FourThought Financial Partners, LLC

13F filer · CIK 0001956790

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$1.3BU.S. long equity reported on 13F

Positions32048 new · 42 closed

Net flow last quarter+$2.74MBuys minus sells

Top 10 positions weight27.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026320 positions
AVGOBroadcom Inc.	$56.9M	4.39%	0.00%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$50.5M	3.90%	0.00%	+2.4%	Q4 2022
KLACKla Corp	$46.6M	3.60%	0.01%	-2.0%	Q4 2022
NVDANvidia Corp	$39.7M	3.07%	0.00%	-0.4%	Q4 2022
AAPLApple Inc.	$30M	2.32%	0.00%	+1.0%	Q4 2022
ASMLAsml Holding NV	$28.1M	2.17%	0.00%	-5.9%	Q4 2022
AMATApplied Materials Inc	$27.6M	2.13%	0.00%	-6.7%	Q4 2022
AMZNAmazon Com Inc	$24.5M	1.89%	0.00%	+2.0%	Q4 2022
JPMJPMorgan Chase & Co	$23.7M	1.83%	0.00%	+0.1%	Q4 2022
CVXChevron Corp	$23.5M	1.82%	0.01%	+0.6%	Q4 2022
VVisa Inc.	$23.5M	1.81%	0.00%	+3.7%	Q4 2022
NEENextera Energy Inc	$23.3M	1.80%	0.01%	+5.6%	Q4 2022
GOOGLAlphabet Inc.	$21.5M	1.66%	0.00%	-3.2%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$20M	1.54%	0.00%	-4.3%	Q4 2022
AMTAmerican Tower Corp	$18.7M	1.45%	0.02%	-20.9%	Q4 2022
PEPPepsico Inc	$18.3M	1.41%	0.01%	+2.1%	Q4 2022
CBChubb Ltd	$17.2M	1.32%	0.01%	+2.2%	Q4 2022
LMTLockheed Martin Corp	$15.7M	1.21%	0.01%	+1.0%	Q4 2022
MDTMedtronic plc	$15.4M	1.19%	0.02%	+2.3%	Q4 2022
CMCSAComcast Corp	$15.4M	1.19%	0.02%	+2.4%	Q4 2022
AZNAstrazeneca PLC	$15.3M	1.18%	Not reported	+1.8%	Q4 2022
LOWLowes Companies Inc	$14.4M	1.11%	0.01%	+2.0%	Q4 2022
COSTCostco Wholesale Corp	$14.1M	1.09%	0.00%	+1.0%	Q4 2022
