FourThought Financial Partners, LLC
Filing Date
Global Rank
#1,799
/ 8,623
▲ 25
· as of Mar 2026
Top Industry
Semiconductors
11.8%
3Y Alpha vs SPY
-2.4%
Period ended 4 months ago
Filed May 7, 2026 · 3mo
13 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical 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
+56.2%
SPY
+65.3%
Annualised alpha
-2.2%
Max drawdown
−16.2%
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. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
304 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.9% | $300,100,320 |
| Financial Services | 15.3% | $148,196,640 |
| Healthcare | 10.4% | $100,671,452 |
| Industrials | 8.4% | $81,862,937 |
| Energy | 6.7% | $64,888,139 |
| Consumer Cyclical | 6.0% | $58,238,308 |
| Consumer Defensive | 5.9% | $57,084,760 |
| Communication Services | 5.4% | $52,727,510 |
| Real Estate | 4.6% | $44,571,388 |
| Utilities | 3.4% | $33,297,265 |
| Basic Materials | 1.8% | $17,551,892 |
| Unclassified | 1.2% | $11,318,626 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
304 tracked positions ·
$970,509,237 total
· filing declares
384 positions · $1,158,909,055
· 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 132,126 | $48,909,081 | 5.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 150,196 | $46,487,163 | 4.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 199,436 | $34,781,638 | 3.58% | |
| CVX |
Chevron Corp
Energy
|
Added | 141,088 | $29,191,107 | 3.01% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 102,703 | $26,064,994 | 2.69% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 144,775 | $24,985,269 | 2.57% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 251,355 | $23,345,852 | 2.41% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 15,755 | $23,197,819 | 2.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 72,515 | $21,331,012 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 100,569 | $20,945,505 | 2.16% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 132,355 | $20,553,407 | 2.12% | |
| V |
Visa Inc.
Financial Services
|
Added | 66,047 | $19,962,045 | 2.06% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 14,990 | $19,799,241 | 2.04% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 30,435 | $18,394,609 | 1.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 62,021 | $17,834,758 | 1.84% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 612,350 | $17,580,568 | 1.81% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 193,062 | $16,728,822 | 1.72% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 23,960 | $16,346,470 | 1.68% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 49,274 | $16,059,874 | 1.65% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 79,487 | $15,676,426 | 1.62% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 63,934 | $15,106,325 | 1.56% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 14,900 | $14,846,807 | 1.53% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 43,720 | $14,775,174 | 1.52% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 40,985 | $14,008,263 | 1.44% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 128,814 | $13,225,333 | 1.36% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Added | 42,351 | $12,302,541 | 1.27% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 41,220 | $12,174,327 | 1.25% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
Added | 141,928 | $12,048,267 | 1.24% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 32,203 | $11,330,625 | 1.17% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 11,069 | $10,645,167 | 1.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 17,210 | $9,846,357 | 1.01% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 65,208 | $9,418,643 | 0.97% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 12,877 | $9,122,839 | 0.94% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 38,804 | $8,770,869 | 0.90% | |
| MSCI |
MSCI Inc.
Financial Services
|
Added | 15,204 | $8,195,108 | 0.84% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 38,113 | $7,930,934 | 0.82% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 58,507 | $7,534,531 | 0.78% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 59,151 | $7,351,286 | 0.76% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 54,675 | $7,226,941 | 0.74% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 179,566 | $6,794,777 | 0.70% | |
| CI |
Cigna Group
Healthcare
|
Added | 24,515 | $6,539,376 | 0.67% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 12,912 | $6,451,609 | 0.66% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 7,548 | $6,385,532 | 0.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 10,958 | $6,324,738 | 0.65% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 25,776 | $6,293,983 | 0.65% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 29,343 | $6,269,425 | 0.65% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 36,195 | $6,140,843 | 0.63% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
Added | 32,735 | $5,899,174 | 0.61% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 55,048 | $5,755,268 | 0.59% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 3,210 | $5,550,154 | 0.57% |
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.