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 9 of 16

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Simpson Manufacturing Co., Inc.

SSD|829073105

Shares:4.0K

Value:$624.1K

% of Portfolio:0.1% ($624.1K/$955.6M)

32050L105

Shares:37.2K

Value:$622.8K

% of Portfolio:0.1% ($622.8K/$955.6M)

ORACLE CORP

ORCL|68389X105

Shares:4.4K

Value:$618.8K

% of Portfolio:0.1% ($618.8K/$955.6M)

464287499

IWR|464287499

Shares:7.3K

Value:$617.5K

% of Portfolio:0.1% ($617.5K/$955.6M)

464287507

IJH|464287507

Shares:10.5K

Value:$612.0K

% of Portfolio:0.1% ($612.0K/$955.6M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.0K

Value:$604.5K

% of Portfolio:0.1% ($604.5K/$955.6M)

464287200

IVV|464287200

Shares:1.1K

Value:$596.0K

% of Portfolio:0.1% ($596.0K/$955.6M)

LITHIA MOTORS INC

LAD|536797103

Shares:2.0K

Value:$589.4K

% of Portfolio:0.1% ($589.4K/$955.6M)

Discover Financial Services

DFS|254709108

Shares:3.4K

Value:$584.0K

% of Portfolio:0.1% ($584.0K/$955.6M)

AFLAC INC

AFL|001055102

Shares:5.2K

Value:$581.8K

% of Portfolio:0.1% ($581.8K/$955.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:6.9K

Value:$579.7K

% of Portfolio:0.1% ($579.7K/$955.6M)

Bank OZK

OZK|06417N103

Shares:13.1K

Value:$570.6K

% of Portfolio:0.1% ($570.6K/$955.6M)

Motorola Solutions, Inc.

MSI|620076307

Shares:1.3K

Value:$566.5K

% of Portfolio:0.1% ($566.5K/$955.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:6.1K

Value:$546.8K

% of Portfolio:0.1% ($546.8K/$955.6M)

NOVO NORDISK A S

NVO|670100205

Shares:7.8K

Value:$542.6K

% of Portfolio:0.1% ($542.6K/$955.6M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:2.6K

Value:$539.2K

% of Portfolio:0.1% ($539.2K/$955.6M)

Booking Holdings Inc.

BKNG|09857L108

Shares:117

Value:$539.0K

% of Portfolio:0.1% ($539.0K/$955.6M)

464287671

IUSG|464287671

Shares:4.2K

Value:$536.3K

% of Portfolio:0.1% ($536.3K/$955.6M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.9K

Value:$517.6K

% of Portfolio:0.1% ($517.6K/$955.6M)

