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FourThought Financial Partners, LLC — 13F Holdings & Portfolio

CIK 1956790 · latest 13F-HR filed 2026-08-12

Backtest portfolio

FourThought Financial Partners, LLC manages $1.30B in 13F-reported U.S. long-equity assets across 393 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (4.39%), MSFT (3.90%), KLAC (3.60%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 57 new positions, exited 48, added to 205, and trimmed 71.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
310 W. VENICE AVENUE
SUITE 201
VENICE, FL 34285
Phone
(941) 408-8557
Filing Manager
FourThought Financial Partners, LLC
VENICE, FL
Signatory
Christopher Fagley
Chief Compliance Officer
Loading holdings…
AUM

$1.30B

Long-equity book

Holdings

393

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+57 / −48 / ↑205 / ↓71

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • KLA CORP COM NEW$23.4M +100.7%
  • APPLIED MATLS INC COM$13.6M +97.3%
  • BROADCOM INC COM$10.4M +22.4%
  • ASML HLDG NV N Y REGISTRY SHS$8.3M +41.8%
  • VANGUARD S&P 500 ETF$6.9M +24.9%
Show all 205 →

Top Trims

  • AMERICAN TOWER CORP COM-$6.3M -25.0%
  • CHEVRON CORPORATION COM-$5.7M -19.4%
  • NORTHROP GRUMMAN CORP COM-$3.7M -22.9%
  • CME GROUP INC COM-$2.9M -23.5%
  • LOCKHEED MARTIN CORP COM-$2.7M -14.9%
Show all 71 →

New Positions

  • EXXONMOBIL HOLDINGS CORP COM SHS$5.2M
  • HONEYWELL INTL INC COM$4.4M
  • HONEYWELL AEROSPACE INC COM$4.4M
  • SEMPRA COM$831.2K
  • DELL TECHNOLOGIES INC CL C$757.6K
Show all 57 →

Exited Positions

  • HONEYWELL INTL INC COM$8.8M
  • EXXON MOBIL CORP COM$6.1M
  • SUN CTRY AIRLS HLDGS INC COM$438.1K
  • CLEARWAY ENERGY INC CL A$401.9K
  • LA Z BOY INC COM$322.4K
Show all 48 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BROADCOM INC COM AVGO 11135F101 $56.9M 4.39% 150,618 SH
2 MICROSOFT CORP COM MSFT 594918104 $50.5M 3.90% 135,248 SH
3 KLA CORP COM NEW KLAC 482480100 $46.6M 3.60% 154,342 SH
4 NVIDIA CORPORATION COM NVDA 67066G104 $39.7M 3.07% 198,607 SH
5 VANGUARD S&P 500 ETF VOO 922908363 $34.5M 2.66% 50,233 SH
6 APPLE INC COM AAPL 037833100 $30.0M 2.32% 103,715 SH
7 ASML HLDG NV N Y REGISTRY SHS ASML N07059210 $28.1M 2.17% 14,113 SH
8 APPLIED MATLS INC COM AMAT 038222105 $27.6M 2.13% 38,231 SH
9 AMAZON COM INC COM AMZN 023135106 $24.5M 1.89% 102,598 SH
10 JPMORGAN CHASE & CO COM JPM 46625H100 $23.7M 1.83% 72,550 SH
11 CHEVRON CORPORATION COM CVX 166764100 $23.5M 1.82% 141,961 SH
12 VISA INC COM CL A V 92826C839 $23.5M 1.81% 68,477 SH
13 NEXTERA ENERGY INC COM NEE 65339F101 $23.3M 1.80% 265,529 SH
14 ALPHABET INC CAP STK CL A GOOGL 02079K305 $21.5M 1.66% 60,051 SH
15 TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TSM 874039100 $20.0M 1.54% 41,856 SH
16 AMERICAN TOWER CORP COM AMT 03027X100 $18.7M 1.45% 114,521 SH
17 PEPSICO INC COM PEP 713448108 $18.3M 1.41% 135,150 SH
18 CHUBB LIMITED COM CB H1467J104 $17.2M 1.32% 50,334 SH
19 ISHARES CORE DIVIDEND GROWTH ETF DGRO 46434V621 $17.1M 1.32% 224,977 SH
20 LOCKHEED MARTIN CORP COM LMT 539830109 $15.7M 1.21% 30,728 SH
21 VANGUARD RUSSELL 1000 GROWTH ETF VONG 92206C680 $15.6M 1.20% 121,814 SH
22 MEDTRONIC PLC SHS MDT G5960L103 $15.4M 1.19% 197,434 SH
23 COMCAST CORP NEW CL A CMCSA 20030N101 $15.4M 1.19% 627,303 SH
24 ASTRAZENECA PLC ORD AZN G0593M107 $15.3M 1.18% 80,917 SH
25 VANGUARD RUSSELL 1000 VALUE ETF VONV 92206C714 $15.0M 1.16% 140,863 SH
26 LOWES COS INC COM LOW 548661107 $14.4M 1.11% 65,198 SH
27 COSTCO WHOLESALE CORPORATION COM COST 22160K105 $14.1M 1.09% 15,041 SH
28 CATERPILLAR INC COM CAT 149123101 $13.7M 1.06% 12,863 SH
29 AIR PRODUCTS AND CHEMICALS INC COM APD 009158106 $12.6M 0.98% 43,073 SH
30 NORTHROP GRUMMAN CORP COM NOC 666807102 $12.6M 0.97% 24,732 SH
31 LAM RESEARCH CORP COM NEW LRCX 512807306 $12.5M 0.96% 28,829 SH
32 ABBOTT LABORATORIES COM ABT 002824100 $12.5M 0.96% 137,213 SH
33 AMGEN INC COM AMGN 031162100 $11.7M 0.90% 32,361 SH
34 NASDAQ INC COM NDAQ 631103108 $11.4M 0.88% 144,589 SH
35 QUALCOMM INC COM QCOM 747525103 $10.9M 0.84% 59,004 SH
36 BLACKROCK INC COM BLK 09290D101 $10.5M 0.81% 10,911 SH
37 PROCTER & GAMBLE CO COM PG 742718109 $10.2M 0.79% 69,673 SH
38 META PLATFORMS INC CL A META 30303M102 $10.1M 0.78% 17,942 SH
39 VANGUARD RUSSELL 1000 ETF VONE 92206C730 $9.7M 0.75% 28,769 SH
40 PNC FINL SVCS GROUP INC COM PNC 693475105 $9.5M 0.73% 38,487 SH
41 CME GROUP INC COM CME 12572Q105 $9.3M 0.72% 42,151 SH
42 MSCI INC COM MSCI 55354G100 $8.9M 0.69% 15,920 SH
43 ALPHABET INC CAP STK CL C GOOG 02079K107 $8.3M 0.64% 23,573 SH
44 FORTINET INC COM FTNT 34959E109 $8.2M 0.64% 53,603 SH
45 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $8.0M 0.62% 10,856 SH
46 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SUB 464288158 $7.6M 0.59% 71,745 SH
47 GOLDMAN SACHS GROUP INC COM GS 38141G104 $7.6M 0.58% 7,474 SH
48 CISCO SYS INC COM CSCO 17275R102 $7.5M 0.58% 63,968 SH
49 PROLOGIS INC. COM PLD 74340W103 $7.4M 0.57% 54,891 SH
50 DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF DFAI 25434V203 $7.4M 0.57% 178,735 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $1.30B 393 0001765380-26-000356
2026-03-31 2026-05-07 $1.16B 384 0001765380-26-000183
2025-12-31 2026-02-06 $1.18B 504 0001765380-26-000071