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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 5 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTEB VANGUARD TAX-EXEMPT BOND ETF 83,331.0 $4.2M 0.33% NEW $50.58 -2.1%
82 MUB ISHARES NATIONAL MUNI BOND ETF 39,090.0 $4.2M 0.33% NEW $107.62 -2.1%
83 QQQM INVESCO NASDAQ 100 ETF 13,546.0 $4.1M 0.32% NEW $302.97 -3.0%
84 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 185,482.0 $4.0M 0.31% NEW $21.80 -0.9%
85 JNJ JOHNSON & JOHNSON COM Healthcare 14,967.0 $3.8M 0.29% NEW $253.97 +6.4%
86 DFAS DIMENSIONAL U.S. SMALL CAP ETF 45,601.0 $3.8M 0.29% NEW $82.34 +0.8%
87 WMB WILLIAMS COS INC COM Energy 49,927.0 $3.7M 0.29% NEW $74.34 -5.2%
88 IJR ISHARES CORE S&P SMALL CAP ETF 24,856.0 $3.7M 0.28% NEW $148.31 -0.7%
89 VZ VERIZON COMMUNICATIONS INC COM Communication Services 86,169.0 $3.6M 0.28% NEW $42.34 +16.8%
90 TSCO TRACTOR SUPPLY CO COM Consumer Cyclical 109,606.0 $3.5M 0.27% NEW $31.61 +10.7%
91 CRWD CROWDSTRIKE HLDGS INC CL A Technology 4,249.0 $3.2M 0.25% NEW $190.78 +0.6%
92 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 138,565.0 $3.2M 0.25% NEW $23.16 -0.5%
93 VGT VANGUARD INFORMATION TECHNOLOGY ETF 26,657.0 $3.2M 0.25% NEW $119.52 -0.9%
94 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 24,777.0 $3.1M 0.24% NEW $124.44 +48.9%
95 ADBE ADOBE INC COM Technology 14,883.0 $3.1M 0.24% NEW $205.02 +34.3%
96 AOS SMITH A O CORP COM Industrials 48,195.0 $3.0M 0.23% NEW $62.72 +0.6%
97 INTU INTUIT COM Technology 11,273.0 $2.9M 0.23% NEW $261.00 +40.6%
98 KYN KAYNE ANDERSON ENERGY INFRSTR COM Financial Services 210,588.0 $2.9M 0.23% NEW $13.83 +5.6%
99 HD HOME DEPOT INC COM Consumer Cyclical 8,140.0 $2.9M 0.22% NEW $352.69 -4.8%
100 ZTS ZOETIS INC CL A Healthcare 38,531.0 $2.8M 0.21% NEW $71.86 +8.2%
Page 5 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%