Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FourThought Financial Partners, LLC (CIK 1956790) reported $1.30B across 391 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVGO ($56.9M, 4.39%), MSFT ($50.5M, 3.90%), KLAC ($46.6M, 3.60%), NVDA ($39.7M, 3.07%), VOO ($34.5M, 2.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC COM | $56.9M | 4.39% | 150,618 | Added |
| 2 | MSFT | MICROSOFT CORP COM | $50.5M | 3.90% | 135,248 | Added |
| 3 | KLAC | KLA CORP COM NEW | $46.6M | 3.60% | 154,342 | Added |
| 4 | NVDA | NVIDIA CORPORATION COM | $39.7M | 3.07% | 198,607 | Trimmed |
| 5 | VOO | VANGUARD S&P 500 ETF | $34.5M | 2.66% | 50,233 | Added |
| 6 | AAPL | APPLE INC COM | $30.0M | 2.32% | 103,715 | Added |
| 7 | ASML | ASML HLDG NV N Y REGISTRY SHS | $28.1M | 2.17% | 14,113 | Trimmed |
| 8 | AMAT | APPLIED MATLS INC COM | $27.6M | 2.13% | 38,231 | Trimmed |
| 9 | AMZN | AMAZON COM INC COM | $24.5M | 1.89% | 102,598 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $23.7M | 1.83% | 72,550 | Added |
| 11 | CVX | CHEVRON CORPORATION COM | $23.5M | 1.82% | 141,961 | Added |
| 12 | V | VISA INC COM CL A | $23.5M | 1.81% | 68,477 | Added |
| 13 | NEE | NEXTERA ENERGY INC COM | $23.3M | 1.80% | 265,529 | Added |
| 14 | GOOGL | ALPHABET INC CAP STK CL A | $21.5M | 1.66% | 60,051 | Trimmed |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $20.0M | 1.54% | 41,856 | Trimmed |
| 16 | AMT | AMERICAN TOWER CORP COM | $18.7M | 1.45% | 114,521 | Trimmed |
| 17 | PEP | PEPSICO INC COM | $18.3M | 1.41% | 135,150 | Added |
| 18 | CB | CHUBB LIMITED COM | $17.2M | 1.32% | 50,334 | Added |
| 19 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $17.1M | 1.32% | 224,977 | Trimmed |
| 20 | LMT | LOCKHEED MARTIN CORP COM | $15.7M | 1.21% | 30,728 | Added |
| 21 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $15.6M | 1.20% | 121,814 | Added |
| 22 | MDT | MEDTRONIC PLC SHS | $15.4M | 1.19% | 197,434 | Added |
| 23 | CMCSA | COMCAST CORP NEW CL A | $15.4M | 1.19% | 627,303 | Added |
| 24 | AZN | ASTRAZENECA PLC ORD | $15.3M | 1.18% | 80,917 | Added |
| 25 | VONV | VANGUARD RUSSELL 1000 VALUE ETF | $15.0M | 1.16% | 140,863 | Added |
Source: SEC Form 13F filings · as of 2026-06-30