FourThought Financial Partners, LLC

CIK

1956790

Location

VENICE, FL

Portfolio Value

Small $970,509,236

Diversification

Diversified

Filing Date

Global Rank

#1,539 / 8,232 ▲ 105

Top Industry

Semiconductors 11.8%

3Y Alpha vs SPY

-4.8%

Period ended 2 months ago

Filed May 7, 2026 · 38d

14 quarters · since Dec 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.2%

SPY

+76.3%

Annualised alpha

-4.8%

Max drawdown

−15.9%

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

304 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.0%

−0.7 pts

Top 5

19.1%

−0.8 pts

Top 10

30.8%

+0.2 pts

HHI

175

Diversified+5

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$300,100,320	69
Financial Services	15.3%	$148,196,640	42
Healthcare	10.4%	$100,671,452	30
Industrials	8.4%	$81,862,936	45
Energy	6.7%	$64,888,139	20
Consumer Cyclical	6.0%	$58,238,308	25
Consumer Defensive	5.9%	$57,084,760	17
Communication Services	5.4%	$52,727,510	12
Real Estate	4.6%	$44,571,388	10
Utilities	3.4%	$33,297,265	10
Basic Materials	1.8%	$17,551,892	18
Unclassified	1.2%	$11,318,626	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	+55,844	612,350	$17,580,568
NVO	Novo Nordisk A S	+33,708	93,399	$3,432,413
AMT	American Tower Corp /Ma/	+23,533	144,775	$24,985,269
NOW	ServiceNow, Inc.	+19,384	55,048	$5,755,268
EOSE	Eos Energy Enterprises, Inc.	+19,068	198,656	$985,333
ANGI	Angi Inc.	+18,897	45,654	$312,729
NEE	Nextera Energy Inc	+17,437	251,355	$23,345,852
MSFT	Microsoft Corp	+15,305	132,126	$48,909,081
FTNT	Fortinet, Inc.	+14,615	53,071	$4,336,962
PG	PROCTER & GAMBLE Co	+12,985	65,208	$9,418,643
MDT	Medtronic plc	+11,491	193,062	$16,728,822
ARCC	Ares Capital Corp	+11,182	138,551	$2,496,689
ZTS	Zoetis Inc.	+10,487	30,298	$3,581,526
AOS	Smith A O Corp	+10,485	44,756	$2,951,210
CNNE	Cannae Holdings, Inc.	+10,380	29,912	$340,099
AMZN	Amazon Com Inc	+8,747	100,569	$20,945,505
TSCO	Tractor Supply Co /De/	+8,661	75,820	$3,434,646
NDAQ	Nasdaq, Inc.	+8,085	141,928	$12,048,267
MPLX	Mplx LP	+7,720	94,964	$5,419,595
CCI	Crown Castle Inc.	+6,159	60,562	$4,924,296
SNCY	Sun Country Airlines Holdings, LLC	+5,942	26,519	$438,093
CRM	Salesforce, Inc.	+5,789	27,414	$5,117,371
QCOM	Qualcomm Inc/De	+5,355	58,507	$7,534,531
ABT	Abbott Laboratories	+4,907	128,814	$13,225,333
NVDA	Nvidia Corp	+4,794	199,436	$34,781,638
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LION	Lionsgate Studios Corp.	−80,704	22,689	$217,587
BBAI	BigBear.ai Holdings, Inc.	−57,245	10,017	$35,259
HL	Hecla Mining Co/De/	−41,475	19,343	$360,360
TXN	Texas Instruments Inc	−41,070	16,185	$3,142,155
AG	First Majestic Silver Corp	−40,087	15,509	$333,133
VSTS	Vestis Corp	−39,070	40,157	$315,634
PUMP	ProPetro Holding Corp.	−35,071	25,759	$371,187
SLDE	Slide Insurance Holdings, Inc.	−27,000	275,506	$4,959,108
LEG	Leggett & Platt Inc	−22,487	11,953	$118,095