CATCaterpillar Inc	$13.7M	1.06%	0.00%	-0.1%	Q4 2022
APDAir Products & Chemicals, Inc.	$12.6M	0.98%	0.02%	+1.7%	Q4 2022
NOCNorthrop Grumman Corp	$12.6M	0.97%	0.02%	+3.2%	Q4 2022
LRCXLam Research Corp	$12.5M	0.96%	0.00%	-1.8%	Q4 2022
ABTAbbott Laboratories	$12.5M	0.96%	0.01%	+6.5%	Q4 2022
AMGNAmgen Inc	$11.7M	0.90%	0.01%	+0.5%	Q4 2022
NDAQNasdaq, Inc.	$11.4M	0.88%	0.03%	+1.9%	Q4 2022
QCOMQualcomm Inc	$10.9M	0.84%	0.01%	+0.9%	Q4 2022
BLKBlackRock, Inc.	$10.5M	0.81%	0.01%	-1.4%	Q4 2022
PGPROCTER & GAMBLE Co	$10.2M	0.79%	0.00%	+6.9%	Q4 2022
METAMeta Platforms, Inc.	$10.1M	0.78%	Not reported	+4.3%	Q4 2022
PNCPNC Financial Services Group, Inc.	$9.48M	0.73%	0.01%	+1.0%	Q4 2022
CMECme Group Inc.	$9.31M	0.72%	0.01%	+2.3%	Q2 2024
MSCIMSCI Inc.	$8.92M	0.69%	0.02%	+4.7%	Q4 2023
GOOGAlphabet Inc.	$8.33M	0.64%	Not reported	-0.4%	Q4 2022
FTNTFortinet, Inc.	$8.23M	0.64%	0.01%	+1.0%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$7.99M	0.62%	Not reported	-0.9%	Q4 2022
GSGoldman Sachs Group Inc	$7.56M	0.58%	0.00%	-1.0%	Q4 2022
CSCOCisco Systems, Inc.	$7.51M	0.58%	0.00%	-4.3%	Q4 2022
PLDPrologis, Inc.	$7.44M	0.57%	0.01%	+0.4%	Q4 2022
LLYELI LILLY & Co	$7.08M	0.55%	0.00%	+5.8%	Q4 2022
CICigna Group	$7.02M	0.54%	0.01%	+3.8%	Q4 2022
MAMastercard Inc	$6.81M	0.53%	0.00%	+2.7%	Q4 2022
EPDEnterprise Products Partners L.P.	$6.77M	0.52%	0.01%	+2.6%	Q4 2022
WMTWalmart Inc.	$6.67M	0.51%	0.00%	-0.5%	Q4 2022
AMDAdvanced Micro Devices Inc	$6.6M	0.51%	0.00%	-2.0%	Q4 2022
MPCMarathon Petroleum Corp	$6.36M	0.49%	0.01%	-3.5%	Q4 2022

