Fourthought-Financial-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FIBK",
  "HLNE",
  "MPWR",
  "GLOB",
  "POOL",
  "SNOW",
  "LBRT",
  "MHO",
  "MPLX",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "PAA",
  "ATI",
  "VONG",
  null,
  "ALL",
  "GOOGL",
  null,
  "AXP",
  "ALIT",
  "AEG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "ARCC",
  "HGV",
  null,
  "BSX",
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  null,
  "FRT",
  null,
  "GD",
  null,
  "HON",
  "HD",
  null,
  "AZN",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "HUBB",
  "HLI",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "NRDY",
  "IJH",
  null,
  "LRCX",
  "LIN",
  "MPC",
  "MMC",
  "MA",
  "PODD",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "NDAQ",
  "GE",
  "THG",
  null,
  "HUN",
  "INCY",
  "ILMN",
  "ADM",
  "PCAR",
  "IJR",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "HTGC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "LDOS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "REGN",
  "ROK",
  "NOW",
  "SHW",
  "RS",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  "AMT",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UL",
  "UNM",
  "BIV",
  "VO",
  "RCL",
  "EOSE",
  "BSET",
  "KYN",
  "SBAC",
  "VCIT",
  null,
  "VIG",
  "LAD",
  "TSCO",
  "IWO",
  "GSHD",
  "SNY",
  "TSM",
  "VYM",
  "VRTX",
  null,
  "TT",
  "QLYS",
  "LFUS",
  "MAT",
  "ADSK",
  "AON",
  "SSB",
  "AMCR",
  "AFL",
  "APH",
  "AMD",
  "FI",
  "WSO",
  "F",
  "AJG",
  "WM",
  "FTNT",
  "IWR",
  "AEP",
  "NVST",
  null,
  "HMN",
  null,
  null,
  null,
  "PEG",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "ACIW",
  null,
  "HDB",
  null,
  null,
  "VGT",
  "VUG",
  "VMI",
  null,
  "VONE",
  "VXUS",
  null,
  "VTEB",
  "BSV",
  "VOO",
  "VTV",
  "VEEV",
  "VCTR",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WELL",
  "WSM",
  "WMB",
  "WSC",
  "XEL",
  "YUMC",
  "YUM",
  "IUSG",
  null,
  "ONTO",
  "SCHD",
  "ET",
  "EXLS",
  "MSCI",
  "NSC",
  "KEY",
  "NDSN",
  "NXPI",
  "SO",
  "UFPI",
  "OKTA",
  "PSX",
  "SSD",
  "CRM",
  "SANM",
  "SYY",
  null,
  null,
  "MTUM",
  "LYB",
  null,
  "IUSV",
  "MELI",
  "DGRO",
  "MCK",
  "GWW",
  "NTAP",
  "PAYC",
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "OZK",
  "BRK-A",
  "BRK-B",
  "BRBR",
  "BA",
  "BCX",
  "BMY",
  "BTI",
  "BWXT",
  "CSL",
  "CPK",
  "CVX",
  "GTLS",
  "CB",
  "CSCO",
  "CWAN",
  "C",
  "CME",
  "KO",
  "CNO",
  "CMCSA",
  "COLB",
  "COP",
  "CEG",
  "CPRT",
  "CORT",
  "COST",
  "CXT",
  "CR",
  "CRWD",
  "CSX",
  "DHR",
  "DE",
  "FANG",
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "ADI",
  "MCO",
  "NEE",
  "MAR",
  "QQQ",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 318
Total Value: 955646067
Accession Number: 0001765380-25-000174
Form Type: 13F-HR
CIK: fourthought-financial-partners
Manager Name: Fourthought-Financial-Partners

Data Enrichment

92% identified

291 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

318 positions • $955.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 16

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ANALOG DEVICES INC

ADI|032654105

Shares:2.6K

Value:$516.0K

% of Portfolio:0.1% ($516.0K/$955.6M)

46137V357

RSP|46137V357

Shares:2.9K

Value:$507.4K

% of Portfolio:0.1% ($507.4K/$955.6M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:4.6K

