FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 78.0%; sector active share 38.0% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 44.8% | $92,082,794 |
| Technology | 21.2% | $43,613,956 |
| Financial Services | 11.3% | $23,156,860 |
| Real Estate | 4.3% | $8,913,110 |
| Energy | 4.0% | $8,217,236 |
| Communication Services | 3.9% | $8,000,571 |
| Consumer Defensive | 3.3% | $6,856,933 |
| Healthcare | 2.0% | $4,080,358 |
| Utilities | 1.9% | $3,996,609 |
| Consumer Cyclical | 1.7% | $3,506,781 |
| Industrials | 1.6% | $3,261,235 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | +50,624 | 345,778 | $6,407,266 | |
| IGLD | FT Vest Gold Strategy Target Income ETF | +21,928 | 133,196 | $2,805,107 | |
| BMY | Bristol Myers Squibb Co | +11,774 | 48,144 | $2,774,057 | |
| RYLD | Global X Russell 2000 Covered Call ETF | +10,532 | 148,124 | $2,368,502 | |
| KMB | Kimberly Clark Corp | +6,414 | 27,869 | $3,059,180 | |
| JEPI | JPMorgan Equity Premium Income ETF | +5,022 | 60,946 | $3,442,230 | |
| UL | Unilever PLC | +4,966 | 54,738 | $3,290,848 | |
| VUG | VANGUARD GROWTH INDEX FUND | +4,094 | 4,813 | $414,591 | |
| MIY | Blackrock Muniyield Michigan Quality Fund, Inc. | +3,225 | 39,991 | $490,689 | |
| VRP | Invesco Ltd. | +3,132 | 71,012 | $1,726,301 | |
| IDMO | Invesco Ltd. | +2,414 | 99,639 | $6,007,235 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +2,374 | 117,181 | $7,201,944 | |
| VZ | Verizon Communications Inc | +1,837 | 75,757 | $3,207,551 | |
| BBEU | JPMorgan BetaBuilders Europe ETF | +1,772 | 46,336 | $3,603,550 | |
| GLTR | abrdn Precious Metals Basket ETF Trust | +1,699 | 11,919 | $2,159,126 | |
| KLAC | Kla Corp | +1,095 | 1,242 | $374,723 | |
| FDD | First Trust STOXX European Select Dividend Index Fund | +990 | 215,059 | $3,989,344 | |
| FDVV | Fidelity High Dividend ETF | +896 | 73,230 | $4,415,036 | |
| IDVO | Amplify CWP International Enhanced Dividend Income ETF | +783 | 90,798 | $3,813,516 | |
| ENB | Enbridge Inc | +669 | 71,367 | $3,868,805 | |
| EVRG | Evergy, Inc. | +566 | 46,241 | $3,996,609 | |
| IBM | International Business Machines Corp | +497 | 17,603 | $4,950,139 | |
| — | +400 | 1,590 | $351,708 | ||
| MSFT | Microsoft Corp | +363 | 7,233 | $2,698,053 | |
| NOC | Northrop Grumman Corp | +343 | 3,276 | $1,668,499 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −15,400 | 5,057 | $3,776,415 | |
| IRM | Iron Mountain Inc | −8,645 | 59,644 | $7,533,633 | |
| GLW | Corning Inc | −4,441 | 40,934 | $10,455,771 | |
| PAVE | Global X U.S. Infrastructure Development ETF | −1,705 | 37,538 | $2,211,738 | |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | −1,612 | 114,176 | $4,633,832 | |
| EUAD | Spinnaker ETF Series | −1,362 | 8,089 | $341,194 | |
| AMZN | Amazon Com Inc | −1,096 | 12,864 | $3,066,005 | |
| KMI | Kinder Morgan, Inc. | −719 | 136,016 | $4,348,431 | |
| TXN | Texas Instruments Inc | −709 | 15,674 | $4,671,949 | |
| NFLX | Netflix Inc | −690 | 3,855 | $275,247 | |
| AVDV | Avantis International Small Cap Value ETF | −533 | 2,963 | $305,337 | |
| RDVY | First Trust Rising Dividend Achievers ETF | −531 | 31,048 | $2,516,750 | |
| SCHW | Schwab Charles Corp | −482 | 3,815 | $352,010 | |
| GOOGL | Alphabet Inc. | −476 | 11,696 | $4,179,799 | |
| XMMO | Victory Portfolios II | −448 | 8,303 | $1,412,672 | |
| AVGO | Broadcom Inc. | −384 | 14,604 | $5,516,661 | |
| VTWO | VANGUARD RUSSELL 2000 INDEX FUND | −378 | 40,172 | $4,877,684 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −374 | 7,863 | $3,755,132 | |
| QQQ | Invesco Qqq Trust, Series 1 | −323 | 9,299 | $6,847,783 | |
| NVDA | Nvidia Corp | −211 | 17,897 | $3,581,010 | |
| HSBC | Hsbc Holdings PLC | −195 | 18,850 | $1,792,446 | |
| XAR | State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | −164 | 1,480 | $420,009 | |
| VRT | Vertiv Holdings Co | −163 | 1,793 | $600,332 | |
| BRK-B | Berkshire Hathaway Inc | −134 | 1,555 | $778,106 | |
| JPM | Jpmorgan Chase & Co | −115 | 1,889 | $618,326 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | 42,612 | $5,070,401 | |
| FTHI | First Trust BuyWrite Income ETF | 211,875 | $5,053,218 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 16,478 | $1,448,086 | |
| MU | Micron Technology Inc | 386 | $445,555 | |
| DELL | Dell Technologies Inc. | 663 | $286,057 | |
| PM | Philip Morris International Inc. | 1,193 | $215,825 | |
| PANW | Palo Alto Networks Inc | 592 | $201,883 | |
| GERN | Geron Corp | 62,500 | $80,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | 1,184 | $200,877 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLW |
Corning Inc
Technology
|
Reduced | 40,934 | $10,455,771 | 5.08% | |
| IRM |
Iron Mountain Inc
Real Estate
|
Reduced | 59,644 | $7,533,633 | 3.66% | |
| JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
|
Added | 117,181 | $7,201,944 | 3.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 9,299 | $6,847,783 | 3.33% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 345,778 | $6,407,266 | 3.12% | |
| IDMO |
Invesco Ltd.
