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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 8 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TJX TJX COS INC NEW COM Consumer Cyclical 7,164.0 $1.1M 0.08% NEW $151.50 -7.3%
142 UNP UNION PAC CORP COM Industrials 3,939.0 $1.1M 0.08% NEW $271.98 +13.3%
143 IVV ISHARES CORE S&P 500 ETF 1,405.0 $1.1M 0.08% NEW $748.76 +2.7%
144 UNH UNITEDHEALTH GROUP INC COM Healthcare 2,519.0 $1.0M 0.08% NEW $415.66 -6.1%
145 CORT CORCEPT THERAPEUTICS INC COM Healthcare 11,720.0 $1.0M 0.08% NEW $86.95 +40.6%
146 PNQI INVESCO NASDAQ INTERNET ETF 22,011.0 $1.0M 0.08% NEW $45.57 +13.8%
147 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 6,165.0 $974K 0.07% NEW $158.03 +4.4%
148 WM WASTE MGMT INC DEL COM Industrials 4,272.0 $952K 0.07% NEW $222.90 +0.5%
149 HUBB HUBBELL INC COM Industrials 1,793.0 $938K 0.07% NEW $523.25 -10.2%
150 TSLA TESLA INC COM Consumer Cyclical 2,163.0 $910K 0.07% NEW $420.56 -13.7%
151 BA BOEING CO COM Industrials 4,128.0 $894K 0.07% NEW $216.47 -1.0%
152 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 36,803.0 $892K 0.07% NEW $24.23 -0.0%
153 DE DEERE & CO COM Industrials 1,375.0 $872K 0.07% NEW $634.47 +2.0%
154 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 19,968.0 $869K 0.07% NEW $43.50 +0.5%
155 MCD MCDONALDS CORP COM Consumer Cyclical 3,120.0 $843K 0.07% NEW $270.33 +0.2%
156 SRE SEMPRA COM Utilities 8,966.0 $831K 0.06% NEW $92.71 -10.6%
157 COF CAPITAL ONE FINL CORP COM Financial Services 4,050.0 $813K 0.06% NEW $200.62 +8.6%
158 IWR ISHARES RUSSELL MIDCAP ETF 7,259.0 $801K 0.06% NEW $110.32 +2.8%
159 IJH ISHARES CORE S&P MID-CAP ETF 10,369.0 $800K 0.06% NEW $77.11 -0.4%
160 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 6,791.0 $792K 0.06% NEW $116.67 +54.2%
Page 8 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%