Q1 2026Reported May 7, 2026312 positions
MSFTMicrosoft Corp	$48.9M	4.22%	0.00%	+13.1%	Q4 2022
AVGOBroadcom Inc.	$46.5M	4.01%	0.00%	+1.2%	Q4 2022
NVDANvidia Corp	$34.8M	3.00%	0.00%	+2.5%	Q4 2022
CVXChevron Corp	$29.2M	2.52%	0.01%	+0.9%	Q4 2022
AAPLApple Inc.	$26.1M	2.25%	0.00%	-5.0%	Q4 2022
AMTAmerican Tower Corp	$25M	2.16%	0.03%	+19.4%	Q4 2022
NEENextera Energy Inc	$23.3M	2.01%	0.01%	+7.5%	Q4 2022
KLACKla Corp	$23.2M	2.00%	0.01%	-7.5%	Q4 2022
JPMJPMorgan Chase & Co	$21.3M	1.84%	0.00%	+0.3%	Q4 2022
AMZNAmazon Com Inc	$20.9M	1.81%	0.00%	+9.5%	Q4 2022
PEPPepsico Inc	$20.6M	1.77%	0.01%	+2.7%	Q4 2022
VVisa Inc.	$20M	1.72%	0.00%	+7.5%	Q4 2022
ASMLAsml Holding NV	$19.8M	1.71%	0.00%	-2.9%	Q4 2022
LMTLockheed Martin Corp	$18.4M	1.59%	0.01%	-3.5%	Q4 2022
GOOGLAlphabet Inc.	$17.8M	1.54%	0.00%	-0.1%	Q4 2022
CMCSAComcast Corp	$17.6M	1.52%	0.01%	+10.0%	Q4 2022
MDTMedtronic plc	$16.7M	1.44%	0.02%	+6.3%	Q4 2022
NOCNorthrop Grumman Corp	$16.3M	1.41%	0.02%	-2.6%	Q4 2022
CBChubb Ltd	$16.1M	1.39%	0.01%	+8.2%	Q4 2022
AZNAstrazeneca PLC	$15.7M	1.35%	Not reported	+5.3%	Q4 2022
LOWLowes Companies Inc	$15.1M	1.30%	0.01%	0.0%	Q4 2022
COSTCostco Wholesale Corp	$14.8M	1.28%	0.00%	+7.6%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$14.8M	1.27%	0.00%	-1.6%	Q4 2022
AMATApplied Materials Inc	$14M	1.21%	0.01%	-2.7%	Q4 2022
ABTAbbott Laboratories	$13.2M	1.14%	0.01%	+4.0%	Q4 2022
APDAir Products & Chemicals, Inc.	$12.3M	1.06%	0.02%	+11.2%	Q4 2022
CMECme Group Inc.	$12.2M	1.05%	0.01%	+2.9%	Q2 2024
NDAQNasdaq, Inc.	$12M	1.04%	0.03%	+6.0%	Q4 2022
AMGNAmgen Inc	$11.3M	0.98%	0.01%	+0.7%	Q4 2022
BLKBlackRock, Inc.	$10.6M	0.92%	0.01%	0.0%	Q4 2022
METAMeta Platforms, Inc.	$9.85M	0.85%	Not reported	+12.1%	Q4 2022
PGPROCTER & GAMBLE Co	$9.42M	0.81%	0.00%	+24.9%	Q4 2022
CATCaterpillar Inc	$9.12M	0.79%	0.00%	-2.8%	Q4 2022
HONHoneywell International Inc	$8.77M	0.76%	0.01%	+6.1%	Q4 2022
MSCIMSCI Inc.	$8.2M	0.71%	0.02%	+30.2%	Q4 2023
PNCPNC Financial Services Group, Inc.	$7.93M	0.68%	0.01%	+4.1%	Q4 2022
QCOMQualcomm Inc	$7.53M	0.65%	0.01%	+10.1%	Q4 2022
WMTWalmart Inc.	$7.35M	0.63%	0.00%	-1.8%	Q4 2022
PLDPrologis, Inc.	$7.23M	0.62%	0.01%	+0.5%	Q4 2022
EPDEnterprise Products Partners L.P.	$6.79M	0.59%	0.01%	+1.9%	Q4 2022
GOOGAlphabet Inc.	$6.79M	0.59%	Not reported	-3.2%	Q4 2022
CICigna Group	$6.54M	0.56%	0.01%	+19.1%	Q4 2022
MAMastercard Inc	$6.45M	0.56%	0.00%	+9.7%	Q4 2022
GSGoldman Sachs Group Inc	$6.39M	0.55%	0.00%	-2.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$6.32M	0.55%	Not reported	-1.7%	Q4 2022
MPCMarathon Petroleum Corp	$6.29M	0.54%	0.01%	-8.9%	Q4 2022
LRCXLam Research Corp	$6.27M	0.54%	0.00%	-3.4%	Q4 2022
XOMExxonMobil Holdings Corp	$6.14M	0.53%	0.00%	-3.1%	Q4 2022
DLRDigital Realty Trust, Inc.	$5.9M	0.51%	0.01%	+4.8%	Q4 2022
NOWServiceNow, Inc.	$5.76M	0.50%	0.01%	+54.4%	Q4 2022

