FourThought Financial Partners, LLC

Q2 2026 13F-HR Holdings

Location
Venice, FL
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
393
Total value ($000)
$1,295,010
Net value change ($000)
+136,101 (11.7%)
New positions
57
Sold out positions
48
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KLAC 23,369 100.7%
AMAT 13,633 97.3%
AVGO 10,409 22.4%
ASML 8,278 41.8%
VOO 6,886 24.9%
LRCX 6,223 99.3%
EXXONMOBIL HOLDINGS CORP COM SHS 5,227 NEW
TSM 5,214 35.3%
NVDA 4,957 14.3%
CAT 4,575 50.1%
Top Reduces (Value $000, Stocks/ETFs)
HON -8,771 -100.0%
AMT -6,253 -25.0%
XOM -6,141 -100.0%
CVX -5,660 -19.4%
NOC -3,750 -22.9%
CME -2,866 -23.5%
LMT -2,740 -14.9%
PEP -2,254 -11.0%
CMCSA -2,181 -12.4%
INTU -1,412 -32.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type