Fourthought Financial Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001956790

Type: FundHoldings: 318Value: $955.6MLatest: 2025Q1

FourThought Financial Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 318 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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MICROSOFT CORP

MSFT|594918104

Shares:114.2K

Value:$42.9M

% of Portfolio:4.5% ($42.9M/$955.6M)

Apple Inc.

AAPL|037833100

Shares:125.7K

Value:$27.9M

% of Portfolio:2.9% ($27.9M/$955.6M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:123.2K

Value:$26.8M

% of Portfolio:2.8% ($26.8M/$955.6M)

Broadcom Inc.

AVGO|11135F101

Shares:149.5K

Value:$25.0M

% of Portfolio:2.6% ($25.0M/$955.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:343.3K

Value:$24.3M

% of Portfolio:2.5% ($24.3M/$955.6M)

VISA INC.

V|92826C839

Shares:60.9K

Value:$21.3M

% of Portfolio:2.2% ($21.3M/$955.6M)

CHEVRON CORP

CVX|166764100

Shares:126.8K

Value:$21.2M

% of Portfolio:2.2% ($21.2M/$955.6M)

NVIDIA CORP

NVDA|67066G104

Shares:180.1K

Value:$19.5M

% of Portfolio:2.0% ($19.5M/$955.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:75.8K

Value:$18.6M

% of Portfolio:1.9% ($18.6M/$955.6M)

PEPSICO INC

PEP|713448108

Shares:114.2K

Value:$17.1M

% of Portfolio:1.8% ($17.1M/$955.6M)

ABBOTT LABORATORIES

ABT|002824100

Shares:126.9K

Value:$16.8M

% of Portfolio:1.8% ($16.8M/$955.6M)

COMCAST CORP

CMCSA|20030N101

Shares:451.2K

Value:$16.6M

% of Portfolio:1.7% ($16.6M/$955.6M)

Medtronic plc

MDT|G5960L103

Shares:175.5K

Value:$15.8M

% of Portfolio:1.7% ($15.8M/$955.6M)

921932828

Shares:158.3K

Value:$15.3M

% of Portfolio:1.6% ($15.3M/$955.6M)

AMAZON COM INC

AMZN|023135106

Shares:79.1K

Value:$15.1M

% of Portfolio:1.6% ($15.1M/$955.6M)

922908363

VOO|922908363

Shares:28.6K

Value:$14.7M

% of Portfolio:1.5% ($14.7M/$955.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:62.0K

Value:$14.5M

% of Portfolio:1.5% ($14.5M/$955.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:31.2K

Value:$13.9M

% of Portfolio:1.5% ($13.9M/$955.6M)

BlackRock, Inc.

BLK|09290D101

Shares:14.7K

Value:$13.9M

% of Portfolio:1.5% ($13.9M/$955.6M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:75.5K