NXPI	NXP Semiconductors N.V.	−20,119	1,827	$359,663
CSCO	Cisco Systems, Inc.	−14,755	66,851	$5,186,969
FIGS	FIGS, Inc.	−9,810	23,041	$340,315
ORN	Orion Group Holdings Inc	−7,688	24,975	$272,227
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	−7,160	211,706	$3,023,161
AAOI	Applied Optoelectronics, Inc.	−7,009	3,530	$298,602
T	At&T Inc.	−5,968	32,997	$956,583
AMRC	Ameresco, Inc.	−5,886	11,381	$290,215
AAPL	Apple Inc.	−5,453	102,703	$26,064,994
DD	DuPont de Nemours, Inc.	−5,085	4,449	$203,764
AXGN	Axogen, Inc.	−4,830	11,677	$386,859
ACN	Accenture plc	−4,491	20,461	$4,057,211
F	Ford Motor Co	−4,423	11,842	$136,656
SKYT	SkyWater Technology, Inc	−3,890	12,981	$355,809
BVN	Buenaventura Mining Co Inc	−3,849	9,026	$325,297
IBKR	Interactive Brokers Group, Inc.	−3,774	5,471	$366,939
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	79,487	$15,676,426
RACE	Ferrari N.V.	2,877	$973,720
CRCL	Circle Internet Group, Inc.	4,615	$440,317
ETOR	eToro Group Ltd.	13,147	$394,804
UCTT	Ultra Clean Holdings, Inc.	5,769	$358,716
RPD	Rapid7, Inc.	58,484	$322,246
IOT	Samsara Inc.	9,887	$313,319
AMCR	Amcor plc	7,546	$299,953
SSRM	Ssr Mining Inc.	9,674	$284,415
LBRT	Liberty Energy Inc.	9,806	$282,412
INFY	Infosys Ltd	20,809	$281,129
AJG	Arthur J. Gallagher & Co.	1,294	$280,254
VLO	Valero Energy Corp/Tx	1,126	$278,212
RYZ	Ryerson Holding Corp	11,521	$258,992
GILD	Gilead Sciences, Inc.	1,858	$258,949
TRGP	Targa Resources Corp.	1,023	$256,496
NTSK	Netskope Inc	29,982	$254,547
LASR	Nlight, Inc.	4,455	$254,024
CE	Celanese Corp	3,848	$253,082
HOMB	Home Bancshares Inc	9,302	$250,502
FORM	Formfactor Inc	2,567	$248,973
RBC	RBC Bearings INC	449	$243,860
KD	Kyndryl Holdings, Inc.	18,420	$241,670
SBUX	Starbucks Corp	2,686	$240,638
BHE	Benchmark Electronics Inc	4,213	$236,180
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	46,529	$2,716,363
BABA	Alibaba Group Holding Ltd	13,656	$2,001,696
HLNE	Hamilton Lane INC	8,256	$1,108,863
HDB	Hdfc Bank Ltd	24,058	$879,079
EXLS	ExlService Holdings, Inc.	18,682	$792,864
LAC	Lithium Americas Corp.	170,273	$742,390
FDS	Factset Research Systems Inc	2,260	$655,829
BBSI	Barrett Business Services Inc	17,164	$621,508
MTN	Vail Resorts Inc	4,216	$559,884
FLNC	Fluence Energy, Inc.	28,236	$558,508
OSPN	OneSpan Inc.	43,295	$555,907
IBTA	Ibotta, Inc.	23,134	$525,835
LBTYA	Liberty Global Ltd.	47,148	$525,228
OMCL	Omnicell, Inc.	11,212	$507,903
HY	Hyster-Yale, Inc.	16,976	$504,356
NUE	Nucor Corp	3,025	$493,407
INOD	Innodata Inc	9,475	$482,751
HCC	Warrior Met Coal, Inc.	5,438	$479,468
JKHY	Jack Henry & Associates Inc	2,493	$454,922
SHOO	Steven Madden, Ltd.	10,858	$452,127
IRMD	Iradimed Corp	4,607	$448,168
KODK	Eastman Kodak Co	52,384	$443,168
SGML	Sigma Lithium Corp	33,084	$436,377
TDG	TransDigm Group INC	317	$421,562
GFS	GLOBALFOUNDRIES Inc.	11,731	$409,646
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

