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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 9 of 20  ·  393 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADI ANALOG DEVICES INC COM Technology 1,983.0 $788K 0.06% NEW $397.22 -6.1%
162 EEM ISHARES MSCI EMERGING MARKETS ETF 11,509.0 $787K 0.06% NEW $68.41 -1.9%
163 ORCL ORACLE CORP COM Technology 5,258.0 $771K 0.06% NEW $146.55 -0.1%
164 INTC INTEL CORP COM Technology 5,488.0 $766K 0.06% NEW $139.62 -35.5%
165 IBM INTERNATIONAL BUSINESS MACHS COM Technology 2,724.0 $766K 0.06% NEW $281.21 -16.2%
166 DELL DELL TECHNOLOGIES INC CL C Technology 1,756.0 $758K 0.06% NEW $431.42 +2.4%
167 ANET ARISTA NETWORKS INC COM SHS Technology 4,389.0 $746K 0.06% NEW $169.88 +11.0%
168 LIN LINDE PLC SHS Basic Materials 1,429.0 $742K 0.06% NEW $519.09 -6.1%
169 IUSG ISHARES CORE S&P U.S. GROWTH ETF 3,938.0 $741K 0.06% NEW $188.09 +0.9%
170 NFLX NETFLIX INC. COM Communication Services 10,223.0 $730K 0.06% NEW $71.40 +11.5%
171 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 3,425.0 $729K 0.06% NEW $212.79 +4.2%
172 C CITIGROUP INC COM NEW Financial Services 5,164.0 $723K 0.06% NEW $139.95 -5.9%
173 TER TERADYNE INC COM Technology 1,485.0 $719K 0.06% NEW $483.84 -22.3%
174 SO SOUTHERN CO COM Utilities 7,504.0 $718K 0.06% NEW $95.71 -7.1%
175 CQQQ INVESCO CHINA TECHNOLOGY ETF 12,500.0 $713K 0.06% NEW $57.03 -13.4%
176 GEV GE VERNOVA INC COM Utilities 603.0 $708K 0.06% NEW $1173.92 -18.5%
177 APH AMPHENOL CORP CL A Technology 3,858.0 $680K 0.05% NEW $176.33 -11.0%
178 T AT&T INC COM Communication Services 32,762.0 $678K 0.05% NEW $20.70 +22.3%
179 WFC WELLS FARGO & CO COM Financial Services 8,136.0 $672K 0.05% NEW $82.64 +1.5%
180 RCL ROYAL CARIBBEAN GROUP COM Consumer Cyclical 2,102.0 $667K 0.05% NEW $317.49 -8.0%
Page 9 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%