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Portfolio (Quarterly) Guide ↗

FourThought Financial Partners, LLC

· CIK 0001956790
13F Portfolio $1.3B AUM 393 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 393 New
Page 10 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EMR EMERSON ELEC CO COM Industrials 4,606.0 $659K 0.05% NEW $143.16 +9.8%
182 GD GENERAL DYNAMICS CORP COM Industrials 1,856.0 $657K 0.05% NEW $354.24 +8.5%
183 COP CONOCOPHILLIPS COM Energy 6,316.0 $657K 0.05% NEW $103.96 +29.7%
184 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 7,903.0 $653K 0.05% NEW $82.65 -1.9%
185 SYK STRYKER CORPORATION COM Healthcare 2,063.0 $650K 0.05% NEW $314.90 +4.6%
186 UNILEVER PLC SPON ADR NEW 10,375.0 $624K 0.05% NEW $60.12
187 SNDK SANDISK CORP COM Technology 271.0 $616K 0.05% NEW $2273.73 -29.8%
188 ETN EATON CORP PLC SHS Industrials 1,429.0 $609K 0.05% NEW $426.24 -1.7%
189 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 1,436.0 $596K 0.05% NEW $415.16 +15.7%
190 IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF 23,603.0 $595K 0.05% NEW $25.19 -1.4%
191 UNM UNUM GROUP COM Financial Services 6,644.0 $594K 0.05% NEW $89.40 -1.8%
192 MO ALTRIA GROUP INC COM Consumer Defensive 8,220.0 $591K 0.05% NEW $71.95 -8.1%
193 BSV VANGUARD SHORT-TERM BOND ETF 7,526.0 $586K 0.04% NEW $77.91 -0.4%
194 MRK MERCK & CO INC COM Healthcare 4,550.0 $585K 0.04% NEW $128.49 +18.7%
195 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 1,538.0 $570K 0.04% NEW $370.65 -3.8%
196 D DOMINION ENERGY INC COM Utilities 7,961.0 $544K 0.04% NEW $68.29 -2.5%
197 PANW PALO ALTO NETWORKS INC COM Technology 1,575.0 $537K 0.04% NEW $341.02 +4.9%
198 BELFB BEL FUSE INC CL B Technology 1,559.0 $519K 0.04% NEW $333.04 -23.3%
199 VUG VANGUARD GROWTH ETF 6,018.0 $518K 0.04% NEW $86.14 +1.6%
200 USRT ISHARES CORE U.S. REIT ETF 7,783.0 $517K 0.04% NEW $66.45 +1.0%
Page 10 of 20  ·  393 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.4%
Financial Services 15.8%
Healthcare 10.1%
Industrials 7.2%
Consumer Cyclical 6.1%
Consumer Defensive 5.2%
Communication Services 5.1%
Energy 4.4%
Real Estate 3.6%
Utilities 3.4%