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Latest FourThought Financial Partners, LLC Stock Portfolio

$1.30Billion | No. of Holdings #391

FourThought Financial Partners, LLC Performance

2026 Q2+8.83%
YTD+7.69%
2025+12.44%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, FourThought Financial Partners, LLC reported an equity portfolio of $1.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of FourThought Financial Partners, LLC are AVGO, MSFT, KLAC. The fund has invested 4.4% of it's portfolio in BROADCOM INC COM and 3.9% of portfolio in MICROSOFT CORP COM. <br><br> The fund managers got completely rid off HONEYWELL INTL INC COM (HON), EXXON MOBIL CORP COM (XOM) and SUN CTRY AIRLS HLDGS INC COM (SNCY) stocks. They significantly reduced their stock positions in RAPID7 INC COM (RPD), FERMI INC COM and VICOR CORP COM (VICR). FourThought Financial Partners, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP COM SHS, HONEYWELL INTL INC COM (HON) and SEMPRA COM (SRE). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD GROWTH ETF (VB), VANGUARD INFORMATION TECHNOLOGY ETF (VAW) and ISHARES RUSSELL 1000 GROWTH ETF (IJR).
FourThought Financial Partners, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$1.30Billion
  as of Aug 12, 2026

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

Our best estimate is that FourThought Financial Partners, LLC made a return of 8.83% in the last quarter. In trailing 12 months, it's portfolio return was 14.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp com shs5,227,470
honeywell intl inc com4,434,120
honeywell aerospace inc com4,377,380
sempra com831,238
dell technologies inc cl c757,571
jpmorgan nasdaq equity premium income etf468,530
sprout social inc com cl a379,025
okta inc cl a339,897
New stocks bought by FourThought Financial Partners, LLC

Additions

Ticker% Inc.
vanguard growth etf500
vanguard information technology etf366
vanguard mid-cap etf321
ishares russell 1000 growth etf299
proshares s&p 500 dividend aristocrats etf100
gilead sciences inc com83.96
invesco china technology etf60.26
micron technology inc com57.1
Additions to existing portfolio by FourThought Financial Partners, LLC

Reductions

Ticker% Reduced
rapid7 inc com-79.61
fermi inc com-73.45
vicor corp com-66.07
coty inc com cl a-61.00
sandisk corp com-60.89
united microelectronics corp spon adr new-55.59
bloom energy corp com cl a-54.11
figs inc cl a-52.08
FourThought Financial Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
angi inc cl a new-312,730
honeywell intl inc com-8,770,850
exxon mobil corp com-6,140,860
netskope inc cl a-254,547
sun ctry airls hldgs inc com-438,094
genius sports limited shares cl a-97,735
infosys ltd sponsored adr-281,130
hawaiian elec inds inc mtn be com-302,454
FourThought Financial Partners, LLC got rid off the above stocks

Sector Distribution

FourThought Financial Partners, LLC has about 27.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Communication Services
  • Real Estate
  • Utilities
  • Basic Materials
Sector%
Others27.2
Technology26.8
Financial Services10
Healthcare6.5
Industrials6.1
Consumer Cyclical4.7
Consumer Defensive4.2
Energy4
Communication Services3.6
Real Estate2.9
Utilities2.7
Basic Materials1.3

Market Cap. Distribution

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

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP41.1
LARGE-CAP30.1
UNALLOCATED27.2
MID-CAP1.2

Stocks belong to which Index?

About 70.9% of the stocks held by FourThought Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50069.4
Others29.1
RUSSELL 20001.5
Top 5 Winners (%)%
INTC
intel corp com
215.6 %
AMD
advanced micro devices inc com
183.7 %
MRVL
marvell technology inc com
180.7 %
sandisk corp com
179.4 %
UMC
united microelectronics corp spon adr new
146.6 %
Top 5 Winners ($)$
KLAC
kla corp com new
24.1 M
AMAT
applied matls inc com
15.1 M
AVGO
broadcom inc com
10.3 M
ASML
asml hldg nv n y registry shs
9.7 M
LRCX
lam research corp com new
6.4 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-74.6 %
VB
vanguard growth etf
-70.4 %
VB
vanguard mid-cap etf
-61.3 %
IJR
ishares russell 1000 growth etf
-60.3 %
WISA
datavault ai inc com shs
-43.4 %
Top 5 Losers ($)$
VAW
vanguard information technology etf
-9.4 M
CVX
chevron corporation com
-5.8 M
NOC
northrop grumman corp com
-4.2 M
CME
cme group inc com
-3.1 M
LMT
lockheed martin corp com
-2.9 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 391 stocks in it's portfolio. About 28% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for FourThought Financial Partners, LLC last quarter.

$1.30BTotal Value
441Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of FourThought Financial Partners, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Short-Term National Muni Bond Etf

Ishares Short-Term National Muni Bond Etf

AAXJ
FourThought Financial Partners, LLC's holding in Ishares Short-Term National Muni Bond Etf over time
0.59%71,745
$7.64M
0.59%
increased 24.69 percentadded
AAXJ
Ishares Msci Acwi Ex U.S. Etf

Ishares Msci Acwi Ex U.S. Etf

AAXJ
FourThought Financial Partners, LLC's holding in Ishares Msci Acwi Ex U.S. Etf over time
0.43%72,846
$5.54M
0.43%
increased 0.01 percentadded
AAXJ
Ishares National Muni Bond Etf

Ishares National Muni Bond Etf

AAXJ
FourThought Financial Partners, LLC's holding in Ishares National Muni Bond Etf over time
0.32%39,090
$4.21M
0.32%
increased 11.1 percentadded
AAXJ
Ishares Core U.S. Reit Etf

Ishares Core U.S. Reit Etf

AAXJ
FourThought Financial Partners, LLC's holding in Ishares Core U.S. Reit Etf over time
0.04%7,783
$517.2K
0.04%
decreased 7.71 percentreduced
AAXJ
Ishares 1-5 Year Investment Grade Corporate Bond Etf

Ishares 1-5 Year Investment Grade Corporate Bond Etf

AAXJ
FourThought Financial Partners, LLC's holding in Ishares 1-5 Year Investment Grade Corporate Bond Etf over time
0.02%4,531
$237.5K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Esg Msci Kld 400 Etf

Ishares Esg Msci Kld 400 Etf

AAXJ
FourThought Financial Partners, LLC's holding in Ishares Esg Msci Kld 400 Etf over time
0.02%1,493
$212.6K
0.02%
new position
ACWF
Ishares Core Dividend Growth Etf

Ishares Core Dividend Growth Etf

ACWF
FourThought Financial Partners, LLC's holding in Ishares Core Dividend Growth Etf over time
1.32%224,977
$17.05M
1.32%
decreased 0.15 percentreduced
AEG
Aegon Ltd Amer Reg 1 Cert

Aegon Ltd Amer Reg 1 Cert

AEG
FourThought Financial Partners, LLC's holding in Aegon Ltd Amer Reg 1 Cert over time
0.01%13,458
$113.6K
0.01%
unchanged 0 percentunchanged