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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 20 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 F FORD MTR CO COM Consumer Cyclical 11,926.0 $166K 0.01% NEW $13.90 +3.7%
382 HL HECLA MINING COMPANY COM Basic Materials 10,679.0 $165K 0.01% NEW $15.43 +34.3%
383 SABR SABRE CORP COM Consumer Cyclical 67,326.0 $141K 0.01% NEW $2.09 +0.5%
384 AHRT AH RLTY TR INC COM Financial Services 18,713.0 $132K 0.01% NEW $7.08 -5.8%
385 HCKT HACKETT GROUP INC COM Technology 11,003.0 $119K 0.01% NEW $10.77 +2.9%
386 FBRT FRANKLIN BSP RLTY TR INC COMMON STOCK Real Estate 14,053.0 $114K 0.01% NEW $8.14 +3.1%
387 AEGON LTD AMER REG 1 CERT 13,458.0 $114K 0.01% NEW $8.44
388 FIGS FIGS INC CL A Consumer Cyclical 11,041.0 $113K 0.01% NEW $10.23 +43.5%
389 VET VERMILION ENERGY INC COM Energy 10,888.0 $102K 0.01% NEW $9.37 +35.9%
390 RPD RAPID7 INC COM Technology 11,927.0 $97K 0.01% NEW $8.10 +46.3%
391 FRMI FERMI INC COM Utilities 10,153.0 $93K 0.01% NEW $9.16 -35.4%
392 COTY COTY INC COM CL A Consumer Defensive 18,961.0 $41K 0.00% NEW $2.16 +26.9%
393 DATAVAULT AI INC COM SHS 34,751.0 $12K 0.00% NEW $0.35
Page 20 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%