Q4 2025Reported Feb 6, 2026432 positions
MSFTMicrosoft Corp	$56.5M	4.77%	0.00%	+1.7%	Q4 2022
AVGOBroadcom Inc.	$51.4M	4.34%	0.00%	+1.5%	Q4 2022
NVDANvidia Corp	$36.3M	3.07%	0.00%	-0.4%	Q4 2022
AAPLApple Inc.	$29.4M	2.48%	0.00%	+8.7%	Q4 2022
JPMJPMorgan Chase & Co	$23.3M	1.97%	0.00%	-0.3%	Q4 2022
VVisa Inc.	$21.6M	1.82%	0.00%	+1.6%	Q4 2022
CVXChevron Corp	$21.3M	1.80%	0.01%	+3.1%	Q4 2022
AMTAmerican Tower Corp	$21.3M	1.80%	0.03%	-8.9%	Q4 2022
AMZNAmazon Com Inc	$21.2M	1.79%	0.00%	+10.5%	Q4 2022
KLACKla Corp	$20.7M	1.75%	0.01%	-1.3%	Q4 2022
GOOGLAlphabet Inc.	$19.4M	1.64%	0.00%	+0.6%	Q4 2022
NEENextera Energy Inc	$18.8M	1.59%	0.01%	+0.5%	Q4 2022
PEPPepsico Inc	$18.5M	1.56%	0.01%	+3.3%	Q4 2022
MDTMedtronic plc	$17.4M	1.47%	0.01%	+1.6%	Q4 2022
CMCSAComcast Corp	$16.6M	1.40%	0.01%	+52.1%	Q4 2022
ASMLAsml Holding NV	$16.5M	1.40%	0.00%	-2.8%	Q4 2022
ABTAbbott Laboratories	$15.5M	1.31%	0.01%	+1.7%	Q4 2022
LOWLowes Companies Inc	$15.4M	1.30%	0.01%	+3.7%	Q4 2022
LMTLockheed Martin Corp	$15.3M	1.29%	0.01%	+0.1%	Q4 2022
CBChubb Ltd	$14.2M	1.20%	0.01%	+8.9%	Q4 2022
NOCNorthrop Grumman Corp	$14M	1.18%	0.02%	+0.9%	Q4 2022
AZNAstrazeneca PLC	$13.9M	1.17%	Not reported	+2.7%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13.5M	1.14%	0.00%	-1.6%	Q4 2022
NDAQNasdaq, Inc.	$13M	1.10%	0.02%	+0.9%	Q4 2022
COSTCostco Wholesale Corp	$11.9M	1.01%	0.00%	+5.5%	Q4 2022
BLKBlackRock, Inc.	$11.9M	1.00%	0.01%	+0.6%	Q4 2022
CMECme Group Inc.	$10.9M	0.92%	0.01%	+1.8%	Q2 2024
AMATApplied Materials Inc	$10.8M	0.91%	0.01%	-4.5%	Q4 2022
AMGNAmgen Inc	$10.5M	0.88%	0.01%	+1.1%	Q4 2022
METAMeta Platforms, Inc.	$10.1M	0.86%	Not reported	+2.6%	Q4 2022
TXNTexas Instruments Inc	$9.93M	0.84%	0.01%	-24.0%	Q4 2022
APDAir Products & Chemicals, Inc.	$9.41M	0.79%	0.02%	-9.9%	Q4 2022
QCOMQualcomm Inc	$9.09M	0.77%	0.00%	+1.2%	Q4 2022
GOOGAlphabet Inc.	$7.67M	0.65%	Not reported	+0.2%	Q4 2022
PNCPNC Financial Services Group, Inc.	$7.64M	0.65%	0.01%	+5.4%	Q4 2022
CATCaterpillar Inc	$7.59M	0.64%	0.00%	-0.3%	Q4 2022
PGPROCTER & GAMBLE Co	$7.48M	0.63%	0.00%	+29.4%	Q4 2022
HONHoneywell International Inc	$7.13M	0.60%	0.01%	+5.8%	Q4 2022
PLDPrologis, Inc.	$6.95M	0.59%	0.01%	+0.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$6.85M	0.58%	Not reported	-3.9%	Q4 2022
GSGoldman Sachs Group Inc	$6.78M	0.57%	0.00%	-1.8%	Q4 2022
MAMastercard Inc	$6.72M	0.57%	0.00%	+1.0%	Q4 2022
WMTWalmart Inc.	$6.71M	0.57%	0.00%	+0.6%	Q4 2022
MSCIMSCI Inc.	$6.7M	0.57%	0.02%	+19.0%	Q4 2023
ACNAccenture plc	$6.69M	0.57%	0.00%	-16.8%	Q4 2022
CSCOCisco Systems, Inc.	$6.29M	0.53%	0.00%	-49.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$6.03M	0.51%	Not reported	+15.1%	Q4 2022
MELIMercadolibre Inc	$5.99M	0.51%	0.01%	Not reported	Q4 2022
TMOThermo Fisher Scientific Inc.	$5.92M	0.50%	0.00%	0.0%	Q4 2022
SLDESlide Insurance Holdings, Inc.	$5.89M	0.50%	0.24%	New	Q4 2025

