FourThought Financial Partners, LLC
RIA/Wealth
FourThought Financial Partners, LLC is a RIA/Wealth based in Santa Fe, NM led by Scott George Pinkerton, reporting $1.6B in AUM as of Q3 2025 with MSFT as the largest holding (5% allocation).
CEOScott George Pinkerton
- Portfolio Value
- $1.1B
- Positions
- 504
- Top Holding
- MSFT at 5.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FourThought Financial Partners, LLC's portfolio (26.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $59.5M | 5.24% | -$562.0K Sold | 0.00% 114.9K shares | |
Semiconductors Technology | $48.2M | 4.24% | -$1.3M Sold | 0.00% 146.2K shares | |
Semiconductors Technology | $36.5M | 3.21% | -$808.5K Sold | 0.00% 195.4K shares | |
REIT - Specialty Real Estate | $25.6M | 2.25% | +$1.0M Bought | 0.03% 133.0K shares | |
Consumer Electronics Technology | $25.3M | 2.23% | -$1.1M Sold | 0.00% 99.5K shares | |
Banks - Diversified Financial Services | $22.9M | 2.01% | -$560.8K Sold | 0.00% 72.5K shares | |
ETF ETF | $22.2M | 1.95% | +$3.1M Bought | — 36.2K shares | |
Oil & Gas Integrated Energy | $21.1M | 1.85% | +$478.4K Bought | 0.01% 135.6K shares | |
Financial - Credit Services Financial Services | $20.7M | 1.82% | +$192.9K Bought | 0.00% 60.5K shares | |
Semiconductors Technology | $18.6M | 1.64% | -$58.2K Sold | 0.01% 17.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FourThought Financial Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for FourThought Financial Partners, LLC
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