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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
PBI icon
476
Pitney Bowes
PBI
$2.28B
$157K 0.01%
+14,817
New +$154K
INR
477
Infinity Natural Resources
INR
$256M
$155K 0.01%
+10,523
New +$138K
GILT icon
478
Gilat Satellite Networks
GILT
$886M
$154K 0.01%
+11,919
New +$153K
VET icon
479
Vermilion Energy
VET
$1.72B
$154K 0.01%
+18,425
New +$152K
XPRO icon
480
Expro Ltd
XPRO
$2.1B
$153K 0.01%
11,459
– –
SOUN icon
481
SoundHound AI
SOUN
$3.32B
$146K 0.01%
+14,600
New +$210K
SBH icon
482
Sally Beauty Holdings
SBH
$1.55B
$145K 0.01%
+10,156
New +$153K
CERT icon
483
Certara
CERT
$1.24B
$143K 0.01%
+16,260
New +$168K
SHLS icon
484
Shoals Technologies Group
SHLS
$1.37B
$142K 0.01%
16,747
-7,171
-30% -$64.4K
RXST icon
485
RxSight
RXST
$292M
$135K 0.01%
12,972
-10,664
-45% -$107K
EMBC icon
486
Embecta
EMBC
$290M
$129K 0.01%
10,872
-111
-1% -$1.46K
AEG icon
487
Aegon
AEG
$13.9B
$123K 0.01%
15,982
+2,524
+19% +$19.3K
AHCO icon
488
AdaptHealth
AHCO
$760M
$122K 0.01%
+12,210
New +$117K
FINV
489
FinVolution Group
FINV
$1.07B
$120K 0.01%
+22,953
New +$135K
CRCT icon
490
Cricut
CRCT
$1.24B
$117K 0.01%
23,634
-33,027
-58% -$169K
NKLR
491
Terra Innovatum Global N.V.
NKLR
$678M
$115K 0.01%
+24,926
New +$175K
PSFE icon
492
Paysafe
PSFE
$405M
$111K 0.01%
+13,763
New +$133K
WB icon
493
Weibo
WB
$1.88B
$110K 0.01%
+10,740
New +$115K
LILA icon
494
Liberty Latin America Class A
LILA
$1.67B
$107K 0.01%
21,290
+112
+0.5% +$618
ENVX icon
495
Enovix
ENVX
$966M
$106K 0.01%
14,522
-20,514
-59% -$199K
NABL icon
496
N-able
NABL
$695M
$104K 0.01%
+13,891
New +$106K
CGNT icon
497
Cognyte Software
CGNT
$692M
$95.4K 0.01%
+10,147
New +$87.8K
MPT
498
Medical Properties Trust
MPT
$2.51B
$83.9K 0.01%
16,777
-48,064
-74% -$250K
ACVA icon
499
ACV Auctions
ACVA
$1.35B
$81.7K 0.01%
+10,191
New +$82.4K
SPIR icon
500
Spire Global
SPIR
$540M
$76.8K 0.01%
+10,237
New +$100K
18 19
20
21 22

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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.