Q3 2025Reported Nov 13, 2025434 positions
MSFTMicrosoft Corp	$59.5M	5.23%	0.00%	-0.9%	Q4 2022
AVGOBroadcom Inc.	$48.2M	4.24%	0.00%	-2.6%	Q4 2022
NVDANvidia Corp	$36.5M	3.21%	0.00%	-2.2%	Q4 2022
AMTAmerican Tower Corp	$25.6M	2.25%	0.03%	+4.2%	Q4 2022
AAPLApple Inc.	$25.3M	2.23%	0.00%	-4.0%	Q4 2022
JPMJPMorgan Chase & Co	$22.9M	2.01%	0.00%	-2.4%	Q4 2022
CVXChevron Corp	$21.1M	1.85%	0.01%	+2.3%	Q4 2022
VVisa Inc.	$20.7M	1.82%	0.00%	+0.9%	Q4 2022
KLACKla Corp	$18.6M	1.64%	0.01%	-0.3%	Q4 2022
AMZNAmazon Com Inc	$18.2M	1.60%	0.00%	+2.9%	Q4 2022
NEENextera Energy Inc	$17.6M	1.54%	0.01%	+1.0%	Q4 2022
PEPPepsico Inc	$17.5M	1.54%	0.01%	+6.3%	Q4 2022
MDTMedtronic plc	$17M	1.50%	0.01%	-0.6%	Q4 2022
ABTAbbott Laboratories	$16.3M	1.44%	0.01%	-1.4%	Q4 2022
LMTLockheed Martin Corp	$15.7M	1.38%	0.01%	+2.0%	Q4 2022
LOWLowes Companies Inc	$15.5M	1.36%	0.01%	-0.8%	Q4 2022
ASMLAsml Holding NV	$15.4M	1.35%	0.00%	+11.1%	Q4 2022
GOOGLAlphabet Inc.	$15M	1.32%	0.00%	-19.6%	Q4 2022
NOCNorthrop Grumman Corp	$14.8M	1.31%	0.02%	-1.6%	Q4 2022
TXNTexas Instruments Inc	$13.8M	1.22%	0.01%	+0.8%	Q4 2022
BLKBlackRock, Inc.	$12.8M	1.13%	0.01%	+1.8%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.6M	1.11%	0.00%	-7.4%	Q4 2022
COSTCostco Wholesale Corp	$12.1M	1.07%	0.00%	+0.2%	Q4 2022
CBChubb Ltd	$11.8M	1.04%	0.01%	+1.5%	Q4 2022
NDAQNasdaq, Inc.	$11.7M	1.03%	0.02%	+1.0%	Q4 2022
APDAir Products & Chemicals, Inc.	$11.5M	1.01%	0.02%	+1.0%	Q4 2022
CMCSAComcast Corp	$11.5M	1.01%	0.01%	-1.1%	Q4 2022
AZNAstrazeneca PLC	$11.3M	0.99%	Not reported	+2.5%	Q4 2022
CSCOCisco Systems, Inc.	$11.1M	0.98%	0.00%	-2.2%	Q4 2022
METAMeta Platforms, Inc.	$11M	0.97%	Not reported	+0.8%	Q4 2022
CMECme Group Inc.	$10.6M	0.94%	0.01%	+0.4%	Q2 2024
HDHome Depot, Inc.	$9.18M	0.81%	0.00%	+0.6%	Q4 2022
AMATApplied Materials Inc	$9.03M	0.79%	0.01%	+23.6%	Q4 2022
AMGNAmgen Inc	$8.92M	0.78%	0.01%	+0.4%	Q4 2022
QCOMQualcomm Inc	$8.74M	0.77%	0.00%	-0.8%	Q4 2022
NXPINXP Semiconductors N.V.	$7.57M	0.67%	0.01%	+1.5%	Q4 2022
ACNAccenture plc	$7.4M	0.65%	0.00%	+3.8%	Q4 2022
HONHoneywell International Inc	$7.28M	0.64%	0.01%	-0.4%	Q4 2022
PNCPNC Financial Services Group, Inc.	$6.98M	0.61%	0.01%	+2.0%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$6.97M	0.61%	Not reported	+4.6%	Q4 2022
MELIMercadolibre Inc	$6.95M	0.61%	0.01%	-1.8%	Q4 2022
MAMastercard Inc	$6.63M	0.58%	0.00%	+4.1%	Q4 2022
NOWServiceNow, Inc.	$6.43M	0.57%	0.00%	+2.6%	Q4 2022
CATCaterpillar Inc	$6.34M	0.56%	0.00%	+0.6%	Q4 2022
GSGoldman Sachs Group Inc	$6.25M	0.55%	0.00%	+13.1%	Q4 2022
PLDPrologis, Inc.	$6.23M	0.55%	0.01%	+1.1%	Q4 2022
PGPROCTER & GAMBLE Co	$6.2M	0.55%	0.00%	-0.1%	Q4 2022
WMTWalmart Inc.	$6.17M	0.54%	0.00%	+5.0%	Q4 2022
GOOGAlphabet Inc.	$5.94M	0.52%	Not reported	-7.5%	Q4 2022
INTUIntuit Inc.	$5.81M	0.51%	0.00%	+8.6%	Q4 2022

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