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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
MU icon
451
Micron Technology
MU
$1.07T
$207K 0.02%
+724
New +$166K
INTC icon
452
Intel
INTC
$527B
$206K 0.02%
5,592
-499
-8% -$18.8K
WSO icon
453
Watsco Inc
WSO
$12.9B
$205K 0.02%
610
+2
+0.3% +$714
ATEN icon
454
A10 Networks
ATEN
$1.96B
$205K 0.02%
11,591
-1,368
-11% -$24.2K
GOLD
455
Gold.com Inc
GOLD
$1.27B
$205K 0.02%
+6,012
New +$172K
ACEL icon
456
Accel Entertainment
ACEL
$1.01B
$204K 0.02%
+17,907
New +$189K
DGII icon
457
Digi International
DGII
$3.23B
$204K 0.02%
+4,707
New +$189K
HRI icon
458
Herc Holdings
HRI
$5.64B
$204K 0.02%
+1,372
New +$188K
CNO icon
459
CNO Financial Group
CNO
$5.07B
$202K 0.02%
+4,765
New +$194K
VREX icon
460
Varex Imaging
VREX
$780M
$202K 0.02%
17,365
– –
AMX icon
461
America Movil
AMX
$69.8B
$202K 0.02%
9,769
– –
UI icon
462
Ubiquiti
UI
$35.3B
$201K 0.02%
364
-127
-26% -$80.3K
PCT icon
463
PureCycle Technologies
PCT
$1.41B
$198K 0.02%
+22,999
New +$244K
KIDS icon
464
OrthoPediatrics
KIDS
$653M
$197K 0.02%
+11,096
New +$194K
SITC icon
465
SITE Centers
SITC
$158M
$195K 0.02%
30,310
-10,434
-26% -$78.9K
CIFR icon
466
Cipher Digital
CIFR
$6.9B
$192K 0.02%
12,997
-723
-5% -$12.8K
EH
467
EHang Holdings
EH
$442M
$190K 0.02%
+14,429
New +$228K
WTTR icon
468
Select Water Solutions
WTTR
$2.63B
$189K 0.02%
+17,933
New +$193K
PLSE icon
469
Pulse Biosciences
PLSE
$3.2B
$188K 0.02%
13,724
-6,328
-32% -$98.6K
TU icon
470
Telus
TU
$15.2B
$180K 0.02%
+13,649
New +$192K
ARCO icon
471
Arcos Dorados Holdings
ARCO
$1.71B
$172K 0.01%
+23,458
New +$169K
ANGO icon
472
AngioDynamics
ANGO
$647M
$169K 0.01%
+13,168
New +$163K
XRAY icon
473
Dentsply Sirona
XRAY
$2.31B
$168K 0.01%
+14,692
New +$172K
ACHR icon
474
Archer Aviation
ACHR
$5.37B
$166K 0.01%
+22,059
New +$208K
TMC icon
475
TMC The Metals Company
TMC
$1.91B
$164K 0.01%
+26,518
New +$186K
17 18
19
20 21

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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.