FourThought Financial Partners, LLC

CIK: 0001956790SEC EDGAR →

Portfolio Value

$1.2B

Holdings

504

As of

Q4 2025

New Positions

223

Closed Positions

22

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
LBTYA

LIBERTY GLOBAL LTD COM CL A

47,148$0
0.00%
2
SCHL

SCHOLASTIC CORP COM

12,427$0
0.00%
3
DRD

DRDGOLD LIMITED SPON ADR REPSTG

9,680$0
0.00%
4
CIFR

CIPHER MINING INC COM

12,997$0
0.00%
5
APH

AMPHENOL CORP NEW CL A

3,237$0
0.00%
6
JKHY

HENRY JACK & ASSOC INC COM

2,493$0
0.00%
7
GOOGL

ALPHABET INC CAP STK CL A

62,094$0
0.00%
8
HMN

HORACE MANN EDUCATORS CORP NEW COM

4,887$0
0.00%
9
ATKR

ATKORE INC COM

4,907$0
0.00%
10
YOU

CLEAR SECURE INC COM CL A

6,112$0
0.00%

Quarterly Changes

Top Buys

AVGO↑ Increased
$48.2M
AAPL↑ Increased
$25.3M
CVX↑ Increased
$21.1M
V↑ Increased
$20.7M
AMZN↑ Increased
$18.2M

Top Sells

NVDA↓ Decreased
$36.5M
AMT↓ Decreased
$25.6M
JPM↓ Decreased
$22.9M
TXN↓ Decreased
$13.8M
VONV↓ Decreased
$13.1M

New Positions (143)

