Filed: 8/12/2025ACC: 0001765380-25-000355
📋 What this filing means
FOURTHOUGHT FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 302 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
302
Positions
$1.01B
Total AUM (reported)
7.60M
Total Shares
Allocation by class
STOCK$792.74M78.3%
ETF$130.76M12.9%
REIT$45.20M4.5%
ADR$39.10M3.9%
CEF$5.07M0.5%
Portfolio Concentration
Top 3$130.61M12.9%
4–10$146.66M14.5%
11–25$210.92M20.8%
Rest$524.68M51.8%
Top 3 weight
12.9%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 7.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole302
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings302
Rows:
MICROSOFT CORP COM
SOLEShares115.99K
TypeSH
Market value$57.69M
5.70%
Sole
0.00
Shared
0.00
None
115.99K
BROADCOM INC COM
SOLEShares150.05K
TypeSH
Market value$41.36M
4.08%
Sole
0.00
Shared
0.00
None
150.05K
NVIDIA CORPORATION COM
SOLEShares199.74K
TypeSH
Market value$31.56M
3.12%
Sole
0.00
Shared
0.00
None
199.74K
AMERICAN TOWER CORP NEW COM
SOLEShares127.67K
TypeSH
Market value$28.22M
2.79%
Sole
0.00
Shared
0.00
None
127.67K
JPMORGAN CHASE & CO. COM
SOLEShares74.26K
TypeSH
Market value$21.53M
2.13%
Sole
0.00
Shared
0.00
None
74.26K
VISA INC COM CL A
SOLEShares59.95K
TypeSH
Market value$21.29M
2.10%
Sole
0.00
Shared
0.00
None
59.95K
APPLE INC COM
SOLEShares103.67K
TypeSH
Market value$21.27M
2.10%
Sole
0.00
Shared
0.00
None
103.67K
CHEVRON CORP NEW COM
SOLEShares132.56K
TypeSH
Market value$18.98M
1.87%
Sole
0.00
Shared
0.00
None
132.56K
AMAZON COM INC COM
SOLEShares80.77K
TypeSH
Market value$17.72M
1.75%
Sole
0.00
Shared
0.00
None
80.77K
VANGUARD S&P 500 ETF
SOLEShares31.08K
TypeSH
Market value$17.65M
1.74%
Sole
0.00
Shared
0.00
None
31.08K
ABBOTT LABS COM
SOLEShares123.58K
TypeSH
Market value$16.81M
1.66%
Sole
0.00
Shared
0.00
None
123.58K
NEXTERA ENERGY INC COM
SOLEShares230.39K
TypeSH
Market value$15.99M
1.58%
Sole
0.00
Shared
0.00
None
230.39K
MEDTRONIC PLC SHS
SOLEShares179.75K
TypeSH
Market value$15.67M
1.55%
Sole
0.00
Shared
0.00
None
179.75K
TEXAS INSTRS INC COM
SOLEShares74.79K
TypeSH
Market value$15.53M
1.53%
Sole
0.00
Shared
0.00
None
74.79K
KLA CORP COM NEW
SOLEShares17.32K
TypeSH
Market value$15.52M
1.53%
Sole
0.00
Shared
0.00
None
17.32K
PEPSICO INC COM
SOLEShares117.37K
TypeSH
Market value$15.50M
1.53%
Sole
0.00
Shared
0.00
None
117.37K
LOCKHEED MARTIN CORP COM
SOLEShares30.90K
TypeSH
Market value$14.31M
1.41%
Sole
0.00
Shared
0.00
None
30.90K
LOWES COS INC COM
SOLEShares62.13K
TypeSH
Market value$13.79M
1.36%
Sole
0.00
Shared
0.00
None
62.13K
ALPHABET INC CAP STK CL A
SOLEShares76.76K
TypeSH
Market value$13.53M
1.34%
Sole
0.00
Shared
0.00
None
76.76K
COMCAST CORP NEW CL A
SOLEShares370.03K
TypeSH
Market value$13.21M
1.30%
Sole
0.00
Shared
0.00
None
370.03K
COSTCO WHSL CORP NEW COM
