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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 11 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AFL AFLAC INC COM Financial Services 4,377.0 $513K 0.04% NEW $117.24 -1.0%
202 UCTT ULTRA CLEAN HLDGS INC COM Technology 3,581.0 $511K 0.04% NEW $142.59 -46.4%
203 VCR VANGUARD CONSUMER DISCRETIONARY ETF 1,286.0 $510K 0.04% NEW $396.59 +0.1%
204 VO VANGUARD MID-CAP ETF 6,300.0 $508K 0.04% NEW $80.57 +3.0%
205 IUSV ISHARES CORE S&P US VALUE ETF 4,484.0 $494K 0.04% NEW $110.14 +4.3%
206 BSX BOSTON SCIENTIFIC CORP COM Healthcare 11,542.0 $493K 0.04% NEW $42.68 +18.0%
207 AEP AMERICAN ELEC PWR CO INC COM Utilities 3,563.0 $487K 0.04% NEW $136.82 -11.6%
208 DHR DANAHER CORP DEL COM Healthcare 2,552.0 $486K 0.04% NEW $190.48 +14.9%
209 IWO ISHARES RUSSELL 2000 GROWTH ETF 1,221.0 $481K 0.04% NEW $393.91 -1.7%
210 GRAL GRAIL INC COM Healthcare 7,005.0 $478K 0.04% NEW $68.27 +16.5%
211 VIG VANGUARD DIVIDEND APPRECIATION ETF 1,996.0 $472K 0.04% NEW $236.64 +3.1%
212 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 5,413.0 $471K 0.04% NEW $87.04 +7.8%
213 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 7,623.0 $469K 0.04% NEW $61.46 -2.6%
214 GLD SPDR GOLD SHARES Financial Services 1,271.0 $468K 0.04% NEW $368.38 +14.9%
215 NXPI NXP SEMICONDUCTORS N V COM Technology 1,640.0 $461K 0.04% NEW $281.11 -19.8%
216 O REALTY INCOME CORP COM Real Estate 7,099.0 $440K 0.03% NEW $61.96 +1.0%
217 RS RELIANCE INC COM Basic Materials 1,172.0 $438K 0.03% NEW $373.47 +3.9%
218 AON AON PLC SHS CL A Financial Services 1,316.0 $436K 0.03% NEW $331.58 +7.1%
219 EFA ISHARES MSCI EAFE ETF 4,160.0 $432K 0.03% NEW $103.88 +4.2%
220 GILD GILEAD SCIENCES INC COM Healthcare 3,418.0 $432K 0.03% NEW $126.35 +15.6%
Page 11 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%