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 5 of 16

Sort by:

CROWN CASTLE INC.

CCI|22822V101

Shares:31.1K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$955.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$955.6M)

CSX CORP

CSX|126408103

Shares:101.2K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$955.6M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:19.4K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$955.6M)

LAM RESEARCH CORP

LRCX|512807306

Shares:38.1K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$955.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:16.6K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$955.6M)

ALLSTATE CORP

ALL|020002101

Shares:13.0K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$955.6M)

AT&T INC.

T|00206R102

Shares:92.5K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$955.6M)

092528108

Shares:111.2K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$955.6M)

464288240

Shares:45.3K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$955.6M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:41.9K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$955.6M)

78464A284

Shares:97.1K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$955.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:52.8K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$955.6M)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:28.4K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$955.6M)

Kayne Anderson Energy Infrastructure Fund, Inc.

KYN|486606106

Shares:183.7K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$955.6M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:35.9K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$955.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:22.6K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$955.6M)

YUM BRANDS INC

YUM|988498101

Shares:14.1K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$955.6M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:8.7K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$955.6M)

Phillips 66

PSX|718546104

Shares:15.7K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CROWN CASTLE INC.(CCIcusip22822V101)	31.1K	QoQ +66.52% (+12.4K) YoY +75.23% (+13.4K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$955.6M)	QoQ +91.23% (+$1.5M) YoY +72.58% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$955.6M)	QoQ +17.25% (+$470.1K) YoY +25.84% (+$656.0K)
CSX CORP(CSXcusip126408103)	101.2K	QoQ +7.06% (-6.7K) YoY +18.27% (-15.6K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$955.6M)	QoQ -2.35% (-$71.8K) YoY -6.10% (-$193.6K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	19.4K	QoQ +5.76% (-1.1K) YoY +3.90% (+729)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$955.6M)	QoQ -14.53% (-$472.9K) YoY +3.36% (+$90.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	38.1K	QoQ -16.59% (-7.6K) YoY NEW(+38.1K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$955.6M)	QoQ -16.05% (-$529.8K) YoY NEW(+$2.8M)
JOHNSON & JOHNSON(JNJcusip478160104)	16.6K	QoQ -62.89% (-28.2K) YoY -66.19% (-32.5K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$955.6M)	QoQ -57.45% (-$3.7M) YoY -64.55% (-$5.0M)
ALLSTATE CORP(ALLcusip020002101)	13.0K	QoQ +0.55% (+72) YoY -0.64% (-84)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$955.6M)	QoQ +8.00% (+$199.0K) YoY +18.91% (-$426.9K)
AT&T INC.(Tcusip00206R102)	92.5K	QoQ -2.39% (-2.3K) YoY -21.86% (-25.9K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$955.6M)	QoQ +21.22% (-$458.1K) YoY +25.55% (-$532.6K)
(cusip092528108)✕	111.2K	QoQ -2.55% (-2.9K) YoY +1.55% (+1.7K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$955.6M)	QoQ -2.50% (-$64.9K) YoY +2.55% (+$62.8K)
(cusip464288240)✕	45.3K	QoQ +5.66% (+2.4K) YoY +18.67% (+7.1K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$955.6M)	QoQ +12.33% (+$276.0K) YoY +23.25% (+$474.3K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	41.9K	QoQ -4.06% (-1.8K) YoY -1.50% (-640)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$955.6M)	QoQ +5.93% (-$140.1K) YoY +51.03% (-$845.2K)
(cusip78464A284)✕	97.1K	QoQ -2.49% (-2.5K) YoY +0.85% (-825)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$955.6M)	QoQ -3.86% (-$98.6K) YoY -0.98% (-$24.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	52.8K	QoQ +4.77% (+2.4K) YoY -28.09% (-20.6K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$955.6M)	QoQ +18.84% (+$379.9K) YoY -22.27% (-$686.5K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	28.4K	QoQ -1.54% (-447) YoY -2.04% (-594)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$955.6M)	QoQ +8.51% (-$186.2K) YoY +27.10% (-$506.1K)
Kayne Anderson Energy Infrastructure Fund, Inc.(KYNcusip486606106)	183.7K	QoQ -4.17% (-8.0K) YoY -22.33% (-52.9K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$955.6M)	QoQ -3.26% (-$79.7K) YoY -0.45% (-$10.9K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	35.9K	QoQ -1.69% (-618) YoY -50.78% (-37.1K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$955.6M)	QoQ -24.84% (-$775.0K) YoY -52.06% (-$2.5M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	22.6K	QoQ +8.50% (-1.8K) YoY +16.28% (-3.2K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$955.6M)	QoQ -7.71% (-$194.0K) YoY -33.80% (-$1.2M)
YUM BRANDS INC(YUMcusip988498101)	14.1K	QoQ +1.03% (+144) YoY +0.91% (+128)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$955.6M)	QoQ +18.50% (+$345.5K) YoY +14.53% (+$280.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	8.7K	QoQ -12.83% (-1.3K) YoY -17.26% (-1.8K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$955.6M)	QoQ -14.75% (-$373.0K) YoY -23.53% (-$663.4K)
Phillips 66(PSXcusip718546104)	15.7K	QoQ -26.65% (-5.7K) YoY -66.84% (-31.6K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$955.6M)	QoQ -20.51% (-$499.7K) YoY -74.93% (-$5.8M)