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 6 of 16

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ARES CAPITAL CORP

ARCC|04010L103

Shares:87.1K

Value:$1.9M

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

ELI LILLY & Co

LLY|532457108

Shares:2.3K

Value:$1.9M

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

92204A702

VGT|92204A702

Shares:3.5K

Value:$1.9M

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

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.3K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$955.6M)

921937827

BSV|921937827

Shares:21.3K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$955.6M)

INSULET CORP

PODD|45784P101

Shares:6.1K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$955.6M)

REALTY INCOME CORP

O|756109104

Shares:27.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$955.6M)

Goosehead Insurance, Inc.

GSHD|38267D109

Shares:13.4K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$955.6M)

Energy Transfer LP

ET|29273V100

Shares:84.6K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$955.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:5.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$955.6M)

HUBBELL INC

HUBB|443510607

Shares:4.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$955.6M)

921937819

BIV|921937819

Shares:18.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$955.6M)

46641Q837

Shares:28.1K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$955.6M)

CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:12.4K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$955.6M)

922908769

VTI|922908769

Shares:5.1K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$955.6M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:19.4K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$955.6M)

MCKESSON CORP

MCK|58155Q103

Shares:1.9K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$955.6M)

46138G649

Shares:6.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$955.6M)

464287150

ITOT|464287150

Shares:9.8K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$955.6M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:11.6K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ARES CAPITAL CORP(ARCCcusip04010L103)	87.1K	QoQ +3.00% (+2.5K) YoY +806.09% (+77.5K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$955.6M)	QoQ +4.27% (+$79.2K) YoY +864.41% (+$1.7M)
ELI LILLY & Co(LLYcusip532457108)	2.3K	QoQ +1.04% (+24) YoY +4.97% (+110)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$955.6M)	QoQ +8.05% (+$143.0K) YoY +11.45% (+$196.9K)
(VGTcusip92204A702)	3.5K	QoQ +3.88% (-130) YoY +3.91% (+131)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$955.6M)	QoQ -9.40% (-$195.8K) YoY +7.47% (+$131.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.3K	QoQ +1.80% (-58) YoY +12.27% (+357)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$955.6M)	QoQ -2.85% (-$53.8K) YoY +20.06% (+$305.3K)
(BSVcusip921937827)	21.3K	QoQ +51.75% (+7.3K) YoY +63.75% (+8.3K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$955.6M)	QoQ +53.73% (+$583.5K) YoY +67.19% (+$670.9K)
INSULET CORP(PODDcusip45784P101)	6.1K	QoQ -2.81% (-177) YoY +3.24% (+192)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$955.6M)	QoQ -2.25% (-$37.1K) YoY +58.16% (+$590.5K)
REALTY INCOME CORP(Ocusip756109104)	27.3K	QoQ -1.31% (-363) YoY -39.19% (-17.6K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$955.6M)	QoQ +7.18% (-$106.0K) YoY -34.80% (-$844.6K)
Goosehead Insurance, Inc.(GSHDcusip38267D109)	13.4K	QoQ -5.47% (-774) YoY -3.56% (-494)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$955.6M)	QoQ +4.07% (-$61.8K) YoY +70.89% (-$654.3K)
Energy Transfer LP(ETcusip29273V100)	84.6K	QoQ -0.61% (-522) YoY +33.59% (+21.3K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$955.6M)	QoQ -5.68% (-$94.9K) YoY +57.88% (+$576.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	5.0K	QoQ -1.90% (-98) YoY -3.22% (-168)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$955.6M)	QoQ +2.38% (-$35.8K) YoY +18.41% (-$239.6K)
HUBBELL INC(HUBBcusip443510607)	4.6K	QoQ +2.21% (-99) YoY +2.67% (-119)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$955.6M)	QoQ -19.25% (-$359.9K) YoY -18.14% (-$334.4K)
(BIVcusip921937819)	18.8K	QoQ +13.84% (+2.3K) YoY +13.80% (+2.3K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$955.6M)	QoQ +16.64% (+$205.8K) YoY +15.57% (+$194.2K)
(cusip46641Q837)✕	28.1K	QoQ -28.38% (-11.2K) YoY -36.75% (-16.4K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$955.6M)	QoQ -28.01% (-$554.5K) YoY -36.53% (-$820.3K)
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	12.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$955.6M)	QoQ +126.67% (+$791.9K) YoY +353.43% (+$1.1M)
(VTIcusip922908769)	5.1K	QoQ +2.55% (-128) YoY +15.30% (+683)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$955.6M)	QoQ -2.75% (-$40.1K) YoY +21.93% (+$254.4K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	19.4K	QoQ +105.86% (+10.0K) YoY +60.86% (+7.3K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$955.6M)	QoQ +95.11% (+$665.0K) YoY +10.72% (+$132.1K)
MCKESSON CORP(MCKcusip58155Q103)	1.9K	QoQ -4.26% (-84) YoY -2.07% (-40)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$955.6M)	QoQ +13.04% (-$146.4K) YoY +22.75% (-$235.1K)
(cusip46138G649)✕	6.2K	QoQ +40.90% (+1.8K) YoY +32.28% (+1.5K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$955.6M)	QoQ +29.22% (+$271.0K) YoY +39.76% (+$340.8K)
(ITOTcusip464287150)	9.8K	QoQ -26.12% (-3.5K) YoY -26.12% (-3.5K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$955.6M)	QoQ -29.92% (-$510.3K) YoY -21.82% (-$333.7K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	11.6K	QoQ +294.06% (+8.7K) YoY NEW(+11.6K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$955.6M)	QoQ +345.06% (+$908.9K) YoY NEW(+$1.2M)