FourThought Financial Partners, LLC

CIK: 0001956790Latest portfolio: $1.2B · Q4 2025

Holdings

504

Total Value

$1.2B

New Positions

141

Closed Positions

142

#StockSharesValue% PortfolioChangeType
1
MSFTMICROSOFT CORP COM
116,821$56.0M4.73%+2K
2
AVGOBROADCOM INC COM
148,466$51.0M4.31%+2K
3
NVDANVIDIA CORPORATION COM
194,642$36.0M3.04%-765
4
AAPLAPPLE INC COM
108,156$29.0M2.45%+9K
5
VOOVANGUARD S&P 500 ETF
40,544$25.0M2.11%+4K
6
JPMJPMORGAN CHASE & CO. COM
72,277$23.0M1.94%-202
7
DGROISHARES CORE DIVIDEND GROWTH ETF
335,351$23.0M1.94%+172K
8
CVXCHEVRON CORP NEW COM
139,811$21.0M1.77%+4K
9
AMZNAMAZON COM INC COM
91,822$21.0M1.77%+9K
10
VVISA INC COM CL A
61,469$21.0M1.77%+950
11
AMTAMERICAN TOWER CORP NEW COM
121,242$21.0M1.77%-11,801
12
KLACKLA CORP COM NEW
17,040$20.0M1.69%-231
13
GOOGLALPHABET INC CAP STK CL A
62,094$19.0M1.60%+347
14
PEPPEPSICO INC COM
128,868$18.0M1.52%+4K
15
NEENEXTERA ENERGY INC COM
233,918$18.0M1.52%+1K
16
MDTMEDTRONIC PLC SHS
181,571$17.0M1.44%+3K
17
CMCSACOMCAST CORP NEW CL A
556,506$16.0M1.35%+191K
18
ASMLASML HOLDING N V N Y REGISTRY SHS
15,441$16.0M1.35%-449
19
VONGVANGUARD RUSSELL 1000 GROWTH ETF
131,598$16.0M1.35%+10K
20
LOWLOWES COS INC COM
63,921$15.0M1.27%+2K
21
LMTLOCKHEED MARTIN CORP COM
31,536$15.0M1.27%+36
22
ABTABBOTT LABS COM
123,907$15.0M1.27%+2K
23
NOCNORTHROP GRUMMAN CORP COM
24,594$14.0M1.18%+224
24
CBCHUBB LIMITED COM
45,561$14.0M1.18%+4K
25
VONVVANGUARD RUSSELL 1000 VALUE ETF
142,262$13.0M1.10%-3,942

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
CMCSA557K+191K
DGRO335K+172K
IBDV94K+45K
IBDU89K+23K
IBDW38K+22K
IBDS48K+14K
IBDR43K+14K
IBDT54K+13K
ET98K+13K
PG52K+12K

Decreased Positions

NameSharesChange
MPT17K-48064
CRCT24K-33027
HYMB67K-22396
ENVX15K-20514
TXN57K-18117
CPK21K-15000
LILA10K-13134
BAFN40K-12400
AMT121K-11801
NXPI22K-11292

Sector Breakdown

Financial Services0.0% ($2.500023000230002e+285T)
Technology0.0% ($5.600051000360002e+156T)
Industrials0.0% ($1.5000140007000701e+97T)
Healthcare0.0% ($1.700015000130001e+79T)
Consumer Cyclical0.0% ($2.10001500030003e+51T)
Unknown0.0% ($6.000600050004001e+42T)
Energy0.0% ($2.1000500040004002e+39T)
Communication Services0.0% ($1.9000160001000066e+29T)
Consumer Defensive0.0% ($180001100070005997568.0T)
Basic Materials0.0% ($9000100000000000000.0T)
Utilities0.0% ($18000300020000000.0T)
Real Estate0.0% ($2100060.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 6, 2026$1.2B504
Q3 2025Nov 13, 2025$1.1T505
Q2 2025Aug 12, 2025$1.0T302
Q1 2025May 7, 2025$955.6B318
Q4 2024Feb 4, 2025$962.7B318
Q3 2024Nov 13, 2024$843.0T174
Q2 2024Aug 13, 2024$777.3T178
Q1 2024May 14, 2024$872.7T329
Q4 2023Feb 6, 2024$796.0T312
Q3 2023Nov 13, 2023$715.6T311
Q2 2023Aug 11, 2023$760.6T330
Q1 2023May 4, 2023$729.0T324
Q4 2022Feb 7, 2023$690.3T328

Fund Information

CIK0001956790
Most Recent FilingFeb 6, 2026
Number of Filings13

FourThought Financial Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.2B across 504 holdings. The largest position is MICROSOFT CORP COM (MSFT), representing 4.7% of the portfolio. Compared to the previous quarter, the fund opened 143 new positions and closed 144 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.