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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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:13.4K

Value:$12.7M

% of Portfolio:1.3% ($12.7M/$955.6M)

Chubb Ltd

CB|H1467J104

Shares:41.7K

Value:$12.6M

% of Portfolio:1.3% ($12.6M/$955.6M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:24.4K

Value:$12.5M

% of Portfolio:1.3% ($12.5M/$955.6M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:42.1K

Value:$12.4M

% of Portfolio:1.3% ($12.4M/$955.6M)

KLA CORP

KLAC|482480100

Shares:17.1K

Value:$11.7M

% of Portfolio:1.2% ($11.7M/$955.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:74.9K

Value:$11.6M

% of Portfolio:1.2% ($11.6M/$955.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:171.0K

Value:$10.6M

% of Portfolio:1.1% ($10.6M/$955.6M)

CME GROUP INC.

CME|12572Q105

Shares:39.7K

Value:$10.5M

% of Portfolio:1.1% ($10.5M/$955.6M)

NASDAQ, INC.

NDAQ|631103108

Shares:130.6K

Value:$9.9M

% of Portfolio:1.0% ($9.9M/$955.6M)

AMGEN INC

AMGN|031162100

Shares:31.5K

Value:$9.8M

% of Portfolio:1.0% ($9.8M/$955.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:18.2K

Value:$9.5M

% of Portfolio:1.0% ($9.5M/$955.6M)

Accenture plc

ACN|G1151C101

Shares:28.6K

Value:$8.9M

% of Portfolio:0.9% ($8.9M/$955.6M)

46434V621

DGRO|46434V621

Shares:142.3K

Value:$8.8M

% of Portfolio:0.9% ($8.8M/$955.6M)

92206C714

Shares:104.6K

Value:$8.6M

% of Portfolio:0.9% ($8.6M/$955.6M)

92206C680

VONG|92206C680

Shares:91.0K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$955.6M)

ASML HOLDING NV

ASML|N07059210

Shares:12.7K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$955.6M)

HOME DEPOT, INC.

HD|437076102

Shares:22.9K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$955.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:52.2K

Value:$8.0M

% of Portfolio:0.8% ($8.0M/$955.6M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:47.5K

Value:$7.9M

% of Portfolio:0.8% ($7.9M/$955.6M)

