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Home > Institutional Investor > Fourthought Financial Partners, Llc > Profile

Instuitional Investor - Fourthought Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Fourthought Financial Partners, Llc
Portfolio Value $1,295,010,277
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadcom Inc.
 AVGO 150,618 $56,895,878 4.39%
2.
Microsoft Corp
 MSFT 135,248 $50,450,199 3.9%
3.
Kla Corp
 KLAC 154,342 $46,566,633 3.6%
4.
Nvidia Corp
 NVDA 198,607 $39,739,368 3.07%
5.
Vanguard S&P 500 Etf - ETF
 50,233 $34,500,408 2.66%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.