FourThought Financial Partners, LLC
Follow13F filer, CIK 1956790, VENICE, FL
FourThought Financial Partners, LLC reported $1,137,417,166 across 505 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 26.42% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001765380-25-000495
- Period
- 2025-09-30
- Reported value
- $1.14B
- Holdings
- 505
- Top 10 weight
- 26.42%
- New
- 225
- Sold out
- 22
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOOadded | +5,141 | $3.15M |
| VONVadded | +23,328 | $2.08M |
| SPYadded | +2,640 | $1.76M |
| LLYadded | +2,273 | $1.73M |
| AMATadded | +8,416 | $1.72M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GOOGLreduced | -15,010 | -$3.65M |
| PODDreduced | -5,878 | -$1.81M |
| VIOOreduced | -14,677 | -$1.62M |
| GSHDexited | -14,744 | -$1.56M |
| BRK-Areduced | -2 | -$1.51M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2025
Share positions as resolved from 13F-HR 0001765380-25-000495, largest first. % of portfolio is the value over $1,137,417,166, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AMCOR PLCAMCOR PLC | 12,857 | $105K | 0.01% | 0 | |||
| AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC | 10,384 | $103K | 0.01% | new | |||
| THTARGET HOSPITALITY CORP | 11,247 | $95.4K | 0.01% | new | Timeline | ||
| PSNLPERSONALIS INC | 13,145 | $85.7K | 0.01% | new | Timeline | ||
| AHRTAH RLTY TR INC | 12,179 | $85.4K | 0.01% | new | Timeline |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| GSHDGOOSEHEAD INS INC | 14,744 | $1.56M | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 24,303 | $1.41M | shares |
| CWANCLEARWATER ANALYTICS HLDGS I | 43,684 | $958K | shares |
| LADLITHIA MTRS INC | 2,230 | $753K | shares |
| LFUSLITTELFUSE INC | 2,180 | $494K | shares |
| SNYSANOFI SA | 9,572 | $462K | shares |
| GLOBGLOBANT S A | 4,742 | $431K | shares |
| JBLJABIL INC | 1,316 | $287K | shares |
| SouthState CorpSouthState Corp | 3,070 | $283K | shares |
| WATWATERS CORP | 743 | $259K | shares |
| IEFAISHARES TR | 2,812 | $235K | shares |
| MHOM/I HOMES INC | 2,069 | $232K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 1,828 | $232K | shares |
| THGHANOVER INS GROUP INC | 1,299 | $221K | shares |
| ISRGINTUITIVE SURGICAL INC | 392 | $213K | shares |
| INGRINGREDION INC | 1,561 | $212K | shares |
| NVSTENVISTA HOLDINGS CORPORATION | 10,811 | $211K | shares |
| COLBCOLUMBIA BKG SYS INC | 8,878 | $208K | shares |
| AIRAAR CORP | 2,941 | $202K | shares |
| TWLOTWILIO INC | 1,610 | $200K | shares |
| HLNHALEON PLC | 11,621 | $121K | shares |
| NRDYNERDY INC | 10,990 | $17.9K | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001765380-25-000495 | base | 2025-11-13 | acceptance time not in the bulk data set |