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 11 of 16

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Huntsman CORP

HUN|447011107

Shares:26.4K

Value:$416.4K

% of Portfolio:0.0% ($416.4K/$955.6M)

Sanofi

SNY|80105N105

Shares:7.4K

Value:$412.4K

% of Portfolio:0.0% ($412.4K/$955.6M)

Paycom Software, Inc.

PAYC|70432V102

Shares:1.9K

Value:$412.4K

% of Portfolio:0.0% ($412.4K/$955.6M)

STRYKER CORP

SYK|863667101

Shares:1.1K

Value:$411.3K

% of Portfolio:0.0% ($411.3K/$955.6M)

Tesla, Inc.

TSLA|88160R101

Shares:1.6K

Value:$409.9K

% of Portfolio:0.0% ($409.9K/$955.6M)

DOMINION ENERGY, INC

D|25746U109

Shares:7.3K

Value:$409.9K

% of Portfolio:0.0% ($409.9K/$955.6M)

ILLUMINA, INC.

ILMN|452327109

Shares:5.1K

Value:$405.2K

% of Portfolio:0.0% ($405.2K/$955.6M)

464287234

EEM|464287234

Shares:9.0K

Value:$393.9K

% of Portfolio:0.0% ($393.9K/$955.6M)

Walt Disney Co

DIS|254687106

Shares:4.0K

Value:$391.0K

% of Portfolio:0.0% ($391.0K/$955.6M)

RELIANCE, INC.

RS|759509102

Shares:1.3K

Value:$386.1K

% of Portfolio:0.0% ($386.1K/$955.6M)

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:1.7K

Value:$383.9K

% of Portfolio:0.0% ($383.9K/$955.6M)

921908844

VIG|921908844

Shares:2.0K

Value:$380.8K

% of Portfolio:0.0% ($380.8K/$955.6M)

Unum Group

UNM|91529Y106

Shares:4.7K

Value:$380.2K

% of Portfolio:0.0% ($380.2K/$955.6M)

92189F676

Shares:1.8K

Value:$377.9K

% of Portfolio:0.0% ($377.9K/$955.6M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:4.6K

Value:$377.6K

% of Portfolio:0.0% ($377.6K/$955.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.4K

Value:$374.5K

% of Portfolio:0.0% ($374.5K/$955.6M)

LITTELFUSE INC /DE

LFUS|537008104

Shares:1.9K

Value:$373.0K

% of Portfolio:0.0% ($373.0K/$955.6M)

464287614

IWF|464287614

Shares:1.0K

Value:$369.5K

% of Portfolio:0.0% ($369.5K/$955.6M)

XCEL ENERGY INC

XEL|98389B100

Shares:5.2K

Value:$367.9K

% of Portfolio:0.0% ($367.9K/$955.6M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.4K