Financial Services
|
Added | 99,639 | $6,007,235 | 2.92% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 15,112 | $5,592,044 | 2.72% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 14,604 | $5,516,661 | 2.68% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 7,087 | $5,307,383 | 2.58% | |
| AAPL |
Apple Inc.
Technology
|
Added | 18,330 | $5,303,968 | 2.58% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
NEW | 42,612 | $5,070,401 | 2.47% | |
| FTHI |
First Trust BuyWrite Income ETF
|
NEW | 211,875 | $5,053,218 | 2.46% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 9,622 | $5,026,436 | 2.44% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 17,603 | $4,950,139 | 2.41% | |
| VTWO |
VANGUARD RUSSELL 2000 INDEX FUND
|
Reduced | 40,172 | $4,877,684 | 2.37% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 18,984 | $4,674,240 | 2.27% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 15,674 | $4,671,949 | 2.27% | |
| LVHI |
Franklin International Low Volatility High Dividend Index ETF
|
Reduced | 114,176 | $4,633,832 | 2.25% | |
| FDVV |
Fidelity High Dividend ETF
|
Added | 73,230 | $4,415,036 | 2.15% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 136,016 | $4,348,431 | 2.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 11,696 | $4,179,799 | 2.03% | |
| EVRG |
Evergy, Inc.
Utilities
|
Added | 46,241 | $3,996,609 | 1.94% | |
| FDD |
First Trust STOXX European Select Dividend Index Fund
|
Added | 215,059 | $3,989,344 | 1.94% | |
| ENB |
Enbridge Inc
Energy
|
Added | 71,367 | $3,868,805 | 1.88% | |
| IDVO |
Amplify CWP International Enhanced Dividend Income ETF
|
Added | 90,798 | $3,813,516 | 1.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,057 | $3,776,415 | 1.84% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 7,863 | $3,755,132 | 1.83% | |
| BBEU |
JPMorgan BetaBuilders Europe ETF
|
Added | 46,336 | $3,603,550 | 1.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 17,897 | $3,581,010 | 1.74% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Added | 60,946 | $3,442,230 | 1.67% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 54,738 | $3,290,848 | 1.60% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 75,757 | $3,207,551 | 1.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 12,864 | $3,066,005 | 1.49% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 27,869 | $3,059,180 | 1.49% | |
| IGLD |
FT Vest Gold Strategy Target Income ETF
|
Added | 133,196 | $2,805,107 | 1.36% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 48,144 | $2,774,057 | 1.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 7,233 | $2,698,053 | 1.31% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
Reduced | 31,048 | $2,516,750 | 1.22% | |
| RYLD |
Global X Russell 2000 Covered Call ETF
|
Added | 148,124 | $2,368,502 | 1.15% | |
| PAVE |
Global X U.S. Infrastructure Development ETF
|
Reduced | 37,538 | $2,211,738 | 1.08% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Added | 11,919 | $2,159,126 | 1.05% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
Reduced | 18,850 | $1,792,446 | 0.87% | |
| VRP |
Invesco Ltd.
Financial Services
|
Added | 71,012 | $1,726,301 | 0.84% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Added | 3,276 | $1,668,499 | 0.81% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
NEW | 16,478 | $1,448,086 | 0.70% | |
| XMMO |
Victory Portfolios II
|
Reduced | 8,303 | $1,412,672 | 0.69% | |
| SCHB |
Schwab U.S. Broad Market ETF
|
Added | 47,847 | $1,385,649 | 0.67% | |
| O |
Realty Income Corp
Real Estate
|
Reduced | 22,264 | $1,379,477 | 0.67% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 3,895 | $1,226,301 | 0.60% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,038 | $792,139 | 0.39% |
Showing the top 50 of 80 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.