4Thought Financial Group Inc.

CIK

1840261

Location

Syosset, NY

Portfolio Value

Micro $64,288,320

Diversification

Highly concentrated

Filing Date

Global Rank

#6,636 / 8,517 ▲ 319

Top Industry

Consumer Electronics 54.9%

3Y Alpha vs SPY

-0.4%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

22 quarters · since Mar 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.5%

SPY

+75.3%

Annualised alpha

-0.4%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

7 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

98.1%

+3.8 pts

Top 5

99.9%

+0.9 pts

Top 10

100.0%

+0.0 pts

HHI

9,631

Highly concentrated+728

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	98.3%	$63,208,152	4
Technology	1.2%	$786,978	2
Consumer Defensive	0.5%	$293,190	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
MDLZ	Mondelez International, Inc.	+45	5,069	$293,190
GLD	Spdr Gold Trust	+43	125	$46,047
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−5,292	84,481	$63,087,876
QQQ	Invesco Qqq Trust, Series 1	−1,688	15	$11,046
UUP	Invesco DB US Dollar Index Bullish Fund	−154	2,224	$63,183
AAPL	Apple Inc.	−32	2,051	$593,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	4,238	$1,110,016
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	11,678	$256,332
IEUS	iShares MSCI Europe Small-Cap ETF	582	$38,604
AFK	VanEck Africa Index ETF	740	$19,055
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 tracked positions · $64,288,320 total · as of Jun 30, 2026

All sectors Consumer Defensive Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	84,481	-5,292	$63,087,876	+8.1%	98.13%
AAPL	Apple Inc. Technology	Reduced	2,051	-32	$593,477	+12.3%	0.92%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	5,069	+45	$293,190	+1.2%	0.46%
RSSS	Research Solutions, Inc. Technology	Held	83,406	0	$193,501	+2.7%	0.30%
UUP	Invesco DB US Dollar Index Bullish Fund	Reduced	2,224	-154	$63,183	−4.4%	0.10%
GLD	Spdr Gold Trust	Added	125	+43	$46,047	+30.5%	0.07%
QQQ	Invesco Qqq Trust, Series 1	Reduced	15	-1,688	$11,046	−98.9%	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.