4Thought Financial Group Inc.
CIK
1840261
Location
Syosset, NY
Portfolio Value
Micro
$60,473,976
Diversification
Highly concentrated
Filing Date
Global Rank
#6,576
/ 8,603
▲ 143
· as of Mar 2026
Top Industry
Consumer Electronics
52.5%
3Y Alpha vs SPY
-0.3%
Period ended 3 months ago
Filed Apr 24, 2026 · 3mo
21 quarters · since Mar 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+74.9%
SPY
+76.0%
Annualised alpha
-0.3%
Max drawdown
−18.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
96.5%
−1.2 pts
Top 5
99.8%
−0.1 pts
Top 10
100.0%
0.0 pts
HHI
9,324
Highly concentrated−226
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.3% | $59,467,252 |
| Technology | 1.2% | $717,141 |
| Consumer Defensive | 0.5% | $289,583 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +4,186 | 89,773 | $58,382,972 | |
| QQQ | Invesco Qqq Trust, Series 1 | +476 | 1,703 | $982,937 | |
| UUP | Invesco DB US Dollar Index Bullish Fund | +71 | 2,378 | $66,060 | |
| MDLZ | Mondelez International, Inc. | +14 | 5,024 | $289,583 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RSSS | Research Solutions, Inc. | −779 | 83,406 | $188,497 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAPL | Apple Inc. | 2,083 | $528,644 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 positions ·
$60,473,976 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 89,773 | $58,382,972 | 96.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,703 | $982,937 | 1.63% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 2,083 | $528,644 | 0.87% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 5,024 | $289,583 | 0.48% | |
| RSSS |
Research Solutions, Inc.
Technology
|
Reduced | 83,406 | $188,497 | 0.31% | |
| UUP |
Invesco DB US Dollar Index Bullish Fund
|
Added | 2,378 | $66,060 | 0.11% | |
| GLD |
Spdr Gold Trust
|
Held | 82 | $35,283 | 0.06% |