Fourthought Financial Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.16B
Q ending 2026-03-31
Prior quarter
$1.18B
Q ending 2025-12-31
Change
-2.1% QoQ · +21.3% YoY
Positions
384
reported holdings
Largest positions
Top 100 of 384 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Microsoft Corp Com | MSFT | Shares | $48.9M | 132K |
| Broadcom Inc Com | AVGO | Shares | $46.5M | 150K |
| Nvidia Corporation Com | NVDA | Shares | $34.8M | 199K |
| Chevron Corporation Com | CVX | Shares | $29.2M | 141K |
| Vanguard S&P 500 Etf | VOO | Shares | $27.6M | 46K |
| Apple Inc Com | AAPL | Shares | $26.1M | 103K |
| American Tower Corp Com | AMT | Shares | $25.0M | 145K |
| Nextera Energy Inc Com | NEE | Shares | $23.3M | 251K |
| Kla Corp Com New | KLAC | Shares | $23.2M | 16K |
| Jpmorgan Chase & Co Com | JPM | Shares | $21.3M | 73K |
| Amazon Com Inc Com | AMZN | Shares | $20.9M | 101K |
| Pepsico Inc Com | PEP | Shares | $20.6M | 132K |
| Visa Inc Com Cl A | V | Shares | $20.0M | 66K |
| Asml Hldg Nv N Y Registry Shs | Shares | $19.8M | 15K | |
| Lockheed Martin Corp Com | LMT | Shares | $18.4M | 30K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $17.8M | 62K |
| Comcast Corp New Cl A | CMCSA | Shares | $17.6M | 612K |
| Medtronic Plc Shs | Shares | $16.7M | 193K | |
| Northrop Grumman Corp Com | NOC | Shares | $16.3M | 24K |
| Chubb Ltd Switz Com | Shares | $16.1M | 49K | |
| Ishares Core Dividend Growth Etf | DGRO | Shares | $15.8M | 225K |
| Astrazeneca Plc Ord | Shares | $15.7M | 79K | |
| Lowes Cos Inc Com | LOW | Shares | $15.1M | 64K |
| Costco Wholesale Corporation Com | COST | Shares | $14.8M | 15K |
| Taiwan Semiconductor Manufact Spon | TSM | Shares | $14.8M | 44K |
| Applied Matls Inc Com | AMAT | Shares | $14.0M | 41K |
| Abbott Laboratories Com | ABT | Shares | $13.2M | 129K |
| Vanguard Russell 1000 Value Etf | VONV | Shares | $13.1M | 140K |
| Vanguard Russell 1000 Growth Etf | VONG | Shares | $12.9M | 118K |
| Air Products And Chemicals Inc Com | APD | Shares | $12.3M | 42K |
| Cme Group Inc Com | CME | Shares | $12.2M | 41K |
| Nasdaq Inc Com | NDAQ | Shares | $12.0M | 142K |
| Amgen Inc Com | AMGN | Shares | $11.3M | 32K |
| Blackrock Inc Com | BLK | Shares | $10.6M | 11K |
| Meta Platforms Inc Cl A | META | Shares | $9.8M | 17K |
| Procter & Gamble Co Com | PG | Shares | $9.4M | 65K |
| Caterpillar Inc Com | CAT | Shares | $9.1M | 13K |
| Honeywell Intl Inc Com | HONGBP | Shares | $8.8M | 39K |
| Vanguard Russell 1000 Etf | VONE | Shares | $8.7M | 29K |
| Msci Inc Com | MSCI | Shares | $8.2M | 15K |
| Pnc Finl Svcs Group Inc Com | PNC | Shares | $7.9M | 38K |
| Qualcomm Inc Com | QCOM | Shares | $7.5M | 59K |
| Walmart Inc Com | WMT | Shares | $7.4M | 59K |
| Prologis Inc. Com | PLD | Shares | $7.2M | 55K |
| Enterprise Prods Partners L P Com | EPD | Shares | $6.8M | 180K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $6.8M | 24K |
| The Cigna Group Com | CI | Shares | $6.5M | 25K |
| Mastercard Incorporated Cl A | MA | Shares | $6.5M | 13K |
| Goldman Sachs Group Inc Com | GS | Shares | $6.4M | 8K |
