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 15 of 16

Sort by:

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.3K

Value:$232.0K

% of Portfolio:0.0% ($232.0K/$955.6M)

AMPHENOL CORP /DE/

APH|032095101

Shares:3.5K

Value:$231.2K

% of Portfolio:0.0% ($231.2K/$955.6M)

POOL CORP

POOL|73278L105

Shares:724

Value:$230.5K

% of Portfolio:0.0% ($230.5K/$955.6M)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:9.2K

Value:$229.3K

% of Portfolio:0.0% ($229.3K/$955.6M)

KKR & Co. Inc.

KKR|48251W104

Shares:2.0K

Value:$229.3K

% of Portfolio:0.0% ($229.3K/$955.6M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:1.6K

Value:$226.2K

% of Portfolio:0.0% ($226.2K/$955.6M)

BELLRING BRANDS, INC.

BRBR|07831C103

Shares:3.0K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$955.6M)

WELLTOWER INC.

WELL|95040Q104

Shares:1.5K

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$955.6M)

WillScot Holdings Corp

WSC|971378104

Shares:8.0K

Value:$222.2K

% of Portfolio:0.0% ($222.2K/$955.6M)

25434V708

DFAC|25434V708

Shares:6.7K

Value:$221.9K

% of Portfolio:0.0% ($221.9K/$955.6M)

Shell plc

SHEL|780259305

Shares:3.0K

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$955.6M)

Ingredion Inc

INGR|457187102

Shares:1.6K

Value:$219.7K

% of Portfolio:0.0% ($219.7K/$955.6M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:830

Value:$219.5K

% of Portfolio:0.0% ($219.5K/$955.6M)

HORACE MANN EDUCATORS CORP /DE/

HMN|440327104

Shares:5.1K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$955.6M)

INCYTE CORP

INCY|45337C102

Shares:3.6K

Value:$216.1K

% of Portfolio:0.0% ($216.1K/$955.6M)

FIRST INTERSTATE BANCSYSTEM INC

FIBK|32055Y201

Shares:7.5K

Value:$213.8K

% of Portfolio:0.0% ($213.8K/$955.6M)

46432F396

MTUM|46432F396

Shares:1.1K

Value:$213.3K

% of Portfolio:0.0% ($213.3K/$955.6M)

Okta, Inc.

OKTA|679295105

Shares:2.0K

Value:$213.3K

% of Portfolio:0.0% ($213.3K/$955.6M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:4.4K

Value:$212.5K

% of Portfolio:0.0% ($212.5K/$955.6M)

