FourThought Financial Partners, LLC

FourThought Financial Partners, LLC reported 393 holdings worth US$1.3B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

FourThought Financial Partners, LLC reported 393 holdings worth US$1.3B as of Jun 30, 2026. Largest: Broadcom Inc., Microsoft Corp. and Kla Corporation. Filed Aug 12, 2026 (Form 13F).

Holdings
393
Value as reported
US$1.3B

The filing in full

CompanySharesValue as reported% of portfolio
Broadcom Inc.151KUS$56.9M4.4%
Microsoft Corp.135KUS$50.5M3.9%
Kla Corporation154KUS$46.6M3.6%
Nvidia Corporation199KUS$39.7M3.1%
Apple Inc104KUS$30M2.3%
Alphabet Inc (google) Class C83,358US$29.8M2.3%
Asml Holding Nv14,113US$28.1M2.2%
Applied Materials, Inc.38,231US$27.6M2.1%
Amazon.com, Inc.103KUS$24.5M1.9%
Jp Morgan Chase & Co.72,550US$23.7M1.8%
Chevron Corporation142KUS$23.5M1.8%
Visa Inc.68,477US$23.5M1.8%
Nextera Energy, Inc.266KUS$23.3M1.8%
Taiwan Semiconductor Manufacturing Co., Ltd.41,856US$20M1.5%
American Tower Corporation (reit)115KUS$18.7M1.4%
Pepsico, Inc.135KUS$18.3M1.4%
Lockheed Martin Corporation30,728US$15.7M1.2%
Comcast Corporation627KUS$15.4M1.2%
Lowe's Companies, Inc.65,198US$14.4M1.1%
Costco Wholesale Corporation15,041US$14.1M1.1%
Caterpillar, Inc.12,863US$13.7M1.1%
Air Products And Chemicals, Inc.43,073US$12.6M0.98%
Northrop Grumman Corporation24,732US$12.6M0.97%
Lam Research Corporation28,829US$12.5M0.96%
Abbott Laboratories137KUS$12.5M0.96%
Amgen Inc.32,361US$11.7M0.90%
Nasdaq, Inc.145KUS$11.4M0.88%
Qualcomm Incorporated59,004US$10.9M0.84%
Blackrock, Inc.10,911US$10.5M0.81%
Procter & Gamble Company (the)69,673US$10.2M0.79%
Meta Platforms, Inc.17,942US$10.1M0.78%
Pnc Financial Services Group, Inc. (the)38,487US$9.48M0.73%
Cme Group Inc.42,151US$9.31M0.72%
Msci Inc.15,920US$8.92M0.69%
Fortinet, Inc.53,603US$8.23M0.64%
Berkshire Hathaway Inc.15,330US$7.67M0.59%
Goldman Sachs Group, Inc. (the)7,474US$7.56M0.58%
Cisco Systems, Inc.63,968US$7.51M0.58%
Prologis, Inc.54,891US$7.44M0.57%
Eli Lilly And Company5,899US$7.08M0.55%
The Cigna Group25,450US$7.02M0.54%
Mastercard Incorporated13,266US$6.81M0.53%
Enterprise Products Partners L.p.184KUS$6.77M0.52%
Walmart Inc.58,876US$6.67M0.51%
Advanced Micro Devices Inc11,368US$6.6M0.51%
Marathon Petroleum Corporation24,870US$6.36M0.49%
Servicenow, Inc.62,955US$6.25M0.48%
Digital Realty Trust, Inc.32,446US$5.83M0.45%
Mercadolibre, Inc.3,378US$5.73M0.44%
Thermo Fisher Scientific Inc11,223US$5.63M0.43%
Mplx Lp98,646US$5.56M0.43%
Csx Corporation110KUS$5.25M0.41%
Slide Insurance Holdings, Inc.266KUS$5.14M0.40%
Novo Nordisk A/s Class B102KUS$4.9M0.38%
Texas Instruments Incorporated15,817US$4.71M0.36%
Duke Energy Corporation (holding Company)36,411US$4.61M0.36%
Veeva Systems Inc.25,473US$4.52M0.35%
Salesforce, Inc.28,778US$4.51M0.35%
Crown Castle Inc.58,394US$4.42M0.34%
Abbvie Inc.17,032US$4.29M0.33%
Johnson & Johnson14,967US$3.8M0.29%
Williams Companies, Inc. (the)49,927US$3.71M0.29%
Verizon Communications Inc.86,169US$3.65M0.28%
Tractor Supply Company110KUS$3.46M0.27%
Crowdstrike Holdings, Inc.4,249US$3.24M0.25%
Adobe Inc.14,883US$3.05M0.24%
A.o. Smith Corporation48,195US$3.02M0.23%
Intuit Inc.11,273US$2.94M0.23%
Home Depot, Inc. (the)8,140US$2.87M0.22%
Zoetis Inc.38,531US$2.77M0.21%
Ares Capital Corporation143KUS$2.65M0.20%
Ati Inc.13,124US$2.59M0.20%
Chesapeake Utilities Corporation20,500US$2.51M0.19%
Yum! Brands, Inc.14,617US$2.34M0.18%
Monolithic Power Systems, Inc.1,454US$2.01M0.16%
Energy Transfer Lp100KUS$1.92M0.15%
Illinois Tool Works Inc.6,528US$1.77M0.14%
Morgan Stanley8,360US$1.75M0.13%
Micron Technology, Inc.1,505US$1.74M0.13%
Phillips 668,701US$1.47M0.11%
Rtx Corporation7,689US$1.46M0.11%
Fedex Corporation4,354US$1.36M0.11%
Mckesson Corporation1,786US$1.35M0.10%
Automatic Data Processing, Inc.5,992US$1.34M0.10%
Ge Aerospace3,398US$1.27M0.10%
Philip Morris International Inc6,821US$1.23M0.10%
Synopsys, Inc.2,743US$1.22M0.09%
Eos Energy Enterprises, Inc.199KUS$1.17M0.09%
Marvell Technology, Inc.3,837US$1.14M0.09%
Bank Of America Corporation19,773US$1.13M0.09%
Tjx Companies, Inc. (the)7,164US$1.09M0.08%
Union Pacific Corporation3,939US$1.07M0.08%
Unitedhealth Group Incorporated2,519US$1.05M0.08%
Corcept Therapeutics Incorporated11,720US$1.02M0.08%
Waste Management, Inc.4,272US$952K0.07%
Hubbell Inc1,793US$938K0.07%
Tesla, Inc.2,163US$910K0.07%
Boeing Company (the)4,128US$894K0.07%
Deere & Company1,375US$872K0.07%
Mcdonald's Corporation3,120US$843K0.07%

Every holding of FourThought Financial Partners, LLC

Source

View original at SEC

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