FOURTHOUGHT FINANCIAL PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VRTX | 730 | $285.90K |
 | MCO | 723 | $344.41K |
 | GEV | 704 | $433.05K |
 | SHW | 681 | $235.64K |
 | AJG | 653 | $202.10K |
 | FN | 627 | $228.62K |
 | WSO | 608 | $245.74K |
 | VMI | 531 | $205.88K |
 | DDS | 504 | $309.70K |
 | UI | 491 | $324.35K |
 | APP | 477 | $342.74K |
 | GWW | 382 | $364.03K |
 | TDG | 328 | $431.88K |
 | MLM | 318 | $200.16K |
 | SPOT | 294 | $205.21K |
 | BKNG | 131 | $707.30K |
 | BRK-A | 2 | $1.51M |
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
730
Value
$285.90K
Moody's Corporation
MCO
Shares Held
723
Value
$344.41K
GE Vernova Inc.
GEV
Shares Held
704
Value
$433.05K
The Sherwin-Williams Company
SHW
Shares Held
681
Value
$235.64K
Arthur J. Gallagher & Co.
AJG
Shares Held
653
Value
$202.10K
Fabrinet
FN
Shares Held
627
Value
$228.62K
Watsco, Inc.
WSO
Shares Held
608
Value
$245.74K
Valmont Industries, Inc.
VMI
Shares Held
531
Value
$205.88K
Dillard's, Inc.
DDS
Shares Held
504
Value
$309.70K
Ubiquiti Inc.
UI
Shares Held
491
Value
$324.35K
AppLovin Corporation
APP
Shares Held
477
Value
$342.74K
W.W. Grainger, Inc.
GWW
Shares Held
382
Value
$364.03K
TransDigm Group Incorporated
TDG
Shares Held
328
Value
$431.88K
Martin Marietta Materials, Inc.
MLM
Shares Held
318
Value
$200.16K
Spotify Technology S.A.
SPOT
Shares Held
294
Value
$205.21K
Booking Holdings Inc.
BKNG
Shares Held
131
Value
$707.30K
Berkshire Hathaway Inc.
BRK-A
Shares Held
2
Value
$1.51M