Value:$505.7K

% of Portfolio:0.1% ($505.7K/$955.6M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:495

Value:$489.0K

% of Portfolio:0.1% ($489.0K/$955.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:8.1K

Value:$483.9K

% of Portfolio:0.1% ($483.9K/$955.6M)

UNILEVER PLC

UL|904767704

Shares:7.9K

Value:$469.8K

% of Portfolio:0.0% ($469.8K/$955.6M)

ONEOK INC /NEW/

OKE|682680103

Shares:4.7K

Value:$469.2K

% of Portfolio:0.0% ($469.2K/$955.6M)

STARBUCKS CORP

SBUX|855244109

Shares:4.8K

Value:$467.9K

% of Portfolio:0.0% ($467.9K/$955.6M)

74347X831

Shares:8.1K

Value:$462.4K

% of Portfolio:0.0% ($462.4K/$955.6M)

464287663

IUSV|464287663

Shares:5.0K

Value:$459.7K

% of Portfolio:0.0% ($459.7K/$955.6M)

Arista Networks, Inc.

ANET|040413205

Shares:5.9K

Value:$459.6K

% of Portfolio:0.0% ($459.6K/$955.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.6K

Value:$456.5K

% of Portfolio:0.0% ($456.5K/$955.6M)

PAYCHEX INC

PAYX|704326107

Shares:2.9K

Value:$448.8K

% of Portfolio:0.0% ($448.8K/$955.6M)

COCA COLA CO

KO|191216100

Shares:6.3K

Value:$448.4K

% of Portfolio:0.0% ($448.4K/$955.6M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:2.8K

Value:$444.3K

% of Portfolio:0.0% ($444.3K/$955.6M)

CITIGROUP INC

C|172967424

Shares:6.1K

Value:$435.4K

% of Portfolio:0.0% ($435.4K/$955.6M)

464288521

Shares:7.3K

Value:$422.9K

% of Portfolio:0.0% ($422.9K/$955.6M)

Mondelez International, Inc.

MDLZ|609207105

Shares:6.2K

Value:$422.8K

% of Portfolio:0.0% ($422.8K/$955.6M)

92204A108

Shares:1.3K

Value:$418.6K

% of Portfolio:0.0% ($418.6K/$955.6M)

