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 12 of 16

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.1K

Value:$364.3K

% of Portfolio:0.0% ($364.3K/$955.6M)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:7.0K

Value:$363.4K

% of Portfolio:0.0% ($363.4K/$955.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.3K

Value:$362.9K

% of Portfolio:0.0% ($362.9K/$955.6M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.5K

Value:$362.6K

% of Portfolio:0.0% ($362.6K/$955.6M)

46438F101

Shares:7.6K

Value:$356.6K

% of Portfolio:0.0% ($356.6K/$955.6M)

37954Y384

Shares:10.8K

Value:$348.4K

% of Portfolio:0.0% ($348.4K/$955.6M)

464287523

Shares:1.8K

Value:$339.0K

% of Portfolio:0.0% ($339.0K/$955.6M)

MOODYS CORP /DE/

MCO|615369105

Shares:721

Value:$335.6K

% of Portfolio:0.0% ($335.6K/$955.6M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:529

Value:$335.5K

% of Portfolio:0.0% ($335.5K/$955.6M)

Globant S.A.

GLOB|L44385109

Shares:2.8K

Value:$324.8K

% of Portfolio:0.0% ($324.8K/$955.6M)

ENBRIDGE INC

ENB|29250N105

Shares:7.3K

Value:$324.0K

% of Portfolio:0.0% ($324.0K/$955.6M)

LINDE PLC

LIN|G54950103

Shares:690

Value:$321.5K

% of Portfolio:0.0% ($321.5K/$955.6M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:661

Value:$320.5K

% of Portfolio:0.0% ($320.5K/$955.6M)

464288646

Shares:6.1K

Value:$318.2K

% of Portfolio:0.0% ($318.2K/$955.6M)

CARLISLE COMPANIES INC

CSL|142339100

Shares:917

Value:$312.2K

% of Portfolio:0.0% ($312.2K/$955.6M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.8K

Value:$310.3K

% of Portfolio:0.0% ($310.3K/$955.6M)

WATSCO INC

WSO|942622200

Shares:603

Value:$306.3K

% of Portfolio:0.0% ($306.3K/$955.6M)

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

Shares:15.3K

Value:$305.4K

% of Portfolio:0.0% ($305.4K/$955.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.0K

Value:$298.5K

% of Portfolio:0.0% ($298.5K/$955.6M)

