§ 13F · FUND PROFILE
FourThought Financial Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 505Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | 132K | $49M | 4.2% | +13% |
| 2 | AVGO | BROADCOM INC COM | 150K | $46M | 4.0% | +1% |
| 3 | NVDA | NVIDIA CORPORATION COM | 199K | $35M | 3.0% | +2% |
| 4 | CVX | CHEVRON CORPORATION COM | 141K | $29M | 2.5% | +1% |
| 5 | VOO | VANGUARD S&P 500 ETF | 46K | $28M | 2.4% | +14% |
| 6 | AAPL | APPLE INC COM | 103K | $26M | 2.2% | −5% |
| 7 | AMT | AMERICAN TOWER CORP COM | 145K | $25M | 2.2% | +19% |
| 8 | NEE | NEXTERA ENERGY INC COM | 251K | $23M | 2.0% | +7% |
| 9 | KLAC | KLA CORP COM NEW | 16K | $23M | 2.0% | −8% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 73K | $21M | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FOURTHOUGHT SIGNAL
AC read
FourThought Financial Partners, LLC is a Other fund managing $1.1 billion in assets. The fund runs a broad portfolio of 505 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed