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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 12 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 2,419.0 $431K 0.03% NEW $178.24 +17.6%
222 TT TRANE TECHNOLOGIES PLC SHS Industrials 851.0 $418K 0.03% NEW $491.23 -7.7%
223 BUG GLOBAL X CYBERSECURITY ETF 10,776.0 $412K 0.03% NEW $38.19 +6.4%
224 KO COCA COLA CO COM Consumer Defensive 5,060.0 $411K 0.03% NEW $81.27 +12.1%
225 ETORO GROUP LTD SHS CL A 10,313.0 $407K 0.03% NEW $39.47
226 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 4,760.0 $407K 0.03% NEW $85.49 +2.6%
227 INCY INCYTE CORP COM Healthcare 3,563.0 $404K 0.03% NEW $113.36 +12.7%
228 PFE PFIZER INC COM Healthcare 16,740.0 $403K 0.03% NEW $24.08 +16.6%
229 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 7,000.0 $393K 0.03% NEW $56.16 +4.6%
230 FN FABRINET SHS Technology 693.0 $390K 0.03% NEW $562.08 -22.3%
231 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 4,793.0 $389K 0.03% NEW $81.16 -10.5%
232 RPM RPM INTL INC COM Basic Materials 3,465.0 $385K 0.03% NEW $111.15 -2.3%
233 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 6,683.0 $385K 0.03% NEW $57.62 +16.3%
234 CNNE CANNAE HLDGS INC COM Consumer Cyclical 26,738.0 $385K 0.03% NEW $14.40 +7.6%
235 CEG CONSTELLATION ENERGY CORP COM Utilities 1,530.0 $380K 0.03% NEW $248.38 +9.9%
236 ENB ENBRIDGE INC COM Energy 6,998.0 $379K 0.03% NEW $54.21 -6.9%
237 SPT SPROUT SOCIAL INC COM CL A Technology 50,202.0 $379K 0.03% NEW $7.55 +32.7%
238 ICHR ICHOR HOLDINGS SHS Technology 3,348.0 $376K 0.03% NEW $112.28 -46.4%
239 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 3,419.0 $375K 0.03% NEW $109.76 -0.4%
240 VSTS VESTIS CORPORATION COM SHS Industrials 25,486.0 $370K 0.03% NEW $14.52 -12.6%
Page 12 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%