FourThought Financial Partners, LLC
Long book
$1.16B
Q1 2026
Positions
384
Top-10 weight
26%
concentration
Last quarter
+10.5%
SPY +14.8%
Turnover
41%
of book per quarter
Strategy in plain words
auto-generated from filingsFourThought Financial Partners, LLC is an institutional manager, running a $1.16B US long book across 384 positions.
The portfolio is moderately concentrated (top 10 ≈ 26% of the book). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: MICROSOFT CORP, BROADCOM INC, NVIDIA CORP, CHEVRON CORP, VANGUARD S&P 500 ETF.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.4%
Q2 2024
+7.5%
Q3 2024
-0.4%
Q4 2024
-1.7%
Q1 2025
+8.6%
Q2 2025
+5.9%
Q3 2025
+1.8%
Q4 2025
-0.5%
Q1 2026
+10.5%
Sector allocation
Technology 32%
Financials 13%
Industrials 10%
Healthcare 9%
Consumer discretionary 8%
Energy 6%
Services media 5%
Utilities 5%
Long book by quarter
What does FourThought Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 132.1K | $48.9M | 4.2% | +13.1% |
| AVGO BROADCOM INC | Technology | 150.2K | $46.5M | 4.0% | +1.2% |
| NVDA NVIDIA CORP | Technology | 199.4K | $34.8M | 3.0% | +2.5% |
| CVX CHEVRON CORP | Energy | 141.1K | $29.2M | 2.5% | +0.9% |
| AAPL APPLE INC | Technology | 102.7K | $26.1M | 2.2% | -5.0% |
| NEE NEXTERA ENERGY INC | Utilities | 251.4K | $23.3M | 2.0% | +7.5% |
| KLAC KLA CORP | Other | 15.8K | $23.2M | 2.0% | -7.5% |
| JPM JPMORGAN CHASE & CO | Financials | 72.5K | $21.3M | 1.8% | +0.3% |
| AMZN AMAZON.COM INC | Consumer discretionary | 100.6K | $20.9M | 1.8% | +9.5% |
| PEP PEPSICO INC | Consumer staples | 132.4K | $20.6M | 1.8% | +2.7% |
| V VISA INC-CLASS A SHARES | Services media | 66.0K | $20.0M | 1.7% | +7.4% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 15.0K | $19.8M | 1.7% | -2.9% |
| LMT LOCKHEED MARTIN CORP | Industrials | 30.4K | $18.4M | 1.6% | -3.5% |
| GOOGL ALPHABET INC-CL A | Technology | 62.0K | $17.8M | 1.5% | -0.1% |
| CMCSA COMCAST CORP-CLASS A | Communications | 612.4K | $17.6M | 1.5% | +10.0% |
| MDT MEDTRONIC PLC | Healthcare | 193.1K | $16.7M | 1.4% | +6.3% |
| NOC NORTHROP GRUMMAN CORP | Technology | 24.0K | $16.3M | 1.4% | -2.6% |
| CB CHUBB LTD | Financials | 49.3K | $16.1M | 1.4% | +8.1% |
| AZN ASTRAZENECA PLC | Healthcare | 79.5K | $15.7M | 1.4% | New |
| LOW LOWE'S COS INC | Consumer discretionary | 63.9K | $15.1M | 1.3% | 0.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 14.9K | $14.8M | 1.3% | +7.6% |
| AMAT APPLIED MATERIALS INC | Technology | 41.0K | $14.0M | 1.2% | -2.7% |
| ABT ABBOTT LABORATORIES | Healthcare | 128.8K | $13.2M | 1.1% | +4.0% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 42.4K | $12.3M | 1.1% | +11.2% |
| CME CME GROUP INC | Financials | 41.2K | $12.2M | 1.1% | +2.9% |
| NDAQ NASDAQ INC | Financials | 141.9K | $12.0M | 1.0% | +6.0% |
| AMGN AMGEN INC | Healthcare | 32.2K | $11.3M | 1.0% | +0.7% |
| BLK BLACKROCK INC | Financials | 11.1K | $10.6M | 0.9% | 0.0% |
| META META PLATFORMS INC-CLASS A | Technology | 17.2K | $9.8M | 0.8% | +12.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 65.2K | $9.4M | 0.8% | +24.9% |
| CAT CATERPILLAR INC | Industrials | 12.9K | $9.1M | 0.8% | -2.8% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 38.8K | $8.8M | 0.8% | +6.1% |
| MSCI MSCI INC | Services media | 15.2K | $8.2M | 0.7% | +30.2% |
| PNC PNC FINANCIAL SERVICES GROUP | Financials | 38.1K | $7.9M | 0.7% | +4.1% |
| QCOM QUALCOMM INC | Technology | 58.5K | $7.5M | 0.7% | +10.1% |
| WMT WALMART INC | Consumer discretionary | 59.2K | $7.4M | 0.6% | -1.8% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 179.6K | $6.8M | 0.6% | +1.9% |
| GOOG ALPHABET INC-CL C | Technology | 23.7K | $6.8M | 0.6% | -3.2% |
| CI THE CIGNA GROUP | Financials | 24.5K | $6.5M | 0.6% | +19.1% |
| MA MASTERCARD INC - A | Services media | 12.9K | $6.5M | 0.6% | +9.7% |
| GS GOLDMAN SACHS GROUP INC | Financials | 7.5K | $6.4M | 0.6% | -2.1% |
| MPC MARATHON PETROLEUM CORP | Energy | 25.8K | $6.3M | 0.5% | -8.9% |
| LRCX LAM RESEARCH CORP | Industrials | 29.3K | $6.3M | 0.5% | -3.4% |
| XOM EXXON MOBIL CORP | Energy | 36.2K | $6.1M | 0.5% | -3.1% |
| NOW SERVICENOW INC | Technology | 55.0K | $5.8M | 0.5% | +54.4% |
| MELI MERCADOLIBRE INC | Services media | 3.2K | $5.6M | 0.5% | +7.9% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 11.3K | $5.4M | 0.5% | -5.6% |
| MPLX MPLX LP | Energy | 95.0K | $5.4M | 0.5% | +8.8% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 10.7K | $5.3M | 0.5% | +4.6% |
| CSCO CISCO SYSTEMS INC | Technology | 66.9K | $5.2M | 0.4% | -18.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 384 | $1.16B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 6, 2026 | 504 | $1.18B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 505 | $1.14B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 302 | $1.01B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 7, 2025 | 318 | $955.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 318 | $962.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 13, 2024 | 174 | $843.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 178 | $777.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 14, 2024 | 329 | $872.7M | canonical | SEC ↗ |
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