Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Broadcom Inc.Stock | Stock | $56.9M | 4.4% |
| Microsoft Corp.Stock | Stock | $50.5M | 3.9% |
| KLA Corp. Com NewStock | Stock | $46.6M | 3.6% |
| Nvidia CorporationStock | Stock | $39.7M | 3.1% |
| Vanguard S&P 500 ETFETF | ETF | $34.5M | 2.7% |
| Apple Inc.Stock | Stock | $30M | 2.3% |
| ASML Hldg NV N Y Registry ShsADR | ADR | $28.1M | 2.2% |
| Applied Matls Inc.Stock | Stock | $27.6M | 2.1% |
| Amazon Com Inc.Stock | Stock | $24.5M | 1.9% |
| JPMORGAN Chase & COStock | Stock | $23.7M | 1.8% |
| Chevron CorporationStock | Stock | $23.5M | 1.8% |
| Visa Inc. Com CL AStock | Stock | $23.5M | 1.8% |
| Nextera Energy Inc.Stock | Stock | $23.3M | 1.8% |
| Alphabet Inc. Cap Stk CL AStock | Stock | $21.5M | 1.7% |
| Taiwan Semiconductor Manufact Sponsored ADSADR | ADR | $20M | 1.5% |
| American Tower Corp.REIT | REIT | $18.7M | 1.4% |
| Pepsico Inc.Stock | Stock | $18.3M | 1.4% |
| Chubb LimitedStock | Stock | $17.2M | 1.3% |
| iShares Core Dividend Growth ETFETF | ETF | $17.1M | 1.3% |
| Lockheed Martin Corp.Stock | Stock | $15.7M | 1.2% |
| Vanguard Russell 1000 Growth ETFETF | ETF | $15.6M | 1.2% |
| Medtronic PLC ShsStock | Stock | $15.4M | 1.2% |
| Comcast Corp. New CL AStock | Stock | $15.4M | 1.2% |
| Astrazeneca PLC OrdADR | ADR | $15.3M | 1.2% |
| Vanguard Russell 1000 Value ETFETF | ETF | $15M | 1.2% |
| Lowes Cos Inc.Stock | Stock | $14.4M | 1.1% |
| Costco Wholesale CorporationStock | Stock | $14.1M | 1.1% |
| Caterpillar Inc.Stock | Stock | $13.7M | 1.1% |
| Air Products And Chemicals Inc.Stock | Stock | $12.6M | 1.0% |
| Northrop Grumman Corp.Stock | Stock | $12.6M | 1.0% |
| Lam Research Corp. Com NewStock | Stock | $12.5M | 1.0% |
| Abbott LaboratoriesStock | Stock | $12.5M | 1.0% |
| Amgen Inc.Stock | Stock | $11.7M | 0.9% |
| Nasdaq Inc.Stock | Stock | $11.4M | 0.9% |
| Qualcomm Inc.Stock | Stock | $10.9M | 0.8% |
| Blackrock Inc.Stock | Stock | $10.5M | 0.8% |
| Procter & Gamble COStock | Stock | $10.2M | 0.8% |
| Meta Platforms Inc. CL AStock | Stock | $10.1M | 0.8% |
| Vanguard Russell 1000 ETFETF | ETF | $9.74M | 0.8% |
| PNC Finl Svcs Group Inc.Stock | Stock | $9.48M | 0.7% |
| CME Group Inc.Stock | Stock | $9.31M | 0.7% |
| MSCI Inc.Stock | Stock | $8.92M | 0.7% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $8.33M | 0.6% |
| Fortinet Inc.Stock | Stock | $8.23M | 0.6% |
| Invesco Qqq Trust Series IETF | ETF | $7.99M | 0.6% |
| iShares Short-term National Muni Bond ETFETF | ETF | $7.64M | 0.6% |
| Goldman Sachs Group Inc.Stock | Stock | $7.56M | 0.6% |
| Cisco Sys Inc.Stock | Stock | $7.51M | 0.6% |
| Prologis Inc..REIT | REIT | $7.44M | 0.6% |
| Dimensional International Core Equity Market ETFETF | ETF | $7.37M | 0.6% |
Broadcom Inc.Stock$56.9M
- Class
- Stock
- Share
- 4.4%
Microsoft Corp.Stock$50.5M
- Class
- Stock
- Share
- 3.9%
KLA Corp. Com NewStock$46.6M
- Class
- Stock
- Share
- 3.6%
Nvidia CorporationStock$39.7M
- Class
- Stock
- Share
- 3.1%
Vanguard S&P 500 ETFETF$34.5M
- Class
- ETF
- Share
- 2.7%
Apple Inc.Stock$30M
- Class
- Stock
- Share
- 2.3%
ASML Hldg NV N Y Registry ShsADR$28.1M
- Class
- ADR
- Share
- 2.2%
Applied Matls Inc.Stock$27.6M
- Class
- Stock
- Share
- 2.1%
Amazon Com Inc.Stock$24.5M
- Class
- Stock
- Share
- 1.9%
JPMORGAN Chase & COStock$23.7M
- Class
- Stock
- Share
- 1.8%
Chevron CorporationStock$23.5M
- Class
- Stock
- Share
- 1.8%
Visa Inc. Com CL AStock$23.5M
- Class