DANAHER CORP /DE/

DHR|235851102

Shares:2.5K

Value:$516.7K

% of Portfolio:0.1% ($516.7K/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	4.0K	QoQ +5.58% (-210) YoY +9.63% (-349)	All Managers (Combined)	$624.1K	0.1% ($624.1K/$955.6M)	QoQ 0.00% (-$35) YoY -16.05% (-$119.4K)
(cusip32050L105)✕	37.2K	QoQ +33.30% (+9.3K) YoY +33.30% (+9.3K)	All Managers (Combined)	$622.8K	0.1% ($622.8K/$955.6M)	QoQ +67.68% (+$251.4K) YoY +72.21% (+$261.2K)
ORACLE CORP(ORCLcusip68389X105)	4.4K	QoQ +4.01% (-171) YoY +46.79% (+1.4K)	All Managers (Combined)	$618.8K	0.1% ($618.8K/$955.6M)	QoQ -12.74% (-$90.4K) YoY +63.40% (+$240.1K)
(IWRcusip464287499)	7.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$617.5K	0.1% ($617.5K/$955.6M)	QoQ -3.76% (-$24.2K) YoY +1.16% (+$7.1K)
(IJHcusip464287507)	10.5K	QoQ -1.46% (-156) YoY -0.42% (-45)	All Managers (Combined)	$612.0K	0.1% ($612.0K/$955.6M)	QoQ -7.73% (-$51.3K) YoY -4.35% (-$27.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.0K	QoQ -0.69% (-21) YoY +1.68% (+50)	All Managers (Combined)	$604.5K	0.1% ($604.5K/$955.6M)	QoQ +19.16% (-$97.2K) YoY +15.94% (+$83.1K)
(IVVcusip464287200)	1.1K	QoQ -2.39% (-26) YoY -10.16% (-120)	All Managers (Combined)	$596.0K	0.1% ($596.0K/$955.6M)	QoQ -6.86% (-$43.9K) YoY -3.97% (-$24.7K)
LITHIA MOTORS INC(LADcusip536797103)	2.0K	QoQ +5.29% (-101) YoY +11.55% (+208)	All Managers (Combined)	$589.4K	0.1% ($589.4K/$955.6M)	QoQ -13.55% (-$92.5K) YoY +8.85% (+$48.0K)
Discover Financial Services(DFScusip254709108)	3.4K	QoQ +0.08% (-3) YoY -4.22% (-151)	All Managers (Combined)	$584.0K	0.1% ($584.0K/$955.6M)	QoQ -1.37% (-$8.1K) YoY +24.71% (-$115.7K)
AFLAC INC(AFLcusip001055102)	5.2K	QoQ -2.94% (-159) YoY -15.29% (-945)	All Managers (Combined)	$581.8K	0.1% ($581.8K/$955.6M)	QoQ +4.31% (-$24.1K) YoY +9.69% (-$51.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	6.9K	QoQ +6.67% (+430) YoY NEW(+6.9K)	All Managers (Combined)	$579.7K	0.1% ($579.7K/$955.6M)	QoQ +19.04% (+$92.8K) YoY NEW(+$579.7K)
Bank OZK(OZKcusip06417N103)	13.1K	QoQ +3.68% (+467) YoY +4.11% (-519)	All Managers (Combined)	$570.6K	0.1% ($570.6K/$955.6M)	QoQ +1.16% (+$6.6K) YoY -0.49% (-$2.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.3K	QoQ +0.93% (-12) YoY -26.30% (-462)	All Managers (Combined)	$566.5K	0.1% ($566.5K/$955.6M)	QoQ -4.39% (-$26.1K) YoY -9.11% (-$56.8K)
Merck & Co., Inc.(MRKcusip58933Y105)	6.1K	QoQ +17.47% (+906) YoY +11.94% (-650)	All Managers (Combined)	$546.8K	0.1% ($546.8K/$955.6M)	QoQ +5.98% (+$30.9K) YoY -23.84% (-$171.3K)
NOVO NORDISK A S(NVOcusip670100205)	7.8K	QoQ +11.53% (-808) YoY +13.64% (-938)	All Managers (Combined)	$542.6K	0.1% ($542.6K/$955.6M)	QoQ -9.96% (-$60.1K) YoY -38.54% (-$340.3K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	2.6K	QoQ +0.22% (-6) YoY +8.11% (+197)	All Managers (Combined)	$539.2K	0.1% ($539.2K/$955.6M)	QoQ -10.76% (-$65.1K) YoY +59.75% (+$201.7K)
Booking Holdings Inc.(BKNGcusip09857L108)	117	QoQ -3.30% (-4) YoY -10.68% (-14)	All Managers (Combined)	$539.0K	0.1% ($539.0K/$955.6M)	QoQ -10.34% (-$62.2K) YoY +13.41% (-$63.8K)
(IUSGcusip464287671)	4.2K	QoQ -0.75% (-32) YoY -15.10% (-751)	All Managers (Combined)	$536.3K	0.1% ($536.3K/$955.6M)	QoQ -9.51% (-$56.4K) YoY -7.95% (-$46.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.9K	QoQ -8.30% (-172) YoY -12.16% (-263)	All Managers (Combined)	$517.6K	0.1% ($517.6K/$955.6M)	QoQ -5.14% (-$28.1K) YoY -15.23% (-$93.0K)
DANAHER CORP /DE/(DHRcusip235851102)	2.5K	QoQ +3.57% (-87) YoY +4.34% (-105)	All Managers (Combined)	$516.7K	0.1% ($516.7K/$955.6M)	QoQ -7.49% (-$41.9K) YoY -14.33% (-$86.4K)