FourThought Financial Partners, LLC

CIK: 0001956790SEC EDGAR →

Portfolio Value

$1.2B

Holdings

504

As of

Q4 2025

New Positions

141

Closed Positions

142

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	MSFT MICROSOFT CORP COM	116,821	$56.0M	4.73%
2	AVGO BROADCOM INC COM	148,466	$51.0M	4.31%
3	NVDA NVIDIA CORPORATION COM	194,642	$36.0M	3.04%
4	AAPL APPLE INC COM	108,156	$29.0M	2.45%
5	VOO VANGUARD S&P 500 ETF	40,544	$25.0M	2.11%
6	JPM JPMORGAN CHASE & CO. COM	72,277	$23.0M	1.94%
7	DGRO ISHARES CORE DIVIDEND GROWTH ETF	335,351	$23.0M	1.94%
8	AMT AMERICAN TOWER CORP NEW COM	121,242	$21.0M	1.77%
9	AMZN AMAZON COM INC COM	91,822	$21.0M	1.77%
10	CVX CHEVRON CORP NEW COM	139,811	$21.0M	1.77%

Quarterly Changes

Top Buys

DGRO↑ Increased

$11.9M

SCHD↑ Increased

$6.2M

SLDENEW

$5.0M

CMCSA↑ Increased

$4.5M

GOOGL↑ Increased

$4.0M

Top Sells

HD↓ Decreased

$6.2M

CSCO↓ Decreased

$5.1M

TXN↓ Decreased

$4.8M

AMT↓ Decreased

$4.6M

NXPI↓ Decreased

$3.6M

New Positions (143)

SLDE

$5.0M · 303K shares

$1.0M · 61K shares

$0 · 3K shares

$0 · 3K shares

$0 · 21K shares

$0 · 1K shares

$0 · 2K shares

$0 · 8K shares

$0 · 9K shares

$0 · 17K shares

$0 · 12K shares

$0 · 5K shares

$0 · 10K shares

$0 · 8K shares

$0 · 3K shares

$0 · 23K shares

$0 · 23K shares

$0 · 856 shares

$0 · 3K shares

$0 · 3K shares

$0 · 4K shares

$0 · 10K shares

$0 · 18K shares

$0 · 724 shares

$0 · 11K shares

$0 · 5K shares

$0 · 4K shares

$0 · 12K shares

$0 · 13K shares

$0 · 22K shares

$0 · 4K shares

$0 · 6K shares

$0 · 1K shares

$0 · 9K shares

$0 · 7K shares

$0 · 1K shares

$0 · 10K shares

$0 · 18K shares

$0 · 5K shares

$0 · 2K shares

$0 · 10K shares

$0 · 12K shares

$0 · 11K shares

$0 · 4K shares

$0 · 39K shares

$0 · 2K shares

$0 · 5K shares

$0 · 103K shares

$0 · 28K shares

$0 · 1K shares

$0 · 4K shares

$0 · 4K shares

$0 · 5K shares

$0 · 52K shares

$0 · 21K shares

$0 · 660 shares

$0 · 4K shares

$0 · 7K shares

$0 · 18K shares

$0 · 33K shares

$0 · 23K shares

$0 · 16K shares

$0 · 390 shares

$0 · 13K shares

$0 · 10K shares

$0 · 618 shares

$0 · 4K shares

$0 · 5K shares

$0 · 3K shares

OSPN

$0 · 43K shares

OI*

$0 · 14K shares

$0 · 10K shares

IWN

$0 · 1K shares

CNNE

$0 · 20K shares

WBD

$0 · 8K shares

$0 · 2K shares

$0 · 4K shares

$0 · 1K shares

$0 · 15K shares

$0 · 12K shares

$0 · 27K shares

$0 · 6K shares

$0 · 2K shares

$0 · 16K shares

$0 · 2K shares

$0 · 14K shares

$0 · 16K shares

$0 · 8K shares

$0 · 6K shares

$0 · 47K shares

$0 · 11K shares

$0 · 60K shares

$0 · 3K shares

$0 · 1K shares

$0 · 11K shares

$0 · 2K shares

$0 · 19K shares

$0 · 294 shares

LAC

$0 · 170K shares

$0 · 14K shares

$0 · 17K shares

$0 · 6K shares

$0 · 12K shares

$0 · 2K shares

$0 · 20K shares

$0 · 11K shares

$0 · 6K shares

$0 · 24K shares

$0 · 25K shares

$0 · 31K shares

$0 · 14K shares

$0 · 6K shares

$0 · 10K shares

$0 · 9K shares

$0 · 589 shares

$0 · 5K shares

$0 · 79K shares

$0 · 6K shares

$0 · 10K shares

$0 · 4K shares

$0 · 7K shares

$0 · 3K shares

$0 · 4K shares

$0 · 15K shares

$0 · 630 shares

$0 · 19K shares

$0 · 12K shares

$0 · 15K shares

$0 · 23K shares

$0 · 14K shares

$0 · 12K shares

$0 · 23K shares

$0 · 3K shares

$0 · 21K shares

$0 · 12K shares

$0 · 10K shares

$0 · 603 shares

$0 · 18K shares

$0 · 56K shares

$0 · 6K shares

$0 · 2K shares

$0 · 23K shares

$0 · 6K shares

Closed Positions (144)