Value:$13.6M

% of Portfolio:1.4% ($13.6M/$955.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	114.2K	QoQ +5.10% (-5.5K) YoY +7.10% (-7.6K)	All Managers (Combined)	$42.9M	4.5% ($42.9M/$955.6M)	QoQ -6.39% (-$2.9M) YoY -4.43% (-$2.0M)
Apple Inc.(AAPLcusip037833100)	125.7K	QoQ -7.57% (-10.3K) YoY -29.33% (-52.2K)	All Managers (Combined)	$27.9M	2.9% ($27.9M/$955.6M)	QoQ -18.01% (-$6.1M) YoY -8.45% (-$2.6M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	123.2K	QoQ +8.64% (+9.8K) YoY +31.65% (+29.6K)	All Managers (Combined)	$26.8M	2.8% ($26.8M/$955.6M)	QoQ +28.89% (+$6.0M) YoY +44.98% (+$8.3M)
Broadcom Inc.(AVGOcusip11135F101)	149.5K	QoQ -2.26% (-3.5K) YoY +817.47% (+133.2K)	All Managers (Combined)	$25.0M	2.6% ($25.0M/$955.6M)	QoQ -29.41% (-$10.4M) YoY +15.90% (+$3.4M)
NEXTERA ENERGY INC(NEEcusip65339F101)	343.3K	QoQ +3.95% (+13.1K) YoY +2.90% (+9.7K)	All Managers (Combined)	$24.3M	2.5% ($24.3M/$955.6M)	QoQ +2.79% (+$662.6K) YoY +14.13% (+$3.0M)
VISA INC.(Vcusip92826C839)	60.9K	QoQ -4.46% (-2.8K) YoY +4.20% (+2.5K)	All Managers (Combined)	$21.3M	2.2% ($21.3M/$955.6M)	QoQ +5.93% (-$1.2M) YoY +30.85% (+$5.0M)
CHEVRON CORP(CVXcusip166764100)	126.8K	QoQ +17.62% (+19.0K) YoY +23.75% (+24.3K)	All Managers (Combined)	$21.2M	2.2% ($21.2M/$955.6M)	QoQ +35.84% (+$5.6M) YoY +31.24% (+$5.0M)
NVIDIA CORP(NVDAcusip67066G104)	180.1K	QoQ +1.06% (-1.9K) YoY +1109.17% (+165.2K)	All Managers (Combined)	$19.5M	2.0% ($19.5M/$955.6M)	QoQ -18.43% (-$4.4M) YoY +45.04% (+$6.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	75.8K	QoQ -2.81% (-2.2K) YoY -6.34% (-5.1K)	All Managers (Combined)	$18.6M	1.9% ($18.6M/$955.6M)	QoQ -0.54% (-$102.7K) YoY +14.69% (-$2.4M)
PEPSICO INC(PEPcusip713448108)	114.2K	QoQ +48.50% (+37.3K) YoY +47.81% (+36.9K)	All Managers (Combined)	$17.1M	1.8% ($17.1M/$955.6M)	QoQ +46.43% (+$5.4M) YoY +26.63% (+$3.6M)
ABBOTT LABORATORIES(ABTcusip002824100)	126.9K	QoQ -18.44% (-28.7K) YoY -10.24% (-14.5K)	All Managers (Combined)	$16.8M	1.8% ($16.8M/$955.6M)	QoQ -4.35% (-$766.3K) YoY +4.75% (-$763.9K)
COMCAST CORP(CMCSAcusip20030N101)	451.2K	QoQ +92.72% (+217.1K) YoY +21.33% (+79.3K)	All Managers (Combined)	$16.6M	1.7% ($16.6M/$955.6M)	QoQ +89.49% (+$7.9M) YoY +3.28% (+$529.0K)
Medtronic plc(MDTcusipG5960L103)	175.5K	QoQ +33.41% (+44.0K) YoY +12.91% (+20.1K)	All Managers (Combined)	$15.8M	1.7% ($15.8M/$955.6M)	QoQ +50.08% (+$5.3M) YoY +16.42% (+$2.2M)
(cusip921932828)✕	158.3K	QoQ +37.61% (+43.3K) YoY NEW(+158.3K)	All Managers (Combined)	$15.3M	1.6% ($15.3M/$955.6M)	QoQ +25.24% (+$3.1M) YoY NEW(+$15.3M)
AMAZON COM INC(AMZNcusip023135106)	79.1K	QoQ -0.32% (-256) YoY +13.32% (+9.3K)	All Managers (Combined)	$15.1M	1.6% ($15.1M/$955.6M)	QoQ -13.55% (-$2.4M) YoY +19.52% (+$2.5M)
(VOOcusip922908363)	28.6K	QoQ +5.38% (+1.5K) YoY +13.76% (+3.5K)	All Managers (Combined)	$14.7M	1.5% ($14.7M/$955.6M)	QoQ +0.51% (+$75.0K) YoY +21.62% (+$2.6M)
LOWES COMPANIES INC(LOWcusip548661107)	62.0K	QoQ +1.75% (-1.1K) YoY +3.84% (-2.3K)	All Managers (Combined)	$14.5M	1.5% ($14.5M/$955.6M)	QoQ -3.84% (-$577.7K) YoY -4.92% (-$748.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	31.2K	QoQ +3.05% (-924) YoY +1.20% (-373)	All Managers (Combined)	$13.9M	1.5% ($13.9M/$955.6M)	QoQ -5.27% (-$775.6K) YoY -0.60% (-$85.2K)
BlackRock, Inc.(BLKcusip09290D101)	14.7K	QoQ -1.41% (-211) YoY NEW(+14.7K)	All Managers (Combined)	$13.9M	1.5% ($13.9M/$955.6M)	QoQ -8.97% (-$1.4M) YoY NEW(+$13.9M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	75.5K	QoQ +2.25% (-1.7K) YoY +3.72% (+2.7K)	All Managers (Combined)	$13.6M	1.4% ($13.6M/$955.6M)	QoQ -2.00% (-$278.0K) YoY +6.99% (+$887.0K)