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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 $797,459,535
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 106,076 $39,888,889 5%
2.
Apple Inc.
 AAPL 176,651 $34,010,619 4.26%
3.
American Tower Corp
 AMT 89,186 $19,253,421 2.41%
4.
Broadcom Inc.
 AVGO 16,881 $18,843,278 2.36%
5.
Lam Research Corp
 LRCX 20,031 $15,689,346 1.96%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)