Value:$367.5K

% of Portfolio:0.0% ($367.5K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Huntsman CORP(HUNcusip447011107)	26.4K	QoQ +13.86% (-3.2K) YoY -32.98% (-13.0K)	All Managers (Combined)	$416.4K	0.0% ($416.4K/$955.6M)	QoQ -0.28% (-$1.2K) YoY -59.34% (-$607.8K)
Sanofi(SNYcusip80105N105)	7.4K	QoQ +4.29% (+306) YoY -0.24% (-18)	All Managers (Combined)	$412.4K	0.0% ($412.4K/$955.6M)	QoQ +19.92% (+$68.5K) YoY +13.83% (-$50.1K)
Paycom Software, Inc.(PAYCcusip70432V102)	1.9K	QoQ +28.19% (+415) YoY +45.60% (+591)	All Managers (Combined)	$412.4K	0.0% ($412.4K/$955.6M)	QoQ +36.64% (+$110.6K) YoY +59.87% (+$154.4K)
STRYKER CORP(SYKcusip863667101)	1.1K	QoQ +0.09% (+1) YoY +4.14% (+44)	All Managers (Combined)	$411.3K	0.0% ($411.3K/$955.6M)	QoQ +3.41% (+$13.6K) YoY +8.32% (+$31.6K)
Tesla, Inc.(TSLAcusip88160R101)	1.6K	QoQ +16.49% (-224) YoY NEW(+1.6K)	All Managers (Combined)	$409.9K	0.0% ($409.9K/$955.6M)	QoQ -25.25% (-$138.5K) YoY NEW(+$409.9K)
DOMINION ENERGY, INC(Dcusip25746U109)	7.3K	QoQ +8.94% (+600) YoY +12.73% (+826)	All Managers (Combined)	$409.9K	0.0% ($409.9K/$955.6M)	QoQ +13.41% (+$48.5K) YoY +28.50% (+$90.9K)
ILLUMINA, INC.(ILMNcusip452327109)	5.1K	QoQ +60.95% (-1.9K) YoY -71.74% (-13.0K)	All Managers (Combined)	$405.2K	0.0% ($405.2K/$955.6M)	QoQ -4.43% (-$18.8K) YoY -83.67% (-$2.1M)
(EEMcusip464287234)	9.0K	QoQ +4.66% (+402) YoY +5.88% (+501)	All Managers (Combined)	$393.9K	0.0% ($393.9K/$955.6M)	QoQ +9.37% (+$33.8K) YoY +12.63% (+$44.2K)
Walt Disney Co(DIScusip254687106)	4.0K	QoQ -0.97% (-39) YoY -8.54% (-370)	All Managers (Combined)	$391.0K	0.0% ($391.0K/$955.6M)	QoQ -12.24% (-$54.6K) YoY -26.22% (-$139.0K)
RELIANCE, INC.(RScusip759509102)	1.3K	QoQ -3.46% (-48) YoY -8.86% (-130)	All Managers (Combined)	$386.1K	0.0% ($386.1K/$955.6M)	QoQ +3.52% (-$13.2K) YoY -21.23% (-$104.1K)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	1.7K	QoQ -5.16% (-95) YoY +9.88% (+157)	All Managers (Combined)	$383.9K	0.0% ($383.9K/$955.6M)	QoQ +2.38% (-$8.9K) YoY +11.56% (+$39.8K)
(VIGcusip921908844)	2.0K	QoQ 0.00% (-0) YoY -5.12% (-106)	All Managers (Combined)	$380.8K	0.0% ($380.8K/$955.6M)	QoQ -0.93% (-$3.6K) YoY +0.81% (-$3.1K)
Unum Group(UNMcusip91529Y106)	4.7K	QoQ 0.00% (+0) YoY +0.97% (+45)	All Managers (Combined)	$380.2K	0.0% ($380.2K/$955.6M)	QoQ +11.54% (+$39.3K) YoY +53.28% (+$132.2K)
(cusip92189F676)✕	1.8K	QoQ 0.00% (-0) YoY +16.79% (+257)	All Managers (Combined)	$377.9K	0.0% ($377.9K/$955.6M)	QoQ -12.67% (-$54.9K) YoY +9.77% (+$33.7K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	4.6K	QoQ +2.84% (+127) YoY +4.53% (+199)	All Managers (Combined)	$377.6K	0.0% ($377.6K/$955.6M)	QoQ +0.16% (+$618) YoY +28.82% (+$84.5K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.4K	QoQ +2.57% (-35) YoY -13.70% (-221)	All Managers (Combined)	$374.5K	0.0% ($374.5K/$955.6M)	QoQ -7.05% (-$28.4K) YoY +1.93% (-$7.1K)
LITTELFUSE INC /DE(LFUScusip537008104)	1.9K	QoQ +5.09% (-92) YoY -34.18% (-985)	All Managers (Combined)	$373.0K	0.0% ($373.0K/$955.6M)	QoQ -12.27% (-$52.2K) YoY -46.56% (-$325.1K)
(IWFcusip464287614)	1.0K	QoQ -0.19% (-2) YoY -43.22% (-779)	All Managers (Combined)	$369.5K	0.0% ($369.5K/$955.6M)	QoQ -10.27% (-$42.3K) YoY -39.15% (-$237.8K)
XCEL ENERGY INC(XELcusip98389B100)	5.2K	QoQ -7.09% (-397) YoY -60.57% (-8.0K)	All Managers (Combined)	$367.9K	0.0% ($367.9K/$955.6M)	QoQ -2.59% (-$9.8K) YoY -48.07% (-$340.6K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.4K	QoQ -4.43% (-66) YoY -5.13% (-77)	All Managers (Combined)	$367.5K	0.0% ($367.5K/$955.6M)	QoQ -13.64% (-$58.1K) YoY -15.86% (-$69.3K)