- Stock
- Share
- 1.8%
Nextera Energy Inc.Stock$23.3M
- Class
- Stock
- Share
- 1.8%
Alphabet Inc. Cap Stk CL AStock$21.5M
- Class
- Stock
- Share
- 1.7%
Taiwan Semiconductor Manufact Sponsored ADSADR$20M
- Class
- ADR
- Share
- 1.5%
American Tower Corp.REIT$18.7M
- Class
- REIT
- Share
- 1.4%
Pepsico Inc.Stock$18.3M
- Class
- Stock
- Share
- 1.4%
Chubb LimitedStock$17.2M
- Class
- Stock
- Share
- 1.3%
iShares Core Dividend Growth ETFETF$17.1M
- Class
- ETF
- Share
- 1.3%
Lockheed Martin Corp.Stock$15.7M
- Class
- Stock
- Share
- 1.2%
Vanguard Russell 1000 Growth ETFETF$15.6M
- Class
- ETF
- Share
- 1.2%
Medtronic PLC ShsStock$15.4M
- Class
- Stock
- Share
- 1.2%
Comcast Corp. New CL AStock$15.4M
- Class
- Stock
- Share
- 1.2%
Astrazeneca PLC OrdADR$15.3M
- Class
- ADR
- Share
- 1.2%
Vanguard Russell 1000 Value ETFETF$15M
- Class
- ETF
- Share
- 1.2%
Lowes Cos Inc.Stock$14.4M
- Class
- Stock
- Share
- 1.1%
Costco Wholesale CorporationStock$14.1M
- Class
- Stock
- Share
- 1.1%
Caterpillar Inc.Stock$13.7M
- Class
- Stock
- Share
- 1.1%
Air Products And Chemicals Inc.Stock$12.6M
- Class
- Stock
- Share
- 1.0%
Northrop Grumman Corp.Stock$12.6M
- Class
- Stock
- Share
- 1.0%
Lam Research Corp. Com NewStock$12.5M
- Class
- Stock
- Share
- 1.0%
Abbott LaboratoriesStock$12.5M
- Class
- Stock
- Share
- 1.0%
Amgen Inc.Stock$11.7M
- Class
- Stock
- Share
- 0.9%
Nasdaq Inc.Stock$11.4M
- Class
- Stock
- Share
- 0.9%
Qualcomm Inc.Stock$10.9M
- Class
- Stock
- Share
- 0.8%
Blackrock Inc.Stock$10.5M
- Class
- Stock
- Share
- 0.8%
Procter & Gamble COStock$10.2M
- Class
- Stock
- Share
- 0.8%
Meta Platforms Inc. CL AStock$10.1M
- Class
- Stock
- Share
- 0.8%
Vanguard Russell 1000 ETFETF$9.74M
- Class
- ETF
- Share
- 0.8%
PNC Finl Svcs Group Inc.Stock$9.48M
- Class
- Stock
- Share
- 0.7%
CME Group Inc.Stock$9.31M
- Class
- Stock
- Share
- 0.7%
MSCI Inc.Stock$8.92M
- Class
- Stock
- Share
- 0.7%
Alphabet Inc. Cap Stk CL CStock$8.33M
- Class
- Stock
- Share
- 0.6%
Fortinet Inc.Stock$8.23M
- Class
- Stock
- Share
- 0.6%
Invesco Qqq Trust Series IETF$7.99M
- Class
- ETF
- Share
- 0.6%
iShares Short-term National Muni Bond ETFETF$7.64M
- Class
- ETF
- Share
- 0.6%
Goldman Sachs Group Inc.Stock$7.56M
- Class
- Stock
- Share
- 0.6%
Cisco Sys Inc.Stock$7.51M
- Class
- Stock
- Share
- 0.6%
Prologis Inc..REIT$7.44M
- Class
- REIT
- Share
- 0.6%
Dimensional International Core Equity Market ETFETF$7.37M
- Class
- ETF
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 393 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1956790
- File number
- 028-22831
- Options
- 0 call, 0 put
- In the 25 largest
- 49.2%
- Prior quarter
- $1.16B at 31 March 2026
- Positions opened
- 57
- Positions closed
- 48
Common questions
What are FourThought Financial Partners’ 13F holdings worth?
$1.3 billion across 393 positions for the quarter ended 30 June 2026.
What is FourThought Financial Partners’ largest 13F holding?
BROADCOM INC COM (Stock) was the largest position at $56.9 million, or 4.4% of reported 13F value, as of 30 June 2026.
How concentrated is FourThought Financial Partners’ 13F portfolio?
The ten largest positions accounted for 28.0% of reported value and the twenty-five largest for 49.2%, across 393 positions as of 30 June 2026.
Does Form 13F show everything FourThought Financial Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does FourThought Financial Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.