NORDSON CORP

NDSN|655663102

Shares:1.0K

Value:$211.6K

% of Portfolio:0.0% ($211.6K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.3K	QoQ -8.29% (-117) YoY -13.73% (-206)	All Managers (Combined)	$232.0K	0.0% ($232.0K/$955.6M)	QoQ -7.78% (-$19.6K) YoY +3.88% (-$8.7K)
AMPHENOL CORP /DE/(APHcusip032095101)	3.5K	QoQ +4.10% (-139) YoY +52.79% (-1.2K)	All Managers (Combined)	$231.2K	0.0% ($231.2K/$955.6M)	QoQ -1.68% (-$4.0K) YoY -13.11% (-$34.9K)
POOL CORP(POOLcusip73278L105)	724	QoQ +0.13% (-1) YoY -8.81% (-70)	All Managers (Combined)	$230.5K	0.0% ($230.5K/$955.6M)	QoQ -6.55% (-$16.2K) YoY -28.05% (-$89.9K)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	9.2K	QoQ +2.61% (-234) YoY NEW(+9.2K)	All Managers (Combined)	$229.3K	0.0% ($229.3K/$955.6M)	QoQ -5.25% (-$12.7K) YoY NEW(+$229.3K)
KKR & Co. Inc.(KKRcusip48251W104)	2.0K	QoQ +18.31% (-307) YoY NEW(+2.0K)	All Managers (Combined)	$229.3K	0.0% ($229.3K/$955.6M)	QoQ -7.52% (-$18.6K) YoY NEW(+$229.3K)
CHART INDUSTRIES INC(GTLScusip16115Q308)	1.6K	QoQ +9.65% (-138) YoY NEW(+1.6K)	All Managers (Combined)	$226.2K	0.0% ($226.2K/$955.6M)	QoQ -17.05% (-$46.5K) YoY NEW(+$226.2K)
BELLRING BRANDS, INC.(BRBRcusip07831C103)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$955.6M)	QoQ -1.16% (-$2.7K) YoY NEW(+$224.5K)
WELLTOWER INC.(WELLcusip95040Q104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$955.6M)	QoQ NEW(+$223.2K) YoY NEW(+$223.2K)
WillScot Holdings Corp(WSCcusip971378104)	8.0K	QoQ +23.63% (+1.5K) YoY NEW(+8.0K)	All Managers (Combined)	$222.2K	0.0% ($222.2K/$955.6M)	QoQ +2.74% (+$5.9K) YoY NEW(+$222.2K)
(DFACcusip25434V708)	6.7K	QoQ +2.01% (-133) YoY NEW(+6.7K)	All Managers (Combined)	$221.9K	0.0% ($221.9K/$955.6M)	QoQ -2.70% (-$6.2K) YoY NEW(+$221.9K)
Shell plc(SHELcusip780259305)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$955.6M)	QoQ NEW(+$220.1K) YoY NEW(+$220.1K)
Ingredion Inc(INGRcusip457187102)	1.6K	QoQ -11.00% (-201) YoY -18.42% (-367)	All Managers (Combined)	$219.7K	0.0% ($219.7K/$955.6M)	QoQ -12.52% (-$31.5K) YoY -5.62% (-$13.1K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	830	QoQ NEW(+830) YoY NEW(+830)	All Managers (Combined)	$219.5K	0.0% ($219.5K/$955.6M)	QoQ NEW(+$219.5K) YoY NEW(+$219.5K)
HORACE MANN EDUCATORS CORP /DE/(HMNcusip440327104)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$955.6M)	QoQ NEW(+$218.3K) YoY NEW(+$218.3K)
INCYTE CORP(INCYcusip45337C102)	3.6K	QoQ -2.75% (-101) YoY NEW(+3.6K)	All Managers (Combined)	$216.1K	0.0% ($216.1K/$955.6M)	QoQ -14.74% (-$37.4K) YoY NEW(+$216.1K)
FIRST INTERSTATE BANCSYSTEM INC(FIBKcusip32055Y201)	7.5K	QoQ 0.00% (-0) YoY NEW(+7.5K)	All Managers (Combined)	$213.8K	0.0% ($213.8K/$955.6M)	QoQ -11.76% (-$28.5K) YoY NEW(+$213.8K)
(MTUMcusip46432F396)	1.1K	QoQ +0.09% (-1) YoY NEW(+1.1K)	All Managers (Combined)	$213.3K	0.0% ($213.3K/$955.6M)	QoQ -2.25% (-$4.9K) YoY NEW(+$213.3K)
Okta, Inc.(OKTAcusip679295105)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$213.3K	0.0% ($213.3K/$955.6M)	QoQ NEW(+$213.3K) YoY NEW(+$213.3K)
Archer-Daniels-Midland Co(ADMcusip039483102)	4.4K	QoQ 0.00% (-0) YoY -0.13% (-6)	All Managers (Combined)	$212.5K	0.0% ($212.5K/$955.6M)	QoQ -4.96% (-$11.1K) YoY -23.66% (-$65.9K)
NORDSON CORP(NDSNcusip655663102)	1.0K	QoQ NEW(+1.0K) YoY +18.93% (-167)	All Managers (Combined)	$211.6K	0.0% ($211.6K/$955.6M)	QoQ NEW(+$211.6K) YoY -12.65% (-$30.7K)