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 $1.16B across 378 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($48.9M, 4.22%), AVGO ($46.5M, 4.01%), NVDA ($34.8M, 3.00%), CVX ($29.2M, 2.52%), VOO ($27.6M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $48.9M | 4.22% | 132,126 | Added |
| 2 | AVGO | BROADCOM INC COM | $46.5M | 4.01% | 150,196 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $34.8M | 3.00% | 199,436 | Added |
| 4 | CVX | CHEVRON CORPORATION COM | $29.2M | 2.52% | 141,088 | Added |
| 5 | VOO | VANGUARD S&P 500 ETF | $27.6M | 2.38% | 46,212 | Added |
| 6 | AAPL | APPLE INC COM | $26.1M | 2.25% | 102,703 | Trimmed |
| 7 | AMT | AMERICAN TOWER CORP COM | $25.0M | 2.16% | 144,775 | Added |
| 8 | NEE | NEXTERA ENERGY INC COM | $23.3M | 2.01% | 251,355 | Added |
| 9 | KLAC | KLA CORP COM NEW | $23.2M | 2.00% | 15,755 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO COM | $21.3M | 1.84% | 72,515 | Added |
| 11 | AMZN | AMAZON COM INC COM | $20.9M | 1.81% | 100,569 | Added |
| 12 | PEP | PEPSICO INC COM | $20.6M | 1.77% | 132,355 | Added |
| 13 | V | VISA INC COM CL A | $20.0M | 1.72% | 66,047 | Added |
| 14 | ASML | ASML HLDG NV N Y REGISTRY SHS | $19.8M | 1.71% | 14,990 | Trimmed |
| 15 | LMT | LOCKHEED MARTIN CORP COM | $18.4M | 1.59% | 30,435 | Trimmed |
| 16 | GOOGL | ALPHABET INC CAP STK CL A | $17.8M | 1.54% | 62,021 | Trimmed |
| 17 | CMCSA | COMCAST CORP NEW CL A | $17.6M | 1.52% | 612,350 | Added |
| 18 | MDT | MEDTRONIC PLC SHS | $16.7M | 1.44% | 193,062 | Added |
| 19 | NOC | NORTHROP GRUMMAN CORP COM | $16.3M | 1.41% | 23,960 | Trimmed |
| 20 | CB | CHUBB LTD SWITZ COM | $16.1M | 1.39% | 49,274 | Added |
| 21 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $15.8M | 1.36% | 225,324 | Trimmed |
| 22 | AZNCF | ASTRAZENECA PLC ORD | $15.7M | 1.35% | 79,487 | New |
| 23 | LOW | LOWES COS INC COM | $15.1M | 1.30% | 63,934 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION COM | $14.8M | 1.28% | 14,900 | Added |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $14.8M | 1.27% | 43,720 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31