Latest FourThought Financial Partners, LLC Stock Portfolio

FourThought Financial Partners, LLC Performance:

2025 Q4: -0.4%YTD: 10.49%2024: 14.8%

Performance for 2025 Q4 is -0.4%, and YTD is 10.49%, and 2024 is 14.8%.

About FourThought Financial Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, FourThought Financial Partners, LLC reported an equity portfolio of $1.2 Billions as of 31 Dec, 2025.

The top stock holdings of FourThought Financial Partners, LLC are MSFT, AVGO, NVDA. The fund has invested 4.8% of it's portfolio in MICROSOFT CORP COM and 4.3% of portfolio in BROADCOM INC COM.

The fund managers got completely rid off UNILEVER PLC SPON ADR NEW, POOL CORP COM (POOL) and LATTICE SEMICONDUCTOR CORP COM (LSCC) stocks. They significantly reduced their stock positions in MEDICAL PPTYS TRUST INC COM (MPW), ENOVIX CORPORATION COM (ENVX) and CRICUT INC COM CL A (CRCT). FourThought Financial Partners, LLC opened new stock positions in SLIDE INS HLDGS INC COM, HECLA MNG CO COM (HL) and FIRST MAJESTIC SILVER CORP COM (AG). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC COM (NFLX), ALIBABA GROUP HLDG LTD SPONSORED ADS (BABA) and SERVICENOW INC COM (NOW).

FourThought Financial Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that FourThought Financial Partners, LLC made a return of -0.4% in the last quarter. In trailing 12 months, it's portfolio return was 10.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
slide ins hldgs inc com	5,892,820
hecla mng co com	1,167,100
lionsgate studios corp com	943,978
first majestic silver corp com	926,229
dimensional international core equity market etf	917,179
unilever plc spon adr new	756,547
lithium amers corp new com shs	742,390
dimensional u.s. small cap etf	682,975

New stocks bought by FourThought Financial Partners, LLC

Additions

Ticker	% Inc.
netflix inc com	806
alibaba group hldg ltd sponsored ads	679
servicenow inc com	410
schwab us dividend equity etf	356
ishares ibonds dec 2031 term corporate etf	136
state street technology select sector spdr etf	117
hyster-yale inc cl a	114
ishares core dividend growth etf	104

Additions to existing portfolio by FourThought Financial Partners, LLC

Reductions

Ticker	% Reduced
medical pptys trust inc com	-74.13
enovix corporation com	-58.55
cricut inc com cl a	-58.29
home depot inc com	-56.39
cisco sys inc com	-49.85
linde plc shs	-48.37
advanced micro devices inc com	-47.92
rxsight inc com	-45.12

FourThought Financial Partners, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by FourThought Financial Partners, LLC

Sector Distribution

FourThought Financial Partners, LLC has about 25.1% of it's holdings in Technology sector.

Sector	%
Technology	25.1
Others	24.8
Financial Services	11.1
Healthcare	7.4
Industrials	6.8
Consumer Cyclical	5.4
Energy	4.2
Consumer Defensive	4.2
Communication Services	3.9
Real Estate	3.4
Utilities	2.6
Basic Materials	1.3

Market Cap. Distribution

FourThought Financial Partners, LLC has about 71.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	37
MEGA-CAP	34.2
UNALLOCATED	24.8
MID-CAP	2
SMALL-CAP	1.9

Stocks belong to which Index?

About 73% of the stocks held by FourThought Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	69.7
Others	26.9
RUSSELL 2000	3.3

Top 5 Winners (%)		%
VICR	vicor corp com	120.3 %
AXGN	axogen inc com	83.0 %
PUMP	propetro hldg corp com	79.3 %
FIGS	figs inc cl a	67.8 %
OMCL	omnicell com com	47.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc cap stk cl a	4.3 M
AVGO	broadcom inc com	2.4 M
KLAC	kla corp com new	2.3 M
	astrazeneca plc sponsored adr	2.3 M
AMAT	applied matls inc com	2.3 M

Top 5 Losers (%)		%
NFLX	netflix inc com	-86.7 %
NOW	servicenow inc com	-75.0 %
CORT	corcept therapeutics inc com	-56.1 %
XLB	state street technology select sector spdr etf	-41.2 %
CLPT	clearpoint neuro inc com	-36.1 %

Top 5 Losers ($)		$
NOW	servicenow inc com	-16.4 M
NFLX	netflix inc com	-5.7 M
MSFT	microsoft corp com	-4.0 M
AMT	american tower corp new com	-2.1 M
VEEV	veeva sys inc cl a com	-1.4 M

FourThought Financial Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FourThought Financial Partners, LLC

FourThought Financial Partners, LLC has 502 stocks in it's portfolio. About 26.2% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for FourThought Financial Partners, LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAOI	applied optoelectronics inc com	0.03	10,539	367,390	new

AAPL	apple inc com	2.48	108,156	29,403,300	added	8.7

AAXJ	ishares msci acwi ex u.s. etf	0.38	67,493	4,530,790	added	13.9

AAXJ	ishares national muni bond etf	0.26	29,014	3,107,710	added	0.61

AAXJ	ishares core u.s. reit etf	0.04	7,929	451,630	added	10.74

AAXJ	ishares 1-5 year investment grade corporate bond etf	0.02	4,531	239,599	added	2.58

ABBV	abbvie inc com	0.33	17,240	3,939,080	added	1.26

ABC	cencora inc com	0.02	697	235,412	reduced	-18.57

ABT	abbott labs com	1.31	123,907	15,524,300	added	1.66

ACA	arcosa inc com	0.02	2,024	215,192	reduced	-14.02

ACEL	accel entertainment inc com cl a1	0.02	17,907	204,319	new

ACHC	acadia healthcare company inc com	0.03	22,911	325,107	new

ACHR	archer aviation inc com cl a	0.01	22,059	165,884	new

ACIW	aci worldwide inc com	0.02	5,172	247,273	added	24.03

ACN	accenture plc ireland shs class a	0.56	24,952	6,694,730	reduced	-16.84

ACVA	acv auctions inc com cl a	0.01	10,191	81,732	new

ACWF	ishares core dividend growth etf	1.97	335,351	23,280,100	added	104

ADBE	adobe inc com	0.31	10,567	3,698,340	reduced	-28.16

ADI	analog devices inc com	0.05	2,065	560,029	reduced	-7.23

ADM	archer daniels midland co com	0.03	5,476	314,816	reduced	-0.13