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Latest FourThought Financial Partners, LLC Stock Portfolio

$1.16Billion– No. of Holdings #382

FourThought Financial Partners, LLC Performance:
2026 Q1: -1.05%YTD: -1.05%2025: 12.44%
Performance for 2026 Q1 is -1.05%, and YTD is -1.05%, and 2025 is 12.44%.

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

On 2026-05-07, 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 Mar, 2026.

The top stock holdings of FourThought Financial Partners, LLC are MSFT, AVGO, NVDA. The fund has invested 4.2% of it's portfolio in MICROSOFT CORP COM and 4% of portfolio in BROADCOM INC COM.

The fund managers got completely rid off ASTRAZENECA PLC SPONSORED ADR (AZN), PAYPAL HLDGS INC COM (PYPL) and ALIBABA GROUP HLDG LTD SPONSORED ADS (BABA) stocks. They significantly reduced their stock positions in NXP SEMICONDUCTORS N V COM (NXPI), BIGBEAR AI HLDGS INC COM (BBAI) and LIONSGATE STUDIOS CORP COM. FourThought Financial Partners, LLC opened new stock positions in ASTRAZENECA PLC ORD, ISHARES SHORT-TERM NATIONAL MUNI BOND ETF (AAXJ) and ISHARES TIPS BOND ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAC), VANGUARD S&P MID-CAP 400 ETF (IVOG) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (DMXF).
FourThought Financial Partners, LLC Equity Portfolio Value
Last Reported on: 07 May, 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 -1.05% in the last quarter. In trailing 12 months, it's portfolio return was 13.53%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc ord15,676,300
ishares short-term national muni bond etf6,128,120
ishares tips bond etf995,778
ferrari n v com973,732
circle internet group inc com cl a440,317
etoro group ltd shs cl a394,804
invesco china technology etf358,956
ultra clean hldgs inc com358,716
New stocks bought by FourThought Financial Partners, LLC

Additions

Ticker% Inc.
dimensional international core equity market etf486
dimensional u.s. small cap etf226
vanguard s&p mid-cap 400 etf137
ishares ibonds dec 2031 term corporate etf85.67
angi inc cl a new70.62
vanguard information technology etf68.02
ishares ibonds dec 2030 term corporate etf64.15
novo-nordisk a s adr56.47
Additions to existing portfolio by FourThought Financial Partners, LLC

Reductions

Ticker% Reduced
nxp semiconductors n v com-91.68
bigbear ai hldgs inc com-85.11
lionsgate studios corp com-78.06
first majestic silver corp com-72.1
texas instrs inc com-71.73
hecla mining company com-68.2
applied optoelectronics inc com-66.51
leggett & platt inc com-65.29
FourThought Financial Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
lithium amers corp new com shs-742,390
techtarget inc com new-326,533
liberty global ltd com cl a-525,229
paypal hldgs inc com-2,716,360
onespan inc com-555,908
adamas trust inc. com-305,045
sigma lithium corporation com-436,378
paramount skydance corp com cl b-406,234
FourThought Financial Partners, LLC got rid off the above stocks

Sector Distribution

FourThought Financial Partners, LLC has about 25.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Energy
  • Consumer Defensive
  • Consumer Cyclical
  • Real Estate
  • Communication Services
  • Utilities
  • Basic Materials
Sector%
Others25.7
Technology22.7
Financial Services10.4
Industrials7.1
Healthcare7
Energy5.6
Consumer Defensive4.9
Consumer Cyclical4.9
Real Estate3.8
Communication Services3.6
Utilities2.9
Basic Materials1.4

Market Cap. Distribution

FourThought Financial Partners, LLC has about 73% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP37.3
LARGE-CAP35.7
UNALLOCATED25.7

Stocks belong to which Index?

About 72.8% 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 50071.2
Others27.3
RUSSELL 20001.6
Top 5 Winners (%)%
sandisk corp com
116.5 %
AAOI
applied optoelectronics inc com
95.2 %
LITE
lumentum hldgs inc com
73.0 %
PTEN
patterson-uti energy inc com
72.1 %
VET
vermilion energy inc com
64.6 %
Top 5 Winners ($)$
CVX
chevron corporation com
7.7 M
KLAC
kla corp com new
4.2 M
ASML
asml hldg nv n y registry shs
3.8 M
LMT
lockheed martin corp com
3.7 M
AMAT
applied matls inc com
3.5 M
Top 5 Losers (%)%
EOSE
eos energy enterprises inc com cl a
-55.5 %
ANGI
angi inc cl a new
-41.3 %
grail inc com
-38.1 %
BSX
boston scientific corp com
-34.1 %
INTU
intuit com
-33.1 %
Top 5 Losers ($)$
MSFT
microsoft corp com
-14.1 M
AVGO
broadcom inc com
-5.5 M
V
visa inc com cl a
-3.1 M
ABT
abbott laboratories com
-2.9 M
NVDA
nvidia corporation com
-2.4 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 382 stocks in it's portfolio. About 26.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for FourThought Financial Partners, LLC last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions