Financials | $11.4M | 0.9% | 145K | +2% | |||
| 35 | $QCOM | QUALCOMM INC/DE | Technology | $10.9M | 0.8% | 59K | +0.8% | |||
| 36 | $BLK | BlackRock, Inc. | Financials | $10.5M | 0.8% | 11K | -1% | |||
| 37 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $10.2M | 0.8% | 70K | +7% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $10.1M | 0.8% | 18K | +4% | |||
| 39 | — | VANGUARD RUSSELL 1000 ETF - ETF | — | $9.7M | 0.8% | 29K | -2% | |||
| 40 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $9.5M | 0.7% | 38K | +1.0% | |||
| 41 | $CME | CME GROUP INC. | Financials | $9.3M | 0.7% | 42K | +2% | |||
| 42 | $MSCI | MSCI Inc. | Financials | $8.9M | 0.7% | 16K | +5% | |||
| 43 | $GOOG | Alphabet Inc. | Technology | $8.3M | 0.6% | 24K | -0.4% | |||
| 44 | $FTNT | Fortinet, Inc. | Technology | $8.2M | 0.6% | 54K | +1% | |||
| 45 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $8.0M | 0.6% | 11K | -0.9% | |||
| 46 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETF | — | $7.6M | 0.6% | 72K | +25% | |||
| 47 | $GS | GOLDMAN SACHS GROUP INC | Financials | $7.6M | 0.6% | 7,474 | -1.0% | |||
| 48 | $CSCO | CISCO SYSTEMS, INC. | Technology | $7.5M | 0.6% | 64K | -4% | |||
| 49 | $PLD | Prologis, Inc. | Real Estate | $7.4M | 0.6% | 55K | +0.4% | |||
| 50 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF | — | $7.4M | 0.6% | 179K | +27% | |||
| 51 | $LLY | ELI LILLY & Co | Healthcare | $7.1M | 0.6% | 5,899 | +6% | |||
| 52 | $CI | Cigna Group | Healthcare | $7.0M | 0.5% | 25K | +4% | |||
| 53 | $MA | Mastercard Inc | Financials | $6.8M | 0.5% | 13K | +3% | |||
| 54 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $6.8M | 0.5% | 184K | +3% | |||
| 55 | $WMT | Walmart Inc. | Consumer Staples | $6.7M | 0.5% | 59K | -0.5% | |||
| 56 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $6.6M | 0.5% | 11K | -2% | |||
| 57 | $MPC | Marathon Petroleum Corp | Energy | $6.4M | 0.5% | 25K | -4% | |||
| 58 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $6.3M | 0.5% | 200K | +10% | |||
| 59 | $NOW | ServiceNow, Inc. | Technology | $6.3M | 0.5% | 63K | +14% | |||
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.2M | 0.5% | 12K | +9% | |||
| 61 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $5.8M | 0.5% | 32K | -0.9% | |||
| 62 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $5.7M | 0.4% | 3,378 | +5% | |||
| 63 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.6M | 0.4% | 11K | +5% | |||
| 64 | $MPLX | MPLX LP | Energy | $5.6M | 0.4% | 99K | +4% | |||
| 65 | — | ISHARES MSCI ACWI EX U.S. ETF - ETF | — | $5.5M | 0.4% | 73K | +0.0% | |||
| 66 | — | ISHARES CORE U.S. AGGREGATE BOND ETF - ETF | — | $5.4M | 0.4% | 55K | -8% | |||
| 67 | $CSX | CSX CORP | Industrials | $5.3M | 0.4% | 110K | +0.5% | |||
| 68 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.2M | 0.4% | 38K | +6% | |||
| 69 | $SLDE | Slide Insurance Holdings, Inc. | Financials | $5.1M | 0.4% | 266K | -4% | |||
| 70 | $NVO | NOVO NORDISK A S | Healthcare | $4.9M | 0.4% | 102K | +9% | |||
| 71 | $TXN | TEXAS INSTRUMENTS INC | Technology | $4.7M | 0.4% | 16K | -2% | |||
| 72 | $DUK | Duke Energy CORP | Utilities | $4.6M | 0.4% | 36K | +5% | |||
| 73 | $VEEV | VEEVA SYSTEMS INC | Technology | $4.5M | 0.3% | 25K | +11% | |||
| 74 | $CRM | Salesforce, Inc. | Technology | $4.5M | 0.3% | 29K | +5% | |||
| 75 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $4.4M | 0.3% | 20K | -49% | |||
| 76 | $CCI | CROWN CASTLE INC. | Real Estate | $4.4M | 0.3% | 58K | -4% | |||
| 77 | $HONA | Honeywell Aerospace Inc. | Industrials | $4.4M | 0.3% | 20K | New | |||
| 78 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | — | $4.3M | 0.3% | 77K | +3% | |||
| 79 | $ABBV | AbbVie Inc. | Healthcare | $4.3M | 0.3% | 17K | +2% | |||
| 80 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.3M | 0.3% | 5,715 | -1% | |||
| 81 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | — | $4.2M | 0.3% | 83K | +14% | |||
