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FFP

FourThought Financial Partners Portfolio holdings

AUM $1.3B
1-Year Est. Return 31.72%
This Fund
S&P 500
This Quarter Est. Return
+2.89%
1 Year Est. Return
+31.72%
3 Year Est. Return
+95.88%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.18B
AUM Growth
+$46.7M
Cap. Flow
+$28.3M
Cap. Flow %
2.39%
Top 10 Hldgs %
26.16%
Holding
647
New
142
Increased
186
Reduced
141
Closed
143

Top Buys

Rank Stock Value
1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.8M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.33M
3
CMCSA icon
Comcast
CMCSA
+$5.44M
4
SLDE
Slide Insurance Holdings
SLDE
+$5.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.69M

Top Sells

Rank Stock Value
1
CSCO icon
Cisco
CSCO
+$6.02M
2
HD icon
Home Depot
HD
+$4.68M
3
TXN icon
Texas Instruments
TXN
+$3.1M
4
NXPI icon
NXP Semiconductors
NXPI
+$2.42M
5
AMD icon
Advanced Micro Devices
AMD
+$2.26M

Sector Composition

Rank Sector Weight
1 Technology 28.03%
2 Financials 13.6%
3 Healthcare 8.84%
4 Industrials 6.71%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GES
276
DELISTED
Guess Inc
GES
$354K 0.03%
+21,135
New +$357K
PLUS icon
277
ePlus
PLUS
$2.32B
$353K 0.03%
4,028
– –
ES icon
278
Eversource Energy
ES
$26.9B
$353K 0.03%
+5,246
New +$368K
IWO icon
279
iShares Russell 2000 Growth ETF
IWO
$15.1B
$353K 0.03%
1,093
+151
+16% +$49.1K
NWPX icon
280
NWPX Infrastructure Inc
NWPX
$1.1B
$352K 0.03%
5,629
– –
AXP icon
281
American Express
AXP
$232B
$350K 0.03%
946
-120
-11% -$42.9K
CRH icon
282
CRH
CRH
$65.2B
$347K 0.03%
2,779
+188
+7% +$22.4K
ANGI icon
283
Angi Inc
ANGI
$176M
$346K 0.03%
26,757
+4,930
+23% +$63.5K
SOLS
284
Solstice Advanced Materials
SOLS
$9.88B
$344K 0.03%
+7,084
New +$333K
ONTO icon
285
Onto Innovation
ONTO
$20.6B
$344K 0.03%
2,177
-531
-20% -$75.4K
ETN icon
286
Eaton
ETN
$179B
$340K 0.03%
1,067
+11
+1% +$3.9K
VRTX icon
287
Vertex Pharmaceuticals
VRTX
$133B
$339K 0.03%
748
+18
+2% +$7.76K
UNM icon
288
Unum
UNM
$14.5B
$337K 0.03%
4,344
+5
+0.1% +$382
CWEN.A
289
DELISTED
Clearway Energy Class A
CWEN.A
$335K 0.03%
10,668
+143
+1% +$4.47K
YUMC icon
290
Yum China
YUMC
$16.4B
$333K 0.03%
6,980
– –
SON icon
291
Sonoco
SON
$5.74B
$333K 0.03%
+7,635
New +$316K
DDS icon
292
Dillards
DDS
$9.93B
$333K 0.03%
549
+45
+9% +$28.4K
HTO
293
H2O America
HTO
$2.62B
$332K 0.03%
+6,769
New +$325K
APAM icon
294
Artisan Partners
APAM
$2.97B
$331K 0.03%
+8,135
New +$347K
MCB icon
295
Metropolitan Bank Holding Corp
MCB
$1.17B
$331K 0.03%
+4,330
New +$321K
CLPT icon
296
ClearPoint Neuro
CLPT
$463M
$330K 0.03%
24,132
-1,507
-6% -$27.9K
CENTA icon
297
Central Garden & Pet Co Class A
CENTA
$2.43B
$330K 0.03%
+11,292
New +$326K
BELFB
298
Bel Fuse Inc Class B
BELFB
$4.25B
$329K 0.03%
1,941
+417
+27% +$65.2K
BUG icon
299
Global X Cybersecurity ETF
BUG
$1.56B
$328K 0.03%
10,772
– –
KKR icon
300
KKR & Co
KKR
$99.5B
$328K 0.03%
2,571
-858
-25% -$107K
10 11
12
13 14

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FourThought Financial Partners's Q4 2025 Portfolio in Review

As of Q4 2025, FourThought Financial Partners held 647 positions worth $1.18B, up 4.1% from $1.14B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

FourThought Financial Partners's Q4 2025 filing shows 142 new, 186 increased, 141 reduced and 143 closed positions. Its largest new stake was Slide Insurance Holdings: 302,506 shares worth $5.89M. The largest sale was Cisco, an estimated $6.02M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 29% a quarter earlier, followed by Financials and Healthcare.

  • FourThought Financial Partners's largest Q4 2025 buy was Slide Insurance Holdings: 302,506 shares worth $5.89M.
  • FourThought Financial Partners added most to iShares Core Dividend Growth ETF in Q4 2025, an estimated $11.8M increase.
  • FourThought Financial Partners's biggest Q4 2025 reduction was Cisco, cutting an estimated $6.02M.
  • FourThought Financial Partners fully exited Pool Corp in Q4 2025, selling an estimated $457K.
  • FourThought Financial Partners's ten largest holdings make up 26% of its $1.18B portfolio in Q4 2025.
  • FourThought Financial Partners opened 142 new positions and closed 143 in Q4 2025.
  • FourThought Financial Partners's portfolio value rose 4.1% quarter-over-quarter to $1.18B.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.