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 13 of 16

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922908629

VO|922908629

Shares:1.1K

Value:$296.6K

% of Portfolio:0.0% ($296.6K/$955.6M)

PACCAR INC

PCAR|693718108

Shares:3.0K

Value:$290.9K

% of Portfolio:0.0% ($290.9K/$955.6M)

HANOVER INSURANCE GROUP, INC.

THG|410867105

Shares:1.7K

Value:$288.6K

% of Portfolio:0.0% ($288.6K/$955.6M)

921909768

VXUS|921909768

Shares:4.6K

Value:$288.5K

% of Portfolio:0.0% ($288.5K/$955.6M)

ACI WORLDWIDE, INC.

ACIW|004498101

Shares:5.3K

Value:$288.2K

% of Portfolio:0.0% ($288.2K/$955.6M)

SouthState Corp

SSB|840441109

Shares:3.1K

Value:$285.0K

% of Portfolio:0.0% ($285.0K/$955.6M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.7K

Value:$283.6K

% of Portfolio:0.0% ($283.6K/$955.6M)

Hercules Capital, Inc.

HTGC|427096508

Shares:14.7K

Value:$282.3K

% of Portfolio:0.0% ($282.3K/$955.6M)

Alight, Inc. / Delaware

ALIT|01626W101

Shares:47.5K

Value:$281.6K

% of Portfolio:0.0% ($281.6K/$955.6M)

Snowflake Inc.

SNOW|833445109

Shares:1.9K

Value:$279.8K

% of Portfolio:0.0% ($279.8K/$955.6M)

922908744

VTV|922908744

Shares:1.6K

Value:$278.0K

% of Portfolio:0.0% ($278.0K/$955.6M)

464287648

IWO|464287648

Shares:1.1K

Value:$275.9K

% of Portfolio:0.0% ($275.9K/$955.6M)

SYSCO CORP

SYY|871829107

Shares:3.6K

Value:$273.9K

% of Portfolio:0.0% ($273.9K/$955.6M)

HOULIHAN LOKEY, INC.

HLI|441593100

Shares:1.7K

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$955.6M)

Constellation Energy Corp

CEG|21037T109

Shares:1.3K

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$955.6M)

UFP INDUSTRIES INC

UFPI|90278Q108

Shares:2.5K

Value:$268.2K

% of Portfolio:0.0% ($268.2K/$955.6M)

464287598

IWD|464287598

Shares:1.4K

Value:$265.9K

% of Portfolio:0.0% ($265.9K/$955.6M)

03073E105

Shares:924

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$955.6M)

CNO Financial Group, Inc.

CNO|12621E103

Shares:6.1K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$955.6M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.1K

