Long-term investor
Fourthought Financial Partners, LLC @fourthoughtfinancialpart
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001956790).
Record
- Tracked since 2025-06-30 (448 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months n/a · 1 year +11.7% · all +11.7%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 4.4% · long · since 2025-06-30
- MSFT · 3.9% · long · since 2025-06-30
- KLAC · 3.6% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- 922908363 · 2.7% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- N07059210 · 2.2% · long · since 2025-06-30
- AMAT · 2.1% · long · since 2025-06-30
- AMZN · 1.9% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30
- CVX · 1.8% · long · since 2025-06-30
- V · 1.8% · long · since 2025-06-30