| Invesco Qqq Trust Series I | QQQ | Shares | $6.3M | 11K |
| Marathon Pete Corp Com | MPC | Shares | $6.3M | 26K |
| Lam Research Corp Com New | LRCX | Shares | $6.3M | 29K |
| Exxon Mobil Corp Com | XOM | Shares | $6.1M | 36K |
| Ishares Short-Term National Muni B | SUB | Shares | $6.1M | 58K |
| Digital Rlty Tr Inc Com | DLR | Shares | $5.9M | 33K |
| Ishares Core U.S. Aggregate Bond E | AGG | Shares | $5.9M | 59K |
| Servicenow Inc Com | NOW | Shares | $5.8M | 55K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $5.6M | 182K |
| Mercadolibre Inc Com | MELI | Shares | $5.6M | 3K |
| Dimensional International Core Equ | DFAI | Shares | $5.5M | 141K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $5.4M | 11K |
| Mplx Lp Com Unit Rep Ltd | MPLX | Shares | $5.4M | 95K |
| Thermo Fisher Scientific Inc Com | TMO | Shares | $5.3M | 11K |
| Cisco Sys Inc Com | CSCO | Shares | $5.2M | 67K |
| Eli Lilly & Co Com | LLY | Shares | $5.1M | 6K |
| Salesforce Inc Com | CRM | Shares | $5.1M | 27K |
| Ishares Msci Acwi Ex U.S. Etf | ACWX | Shares | $5.0M | 73K |
| Slide Ins Hldgs Inc Com | SLDE | Shares | $5.0M | 276K |
| Crown Castle Inc Com | CCI | Shares | $4.9M | 61K |
| Duke Energy Corp New Com New | DUK | Shares | $4.5M | 35K |
| Csx Corp Com | CSX | Shares | $4.5M | 110K |
| Intuit Com | INTU | Shares | $4.4M | 10K |
| Fortinet Inc Com | FTNT | Shares | $4.3M | 53K |
| Verizon Communications Inc Com | VZ | Shares | $4.3M | 85K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $4.2M | 75K |
| Accenture Plc Ireland Shs Class A | Shares | $4.1M | 20K | |
| Veeva Sys Inc Cl A Com | VEEV | Shares | $4.0M | 23K |
| Vanguard Information Technology Et | VGT | Shares | $4.0M | 6K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $3.8M | 6K |
| Ishares National Muni Bond Etf | MUB | Shares | $3.7M | 35K |
| Johnson & Johnson Com | JNJ | Shares | $3.7M | 15K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $3.7M | 73K |
| Williams Cos Inc Com | WMB | Shares | $3.6M | 50K |
| Abbvie Inc Com | ABBV | Shares | $3.6M | 17K |
| Zoetis Inc Cl A | ZTS | Shares | $3.6M | 30K |
| Tractor Supply Co Com | TSCO | Shares | $3.4M | 76K |
| Novo-Nordisk A S Adr | NVO | Shares | $3.4M | 93K |
| Ishares Ibonds Dec 2030 Term Corpo | IBDV | Shares | $3.4M | 154K |
| Texas Instrs Inc Com | TXN | Shares | $3.1M | 16K |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $3.1M | 13K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $3.1M | 25K |
| Adobe Inc Com | ADBE | Shares | $3.1M | 13K |
| Kayne Anderson Energy Infrstr Com | KYN | Shares | $3.0M | 212K |
| Smith A O Corp Com | AOS | Shares | $3.0M | 45K |
| Ishares Ibonds Dec 2029 Term Corpo | IBDU | Shares | $2.9M | 123K |
| Chesapeake Utils Corp Com | CPK | Shares | $2.6M | 21K |
| Home Depot Inc Com | HD | Shares | $2.6M | 8K |
| Ares Capital Corp Com | ARCC | Shares | $2.5M | 139K |
| Advanced Micro Devices Inc Com | AMD | Shares | $2.4M | 12K |
| Ishares Short Duration High Yield | SHYM | Shares | $2.3M | 106K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.