Institutional Fund
Fourthought Financial Partners, LLC
Venice, FLCIK 19567905 filings on record
Portfolio Value
$1.16B
Q1 2026
Holdings
384
Reported positions
New Buys
55
Opened this quarter
QoQ Change
-2.1%
from $1.18B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp4.2%
- Broadcom Inc4.0%
- Nvidia Corporation3.0%
- Chevron Corp New2.5%
- Vanguard Index Fds2.4%
- Apple Inc2.2%
- Other81.6%
Portfolio Holdings
384 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 132.1K | $48.91M | 4.2% | +15.3K | Added |
| 2 | Broadcom Inc | 150.2K | $46.49M | 4.0% | +1.7K | Added |
| 3 | Nvidia Corporation | 199.4K | $34.78M | 3.0% | +4.8K | Added |
| 4 | Chevron Corp New | 141.1K | $29.19M | 2.5% | +1.3K | Added |
| 5 | Vanguard Index Fds | 46.2K | $27.61M | 2.4% | +5.7K | Added |
| 6 | Apple Inc | 102.7K | $26.06M | 2.2% | −5.5K | Reduced |
| 7 | American Tower Corp New | 144.8K | $24.99M | 2.2% | +23.5K | Added |
| 8 | Nextera Energy Inc | 251.4K | $23.35M | 2.0% | +17.4K | Added |
| 9 | Kla Corp | 15.8K | $23.20M | 2.0% | −1.3K | Reduced |
| 10 | Jpmorgan Chase & Co. | 72.5K | $21.33M | 1.8% | +238 | Added |
374 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio