Foresight Global Investors, Inc.
CIK 1973323 · View on SEC EDGAR ↗
- Portfolio value
- $165.0M
- Positions
- 32
- As of
- June 30, 2026
#7,085 of 9,443 by 13F value · top 75.0%
Portfolio value QoQ: +7.1% 13F does not disclose cash
- Top 10 holdings weight
- 87.62%
- Top 25 holdings weight
- 98.69%
- Positions above 1%
- 12
- Effective number of positions
- 10.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 20.66% Est. buys $56,967,847 · sells $32,959,073
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 71.1% still held
- New positions
- 5
- Increased
- 8
- Decreased
- 11
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Healthcare
43.0%
Financials
13.0%
Technology
10.8%
Financial Services
9.4%
Consumer products
9.2%
Energy
7.3%
Materials
5.0%
Industrials
0.9%
Communication Services
0.6%
Consumer Staples
0.3%
Retail
0.2%
Consumer Discretionary
0.1%
Other/Unmapped
0.2%
Full portfolio 32 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVS Novartis AG Common Stock | $24,086,767 | 14.60% | 153,693 | $-2,194,329 | Down ×2 | ||
| AZN AstraZeneca PLC - American Depositary Shares | $22,535,199 | 13.66% | 118,844 | Up ×1 | |||
| HSBC HSBC Holdings, plc. Common Stock | $20,303,046 | 12.31% | 213,514 | $2,889,819 | Up ×1 | ||
| SONY Sony Group Corporation American Depositary Shares | $14,850,418 | 9.00% | 740,300 | $6,425,290 | Up ×1 | ||
| DB Deutsche Bank AG Common Stock | $14,793,632 | 8.97% | 438,200 | Up ×1 | |||
| ALC Alcon Inc. Ordinary Shares | $11,789,470 | 7.15% | 175,700 | Up ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $11,759,155 | 7.13% | 245,289 | $-1,308,190 | Down ×1 | ||
| STM STMicroelectronics N.V. Common Stock | $8,291,971 | 5.03% | 110,722 | $-1,966,477 | Down ×4 | ||
| RIO Rio Tinto Plc Common Stock | $8,208,217 | 4.98% | 86,466 | $-4,249,170 | Down ×3 | ||
| SAP SAP SE ADS | $7,923,412 | 4.80% | 51,414 | $-778,336 | Up ×3 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $7,503,313 | 4.55% | 96,767 | $-1,462,352 | Up ×1 | ||
| SDRL Seadrill Limited Common Shares | $3,574,368 | 2.17% | 94,510 | $-3,755,910 | Down ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,035,372 | 0.63% | 2,168 | $302,696 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $960,253 | 0.58% | 2,687 | $186,717 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $745,658 | 0.45% | 2,278 | $75,562 | |||
| ADI Analog Devices, Inc. - Common Stock | $558,421 | 0.34% | 1,406 | $103,481 | Down ×1 | ||
| CNI Canadian National Railway Company Common Stock | $491,865 | 0.30% | 4,125 | $67,939 | |||
| DEO Diageo plc Common Stock | $478,422 | 0.29% | 5,952 | $35,296 | |||
| MPLX MPLX LP Common Units Representing Limited Partner Interests | $476,777 | 0.29% | 8,464 | $-6,263 | |||
| XOM Exxon Mobil Corporation Common Stock | $440,649 | 0.27% | 3,223 | $-106,165 | |||
| CASY Caseys General Stores, Inc. - Common Stock | $410,906 | 0.25% | 517 | $14,222 | Down ×2 | ||
| LPLA LPL Financial Holdings Inc. - Common Stock | $404,492 | 0.25% | 1,436 | $-34,419 | Down ×1 | ||
| BA Boeing Company (The) Common Stock | $397,872 | 0.24% | 1,838 | $19,118 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $394,900 | 0.24% | 4,352 | Up ×1 | |||
| EL Estee Lauder Companies, Inc. (The) Common Stock | $394,750 | 0.24% | 5,000 | $60,374 | Up ×2 | ||
| LH Labcorp Holdings Inc. Common Stock | $364,280 | 0.22% | 1,301 | $21,963 | Up ×2 | ||
| RTO Rentokil Initial plc American Depositary Shares (each representing five (5) Ordinary Shares) | $353,133 | 0.21% | 12,343 | $20,956 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $340,229 | 0.21% | 4,117 | $12,475 | |||
| GDX GDX | $333,715 | 0.20% | 4,423 | Up ×1 | |||
| V Visa Inc. | $320,103 | 0.19% | 933 | $40,833 | Up ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $275,507 | 0.17% | 3,818 | $878 | |||
| STLA Stellantis N.V. Common Shares | $166,609 | 0.10% | 29,026 | $-4,355,811 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SAP | $7,923,412 | 4.80% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SONY | Bought more | +333K | +$6.4M |
| RIO | Trimmed | -47K | -$4.2M |
| SDRL | Trimmed | -67K | -$3.8M |
| HSBC | Bought more | +2K | +$2.9M |
| NVS | Trimmed | -18K | -$2.2M |
| STM | Trimmed | -186K | -$2.0M |
| SHEL | Bought more | +362 | -$1.5M |
| NVO | Trimmed | -110K | -$1.3M |
| SAP | Bought more | +589 | -$778K |
| TSM | Price move only | +0 | +$303K |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ABEV | Sept. 30, 2025 | 3,077,365 | $7,416,450 | 28.3% |
| HDB | Sept. 30, 2025 | 66,806 | $5,122,016 | -31.1% |
| BP | March 31, 2025 | 86,349 | $2,552,476 | 33.9% |
| NTR | June 30, 2025 | 29,089 | $1,444,851 | 26.2% |
| FNV | June 30, 2025 | 4,000 | $630,240 | 60.8% |
| TSM | Dec. 31, 2025 | 2,168 | $605,501 | 38.3% |
| RTO | Dec. 31, 2025 | 15,543 | $392,461 | -19.8% |
| DEO | Dec. 31, 2025 | 3,676 | $350,801 | 8.1% |
| IQV | June 30, 2026 | 1,851 | $315,670 | 32.6% |
| VOE | Dec. 31, 2025 | 1,745 | $304,642 | No longer tracked |
| ELV | March 31, 2026 | 865 | $303,226 | 36.6% |
| BAX | Dec. 31, 2025 | 13,225 | $301,133 | 37.0% |
| REGL | Dec. 31, 2025 | 3,430 | $292,716 | No longer tracked |
| LOW | March 31, 2026 | 1,192 | $287,463 | -7.9% |
| KHC | Dec. 31, 2025 | 9,042 | $235,454 | 5.1% |