Latest FourThought Financial Partners, LLC Stock Portfolio
FourThought Financial Partners, LLC Performance:
2025 Q2: 6.71%YTD: 5%2024: 12.48%
Performance for 2025 Q2 is 6.71%, and YTD is 5%, and 2024 is 12.48%.
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 Billions as of 30 Jun, 2025.
The top stock holdings of FourThought Financial Partners, LLC are MSFT, AVGO, NVDA. The fund has invested 5.7% of it's portfolio in MICROSOFT CORP COM and 4.1% of portfolio in BROADCOM INC COM.
The fund managers got completely rid off ALLSTATE CORP COM (ALL), FEDERAL RLTY INVT TR NEW SH BEN INT NEW (FRT) and QUALYS INC COM (QLYS) stocks. They significantly reduced their stock positions in TARGET CORP COM (TGT), SS&C TECHNOLOGIES HLDGS INC COM (SSNC) and UNITEDHEALTH GROUP INC COM (UNH). FourThought Financial Partners, LLC opened new stock positions in SMITH A O CORP COM (AOS), SYNOPSYS INC COM (SNPS) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to NXP SEMICONDUCTORS N V COM (NXPI), NOVO-NORDISK A S ADR and CAPITAL ONE FINL CORP COM (COF).
The top stock holdings of FourThought Financial Partners, LLC are MSFT, AVGO, NVDA. The fund has invested 5.7% of it's portfolio in MICROSOFT CORP COM and 4.1% of portfolio in BROADCOM INC COM.
The fund managers got completely rid off ALLSTATE CORP COM (ALL), FEDERAL RLTY INVT TR NEW SH BEN INT NEW (FRT) and QUALYS INC COM (QLYS) stocks. They significantly reduced their stock positions in TARGET CORP COM (TGT), SS&C TECHNOLOGIES HLDGS INC COM (SSNC) and UNITEDHEALTH GROUP INC COM (UNH). FourThought Financial Partners, LLC opened new stock positions in SMITH A O CORP COM (AOS), SYNOPSYS INC COM (SNPS) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to NXP SEMICONDUCTORS N V COM (NXPI), NOVO-NORDISK A S ADR and CAPITAL ONE FINL CORP COM (COF).
FourThought Financial Partners, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that FourThought Financial Partners, LLC made a return of 6.71% in the last quarter. In trailing 12 months, it's portfolio return was 8.88%.
New Buys
| Ticker | $ Bought |
|---|---|
| smith a o corp com | 1,561,970 |
| synopsys inc com | 956,148 |
| ishares ibonds dec 2029 term corporate etf | 659,018 |
| ishares ibonds dec 2030 term corporate etf | 370,758 |
| ishares ibonds dec 2028 term corporate etf | 330,036 |
| ge vernova inc com | 329,768 |
| grail inc com | 309,446 |
| jabil inc com | 287,020 |
New stocks bought by FourThought Financial Partners, LLC
Additions
| Ticker | % Inc. |
|---|---|
| nxp semiconductors n v com | 733 |
| novo-nordisk a s adr | 641 |
| capital one finl corp com | 238 |
| schwab us dividend equity etf | 75.61 |
| globant s a com | 71.87 |
| crown castle inc com | 63.58 |
| prologis inc. com | 56.99 |
| digital rlty tr inc com | 48.4 |
Additions to existing portfolio by FourThought Financial Partners, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| target corp com | -92.05 |
| ss&c technologies hldgs inc com | -89.53 |
| unitedhealth group inc com | -85.16 |
| vanguard s&p small-cap 600 etf | -84.36 |
| first trust north american energy infrastructure fund | -74.63 |
| realty income corp com | -71.13 |
| proshares ultrapro qqq | -60.41 |
| crowdstrike hldgs inc cl a | -47.09 |
FourThought Financial Partners, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alight inc com cl a | -281,629 |
| huntsman corp com | -416,400 |
| bank ozk little rock ark com | -570,574 |
| allstate corp com | -2,683,830 |
| liberty energy inc com cl a | -204,460 |
| mattel inc com | -246,567 |
| akamai technologies inc 0.125 05/01/2025 | -11,946 |
| xplr infrastructure lp com unit part in | -100,805 |
FourThought Financial Partners, LLC got rid off the above stocks
Sector Distribution
FourThought Financial Partners, LLC has about 27% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 27 |
| Others | 20.6 |
| Financial Services | 11.5 |
| Healthcare | 7.8 |
| Industrials | 6.4 |
| Consumer Cyclical | 5.9 |
| Real Estate | 4.5 |
| Energy | 4.4 |
| Consumer Defensive | 4.3 |
| Communication Services | 3.6 |
| Utilities | 2.6 |
| Basic Materials | 1.4 |
Market Cap. Distribution
FourThought Financial Partners, LLC has about 78% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 42.1 |
| MEGA-CAP | 35.9 |
| UNALLOCATED | 20.6 |
| MID-CAP | 1.3 |
Stocks belong to which Index?