Value:$253.6K

% of Portfolio:0.0% ($253.6K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOcusip922908629)	1.1K	QoQ +14.81% (+148) YoY +24.26% (+224)	All Managers (Combined)	$296.6K	0.0% ($296.6K/$955.6M)	QoQ +12.32% (+$32.5K) YoY +28.68% (+$66.1K)
PACCAR INC(PCARcusip693718108)	3.0K	QoQ +0.80% (-24) YoY NEW(+3.0K)	All Managers (Combined)	$290.9K	0.0% ($290.9K/$955.6M)	QoQ -5.66% (-$17.5K) YoY NEW(+$290.9K)
HANOVER INSURANCE GROUP, INC.(THGcusip410867105)	1.7K	QoQ 0.00% (+0) YoY +12.78% (+188)	All Managers (Combined)	$288.6K	0.0% ($288.6K/$955.6M)	QoQ +12.47% (+$32.0K) YoY +44.07% (+$88.3K)
(VXUScusip921909768)	4.6K	QoQ -0.19% (-9) YoY NEW(+4.6K)	All Managers (Combined)	$288.5K	0.0% ($288.5K/$955.6M)	QoQ +5.17% (-$14.2K) YoY NEW(+$288.5K)
ACI WORLDWIDE, INC.(ACIWcusip004498101)	5.3K	QoQ +14.20% (+655) YoY -38.36% (-3.3K)	All Managers (Combined)	$288.2K	0.0% ($288.2K/$955.6M)	QoQ +20.36% (+$48.7K) YoY +1.53% (-$4.3K)
SouthState Corp(SSBcusip840441109)	3.1K	QoQ +5.71% (-166) YoY -0.51% (-16)	All Managers (Combined)	$285.0K	0.0% ($285.0K/$955.6M)	QoQ -1.36% (-$3.9K) YoY +8.59% (-$22.6K)
Palo Alto Networks Inc(PANWcusip697435105)	1.7K	QoQ +4.26% (-68) YoY NEW(+1.7K)	All Managers (Combined)	$283.6K	0.0% ($283.6K/$955.6M)	QoQ -2.22% (-$6.4K) YoY NEW(+$283.6K)
Hercules Capital, Inc.(HTGCcusip427096508)	14.7K	QoQ -3.26% (-496) YoY -11.50% (-1.9K)	All Managers (Combined)	$282.3K	0.0% ($282.3K/$955.6M)	QoQ -7.50% (-$22.9K) YoY -7.85% (-$24.1K)
Alight, Inc. / Delaware(ALITcusip01626W101)	47.5K	QoQ +15.95% (-6.5K) YoY +24.82% (-9.4K)	All Managers (Combined)	$281.6K	0.0% ($281.6K/$955.6M)	QoQ -0.63% (-$1.8K) YoY -24.85% (-$93.1K)
Snowflake Inc.(SNOWcusip833445109)	1.9K	QoQ -87.15% (-13.0K) YoY -85.36% (-11.2K)	All Managers (Combined)	$279.8K	0.0% ($279.8K/$955.6M)	QoQ -87.84% (-$2.0M) YoY -86.75% (-$1.8M)
(VTVcusip922908744)	1.6K	QoQ +0.06% (+1) YoY +12.99% (+185)	All Managers (Combined)	$278.0K	0.0% ($278.0K/$955.6M)	QoQ +2.04% (+$5.6K) YoY +19.84% (+$46.0K)
(IWOcusip464287648)	1.1K	QoQ -10.14% (-122) YoY -28.52% (-431)	All Managers (Combined)	$275.9K	0.0% ($275.9K/$955.6M)	QoQ -20.27% (-$70.1K) YoY -32.58% (-$133.3K)
SYSCO CORP(SYYcusip871829107)	3.6K	QoQ +4.94% (+172) YoY +6.01% (-207)	All Managers (Combined)	$273.9K	0.0% ($273.9K/$955.6M)	QoQ +2.98% (+$7.9K) YoY -2.01% (-$5.6K)
HOULIHAN LOKEY, INC.(HLIcusip441593100)	1.7K	QoQ +1.20% (-20) YoY -80.26% (-6.8K)	All Managers (Combined)	$270.8K	0.0% ($270.8K/$955.6M)	QoQ -5.91% (-$17.0K) YoY -75.14% (-$818.5K)
Constellation Energy Corp(CEGcusip21037T109)	1.3K	QoQ +0.22% (-3) YoY +6.27% (+79)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$955.6M)	QoQ -9.66% (-$28.9K) YoY +15.92% (+$37.1K)
UFP INDUSTRIES INC(UFPIcusip90278Q108)	2.5K	QoQ +9.05% (+208) YoY +13.18% (-292)	All Managers (Combined)	$268.2K	0.0% ($268.2K/$955.6M)	QoQ +3.62% (+$9.4K) YoY -1.50% (-$4.1K)
(IWDcusip464287598)	1.4K	QoQ +21.18% (+247) YoY -34.40% (-741)	All Managers (Combined)	$265.9K	0.0% ($265.9K/$955.6M)	QoQ +23.11% (+$49.9K) YoY -31.07% (-$119.9K)
(cusip03073E105)✕	924	QoQ -3.64% (-35) YoY NEW(+924)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$955.6M)	QoQ +19.25% (-$41.5K) YoY NEW(+$257.0K)
CNO Financial Group, Inc.(CNOcusip12621E103)	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$955.6M)	QoQ NEW(+$254.5K) YoY NEW(+$254.5K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.1K	QoQ +7.10% (+71) YoY -29.90% (-457)	All Managers (Combined)	$253.6K	0.0% ($253.6K/$955.6M)	QoQ +7.99% (+$18.8K) YoY -34.87% (-$135.8K)