FourThought Financial Partners, LLC
Top Portfolio Positions
304 positions ·
$970,509,236 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
132,126 | $48,909,081 | 5.04% | |
| AVGO |
Broadcom Inc.
Technology
|
150,196 | $46,487,163 | 4.79% | |
| NVDA |
Nvidia Corp
Technology
|
199,436 | $34,781,638 | 3.58% | |
| CVX |
Chevron Corp
Energy
|
141,088 | $29,191,107 | 3.01% | |
| AAPL |
Apple Inc.
Technology
|
102,703 | $26,064,994 | 2.69% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
144,775 | $24,985,269 | 2.57% | |
| NEE |
Nextera Energy Inc
Utilities
|
251,355 | $23,345,852 | 2.41% | |
| KLAC |
Kla Corp
Technology
|
15,755 | $23,197,819 | 2.39% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
72,515 | $21,331,012 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
100,569 | $20,945,505 | 2.16% |
Portfolio Trend
14 quarters · across all stocks
Holdings in AMRC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290,215 | 11,381 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $505,750 | 17,267 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $581,236 | 17,309 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||