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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
ACN icon
51
Accenture
ACN
$109B
$6.69M 0.57%
24,952
-5,052
-17% -$1.28M
CSCO icon
52
Cisco
CSCO
$447B
$6.29M 0.53%
81,606
-81,134
-50% -$6.02M
AGG icon
53
iShares Core US Aggregate Bond ETF
AGG
$138B
$6.2M 0.52%
62,087
+6,829
+12% +$685K
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.09T
$6.03M 0.51%
12,000
+1,575
+15% +$784K
MELI icon
55
Mercado Libre
MELI
$92.7B
$5.99M 0.51%
2,974
– –
TMO icon
56
Thermo Fisher Scientific
TMO
$220B
$5.92M 0.5%
10,214
+2
+0% +$1.13K
SLDE
57
Slide Insurance Holdings
SLDE
$2.52B
$5.89M 0.5%
+302,506
New +$5.04M
LLY icon
58
Eli Lilly
LLY
$1.08T
$5.86M 0.49%
5,452
+19
+0.3% +$18.2K
INTU icon
59
Intuit
INTU
$98B
$5.75M 0.49%
8,679
+168
+2% +$111K
CRM icon
60
Salesforce
CRM
$165B
$5.73M 0.48%
21,625
+2,638
+14% +$656K
CI icon
61
Cigna
CI
$73.5B
$5.67M 0.48%
20,589
+1,333
+7% +$374K
EPD icon
62
Enterprise Products Partners
EPD
$82.1B
$5.65M 0.48%
176,229
+6,461
+4% +$204K
NOW icon
63
ServiceNow
NOW
$132B
$5.46M 0.46%
35,664
+739
+2% +$127K
LRCX icon
64
Lam Research
LRCX
$422B
$5.2M 0.44%
30,372
-2,077
-6% -$323K
CCI icon
65
Crown Castle
CCI
$32.2B
$4.83M 0.41%
54,403
+2,694
+5% +$248K
DLR icon
66
Digital Realty Trust
DLR
$73.1B
$4.83M 0.41%
31,247
+617
+2% +$101K
NXPI icon
67
NXP Semiconductors
NXPI
$58.5B
$4.76M 0.4%
21,946
-11,292
-34% -$2.42M
MPLX icon
68
MPLX
MPLX
$59.6B
$4.66M 0.39%
87,244
+4,806
+6% +$251K
MPC icon
69
Marathon Petroleum
MPC
$100B
$4.6M 0.39%
28,287
-1,853
-6% -$346K
ACWX icon
70
iShares MSCI ACWI ex US ETF
ACWX
$12B
$4.53M 0.38%
67,493
+8,238
+14% +$546K
XOM icon
71
ExxonMobil
XOM
$652B
$4.49M 0.38%
37,345
+782
+2% +$90.7K
JEPI icon
72
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$4.25M 0.36%
74,231
+3,855
+5% +$220K
VEEV icon
73
Veeva Systems
VEEV
$41B
$4.13M 0.35%
18,517
+545
+3% +$145K
ABBV icon
74
AbbVie
ABBV
$443B
$3.94M 0.33%
17,240
+215
+1% +$49K
DUK icon
75
Duke Energy
DUK
$97.1B
$3.92M 0.33%
33,469
-218
-0.6% -$26.6K
1 2
3
4 5

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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.