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

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CUMMINS INC

CMI|231021106

Shares:806

Value:$252.7K

% of Portfolio:0.0% ($252.7K/$955.6M)

Crane NXT, Co.

CXT|224441105

Shares:4.9K

Value:$252.3K

% of Portfolio:0.0% ($252.3K/$955.6M)

BROWN & BROWN, INC.

BRO|115236101

Shares:2.0K

Value:$251.0K

% of Portfolio:0.0% ($251.0K/$955.6M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:714

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$955.6M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.8K

Value:$249.0K

% of Portfolio:0.0% ($249.0K/$955.6M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:1.6K

Value:$247.6K

% of Portfolio:0.0% ($247.6K/$955.6M)

MATTEL INC /DE/

MAT|577081102

Shares:12.7K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$955.6M)

Trane Technologies plc

TT|G8994E103

Shares:725

Value:$244.3K

% of Portfolio:0.0% ($244.3K/$955.6M)

COPART INC

CPRT|217204106

Shares:4.3K

Value:$243.8K

% of Portfolio:0.0% ($243.8K/$955.6M)

WATERS CORP /DE/

WAT|941848103

Shares:658

Value:$242.5K

% of Portfolio:0.0% ($242.5K/$955.6M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:701

Value:$242.0K

% of Portfolio:0.0% ($242.0K/$955.6M)

PPG INDUSTRIES INC

PPG|693506107

Shares:2.2K

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$955.6M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.8K

Value:$238.7K

% of Portfolio:0.0% ($238.7K/$955.6M)

British American Tobacco p.l.c.

BTI|110448107

Shares:5.7K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$955.6M)

FISERV INC

FI|337738108

Shares:1.1K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$955.6M)

M/I HOMES, INC.

MHO|55305B101

Shares:2.1K

Value:$236.2K

% of Portfolio:0.0% ($236.2K/$955.6M)

NetApp, Inc.

NTAP|64110D104

Shares:2.7K

Value:$235.5K

% of Portfolio:0.0% ($235.5K/$955.6M)

BWX Technologies, Inc.

BWXT|05605H100

Shares:2.4K

Value:$235.0K

% of Portfolio:0.0% ($235.0K/$955.6M)

SANMINA CORP

SANM|801056102

Shares:3.1K

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$955.6M)

Autodesk, Inc.

ADSK|052769106

Shares:891

Value:$233.3K

% of Portfolio:0.0% ($233.3K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CUMMINS INC(CMIcusip231021106)	806	QoQ +4.26% (-33) YoY -3.58% (-30)	All Managers (Combined)	$252.7K	0.0% ($252.7K/$955.6M)	QoQ -6.24% (-$16.8K) YoY +2.56% (-$6.3K)
Crane NXT, Co.(CXTcusip224441105)	4.9K	QoQ +4.60% (-216) YoY +7.04% (-323)	All Managers (Combined)	$252.3K	0.0% ($252.3K/$955.6M)	QoQ -7.64% (-$20.9K) YoY -11.11% (-$31.5K)
BROWN & BROWN, INC.(BROcusip115236101)	2.0K	QoQ -7.51% (-164) YoY -20.83% (-531)	All Managers (Combined)	$251.0K	0.0% ($251.0K/$955.6M)	QoQ +12.77% (-$28.4K) YoY +12.48% (-$27.9K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	714	QoQ 0.00% (+0) YoY +16.85% (+103)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$955.6M)	QoQ +2.62% (+$6.4K) YoY +17.38% (+$36.9K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.8K	QoQ +7.55% (+123) YoY NEW(+1.8K)	All Managers (Combined)	$249.0K	0.0% ($249.0K/$955.6M)	QoQ +16.73% (+$35.7K) YoY NEW(+$249.0K)
WILLIAMS SONOMA INC(WSMcusip969904101)	1.6K	QoQ -1.13% (-18) YoY +146.22% (+930)	All Managers (Combined)	$247.6K	0.0% ($247.6K/$955.6M)	QoQ -15.63% (-$45.9K) YoY +22.59% (+$45.6K)
MATTEL INC /DE/(MATcusip577081102)	12.7K	QoQ -12.24% (-1.8K) YoY NEW(+12.7K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$955.6M)	QoQ -3.82% (-$9.8K) YoY NEW(+$246.6K)
Trane Technologies plc(TTcusipG8994E103)	725	QoQ +2.98% (-21) YoY +0.83% (+6)	All Managers (Combined)	$244.3K	0.0% ($244.3K/$955.6M)	QoQ -6.06% (-$15.8K) YoY +13.17% (+$28.4K)
COPART INC(CPRTcusip217204106)	4.3K	QoQ -6.36% (-293) YoY -8.12% (-381)	All Managers (Combined)	$243.8K	0.0% ($243.8K/$955.6M)	QoQ -7.67% (-$20.3K) YoY -10.23% (-$27.8K)
WATERS CORP /DE/(WATcusip941848103)	658	QoQ +5.11% (+32) YoY NEW(+658)	All Managers (Combined)	$242.5K	0.0% ($242.5K/$955.6M)	QoQ +4.42% (+$10.3K) YoY NEW(+$242.5K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	701	QoQ NEW(+701) YoY NEW(+701)	All Managers (Combined)	$242.0K	0.0% ($242.0K/$955.6M)	QoQ NEW(+$242.0K) YoY NEW(+$242.0K)
PPG INDUSTRIES INC(PPGcusip693506107)	2.2K	QoQ -42.45% (-1.6K) YoY -62.47% (-3.7K)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$955.6M)	QoQ -47.32% (-$216.6K) YoY -71.68% (-$610.0K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$238.7K	0.0% ($238.7K/$955.6M)	QoQ NEW(+$238.7K) YoY NEW(+$238.7K)
British American Tobacco p.l.c.(BTIcusip110448107)	5.7K	QoQ +3.44% (+191) YoY -48.61% (-5.4K)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$955.6M)	QoQ +17.81% (+$35.9K) YoY -30.29% (-$103.1K)
FISERV INC(FIcusip337738108)	1.1K	QoQ -8.67% (-102) YoY NEW(+1.1K)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$955.6M)	QoQ -1.82% (-$4.4K) YoY NEW(+$237.2K)
M/I HOMES, INC.(MHOcusip55305B101)	2.1K	QoQ NEW(+2.1K) YoY +37.20% (+561)	All Managers (Combined)	$236.2K	0.0% ($236.2K/$955.6M)	QoQ NEW(+$236.2K) YoY +14.94% (+$30.7K)
NetApp, Inc.(NTAPcusip64110D104)	2.7K	QoQ +10.55% (-256) YoY NEW(+2.7K)	All Managers (Combined)	$235.5K	0.0% ($235.5K/$955.6M)	QoQ -16.33% (-$46.0K) YoY NEW(+$235.5K)
BWX Technologies, Inc.(BWXTcusip05605H100)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$235.0K	0.0% ($235.0K/$955.6M)	QoQ -11.43% (-$30.3K) YoY -3.86% (-$9.5K)
SANMINA CORP(SANMcusip801056102)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$955.6M)	QoQ NEW(+$234.0K) YoY NEW(+$234.0K)
Autodesk, Inc.(ADSKcusip052769106)	891	QoQ NEW(+891) YoY -95.68% (-19.7K)	All Managers (Combined)	$233.3K	0.0% ($233.3K/$955.6M)	QoQ NEW(+$233.3K) YoY -95.65% (-$5.1M)