Eaton Corp plc

ETN|G29183103

Shares:1.1K

Value:$298.2K

% of Portfolio:0.0% ($298.2K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.1K	QoQ -4.83% (-258) YoY NEW(+5.1K)	All Managers (Combined)	$364.3K	0.0% ($364.3K/$955.6M)	QoQ -2.74% (-$10.3K) YoY NEW(+$364.3K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	7.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$363.4K	0.0% ($363.4K/$955.6M)	QoQ +8.07% (+$27.2K) YoY +30.83% (+$85.6K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.3K	QoQ +4.73% (+150) YoY -5.92% (-209)	All Managers (Combined)	$362.9K	0.0% ($362.9K/$955.6M)	QoQ +24.06% (+$70.4K) YoY +19.40% (-$59.0K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.5K	QoQ -5.88% (-93) YoY -2.62% (-40)	All Managers (Combined)	$362.6K	0.0% ($362.6K/$955.6M)	QoQ +8.05% (-$27.0K) YoY +15.36% (-$48.3K)
(cusip46438F101)✕	7.6K	QoQ +4.81% (-350) YoY NEW(+7.6K)	All Managers (Combined)	$356.6K	0.0% ($356.6K/$955.6M)	QoQ -7.51% (-$29.0K) YoY NEW(+$356.6K)
(cusip37954Y384)✕	10.8K	QoQ +0.10% (+11) YoY +0.09% (+10)	All Managers (Combined)	$348.4K	0.0% ($348.4K/$955.6M)	QoQ +0.87% (+$3.0K) YoY +8.80% (+$28.2K)
(cusip464287523)✕	1.8K	QoQ +0.11% (-2) YoY -2.64% (-49)	All Managers (Combined)	$339.0K	0.0% ($339.0K/$955.6M)	QoQ -12.60% (-$48.9K) YoY -18.92% (-$79.2K)
MOODYS CORP /DE/(MCOcusip615369105)	721	QoQ -0.13% (-1) YoY +2.41% (+17)	All Managers (Combined)	$335.6K	0.0% ($335.6K/$955.6M)	QoQ -1.87% (-$6.4K) YoY +21.25% (+$58.8K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	529	QoQ -13.42% (-82) YoY -23.11% (-159)	All Managers (Combined)	$335.5K	0.0% ($335.5K/$955.6M)	QoQ -22.91% (-$99.7K) YoY -49.33% (-$326.7K)
Globant S.A.(GLOBcusipL44385109)	2.8K	QoQ +10.71% (-267) YoY +17.35% (-408)	All Managers (Combined)	$324.8K	0.0% ($324.8K/$955.6M)	QoQ -39.23% (-$209.7K) YoY -31.58% (-$149.9K)
ENBRIDGE INC(ENBcusip29250N105)	7.3K	QoQ -3.99% (-304) YoY -6.29% (-491)	All Managers (Combined)	$324.0K	0.0% ($324.0K/$955.6M)	QoQ +0.24% (-$793) YoY +14.75% (-$41.7K)
LINDE PLC(LINcusipG54950103)	690	QoQ +9.17% (+58) YoY -5.73% (-42)	All Managers (Combined)	$321.5K	0.0% ($321.5K/$955.6M)	QoQ +21.46% (+$56.8K) YoY -5.39% (-$18.4K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	661	QoQ -4.47% (-31) YoY -49.11% (-638)	All Managers (Combined)	$320.5K	0.0% ($320.5K/$955.6M)	QoQ +14.99% (-$41.8K) YoY -40.98% (-$222.5K)
(cusip464288646)✕	6.1K	QoQ -52.30% (-6.7K) YoY -49.59% (-6.0K)	All Managers (Combined)	$318.2K	0.0% ($318.2K/$955.6M)	QoQ -51.68% (-$340.4K) YoY -48.52% (-$300.0K)
CARLISLE COMPANIES INC(CSLcusip142339100)	917	QoQ -4.57% (-44) YoY -22.35% (-264)	All Managers (Combined)	$312.2K	0.0% ($312.2K/$955.6M)	QoQ -11.91% (-$42.2K) YoY -32.52% (-$150.5K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.8K	QoQ -11.68% (-238) YoY +13.50% (+214)	All Managers (Combined)	$310.3K	0.0% ($310.3K/$955.6M)	QoQ +2.20% (-$6.7K) YoY +42.43% (+$92.4K)
WATSCO INC(WSOcusip942622200)	603	QoQ +0.16% (+1) YoY -3.67% (-23)	All Managers (Combined)	$306.3K	0.0% ($306.3K/$955.6M)	QoQ +7.35% (+$21.0K) YoY +13.18% (-$35.7K)
PLAINS ALL AMERICAN PIPELINE LP(PAAcusip726503105)	15.3K	QoQ 0.00% (+0) YoY +32.01% (+3.7K)	All Managers (Combined)	$305.4K	0.0% ($305.4K/$955.6M)	QoQ +17.09% (+$44.6K) YoY +50.36% (+$102.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.0K	QoQ +3.49% (+35) YoY +3.49% (+35)	All Managers (Combined)	$298.5K	0.0% ($298.5K/$955.6M)	QoQ +23.16% (+$56.1K) YoY +44.96% (+$92.6K)
Eaton Corp plc(ETNcusipG29183103)	1.1K	QoQ -7.73% (-92) YoY -2.57% (-29)	All Managers (Combined)	$298.2K	0.0% ($298.2K/$955.6M)	QoQ -24.42% (-$96.4K) YoY -15.30% (-$53.9K)