Foresight Global Investors

Latest statistics and disclosures from Foresight Global Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AstraZeneca, NVS, HSBC, NVO, RIO, and represent 63.54% of Foresight Global Investors's stock portfolio.
  • Added to shares of these 9 stocks: STLA, SAP, NVO, TSM, DEO, RTO, IQV, EL, LH.
  • Started 4 new stock positions in DEO, TSM, RTO, STLA.
  • Reduced shares in these 10 stocks: AstraZeneca (-$29M), CNI (-$16M), SONY (-$7.6M), HSBC (-$6.8M), STM (-$6.4M), SHEL (-$6.3M), SDRL, RIO, CASY, ELV.
  • Sold out of its positions in ELV, LOW.
  • Foresight Global Investors was a net seller of stock by $-70M.
  • Foresight Global Investors has $154M in assets under management (AUM), dropping by -27.51%.
  • Central Index Key (CIK): 0001973323

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Portfolio Holdings for Foresight Global Investors

Foresight Global Investors holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Astrazeneca Sponsored Adr 18.6 $29M -50% 145k 197.22
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Novartis Sponsored Adr (NVS) 17.1 $26M 172k 152.75
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HSBC HLDGS Spon Adr New (HSBC) 11.3 $17M -28% 211k 82.49
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Novo-nordisk A S Adr (NVO) 8.5 $13M +7% 356k 36.75
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Rio Tinto Sponsored Adr (RIO) 8.1 $13M -18% 134k 93.29
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Stmicroelectronics N V Ny Registry (STM) 6.7 $10M -38% 297k 34.55
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Shell Spon Ads (SHEL) 5.8 $9.0M -41% 96k 93.00
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Sap Se Spon Adr (SAP) 5.6 $8.7M +30% 51k 171.21
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Sony Group Corp Sponsored Adr (SONY) 5.5 $8.4M -47% 407k 20.70
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Seadrill 2021 (SDRL) 4.8 $7.3M -33% 161k 45.50
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Stellantis SHS (STLA) 2.9 $4.5M NEW 638k 7.09
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $774k 2.7k 287.56
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $733k NEW 2.2k 337.95
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JPMorgan Chase & Co. (JPM) 0.4 $670k 2.3k 294.16
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Exxon Mobil Corporation (XOM) 0.4 $547k 3.2k 169.66
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MPLX Com Unit Rep Ltd (MPLX) 0.3 $483k 8.5k 57.07
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Analog Devices (ADI) 0.3 $455k 1.4k 318.14
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Diageo Spon Adr New (DEO) 0.3 $443k NEW 6.0k 74.45
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Lpl Financial Holdings (LPLA) 0.3 $439k 1.5k 300.83
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Canadian Natl Ry (CNI) 0.3 $424k -97% 4.1k 102.77
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Casey's General Stores (CASY) 0.3 $397k -50% 545.00 727.86
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Boeing Company (BA) 0.2 $379k 1.9k 199.03
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Labcorp Holdings Com Shs (LH) 0.2 $342k 1.3k 266.81
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Lauder Estee Cos Cl A (EL) 0.2 $334k +4% 4.7k 71.77
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Rentokil Initial Sponsored Adr (RTO) 0.2 $332k NEW 11k 31.48
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Wells Fargo & Company (WFC) 0.2 $328k 4.1k 79.61
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Iqvia Holdings (IQV) 0.2 $316k +7% 1.9k 170.54
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Visa Com Cl A (V) 0.2 $279k 924.00 302.24
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Uber Technologies (UBER) 0.2 $275k 3.8k 71.93
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Past Filings by Foresight Global Investors

SEC 13F filings are viewable for Foresight Global Investors going back to 2023