922908736

VUG|922908736

Shares:1.1K

Value:$418.2K

% of Portfolio:0.0% ($418.2K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ANALOG DEVICES INC(ADIcusip032654105)	2.6K	QoQ -8.57% (-240) YoY -10.21% (-291)	All Managers (Combined)	$516.0K	0.1% ($516.0K/$955.6M)	QoQ -13.23% (-$78.7K) YoY -8.46% (-$47.7K)
(RSPcusip46137V357)	2.9K	QoQ +0.10% (-3) YoY +22.60% (+540)	All Managers (Combined)	$507.4K	0.1% ($507.4K/$955.6M)	QoQ -1.03% (-$5.3K) YoY +25.38% (+$102.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	4.6K	QoQ -1.36% (-64) YoY -3.55% (-170)	All Managers (Combined)	$505.7K	0.1% ($505.7K/$955.6M)	QoQ -12.75% (-$73.9K) YoY -6.76% (-$36.7K)
W.W. GRAINGER, INC.(GWWcusip384802104)	495	QoQ 0.00% (-0) YoY -5.89% (-31)	All Managers (Combined)	$489.0K	0.1% ($489.0K/$955.6M)	QoQ -6.28% (-$32.8K) YoY -8.69% (-$46.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	8.1K	QoQ +0.04% (+4) YoY -3.39% (-283)	All Managers (Combined)	$483.9K	0.1% ($483.9K/$955.6M)	QoQ +14.82% (+$62.5K) YoY +32.93% (-$119.9K)
UNILEVER PLC(ULcusip904767704)	7.9K	QoQ +4.62% (+349) YoY +5.53% (+414)	All Managers (Combined)	$469.8K	0.0% ($469.8K/$955.6M)	QoQ +9.87% (+$42.2K) YoY +25.22% (+$94.6K)
ONEOK INC /NEW/(OKEcusip682680103)	4.7K	QoQ +3.34% (+153) YoY +7.77% (+341)	All Managers (Combined)	$469.2K	0.0% ($469.2K/$955.6M)	QoQ +2.10% (+$9.7K) YoY +33.37% (+$117.4K)
STARBUCKS CORP(SBUXcusip855244109)	4.8K	QoQ -2.73% (-134) YoY -14.13% (-785)	All Managers (Combined)	$467.9K	0.0% ($467.9K/$955.6M)	QoQ +4.54% (-$20.3K) YoY -7.84% (-$39.8K)
(cusip74347X831)✕	8.1K	QoQ +154.49% (+4.9K) YoY +48.83% (+2.6K)	All Managers (Combined)	$462.4K	0.0% ($462.4K/$955.6M)	QoQ +84.25% (+$211.5K) YoY +38.55% (+$128.7K)
(IUSVcusip464287663)	5.0K	QoQ +8.21% (+378) YoY -3.76% (-195)	All Managers (Combined)	$459.7K	0.0% ($459.7K/$955.6M)	QoQ +7.83% (+$33.4K) YoY -1.79% (-$8.4K)
Arista Networks, Inc.(ANETcusip040413205)	5.9K	QoQ +3.07% (-177) YoY NEW(+5.9K)	All Managers (Combined)	$459.6K	0.0% ($459.6K/$955.6M)	QoQ -27.74% (-$176.5K) YoY NEW(+$459.6K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.6K	QoQ -5.89% (-101) YoY -17.19% (-335)	All Managers (Combined)	$456.5K	0.0% ($456.5K/$955.6M)	QoQ +11.15% (-$45.8K) YoY +13.30% (-$53.6K)
PAYCHEX INC(PAYXcusip704326107)	2.9K	QoQ -20.60% (-755) YoY -32.00% (-1.4K)	All Managers (Combined)	$448.8K	0.0% ($448.8K/$955.6M)	QoQ -12.64% (-$65.0K) YoY -14.57% (-$76.6K)
COCA COLA CO(KOcusip191216100)	6.3K	QoQ -8.87% (-610) YoY -19.22% (-1.5K)	All Managers (Combined)	$448.4K	0.0% ($448.4K/$955.6M)	QoQ +4.81% (-$20.6K) YoY -5.43% (-$25.8K)
Diamondback Energy, Inc.(FANGcusip25278X109)	2.8K	QoQ +2.88% (+78) YoY +0.03% (-1)	All Managers (Combined)	$444.3K	0.0% ($444.3K/$955.6M)	QoQ +0.37% (+$1.7K) YoY -19.30% (-$106.3K)
CITIGROUP INC(Ccusip172967424)	6.1K	QoQ -1.23% (-77) YoY +0.57% (+35)	All Managers (Combined)	$435.4K	0.0% ($435.4K/$955.6M)	QoQ -0.39% (-$1.7K) YoY +12.89% (+$49.7K)
(cusip464288521)✕	7.3K	QoQ +0.53% (+39) YoY -5.69% (-443)	All Managers (Combined)	$422.9K	0.0% ($422.9K/$955.6M)	QoQ +1.03% (+$4.3K) YoY +0.97% (-$4.1K)
Mondelez International, Inc.(MDLZcusip609207105)	6.2K	QoQ -14.73% (-1.1K) YoY -3.55% (-230)	All Managers (Combined)	$422.8K	0.0% ($422.8K/$955.6M)	QoQ -3.15% (-$13.8K) YoY -6.52% (-$29.5K)
(cusip92204A108)✕	1.3K	QoQ +0.07% (-1) YoY 0.00% (+0)	All Managers (Combined)	$418.6K	0.0% ($418.6K/$955.6M)	QoQ -13.28% (-$64.1K) YoY +2.44% (+$10.0K)
(VUGcusip922908736)	1.1K	QoQ +15.21% (+149) YoY +31.01% (+267)	All Managers (Combined)	$418.2K	0.0% ($418.2K/$955.6M)	QoQ +3.99% (+$16.1K) YoY +41.14% (+$121.9K)