About 77% of the stocks held by FourThought Financial Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 75.9 |
| Others | 22.9 |
| RUSSELL 2000 | 1.1 |
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 301 stocks in it's portfolio. About 27.4% of the portfolio is in top 10 stocks. UNH 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: 12 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| MSFT | microsoft corp com | 5.70 | 115,991 | 57,694,900 | added | 1.6 | ||
Historical Trend of MICROSOFT CORP COM Position Held By FourThought Financial Partners, LLCWhat % of Portfolio is MSFT?:Number of MSFT shares held:Change in No. of Shares Held: | ||||||||
| AVGO | broadcom inc com | 4.08 | 150,050 | 41,361,400 | added | 0.38 | ||
| NVDA | nvidia corporation com | 3.12 | 199,740 | 31,556,900 | added | 10.88 | ||
| AMT | american tower corp new com | 2.79 | 127,667 | 28,217,000 | added | 3.64 | ||
| JPM | jpmorgan chase & co. com | 2.12 | 74,257 | 21,527,800 | reduced | -2.02 | ||
| V | visa inc com cl a | 2.10 | 59,954 | 21,286,800 | reduced | -1.49 | ||
| AAPL | apple inc com | 2.10 | 103,674 | 21,270,700 | reduced | -17.54 | ||
| CVX | chevron corp new com | 1.87 | 132,562 | 18,981,500 | added | 4.57 | ||
| AMZN | amazon com inc com | 1.75 | 80,771 | 17,720,300 | added | 2.06 | ||
| VB | vanguard s&p 500 etf | 1.74 | 31,079 | 17,654,000 | added | 8.66 | ||
| ABT | abbott labs com | 1.66 | 123,578 | 16,807,900 | reduced | -2.62 | ||
| NEE | nextera energy inc com | 1.58 | 230,392 | 15,993,800 | reduced | -32.89 | ||
| MDT | medtronic plc shs | 1.55 | 179,751 | 15,668,900 | added | 2.42 | ||
| TXN | texas instrs inc com | 1.53 | 74,787 | 15,527,400 | reduced | -0.96 | ||
| KLAC | kla corp com new | 1.53 | 17,325 | 15,519,000 | added | 1.09 | ||
| PEP | pepsico inc com | 1.53 | 117,372 | 15,497,800 | added | 2.82 | ||
| LMT | lockheed martin corp com | 1.41 | 30,898 | 14,310,200 | reduced | -0.98 | ||
| LOW | lowes cos inc com | 1.36 | 62,135 | 13,786,000 | added | 0.27 | ||
| GOOG | alphabet inc cap stk cl a | 1.33 | 76,757 | 13,526,900 | added | 2.45 | ||
| CMCSA | comcast corp new cl a | 1.30 | 370,026 | 13,206,200 | reduced | -17.98 | ||
