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 8 of 16

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QUALYS, INC.

QLYS|74758T303

Shares:7.2K

Value:$908.6K

% of Portfolio:0.1% ($908.6K/$955.6M)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:1.6K

Value:$907.3K

% of Portfolio:0.1% ($907.3K/$955.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:20.7K

Value:$864.5K

% of Portfolio:0.1% ($864.5K/$955.6M)

92206C623

Shares:4.5K

Value:$835.6K

% of Portfolio:0.1% ($835.6K/$955.6M)

921946406

VYM|921946406

Shares:6.3K

Value:$816.9K

% of Portfolio:0.1% ($816.9K/$955.6M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:13.2K

Value:$808.0K

% of Portfolio:0.1% ($808.0K/$955.6M)

PFIZER INC

PFE|717081103

Shares:31.5K

Value:$798.6K

% of Portfolio:0.1% ($798.6K/$955.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:6.4K

Value:$780.9K

% of Portfolio:0.1% ($780.9K/$955.6M)

ExlService Holdings, Inc.

EXLS|302081104

Shares:16.0K

Value:$756.7K

% of Portfolio:0.1% ($756.7K/$955.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:7.2K

Value:$756.3K

% of Portfolio:0.1% ($756.3K/$955.6M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:3.9K

Value:$746.6K

% of Portfolio:0.1% ($746.6K/$955.6M)

Hamilton Lane INC

HLNE|407497106

Shares:5.0K

Value:$743.3K

% of Portfolio:0.1% ($743.3K/$955.6M)

ATI INC

ATI|01741R102

Shares:14.2K

Value:$738.8K

% of Portfolio:0.1% ($738.8K/$955.6M)

SOUTHERN CO

SO|842587107

Shares:7.6K

Value:$695.8K

% of Portfolio:0.1% ($695.8K/$955.6M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.8K

Value:$684.1K

% of Portfolio:0.1% ($684.1K/$955.6M)

BOEING CO

BA|097023105

Shares:4.0K

Value:$679.5K

% of Portfolio:0.1% ($679.5K/$955.6M)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:1.5K

Value:$662.2K

% of Portfolio:0.1% ($662.2K/$955.6M)

HDFC BANK LTD

HDB|40415F101

Shares:9.9K

Value:$660.8K

% of Portfolio:0.1% ($660.8K/$955.6M)

92206C870

VCIT|92206C870

Shares:7.9K

Value:$647.9K

% of Portfolio:0.1% ($647.9K/$955.6M)

