Latest FourThought Financial Partners, LLC Stock Portfolio

FourThought Financial Partners, LLC Performance:

2025 Q3: 4.09%YTD: 9.22%2024: 14.42%

Performance for 2025 Q3 is 4.09%, and YTD is 9.22%, and 2024 is 14.42%.

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

In it's latest 13F Holdings report, FourThought Financial Partners, LLC reported an equity portfolio of $1.1 Billions as of 30 Sep, 2025.

The top stock holdings of FourThought Financial Partners, LLC are MSFT, AVGO, NVDA. The fund has invested 5.2% of it's portfolio in MICROSOFT CORP COM and 4.2% of portfolio in BROADCOM INC COM.

The fund managers got completely rid off GOOSEHEAD INS INC COM CL A (GSHD), LYONDELLBASELL INDUSTRIES N V SHS - A - (LYB) and CLEARWATER ANALYTICS HLDGS INC CL A (CWAN) stocks. They significantly reduced their stock positions in INSULET CORP COM (PODD), LEIDOS HOLDINGS INC COM (LDOS) and CRANE COMPANY COMMON STOCK (CR). FourThought Financial Partners, LLC opened new stock positions in PARAMOUNT SKYDANCE CORP COM CL B, AMERESCO INC CL A (AMRC) and CLEARPOINT NEURO INC COM (CLPT). The fund showed a lot of confidence in some stocks as they added substantially to LINDE PLC SHS (LIN), ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (BGRN) and ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (DMXF).

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

Our best estimate is that FourThought Financial Partners, LLC made a return of 4.09% in the last quarter. In trailing 12 months, it's portfolio return was 8.39%.

New Buys

Ticker	$ Bought
ishares ibonds dec 2026 term corporate etf	712,241
paramount skydance corp com cl b	593,747
ameresco inc cl a	581,236
clearpoint neuro inc com	558,674
marvell technology inc com	558,561
ishares msci usa min vol factor etf	517,615
bigbear ai hldgs inc com	485,512
innodata inc com new	477,526

New stocks bought by FourThought Financial Partners, LLC

Additions

Ticker	% Inc.
linde plc shs	335
ishares ibonds dec 2027 term corporate etf	284
ishares ibonds dec 2028 term corporate etf	212
ishares ibonds dec 2030 term corporate etf	192
ishares ibonds dec 2029 term corporate etf	134
ishares russell 1000 growth etf	119
pool corp com	103
brown & brown inc com	102

Additions to existing portfolio by FourThought Financial Partners, LLC

Reductions

Ticker	% Reduced
insulet corp com	-88.02
leidos holdings inc com	-82.89
crane company common stock	-76.71
vanguard s&p small-cap 600 etf	-59.29
hubbell inc com	-58.47
at&t inc com	-52.4
berkshire hathaway inc del cl a	-50.00
ishares 1-5 year investment grade corporate bond etf	-27.59

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 26.7% of it's holdings in Technology sector.

Sector	%
Technology	26.7
Others	21.3
Financial Services	10.7
Healthcare	7.6
Industrials	7
Consumer Cyclical	6
Energy	4.5
Consumer Defensive	4.2
Real Estate	4.1
Communication Services	3.7
Utilities	2.7
Basic Materials	1.5

Market Cap. Distribution

FourThought Financial Partners, LLC has about 74.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	39.3
MEGA-CAP	34.8
UNALLOCATED	21.3
MID-CAP	2.2
SMALL-CAP	2.2

Stocks belong to which Index?

About 75.8% of the stocks held by FourThought Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	71.8
Others	24.1
RUSSELL 2000	4

Top 5 Winners (%)		%
EOSE	eos energy enterprises inc com cl a	122.5 %
ANET	arista networks inc com shs	42.4 %
GOOG	alphabet inc cap stk cl a	37.8 %
TSLA	tesla inc com	37.7 %
LRCX	lam research corp com new	37.6 %

Top 5 Winners ($)		$
AVGO	broadcom inc com	8.1 M
NVDA	nvidia corporation com	5.7 M
AAPL	apple inc com	5.1 M
GOOG	alphabet inc cap stk cl a	5.1 M
KLAC	kla corp com new	3.2 M

Top 5 Losers (%)		%
FDS	factset resh sys inc com	-31.5 %
FTNT	fortinet inc com	-19.1 %
SBAC	sba communications corp new cl a	-17.7 %
ACN	accenture plc ireland shs class a	-17.0 %
PAYX	paychex inc com	-12.9 %

Top 5 Losers ($)		$
AMT	american tower corp new com	-3.7 M
TXN	texas instrs inc com	-1.8 M
ACN	accenture plc ireland shs class a	-1.5 M
COST	costco whsl corp new com	-0.8 M
MELI	mercadolibre inc com	-0.8 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 503 stocks in it's portfolio. About 26.4% of the portfolio is in top 10 stocks. AMT proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for FourThought Financial Partners, LLC last quarter.

Last Reported on: 13 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	2.23	99,500	25,335,800	reduced	-4.03

AAXJ	ishares msci acwi ex u.s. etf	0.34	59,255	3,852,190	added	15.03

AAXJ	ishares national muni bond etf	0.27	28,839	3,071,080	reduced	-16.12

AAXJ	ishares core u.s. reit etf	0.04	7,160	420,426	reduced	-2.97

AAXJ	ishares 1-5 year investment grade corporate bond etf	0.02	4,417	234,234	reduced	-27.59

ABBV	abbvie inc com	0.35	17,025	3,942,050	reduced	-1.62

ABC	cencora inc com	0.02	856	267,526	reduced	-3.17

ABT	abbott labs com	1.44	121,883	16,325,000	reduced	-1.37

ACA	arcosa inc com	0.02	2,354	220,593	new

ACIW	aci worldwide inc com	0.02	4,170	220,051	reduced	-21.22

ACN	accenture plc ireland shs class a	0.65	30,004	7,399,070	added	3.83

ACWF	ishares core dividend growth etf	0.98	163,718	11,145,900	added	6.2

ADBE	adobe inc com	0.46	14,710	5,188,780	added	17.51

ADI	analog devices inc com	0.05	2,226	546,976	reduced	-7.86

ADM	archer daniels midland co com	0.03	5,483	327,556	added	23.88

ADP	automatic data processing inc com	0.13	5,035	1,477,860	added	0.68

ADSK	autodesk inc com	0.03	899	285,576	added	5.02

AEG	aegon ltd amer reg 1 cert	0.01	13,458	107,529	unchanged	0.00

AEP	american elec pwr co inc com	0.03	3,333	374,916	reduced	-3.73

AFK	vaneck semiconductor etf	0.05	1,811	591,038	unchanged	0.00