YOU
$0 · 6K shares
LBTYA
$0 · 47K shares
WB
$0 · 11K shares
TTGT
$0 · 60K shares
SIGI
$0 · 3K shares
EPAM
$0 · 1K shares
CENTA
$0 · 11K shares
SHOP
$0 · 2K shares
HCQ
$0 · 19K shares
PH
$0 · 294 shares
LAC
$0 · 170K shares
T
$0 · 14K shares
IBDX
$0 · 17K shares
GOLD
$0 · 6K shares
GILT
$0 · 12K shares
TWLO
$0 · 2K shares
LCID
$0 · 20K shares
INR
$0 · 11K shares
FAST
$0 · 6K shares
DFAI
$0 · 24K shares
NKLR
$0 · 25K shares
EDR
$0 · 31K shares
EH
$0 · 14K shares
PZZA
$0 · 6K shares
ACVA
$0 · 10K shares
ALKT
$0 · 9K shares
LITE
$0 · 589 shares
ASH
$0 · 5K shares
VSTS
$0 · 79K shares
NMIH
$0 · 6K shares
CGNT
$0 · 10K shares
BAM
$0 · 4K shares
CPRT
$0 · 7K shares
BCC
$0 · 3K shares
QCRH
$0 · 4K shares
SOUN
$0 · 15K shares
SITM
$0 · 630 shares
PR
$0 · 19K shares
UL
$0 · 12K shares
PBI
$0 · 15K shares
PCT
$0 · 23K shares
PSFE
$0 · 14K shares
THRY
$0 · 12K shares
ARCO
$0 · 23K shares
KMB
$0 · 3K shares
WSR
$0 · 21K shares
WASH
$0 · 12K shares
DFAS
$0 · 10K shares
WAT
$0 · 603 shares
ACEL
$0 · 18K shares
AG
$0 · 56K shares
NSP
$0 · 6K shares
LSTR
$0 · 2K shares
RELY
$0 · 23K shares
ELD
$0 · 6K shares
IVOO
$0 · 3K shares
PCOR
$0 · 3K shares
MBLY
$0 · 21K shares
JBL
$0 · 1K shares
CCB
$0 · 2K shares
AVNT
$0 · 8K shares
TFPM
$0 · 9K shares
BBSI
$0 · 17K shares
GFS
$0 · 12K shares
WABC
$0 · 5K shares
NSHEUR
$0 · 10K shares
APAM
$0 · 8K shares
BAH
$0 · 3K shares
ACHC
$0 · 23K shares
IBTA
$0 · 23K shares
EXPE
$0 · 856 shares
AQLT
$0 · 3K shares
XEL
$0 · 3K shares
BILL
$0 · 4K shares
VSAT
$0 · 10K shares
HL
$0 · 61K shares
WTTR
$0 · 18K shares
MU
$0 · 724 shares
AAOI
$0 · 11K shares
XMTR
$0 · 5K shares
SFBS
$0 · 4K shares
AHCO
$0 · 12K shares
ANGO
$0 · 13K shares
ACHR
$0 · 22K shares
NOBL
$0 · 4K shares
UBS
$0 · 6K shares
BOOT
$0 · 1K shares
SLDE
$0 · 303K shares
LW
$0 · 9K shares
HTO
$0 · 7K shares
LULU
$0 · 1K shares
S7V
$0 · 10K shares
JMIA
$0 · 18K shares
DGII
$0 · 5K shares
RHLD
$0 · 2K shares
GTES
$0 · 10K shares
PTEN
$0 · 12K shares
KIDS
$0 · 11K shares
CNR
$0 · 4K shares
AMCX
$0 · 39K shares
SNDK
$0 · 2K shares
ES
$0 · 5K shares
LION
$0 · 103K shares
FLNC
$0 · 28K shares
HRI
$0 · 1K shares
MNST
$0 · 4K shares
MTN
$0 · 4K shares
COS
$0 · 5K shares
KODK
$0 · 52K shares
GU9
$0 · 21K shares
A4S
$0 · 660 shares
MCB
$0 · 4K shares
SOLS
$0 · 7K shares
VET
$0 · 18K shares
SGML
$0 · 33K shares
FINV
$0 · 23K shares
GEOS
$0 · 16K shares
ISRG
$0 · 390 shares
BVN
$0 · 13K shares
WRBY
$0 · 10K shares
LPLA
$0 · 618 shares
EFA
$0 · 4K shares
IRMD
$0 · 5K shares
CP
$0 · 3K shares
OSPN
$0 · 43K shares
OI*
$0 · 14K shares
DD
$0 · 10K shares
IWN
$0 · 1K shares
CNNE
$0 · 20K shares
WBD
$0 · 8K shares
J
$0 · 2K shares
FOXA
$0 · 4K shares
RJF
$0 · 1K shares
XRAY
$0 · 15K shares
PENG
$0 · 12K shares
TMC
$0 · 27K shares
BFH
$0 · 6K shares
APO
$0 · 2K shares
KEP
$0 · 16K shares
CDW
$0 · 2K shares
NABL
$0 · 14K shares
CERT
$0 · 16K shares
SON
$0 · 8K shares

Closed Positions (144)