| 82 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | — | $4.2M | 0.3% | 39K | +11% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $4.1M | 0.3% | 14K | +3% | |||
| 84 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF - ETF | — | $4.0M | 0.3% | 185K | +20% | |||
| 85 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.8M | 0.3% | 15K | -0.4% | |||
| 86 | — | DIMENSIONAL U.S. SMALL CAP ETF - ETF | — | $3.8M | 0.3% | 46K | +42% | |||
| 87 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $3.7M | 0.3% | 50K | -0.2% | |||
| 88 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $3.7M | 0.3% | 25K | -1% | |||
| 89 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.6M | 0.3% | 86K | +0.9% | |||
| 90 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $3.5M | 0.3% | 110K | +45% | |||
| 91 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $3.2M | 0.3% | 4,249 | -6% | |||
| 92 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF - ETF | — | $3.2M | 0.3% | 139K | +12% | |||
| 93 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | — | $3.2M | 0.3% | 27K | +367% | |||
| 94 | $ACN | Accenture plc | Technology | $3.1M | 0.2% | 25K | +21% | |||
| 95 | $ADBE | ADOBE INC. | Technology | $3.1M | 0.2% | 15K | +16% | |||
| 96 | $AOS | SMITH A O CORP | Technology | $3.0M | 0.2% | 48K | +8% | |||
| 97 | $INTU | INTUIT INC. | Technology | $2.9M | 0.2% | 11K | +12% | |||
| 98 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $2.9M | 0.2% | 211K | -0.5% | |||
| 99 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.9M | 0.2% | 8,140 | +4% | |||
| 100 | $ZTS | Zoetis Inc. | Healthcare | $2.8M | 0.2% | 39K | +27% | |||
| 101 | $ARCC | ARES CAPITAL CORP | Other | $2.6M | 0.2% | 143K | +3% | |||
| 102 | $ATI | ATI INC | Materials | $2.6M | 0.2% | 13K | -1% | |||
| 103 | $CPK | CHESAPEAKE UTILITIES CORP | Energy | $2.5M | 0.2% | 21K | — | |||
| 104 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF - ETF | — | $2.4M | 0.2% | 96K | +21% | |||
| 105 | — | ISHARES SHORT DURATION HIGH YIELD MUNI ACTIVE ETF - ETF | — | $2.4M | 0.2% | 106K | +0.1% | |||
| 106 | $YUM | YUM BRANDS INC | Consumer Discretionary | $2.3M | 0.2% | 15K | +3% | |||
| 107 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF - ETF | — | $2.3M | 0.2% | 89K | +0.1% | |||
| 108 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF - ETF | — | $2.1M | 0.2% | 86K | +19% | |||
| 109 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $2.0M | 0.2% | 1,454 | +1.0% | |||
| 110 | $ET | Energy Transfer LP | Energy | $1.9M | 0.1% | 100K | +2% | |||
| 111 | — | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF - ETF | — | $1.9M | 0.1% | 90K | +27% | |||
| 112 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | — | $1.9M | 0.1% | 5,039 | +5% | |||
| 113 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.8M | 0.1% | 6,528 | -10% | |||
| 114 | $MS | MORGAN STANLEY | Financials | $1.7M | 0.1% | 8,360 | -1% | |||
| 115 | $MU | MICRON TECHNOLOGY INC | Technology | $1.7M | 0.1% | 1,505 | +57% | |||
| 116 | — | VANGUARD RUSSELL 2000 VALUE ETF - ETF | — | $1.6M | 0.1% | 8,393 | -0.7% | |||
| 117 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETF | — | $1.6M | 0.1% | 9,796 | -0.2% | |||
| 118 | — | VANGUARD S&P SMALL-CAP 600 ETF - ETF | — | $1.6M | 0.1% | 11K | -8% | |||
| 119 | $RACE | Ferrari N.V. | Consumer Discretionary | $1.5M | 0.1% | 4,049 | +41% | |||
| 120 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.1% | 2 | — | |||
| 121 | $PSX | Phillips 66 | Energy | $1.5M | 0.1% | 8,701 | +3% | |||
| 122 | $RTX | RTX Corp | Industrials | $1.5M | 0.1% | 7,689 | +14% | |||
| 123 | — | ISHARES MSCI USA QUALITY FACTOR ETF - ETF | — | $1.4M | 0.1% | 6,494 | -0.2% | |||
| 124 | $FDX | FEDEX CORP | Industrials | $1.4M | 0.1% | 4,354 | +9% | |||
| 125 | — | VANGUARD RUSSELL 2000 GROWTH ETF - ETF | — | $1.4M | 0.1% | 4,734 | -2% | |||
| 126 | $MCK | MCKESSON CORP | Consumer Staples | $1.3M | 0.1% | 1,786 | -0.7% | |||
