FOURTHOUGHT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEM | 3K | $230.76K |
 | NTAP | 3K | $321.86K |
 | ONTO | 3K | $349.93K |
 | RCL | 3K | $873.97K |
 | GGG | 3K | $226.42K |
 | ROKU | 3K | $266.85K |
 | CRH | 3K | $310.62K |
 | ODFL | 3K | $364.62K |
 | IBM | 3K | $725.43K |
 | PCAR | 3K | $249.32K |
 | DHR | 3K | $499.95K |
 | GE | 3K | $753.62K |
 | BE | 2K | $210.16K |
 | SSB | 2K | $237.78K |
 | JKHY | 2K | $357.58K |
 | ACA | 2K | $220.59K |
 | CWST | 2K | $222.40K |
 | DVA | 2K | $300.29K |
 | ADI | 2K | $546.98K |
 | AMR | 2K | $354.11K |
Newmont Corporation
NEM
Shares Held
3K
Value
$230.76K
NetApp, Inc.
NTAP
Shares Held
3K
Value
$321.86K
Onto Innovation Inc.
ONTO
Shares Held
3K
Value
$349.93K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
3K
Value
$873.97K
Graco Inc.
GGG
Shares Held
3K
Value
$226.42K
Roku, Inc.
ROKU
Shares Held
3K
Value
$266.85K
CRH plc
CRH
Shares Held
3K
Value
$310.62K
Old Dominion Freight Line, Inc.
ODFL
Shares Held
3K
Value
$364.62K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$725.43K
PACCAR Inc
PCAR
Shares Held
3K
Value
$249.32K
Danaher Corporation
DHR
Shares Held
3K
Value
$499.95K
GE Aerospace
GE
Shares Held
3K
Value
$753.62K
Bloom Energy Corporation
BE
Shares Held
2K
Value
$210.16K
SouthState Corporation
SSB
Shares Held
2K
Value
$237.78K
Jack Henry & Associates, Inc.
JKHY
Shares Held
2K
Value
$357.58K
Arcosa, Inc.
ACA
Shares Held
2K
Value
$220.59K
Casella Waste Systems, Inc.
CWST
Shares Held
2K
Value
$222.40K
DaVita Inc.
DVA
Shares Held
2K
Value
$300.29K
Analog Devices, Inc.
ADI
Shares Held
2K
Value
$546.98K
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
2K
Value
$354.11K