UL
$560K · 9K shares
POOL
$456K · 1K shares
LSCC
$445K · 6K shares
FISV
$440K · 3K shares
SATS
$404K · 5K shares
BRBR
$394K · 11K shares
TTAM
$387K · 26K shares
MANH
$383K · 2K shares
HQY
$380K · 4K shares
ADEA
$378K · 23K shares
JACK
$376K · 19K shares
HBAN
$373K · 22K shares
SMTC
$372K · 5K shares
OLA
$371K · 34K shares
ACH
$369K · 77K shares
BRO
$367K · 4K shares
CB
$364K · 10K shares
ODFL
$364K · 3K shares
SBUX
$361K · 4K shares
NEXT
$357K · 53K shares
ARIS
$355K · 36K shares
AMR
$354K · 2K shares
CODI
$349K · 53K shares
DXPE
$347K · 3K shares
ELV
$346K · 1K shares
ARISUSD
$344K · 14K shares
HAM
$344K · 19K shares
JT5
$342K · 13K shares
PLAB
$337K · 15K shares
JXN
$336K · 3K shares
CRK
$335K · 17K shares
MTB
$331K · 2K shares
TQQQ
$331K · 3K shares
DBRG
$331K · 28K shares
MCRI
$330K · 3K shares
UPBD
$330K · 14K shares
TEN
$328K · 15K shares
MASS
$327K · 37K shares
LINC
$325K · 14K shares
MP
$324K · 5K shares
PINC
$322K · 12K shares
RDWR
$318K · 12K shares
GO
$316K · 20K shares
SPNS
$314K · 7K shares
WS
$314K · 10K shares
WPM
$311K · 3K shares
SOBO
$311K · 11K shares
U6Z
$311K · 23K shares
DHR
$311K · 70K shares
JBGS
$311K · 14K shares
37M
$310K · 22K shares
COHU
$310K · 15K shares
PHIN
$309K · 5K shares
ATEX
$309K · 14K shares
IIPR
$309K · 6K shares
CLB
$309K · 25K shares
LQDT
$309K · 11K shares
DRI
$309K · 2K shares
WMK
$307K · 4K shares
CLMT
$307K · 17K shares
CWCO
$306K · 9K shares
LGIH
$306K · 6K shares
ARES
$305K · 2K shares
STAA
$305K · 11K shares
WFG
$303K · 4K shares
MLKN
$303K · 17K shares
VISN
$303K · 20K shares
KTB
$302K · 4K shares
QNST
$301K · 19K shares
PCC
$301K · 5K shares
DVA
$300K · 2K shares
HSAI
$298K · 11K shares
HSI
$297K · 6K shares
GJB
$295K · 17K shares
GCO
$295K · 10K shares
DCTH
$295K · 28K shares
S9Q
$295K · 8K shares
OLED
$295K · 2K shares
HDSN
$294K · 30K shares
SAFT
$293K · 4K shares
PRM
$292K · 13K shares
APPN
$292K · 10K shares
FFIN
$290K · 9K shares
BWMN
$289K · 7K shares
PBF
$286K · 9K shares
NRA
$284K · 2K shares
FNF
$283K · 5K shares
KREF
$281K · 31K shares
MAX
$280K · 25K shares
MAC
$277K · 15K shares
NVCR
$267K · 21K shares
ROKU
$266K · 3K shares
EW
$264K · 3K shares
LUCK
$261K · 26K shares
EPAC
$261K · 6K shares
KTOS
$254K · 3K shares
PSA
$252K · 874 shares
MTCH
$250K · 7K shares
OLN
$249K · 10K shares
WRLD
$244K · 1K shares
TFII
$244K · 3K shares
JEPQ
$243K · 4K shares
BGC
$235K · 25K shares
LEN
$235K · 2K shares
BLBD
$234K · 4K shares
EFR
$233K · 15K shares
SBR
$229K · 3K shares
UHAL
$226K · 4K shares
GGG
$226K · 3K shares
JXC1
$224K · 6K shares
AMTM
$224K · 9K shares
PTC
$223K · 1K shares
CABO
$222K · 1K shares
MEG
$218K · 8K shares
QBTS
$218K · 9K shares
SSRM
$218K · 9K shares
YELP
$216K · 7K shares
AUB
$214K · 6K shares
AOSL
$214K · 8K shares
KMX
$210K · 5K shares
CRNC
$210K · 17K shares
ETSY
$209K · 3K shares
PHM
$205K · 2K shares
VMI
$205K · 531 shares
SMC
$204K · 10K shares
AJG
$202K · 653 shares
IBMS
$200K · 8K shares
SGHC
$188K · 14K shares
PUBM
$182K · 22K shares
RES
$179K · 38K shares
IART
$179K · 13K shares
TWO
$174K · 18K shares
NEXN
$168K · 18K shares
AVNS
$161K · 14K shares
HTLD
$159K · 19K shares
LBRT
$145K · 12K shares
VYX
$130K · 10K shares
BCX
$106K · 10K shares
AMCR
$105K · 13K shares
AVDX
$103K · 10K shares
TH
$95K · 11K shares
PSNL
$85K · 13K shares
AHH
$85K · 12K shares
SPOT
$205 · 294 shares

Sector Breakdown

Sector# HoldingsValue%
Technology85$00.0%
Communication Services24$00.0%
Basic Materials22$00.0%
Financial Services135$00.0%
Industrials67$00.0%
Healthcare43$00.0%
Energy24$00.0%
Consumer Cyclical38$00.0%
Consumer Defensive16$00.0%
Unknown25$00.0%
Real Estate9$00.0%
Utilities16$00.0%