DEERE & CO

DE|244199105

Shares:1.4K

Value:$643.8K

% of Portfolio:0.1% ($643.8K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALYS, INC.(QLYScusip74758T303)	7.2K	QoQ +8.70% (-578) YoY +26.22% (-1.5K)	All Managers (Combined)	$908.6K	0.1% ($908.6K/$955.6M)	QoQ -2.38% (-$22.2K) YoY -4.74% (-$45.2K)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	1.6K	QoQ -3.39% (-55) YoY -67.84% (-3.3K)	All Managers (Combined)	$907.3K	0.1% ($907.3K/$955.6M)	QoQ -5.33% (-$51.1K) YoY -72.46% (-$2.4M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	20.7K	QoQ -0.97% (-203) YoY +0.31% (+65)	All Managers (Combined)	$864.5K	0.1% ($864.5K/$955.6M)	QoQ -5.97% (-$54.9K) YoY +10.39% (+$81.4K)
(cusip92206C623)✕	4.5K	QoQ -7.62% (-370) YoY +1.63% (-72)	All Managers (Combined)	$835.6K	0.1% ($835.6K/$955.6M)	QoQ -18.07% (-$184.4K) YoY -3.90% (-$34.0K)
(VYMcusip921946406)	6.3K	QoQ +0.30% (+19) YoY -0.06% (-4)	All Managers (Combined)	$816.9K	0.1% ($816.9K/$955.6M)	QoQ +1.36% (+$11.0K) YoY +6.51% (-$50.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	13.2K	QoQ -88.36% (-100.7K) YoY -86.39% (-84.1K)	All Managers (Combined)	$808.0K	0.1% ($808.0K/$955.6M)	QoQ -87.45% (-$5.6M) YoY -84.70% (-$4.5M)
PFIZER INC(PFEcusip717081103)	31.5K	QoQ -0.56% (-178) YoY -2.24% (-724)	All Managers (Combined)	$798.6K	0.1% ($798.6K/$955.6M)	QoQ -5.02% (-$42.2K) YoY -10.73% (-$96.0K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	6.4K	QoQ -0.43% (-28) YoY -1.49% (-97)	All Managers (Combined)	$780.9K	0.1% ($780.9K/$955.6M)	QoQ +0.38% (-$3.0K) YoY +18.30% (-$120.8K)
ExlService Holdings, Inc.(EXLScusip302081104)	16.0K	QoQ -3.23% (-536) YoY -45.27% (-13.3K)	All Managers (Combined)	$756.7K	0.1% ($756.7K/$955.6M)	QoQ +2.92% (-$21.5K) YoY -18.75% (-$174.7K)
CONOCOPHILLIPS(COPcusip20825C104)	7.2K	QoQ -4.52% (-341) YoY -1.39% (-102)	All Managers (Combined)	$756.3K	0.1% ($756.3K/$955.6M)	QoQ +1.10% (-$8.3K) YoY -18.64% (-$173.3K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	3.9K	QoQ +10.15% (+362) YoY +16.69% (-562)	All Managers (Combined)	$746.6K	0.1% ($746.6K/$955.6M)	QoQ +0.71% (+$5.3K) YoY -10.48% (-$87.5K)
Hamilton Lane INC(HLNEcusip407497106)	5.0K	QoQ +0.66% (+33) YoY -49.64% (-4.9K)	All Managers (Combined)	$743.3K	0.1% ($743.3K/$955.6M)	QoQ +1.09% (+$8.0K) YoY -33.60% (-$376.2K)
ATI INC(ATIcusip01741R102)	14.2K	QoQ -2.31% (-336) YoY -12.32% (-2.0K)	All Managers (Combined)	$738.8K	0.1% ($738.8K/$955.6M)	QoQ -7.65% (-$61.2K) YoY -10.85% (-$90.0K)
SOUTHERN CO(SOcusip842587107)	7.6K	QoQ -3.39% (-266) YoY -11.27% (-962)	All Managers (Combined)	$695.8K	0.1% ($695.8K/$955.6M)	QoQ +7.90% (-$51.0K) YoY +13.71% (-$83.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.8K	QoQ -0.86% (-24) YoY -18.36% (-619)	All Managers (Combined)	$684.1K	0.1% ($684.1K/$955.6M)	QoQ +12.13% (-$74.0K) YoY +6.29% (-$40.5K)
BOEING CO(BAcusip097023105)	4.0K	QoQ +0.35% (-14) YoY -8.20% (-356)	All Managers (Combined)	$679.5K	0.1% ($679.5K/$955.6M)	QoQ -3.30% (-$23.2K) YoY -18.87% (-$158.1K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	1.5K	QoQ +1.39% (-20) YoY +3.40% (+48)	All Managers (Combined)	$662.2K	0.1% ($662.2K/$955.6M)	QoQ -4.07% (-$28.1K) YoY +3.41% (+$21.9K)
HDFC BANK LTD(HDBcusip40415F101)	9.9K	QoQ +9.23% (+841) YoY +10.41% (+938)	All Managers (Combined)	$660.8K	0.1% ($660.8K/$955.6M)	QoQ +13.63% (+$79.3K) YoY +31.05% (+$156.6K)
(VCITcusip92206C870)	7.9K	QoQ +143.62% (+4.7K) YoY +143.54% (+4.7K)	All Managers (Combined)	$647.9K	0.1% ($647.9K/$955.6M)	QoQ +148.07% (+$386.8K) YoY +147.35% (+$386.0K)
DEERE & CO(DEcusip244199105)	1.4K	QoQ +1.25% (+17) YoY -15.98% (-261)	All Managers (Combined)	$643.8K	0.1% ($643.8K/$955.6M)	QoQ +12.09% (+$69.5K) YoY -4.02% (-$27.0K)