$560K · 9K shares

$457K · 1K shares

$445K · 6K shares

$440K · 3K shares

$405K · 5K shares

$394K · 11K shares

$387K · 26K shares

$383K · 2K shares

$381K · 4K shares

$378K · 23K shares

$377K · 19K shares

$373K · 22K shares

$373K · 5K shares

$372K · 34K shares

$369K · 77K shares

$367K · 4K shares

$365K · 10K shares

$365K · 3K shares

$362K · 4K shares

$357K · 53K shares

$356K · 36K shares

$354K · 2K shares

$349K · 53K shares

$348K · 3K shares

$346K · 1K shares

$345K · 19K shares

$344K · 14K shares

$343K · 13K shares

$338K · 15K shares

$337K · 3K shares

$335K · 17K shares

$332K · 3K shares

$332K · 28K shares

$331K · 2K shares

$331K · 14K shares

$331K · 3K shares

$328K · 15K shares

$327K · 37K shares

$326K · 14K shares

$324K · 5K shares

PINC

$323K · 12K shares

RDWR

$319K · 12K shares

$316K · 20K shares

SPNS

$315K · 7K shares

$314K · 10K shares

$312K · 23K shares

$312K · 14K shares

$312K · 3K shares

$312K · 70K shares

$311K · 11K shares

$311K · 15K shares

$311K · 22K shares

$310K · 5K shares

$310K · 6K shares

$310K · 2K shares

$310K · 25K shares

$310K · 11K shares

$309K · 14K shares

$308K · 4K shares

$307K · 17K shares

$306K · 6K shares

$306K · 9K shares

$306K · 2K shares

$305K · 11K shares

$304K · 17K shares

$304K · 20K shares

$303K · 4K shares

$302K · 4K shares

$302K · 5K shares

$302K · 19K shares

$300K · 2K shares

$299K · 11K shares

$298K · 6K shares

$296K · 28K shares

$296K · 17K shares

$296K · 2K shares

$295K · 10K shares

$295K · 8K shares

$295K · 30K shares

$293K · 4K shares

$293K · 13K shares

$292K · 10K shares

$290K · 9K shares

$290K · 7K shares

$286K · 9K shares

$285K · 2K shares

$284K · 5K shares

$282K · 31K shares

$281K · 25K shares

$277K · 15K shares

$267K · 21K shares

$267K · 3K shares

$264K · 3K shares

$261K · 26K shares

$261K · 6K shares

$254K · 3K shares

$253K · 874 shares

$250K · 7K shares

$250K · 10K shares

$245K · 3K shares

$245K · 1K shares

$243K · 4K shares

$236K · 25K shares

$235K · 2K shares

$234K · 4K shares

$234K · 15K shares

$230K · 3K shares

$227K · 4K shares

$226K · 3K shares

$225K · 6K shares

$225K · 9K shares

$223K · 1K shares

$222K · 1K shares

$218K · 9K shares

$218K · 8K shares

$218K · 9K shares

$217K · 7K shares

$215K · 8K shares

$215K · 6K shares

$211K · 5K shares

$210K · 17K shares

$209K · 3K shares

$206K · 531 shares

$205K · 294 shares

$205K · 2K shares

$204K · 10K shares

$202K · 653 shares

$200K · 8K shares

$189K · 14K shares

$183K · 22K shares

$179K · 13K shares

$179K · 38K shares

$174K · 18K shares

$168K · 18K shares

$161K · 14K shares

$160K · 19K shares

$146K · 12K shares

$130K · 10K shares

$106K · 10K shares

$105K · 13K shares

$103K · 10K shares

$95K · 11K shares

PSNL

$86K · 13K shares

AHH

$85K · 12K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	86	$299.0M	30.2%
Financial Services	135	$276.0M	27.9%
Healthcare	43	$87.0M	8.8%
Industrials	66	$56.0M	5.7%
Communication Services	24	$52.0M	5.2%
Consumer Cyclical	38	$47.0M	4.7%
Energy	24	$43.0M	4.3%
Consumer Defensive	16	$42.0M	4.2%
Unknown	25	$29.0M	2.9%
Real Estate	9	$27.0M	2.7%
Utilities	16	$23.0M	2.3%
Basic Materials	22	$10.0M	1.0%