92206C730

VONE|92206C730

Shares:29.5K

Value:$7.5M

% of Portfolio:0.8% ($7.5M/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	13.4K	QoQ -0.32% (-43) YoY -2.93% (-405)	All Managers (Combined)	$12.7M	1.3% ($12.7M/$955.6M)	QoQ +2.88% (-$355.4K) YoY +25.30% (-$2.6M)
Chubb Ltd(CBcusipH1467J104)	41.7K	QoQ +0.56% (+233) YoY +3.64% (+1.5K)	All Managers (Combined)	$12.6M	1.3% ($12.6M/$955.6M)	QoQ +9.91% (+$1.1M) YoY +20.78% (+$2.2M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	24.4K	QoQ +7.37% (+1.7K) YoY +35.57% (+6.4K)	All Managers (Combined)	$12.5M	1.3% ($12.5M/$955.6M)	QoQ +17.14% (+$1.8M) YoY +45.02% (+$3.9M)
Air Products & Chemicals, Inc.(APDcusip009158106)	42.1K	QoQ -30.49% (-18.5K) YoY -12.50% (-6.0K)	All Managers (Combined)	$12.4M	1.3% ($12.4M/$955.6M)	QoQ -29.32% (-$5.2M) YoY +6.50% (-$759.3K)
KLA CORP(KLACcusip482480100)	17.1K	QoQ +251.90% (+12.3K) YoY +3830.73% (+16.7K)	All Managers (Combined)	$11.7M	1.2% ($11.7M/$955.6M)	QoQ +279.61% (+$8.6M) YoY +3722.35% (+$11.3M)
Alphabet Inc.(GOOGLcusip02079K305)	74.9K	QoQ +0.24% (-185) YoY +26.52% (+15.7K)	All Managers (Combined)	$11.6M	1.2% ($11.6M/$955.6M)	QoQ -18.10% (-$2.6M) YoY +29.63% (+$2.6M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	171.0K	QoQ -3.35% (-5.9K) YoY +2.25% (+3.8K)	All Managers (Combined)	$10.6M	1.1% ($10.6M/$955.6M)	QoQ +0.74% (-$78.1K) YoY +26.42% (+$2.2M)
CME GROUP INC.(CMEcusip12572Q105)	39.7K	QoQ -1.59% (-642) YoY NEW(+39.7K)	All Managers (Combined)	$10.5M	1.1% ($10.5M/$955.6M)	QoQ +12.41% (-$1.2M) YoY NEW(+$10.5M)
NASDAQ, INC.(NDAQcusip631103108)	130.6K	QoQ +43.89% (+39.8K) YoY +170.44% (+82.3K)	All Managers (Combined)	$9.9M	1.0% ($9.9M/$955.6M)	QoQ +41.20% (+$2.9M) YoY +225.13% (+$6.9M)
AMGEN INC(AMGNcusip031162100)	31.5K	QoQ +1.53% (+477) YoY +1.59% (+494)	All Managers (Combined)	$9.8M	1.0% ($9.8M/$955.6M)	QoQ +21.36% (+$1.7M) YoY +11.32% (+$997.9K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	18.2K	QoQ +1.29% (+233) YoY +7.04% (+1.2K)	All Managers (Combined)	$9.5M	1.0% ($9.5M/$955.6M)	QoQ +4.87% (+$443.0K) YoY +13.33% (+$1.1M)
Accenture plc(ACNcusipG1151C101)	28.6K	QoQ +0.50% (-143) YoY -12.45% (-4.1K)	All Managers (Combined)	$8.9M	0.9% ($8.9M/$955.6M)	QoQ -10.85% (-$1.1M) YoY -21.18% (-$2.4M)
(DGROcusip46434V621)	142.3K	QoQ -17.60% (-30.4K) YoY +54.04% (+49.9K)	All Managers (Combined)	$8.8M	0.9% ($8.8M/$955.6M)	QoQ -17.01% (-$1.8M) YoY +63.91% (+$3.4M)
(cusip92206C714)✕	104.6K	QoQ -70.29% (-247.6K) YoY +169.27% (+65.8K)	All Managers (Combined)	$8.6M	0.9% ($8.6M/$955.6M)	QoQ -69.82% (-$20.0M) YoY +182.63% (+$5.6M)
(VONGcusip92206C680)	91.0K	QoQ +4.23% (-3.7K) YoY +87.28% (+42.4K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$955.6M)	QoQ -6.36% (-$574.4K) YoY +100.50% (+$4.2M)
ASML HOLDING NV(ASMLcusipN07059210)	12.7K	QoQ +23.71% (+2.4K) YoY +34.79% (-3.3K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$955.6M)	QoQ +18.27% (+$1.3M) YoY -7.96% (-$730.0K)
HOME DEPOT, INC.(HDcusip437076102)	22.9K	QoQ -1.87% (-439) YoY -6.56% (-1.6K)	All Managers (Combined)	$8.4M	0.9% ($8.4M/$955.6M)	QoQ -7.55% (-$686.9K) YoY -10.73% (-$1.0M)
QUALCOMM INC/DE(QCOMcusip747525103)	52.2K	QoQ +4.98% (+2.5K) YoY -29.09% (-21.4K)	All Managers (Combined)	$8.0M	0.8% ($8.0M/$955.6M)	QoQ +4.97% (+$380.6K) YoY -35.66% (-$4.4M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	47.5K	QoQ -1.67% (-811) YoY -7.29% (-3.7K)	All Managers (Combined)	$7.9M	0.8% ($7.9M/$955.6M)	QoQ -17.35% (-$1.7M) YoY +13.11% (-$914.2K)
(VONEcusip92206C730)	29.5K	QoQ +329.43% (+22.6K) YoY +371.54% (+23.2K)	All Managers (Combined)	$7.5M	0.8% ($7.5M/$955.6M)	QoQ +308.67% (+$5.7M) YoY +402.30% (+$6.0M)