SOLEShares13.09K
TypeSH
Market value$12.96M
1.28%
Sole
0.00
Shared
0.00
None
13.09K
NORTHROP GRUMMAN CORP COM
SOLEShares24.76K
TypeSH
Market value$12.38M
1.22%
Sole
0.00
Shared
0.00
None
24.76K
VANGUARD RUSSELL 1000 GROWTH ETF
SOLEShares109.85K
TypeSH
Market value$12.00M
1.18%
Sole
0.00
Shared
0.00
None
109.85K
CHUBB LIMITED COM
SOLEShares41.21K
TypeSH
Market value$11.94M
1.18%
Sole
0.00
Shared
0.00
None
41.21K
AIR PRODS & CHEMS INC COM
SOLEShares41.86K
TypeSH
Market value$11.81M
1.17%
Sole
0.00
Shared
0.00
None
41.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | Stock | 115.99K | SH | $57.69M 5.70% | 0.00 | 0.00 | 115.99K |
BROADCOM INC COMSOLE | Stock | 150.05K | SH | $41.36M 4.08% | 0.00 | 0.00 | 150.05K |
NVIDIA CORPORATION COMSOLE | Stock | 199.74K | SH | $31.56M 3.12% | 0.00 | 0.00 | 199.74K |
AMERICAN TOWER CORP NEW COMSOLE | REIT | 127.67K | SH | $28.22M 2.79% | 0.00 | 0.00 | 127.67K |
JPMORGAN CHASE & CO. COMSOLE | Stock | 74.26K | SH | $21.53M 2.13% | 0.00 | 0.00 | 74.26K |
VISA INC COM CL ASOLE | Stock | 59.95K | SH | $21.29M 2.10% | 0.00 | 0.00 | 59.95K |
APPLE INC COMSOLE | Stock | 103.67K | SH | $21.27M 2.10% | 0.00 | 0.00 | 103.67K |
CHEVRON CORP NEW COMSOLE | Stock | 132.56K | SH | $18.98M 1.87% | 0.00 | 0.00 | 132.56K |
AMAZON COM INC COMSOLE | Stock | 80.77K | SH | $17.72M 1.75% | 0.00 | 0.00 | 80.77K |
VANGUARD S&P 500 ETFSOLE | ETF | 31.08K | SH | $17.65M 1.74% | 0.00 | 0.00 | 31.08K |
ABBOTT LABS COMSOLE | Stock | 123.58K | SH | $16.81M 1.66% | 0.00 | 0.00 | 123.58K |
NEXTERA ENERGY INC COMSOLE | Stock | 230.39K | SH | $15.99M 1.58% | 0.00 | 0.00 | 230.39K |
MEDTRONIC PLC SHSSOLE | Stock | 179.75K | SH | $15.67M 1.55% | 0.00 | 0.00 | 179.75K |
TEXAS INSTRS INC COMSOLE | Stock | 74.79K | SH | $15.53M 1.53% | 0.00 | 0.00 | 74.79K |
KLA CORP COM NEWSOLE | Stock | 17.32K | SH | $15.52M 1.53% | 0.00 | 0.00 | 17.32K |
PEPSICO INC COMSOLE | Stock | 117.37K | SH | $15.50M 1.53% | 0.00 | 0.00 | 117.37K |
LOCKHEED MARTIN CORP COMSOLE | Stock | 30.90K | SH | $14.31M 1.41% | 0.00 | 0.00 | 30.90K |
LOWES COS INC COMSOLE | Stock | 62.13K | SH | $13.79M 1.36% | 0.00 | 0.00 | 62.13K |
ALPHABET INC CAP STK CL ASOLE | Stock | 76.76K | SH | $13.53M 1.34% | 0.00 | 0.00 | 76.76K |
COMCAST CORP NEW CL ASOLE | Stock | 370.03K | SH | $13.21M 1.30% | 0.00 | 0.00 | 370.03K |
COSTCO WHSL CORP NEW COMSOLE | Stock | 13.09K | SH | $12.96M 1.28% | 0.00 | 0.00 | 13.09K |
NORTHROP GRUMMAN CORP COMSOLE | Stock | 24.76K | SH | $12.38M 1.22% | 0.00 | 0.00 | 24.76K |
VANGUARD RUSSELL 1000 GROWTH ETFSOLE | ETF | 109.85K | SH | $12.00M 1.18% | 0.00 | 0.00 | 109.85K |
CHUBB LIMITED COMSOLE | Stock | 41.21K | SH | $11.94M 1.18% | 0.00 | 0.00 | 41.21K |
AIR PRODS & CHEMS INC COMSOLE | Stock | 41.86K | SH | $11.81M 1.17% | 0.00 | 0.00 | 41.86K |
Page 1 of 13
…