| 127 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.3M | 0.1% | 5,992 | +10% | |||
| 128 | — | PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF - ETF | — | $1.3M | 0.1% | 70K | +1% | |||
| 129 | — | VANGUARD S&P MID-CAP 400 ETF - ETF | — | $1.3M | 0.1% | 9,828 | +26% | |||
| 130 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.1% | 3,398 | +3% | |||
| 131 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETF | — | $1.3M | 0.1% | 25K | +7% | |||
| 132 | — | ISHARES TIPS BOND ETF - ETF | — | $1.2M | 0.1% | 11K | +26% | |||
| 133 | $PM | Philip Morris International Inc. | Consumer Staples | $1.2M | 0.1% | 6,821 | +3% | |||
| 134 | $SNPS | SYNOPSYS INC | Technology | $1.2M | 0.1% | 2,743 | +5% | |||
| 135 | — | VANECK SEMICONDUCTOR ETF - ETF | — | $1.2M | 0.1% | 1,824 | +0.2% | |||
| 136 | $EOSE | Eos Energy Enterprises, Inc. | Technology | $1.2M | 0.1% | 199K | — | |||
| 137 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $1.2M | 0.1% | 1,797 | -0.1% | |||
| 138 | $MRVL | Marvell Technology, Inc. | Technology | $1.1M | 0.1% | 3,837 | -20% | |||
| 139 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $1.1M | 0.1% | 9,079 | +300% | |||
| 140 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.1% | 20K | +0.2% | |||
| 141 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.1% | 7,164 | -0.4% | |||
| 142 | $UNP | UNION PACIFIC CORP | Industrials | $1.1M | 0.1% | 3,939 | +1% | |||
| 143 | — | ISHARES CORE S&P 500 ETF - ETF | — | $1.1M | 0.1% | 1,405 | +10% | |||
| 144 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.0M | 0.1% | 2,519 | +3% | |||
| 145 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $1.0M | 0.1% | 12K | — | |||
| 146 | $IVZ | Invesco Ltd. | Financials | $1.0M | 0.1% | 22K | — | |||
| 147 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | — | $974K | 0.1% | 6,165 | -2% | |||
| 148 | $WM | WASTE MANAGEMENT INC | Utilities | $952K | 0.1% | 4,272 | -4% | |||
| 149 | $HUBB | HUBBELL INC | Technology | $938K | 0.1% | 1,793 | -8% | |||
| 150 | $TSLA | Tesla, Inc. | Consumer Discretionary | $910K | 0.1% | 2,163 | +6% |
What changed in Q2 2026
Against the previous quarter's 13F: 53 new, 174 added to, 139 trimmed, 44 sold out. Share-count changes; largest moves by dollar size first.
New positions (53)
$HONAHoneywell Aerospace Inc.$4.4M
first bought this quarter
$SRESEMPRA$831K
first bought this quarter
$DELLDell Technologies Inc.$758K
first bought this quarter
- JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF$469K
first bought this quarter
$SPTSprout Social, Inc.$379K
first bought this quarter
$OKTAOkta, Inc.$340K
first bought this quarter
+47 more in the Excel export
Added to (174)
now $46.6M · held 7 qtrs
- VANGUARD S&P 500 ETF - ETF+9%
now $34.5M
- VANGUARD INFORMATION TECHNOLOGY ETF - ETF+367%
now $3.2M
- DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - ETF+27%
now $7.4M
- ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETF+25%
now $7.6M
now $23.3M · held 10+ qtrs, 2 adds in a row
+168 more in the Excel export
Trimmed (139)
now $18.7M · held 10+ qtrs
$HONHONEYWELL INTERNATIONAL INC-49%
now $4.4M · held 10+ qtrs
now $27.6M · held 10+ qtrs, 3 trims in a row
now $28.1M · held 10+ qtrs, 3 trims in a row
$SNDKSandisk Corp-61%
now $616K · held 3 qtrs, 2 trims in a row
now $20.0M · held 10+ qtrs, 4 trims in a row
+133 more in the Excel export
Holdings by quarter
Every 13F FourThought Financial Partners, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow FourThought Financial Partners?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of FourThought Financial Partners's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-8.3%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 21% over the last 4
Top 10 weight
28%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (35.7% of disclosed assets). All figures are sourced directly from FourThought Financial Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1956790.
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