304 positions · $970,509,236 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 304 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	132,126	+15,305	$48,909,081	−13.4%	5.04%
AVGO	Broadcom Inc. Technology	Added	150,196	+1,730	$46,487,163	−9.5%	4.79%
NVDA	Nvidia Corp Technology	Added	199,436	+4,794	$34,781,638	−4.2%	3.58%
CVX	Chevron Corp Energy	Added	141,088	+1,277	$29,191,107	+37.0%	3.01%
AAPL	Apple Inc. Technology	Reduced	102,703	-5,453	$26,064,994	−11.4%	2.69%
AMT	American Tower Corp /Ma/ Real Estate	Added	144,775	+23,533	$24,985,269	+17.4%	2.57%
NEE	Nextera Energy Inc Utilities	Added	251,355	+17,437	$23,345,852	+24.3%	2.41%
KLAC	Kla Corp Technology	Reduced	15,755	-1,285	$23,197,819	+12.0%	2.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	72,515	+238	$21,331,012	−8.4%	2.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	100,569	+8,747	$20,945,505	−1.2%	2.16%
PEP	Pepsico Inc Consumer Defensive	Added	132,355	+3,487	$20,553,407	+11.1%	2.12%
V	Visa Inc. Financial Services	Added	66,047	+4,578	$19,962,045	−7.4%	2.06%
ASML	Asml Holding NV Technology	Reduced	14,990	-451	$19,799,241	+19.9%	2.04%
LMT	Lockheed Martin Corp Industrials	Reduced	30,435	-1,101	$18,394,609	+20.6%	1.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	62,021	-73	$17,834,758	−8.2%	1.84%
CMCSA	Comcast Corp Communication Services	Added	612,350	+55,844	$17,580,568	+12.8%	1.81%
MDT	Medtronic plc Healthcare	Added	193,062	+11,491	$16,728,822	−4.1%	1.72%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	23,960	-634	$16,346,470	+16.6%	1.68%
CB	Chubb Ltd Financial Services	Added	49,274	+3,713	$16,059,874	+12.9%	1.65%
AZN	Astrazeneca PLC Healthcare	NEW	79,487	NEW	$15,676,426	NEW	1.62%
LOW	Lowes Companies Inc Consumer Cyclical	Added	63,934	+13	$15,106,325	−2.0%	1.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	14,900	+1,053	$14,846,807	+24.3%	1.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	43,720	-690	$14,775,174	+9.5%	1.52%
AMAT	Applied Materials Inc /De Technology	Reduced	40,985	-1,138	$14,008,263	+29.4%	1.44%
ABT	Abbott Laboratories Healthcare	Added	128,814	+4,907	$13,225,333	−14.8%	1.36%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	42,351	+4,271	$12,302,541	+30.8%	1.27%
CME	Cme Group Inc. Financial Services	Added	41,220	+1,170	$12,174,327	+11.3%	1.25%
NDAQ	Nasdaq, Inc. Financial Services	Added	141,928	+8,085	$12,048,267	−7.3%	1.24%
AMGN	Amgen Inc Healthcare	Added	32,203	+231	$11,330,625	+8.3%	1.17%
BLK	BlackRock, Inc. Financial Services	Reduced	11,069	-3	$10,645,167	−10.2%	1.10%
META	Meta Platforms, Inc. Communication Services	Added	17,210	+1,859	$9,846,357	−2.8%	1.01%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	65,208	+12,985	$9,418,643	+25.8%	0.97%
CAT	Caterpillar Inc Industrials	Reduced	12,877	-376	$9,122,839	+20.2%	0.94%
HON	Honeywell International Inc Industrials	Added	38,804	+2,243	$8,770,868	+23.0%	0.90%
MSCI	MSCI Inc. Financial Services	Added	15,204	+3,530	$8,195,108	+22.4%	0.84%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	38,113	+1,500	$7,930,934	+3.8%	0.82%
QCOM	Qualcomm Inc/De Technology	Added	58,507	+5,355	$7,534,531	−17.1%	0.78%
WMT	Walmart Inc. Consumer Defensive	Reduced	59,151	-1,103	$7,351,286	+9.5%	0.76%
PLD	Prologis, Inc. Real Estate	Added	54,675	+247	$7,226,941	+4.0%	0.74%
EPD	Enterprise Products Partners L.P. Energy	Added	179,566	+3,337	$6,794,777	+20.3%	0.70%
CI	Cigna Group Healthcare	Added	24,515	+3,926	$6,539,376	+15.4%	0.67%
MA	Mastercard Inc Financial Services	Added	12,912	+1,138	$6,451,609	−4.0%	0.66%
GS	Goldman Sachs Group Inc Financial Services	Reduced	7,548	-164	$6,385,532	−5.8%	0.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,958	-193	$6,324,738	−7.7%	0.65%
MPC	Marathon Petroleum Corp Energy	Reduced	25,776	-2,511	$6,293,983	+36.8%	0.65%
LRCX	Lam Research Corp Technology	Reduced	29,343	-1,029	$6,269,425	+20.6%	0.65%
XOM	Exxon Mobil Corp Energy	Reduced	36,195	-1,150	$6,140,843	+36.6%	0.63%
DLR	Digital Realty Trust, Inc. Real Estate	Added	32,735	+1,488	$5,899,174	+22.0%	0.61%
NOW	ServiceNow, Inc. Technology	Added	55,048	+19,384	$5,755,268	+5.3%	0.59%
MELI	Mercadolibre Inc Consumer Cyclical	Added	3,210	+236	$5,550,154	−7.3%	0.57%